Reporting dashboards
Vitally's out-of-the-box reporting dashboards provide insight into the KPIs you need to build a growing, successful B2B SaaS company. They provide KPIs around the entire customer lifecycle - from new trials to lost customers (and everything in between)! Additionally, there's insights into NPS trends as well as a Team dashboard showcasing the health of each CSM's or AE's customer portfolio.
Since these dashboards helps you analyze the entire customer lifecycle + NPS scores, you'll need to ensure you've configured Vitally to track each stage of that lifecycle. If you've yet to do so, please follow the process detailed in these articles:
These dashboards are organized into tabs. Currently there are 4 tabs - one for your subscription KPIs (labeled Customers), one for your trials, one for NPS trends, and one for statistics around each team member's customer portfolio.
Under each tab, you'll see an overview of KPIs that look like this:
Every KPI group can be clicked on, which provides a more detailed graph of the KPIs in the group alongside the ability to change the timeframe displayed:
You can also change the format of the data displayed, toggling between line graphs, bar graphs, or raw data tables:
Some KPI groups even have the ability to toggle the format of the KPIs displayed. For example, the Growth Breakdown graph for your subscriptions allows you to easily view KPIs with units using number of customers, MRR, and MRR percentage (compared to starting MRR in the timeframe).
The Customers tab provides insight into your subscription KPIs - i.e. the KPIs to measure the process from initial subscription to (unfortunate) churn. These KPIs are organized into 3 sections.
Provides a daily, weekly, or monthly breakdown of your 1) MRR, 2) Paying customers, and 3) Average MRR per paying customer.
Shows a weekly or monthly breakdown of your 1) New business, 2) Expansions, 3) Contractions, 4) Churn, 5) Net New business and 6) Net Churn.
You can switch units between MRR (e.g. expansion MRR), number of accounts (e.g. number of expanding accounts), or MRR percentage (e.g. percentage of MRR that expanded).
Shows a weekly or monthly breakdown displaying the ratio of retained vs churned customers. You can switch units between MRR (e.g. percentage of starting revenue retained at the end of the month) and accounts (e.g. percentage of accounts retained at the end of the month).
The Trials tab displays these collections of trial KPIs:
Shows a daily, weekly, or monthly breakdown of the number of converted trials + MRR from those converted trials in the timeframe.
Shows a weekly or monthly breakdown of your trial conversion rate in the timeframe.
Shows a weekly or monthly breakdown of your new trials along with your qualification rate (i.e. the percentage of new trials in the timeframe that are in your target market).
The NPS tab displays these collections of NPS KPIs:
Shows a daily, weekly, or monthly breakdown of your overall NPS score + the number of promoters, passives, and detractors you had at each time unit.
Shows a daily, weekly, or monthly breakdown of your average NPS score per account + the number of accounts where your NPS score was World Class (> 70), Excellent (between 50 & 70), Good (between 0 and 50), and Poor (less than 0).
Shows a weekly or monthly breakdown of your NPS responses during each time unit grouped by score.
The Team dashboard showcases metrics for each CSM's or AE's customer portfolio.
In the screenshot above, notice the "CSM" and "AE" buttons in the top right? Using those, we'll calculate a wealth of metrics for accounts where each team member is assigned to that role, including:
Accounts managed
Total users at those accounts
Total revenue across those accounts
Average health score + a breakdown (e.g. 27 Healthy, 10 Poor)
Number of account risks + number of assigned risk indicators
Number of account opportunities + number of assigned opportunities indicators
Number of assigned (open) tasks