Vitally's UI is quite powerful, providing you with immediate access to any segment of accounts + any set of customer data belonging to those accounts. The datasets Vitally provides access to are broken up into 4 categories (Dashboards, Relationships, Activity and Reporting) located on the left-hand navigation bar in the UI, which include:
Custom dashboards - Advanced reports based on all of your customer data and activity objects in Vitally
Accounts - A list of your current (or churned) accounts
Users - A list of your current (or churned) users
At the right-hand side of the UI is our Filters Pane, where you'll see a collection of filters and facets. As you modify the options, whichever Data View is displayed will auto-limit its data based on your filters.
For example, if you are in your Customers Reporting view and you select Subscribed customers, then add a custom filter for MRR is greater than $200, revenue KPIs are only displayed for customers who pay you more than $200 a month!
Columns are the individual data points available to you for your accounts. There are dozens, and often hundreds, of columns, and every column can be viewed, sorted, reordered, and filtered on. Columns include:
All of our default metrics
Subscription details like MRR and renewal date (if you setup the customer lifecycle)
Any account traits you send us or create in Vitally
Total event counts and last seen dates for every event ever sent by your analytics service
Details about the account's owner, like their email, last login date, etc.
Any enriched traits from Clearbit (if you've enabled the integration)
To add, remove, or reorder columns, simply click the Columns icon in the top right.
You can also save pre-built Account and User Explorer views with saved columns and filters, so specific combinations of data are easily and readily accessible. Read our article on Views to learn more!