Overview

Custom dashboards allow you to create and arrange advanced reports based on all of your customer data and activity objects in Vitally. Dashboards consist of widgets, built using a simple 3-step widget wizard.

​

​

Creating a Dashboard

Creating a new dashboard is simple! From the navigation bar, expand the caret next to Dashboards. Then, click Add Dashboard, and finally select Create a New Dashboard.

​

​

Next, you'll be prompted to name your dashboard and set permissions. You'll have two choices to control access to your new Dashboard:

• You can publish your view to your team's collection of Dashboards so that it can be found by all of your team members.

• You can elect not to share this Dashboard, and it will only be visible to you or anyone that you share the link with.

​

Create a Widget

Once you create your dashboard, the next step is to create your first widget. The widget wizard is broken up into a sequence of 3 steps where you will be able to select the type of data you want to visualize, how it's visualized, how the data is calculated, and how the results are filtered.

​

Step 1: Widget Display

First, you'll want to give your new widget a name. Next, select the data object that you'll want to visualize in your widget. Finally, select the visualization that you want to apply. You can have have widgets that are simple (e.g. "show me the current Number of renewing customers over the next 6 months") to the complex (e.g. "show me a Stacked Bar grouped by the renewal date and subdivided by the account's health").

​

Step 2: Configure

Depending on which type of visualization you have selected, you'l be presented with a list of options to configure your new widget. Here, you'll select the Account/Task/Project/etc columns that power your widget. For example, to build a widget visualizing the health of renewing ARR over the coming months, you'll want to 1) select the Stacked Bar option in step 1 and 2) specify the below options in Step 2:

That gives you a widget that looks like this!

Step 3: Filters

Finally, add any relevant filters in order to narrow down your results to only the Accounts, Users, or Objects that you want to quantify.