Custom Dashboards
Prioritize the right KPIs for you and your team with custom dashboards
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 widget builder.

How to create a new Custom Dashboard | How to Video |
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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.
How to create | How to Video |
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