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 available in the top left of the UI, which include:
HQ - Analysis of your historical SaaS KPIs (e.g. revenue, churn, NPS, etc)
Accounts - A list of your current (or churned) accounts
Users - A list of your current (or churned) users
Conversations - Current active + pending conversations
Indicators - A list of current active & past ended indicators
Notes - A list of notes taken in Vitally, from most to least recent
Tasks - A list of current & past completed tasks
Below the list of datasets (in the bottom left) are 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 select Subscribed customers, add a custom filter for MRR is greater than $200, and then view NPS responses, responses are only displayed for users at customers who pay you more than $200 a month!
If you navigate to other Data Views, your filters are auto-applied.
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.
At the top of the list of filters and facets is a switch. By default, it will have the symbol
# in it. If you click it, it will show the symbol
$ instead, and your facet counts will change to aggregate by MRR rather than by number of accounts 🤑