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👋
Welcome
🏄
Getting Started
How to navigate Vitally
Integrate Data Sources
Configure Data
Engage with Customers
Automate Your Process
Visualize Your Data
➡
Pushing data to Vitally
The significance of 'external ID'
Integrations
Vitally's Analytics API
Vitally's REST API
CSV Upload
⬅
Getting data out of Vitally
How data-out integrations work
Supported Integrations
Vitally's REST API: Data Out
⚡
Other integrations
Slack
Zapier
🔁
Managing the customer lifecycle
Lifecycle Tracking
Categorizing deactivated users
Manually categorize accounts
Account hierarchy (using Vitally's 'Organization' object)
💟
Account health scores & metrics
Default metrics
Health scores
Success Metrics
Elements
Traits
📊
Reporting & Segmentation
Viewing Customer Datasets
Custom Dashboards
Measuring Net Revenue Retention (NRR)
Reporting: Dashboards for your Customers, Trials, Team, and NPS scores
Segmentation (Segments)
Views
Product event history
🔔
Automated Playbooks & Alerts
Creating automated workflows with Playbooks
Account Playbooks vs User Playbooks
Creating opportunity & risk alerts with Indicators
📝
Activity items
Notes
Tasks
Conversations
Projects
Task, note, and project categories
💯
Using Vitally's NPS surveys
Overview of Vitally's NPS surveys & analytics
Installing & configuring NPS surveys
Limit audience for NPS surveys
⚙
Administration
Managing your organization
User Roles & Permissions
Assigning (user) owners to accounts
Assigning Key Roles
Changing the currency for your revenue (your 'home currency')
Using Cards & Decks to customize account & user displays
Removing user <> account associations
🤫
Privacy & Security
Two-Factor Authentication (2FA)
Setting up SAML v2 SSO
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
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Custom Dashboards
Prioritize the right KPIs for you and your team with custom dashboards

About 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.

Custom Dashboard: How to Create

How to create a new Custom Dashboard
How to Video
  1. 1.
    On the left hand panel at the top you'll see "Dashboards", click +Add Dashboard
  2. 2.
    You'll see a pop up where you'll click Create New Dashboard on the top right
  3. 3.
    You'll then name your dashboard and set permissions. You'll have two choices:
    • Private: Only users with a link will be able to find and view this Dashboard.
    • Public: This Dashboard will be available to all users when browsing Dashboards.
  4. 4.
    That's it! Now you can start creating your widgets, read more below.
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Custom Dashboards: 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.
How to create
How to Video
  1. 1.
    Once you've created your dashboard, you can now create widgets by clicking the blue +Add button on the top right
  2. 2.
    Select your Data Visualization. Depending on which type of visualization data object you have selected, you'll be presented with a list of options to configure your new widget. Read tabs below for each data visualization.
  3. 3.
    Name your widget
  4. 4.
    Select your Visualization Data Object. For example, if you're looking to visualize how many Accounts are owned by your CSMs, you'd select 'Accounts'. Alternatively, if you're looking to visualize open tasks by assignee, you'd select 'Task'.
  5. 5.
    Finally define Filters to limit the data that your widget is applied to. By default, all tracked Accounts (including churned ones) will be included in your widget. To limit the data further, add filters to exclude such accounts.
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Reporting & Segmentation - Previous
Viewing Customer Datasets
Next - Reporting & Segmentation
Measuring Net Revenue Retention (NRR)
Last modified 13d ago
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About Custom Dashboards
Custom Dashboard: How to Create
Custom Dashboards: Create a Widget