Reporting & Analytics

Analytics to drive customer & team success

Build reports and custom metrics powered by data across all your customer tools — Salesforce, Segment, Mixpanel, Zendesk, and more. Analyze historical trends and ensure your customers - and team - are trending in the right direction.

Reporting & Analytics

Build reports using data across
your platforms

In Vitally, you can build views across all your customer data sets, including Segment, Salesforce, Zendesk, and any of our other integrations. Want to make changes? Simply edit data with our spreadsheet-like UI, and we'll push your change back to the platforms you have connected to Vitally.

Reporting & Analytics

Understand how customers use your product

Vitally processes your product events in real time, giving you immediate insight into what features are used and not used by your customers within minutes. Layer that data with your own custom health scores and metrics to help CSMs better understand product adoption, and view trends over time with historical reports and graphs.

Reporting & Analytics

Assess the performance of your CSMs and teams

Understand which CSMs and teams are top performers with customizable reports that help you answer any question you have about a specific book of business. From health to email engagement to individual processes like QBRs, our team dashboards will help you ensure CSMs are following processes and customers are seeing impacts.

Reporting & Analytics

Analyze the entire customer and
revenue lifecycle

From new trials to churned customers, Vitally helps you measure each stage of the customer lifecycle and optimize the KPIs that drive your success — across your entire customer base as well as any customer segment.

Supercharge your Customer Success

Integrate the rest of your data into Vitally to get a full picture of customer happiness.

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