Vitally KPI Dashboard Build

I worked on https://poseidon.codezerogroup.com — an enterprise platform with a dashboard for management and automatic reporting of operational metrics, similar architecture to this project.

The KPI dashboard in Vitally for Customer Success is a configuration that the Executive Team will use every week — it must be clear, automatic, and require no intervention. Three metrics (engagement, usage frequency, CSAT) have clear sources in Vitally: event data, note data, health scores. I will configure them precisely, arrange the dashboards clearly for leadership, and set up scheduled email delivery.

What I will do:
- Configuration of data sources in Vitally (events, notes, health scores)
- Definition and calibration of 3 metrics: customer engagement, usage frequency, customer satisfaction
- Dashboards with graphs and charts — layout for the Executive Team (at-a-glance)
- Automatic weekly update + scheduled email delivery
… - Test delivery and verification of calculation accuracy
- Short walkthrough + instructions on how to independently expand KPI

--- OPTIONS ---
- Option A (Basic Dashboard): 560 PLN (7 days) — 3 metrics + dashboards + weekly delivery
- Option B (Dashboard + extended): 900 PLN (7 days) — option A + customer segmentation (e.g., by plan/health score) + additional views per CSM — best value for scope/price
- Option C (Full Analytics): 1170 PLN (7 days) — option B + custom alerting (e.g., drop in engagement) + documentation for the entire CS team

Completion time: 7 days. I need access to Vitally (admin or appropriate permissions) and a brief overview of what event types and note categories you use.

Portfolio:
- https://poseidon.codezerogroup.com — enterprise platform, dashboards, automatic reports
- https://ou-uv.com — data pipeline, backend, integrations
- https://codezerogroup.com — B2B platform, operational metrics

7 years in data pipelines and dashboards for business teams — from simple metrics to complex reporting systems.

Please write what event types you use in Vitally — I will configure it precisely.

Since I am new to the freelancehunt service and want to quickly gain a few initial projects for my portfolio, I am offering a 15% discount for the first 5 clients. The offer is valid until 5 orders are obtained.

Show original

Translate

Your executive team needs a zero-friction view of CSM performance and customer health without digging through raw logs. I will consolidate your event data and note logs into three specific Vitally dashboards: engagement depth, usage frequency, and satisfaction scores. The goal is to move from manual tracking to an automated weekly report that hits leadership inboxes every Monday morning.
I have handled similar Vitally setups where we mapped custom traits to drive health scores and automated playbooks. My approach starts with auditing your event tags to ensure the KPI math is bulletproof. I will configure the scheduled email exports and build the interactive charts directly in your Vitally workspace. Since you want to tweak these later, I will provide a clear walkthrough of the metric logic and filters.
To give you an idea, the usage frequency metric will likely rely on a logic string like:
count(events.where(name == "app_login"
and occurred_at > now() - 7.days))
and users.where(is_active == true)
This ensures we capture unique active users per account rather than just raw session volume.

Looking forward to discussing your project in detail.

Your task of creating a critically important KPI dashboard that automates weekly reporting from Vitally for the executive team is completely clear to me. I have successfully developed similar analytical systems, integrating data from various SaaS platforms to create transparent business metrics. It is important to clarify the complete list of three key indicators that need to be tracked. I am ready to discuss the details to assess timelines and budget.

Show original

Translate

Hello! I have extensive experience in data structuring and automating business metrics. I understand that your goal is to bridge the gap between "raw notes" and "executive insights" within Vitally.

How I will deliver this project:

Data Architecture: I will map your raw event data and manual notes into structured Health Scores and Engagement Metrics inside Vitally.

KPI Engine: I will define specific formulas for Product Usage Frequency and Customer Satisfaction (CSAT/NPS logic) so they update dynamically.

Executive Reporting: I'll build a clean, intuitive dashboard and set up automated weekly email deliveries for your leadership team.
…
Knowledge Transfer: After the setup, I’ll provide a brief Loom video or a doc explaining how to adjust these KPIs in the future.

My Experience:
I specialize in building complex data-driven systems (e.g., integraljobs.cz), focusing on clean UI and automated reporting. My approach is to ensure data integrity first, so your executive team can trust every chart they see.

Ready to start immediately and turn your raw data into a powerful management tool. Let's discuss your current data sources!

Hello Gaston,

I reviewed your project and checked Vitally’s documentation to confirm the implementation path.

My approach would be to:
- review your current Vitally data structure and available sources
- define the KPI logic for engagement, usage frequency, and satisfaction
- build the dashboard(s) in Vitally with clear charts for leadership
- set up the most reliable weekly delivery workflow available in your workspace
… - provide a short walkthrough for future updates
I would keep the solution as native to Vitally as possible, and only use a lightweight API-assisted fallback if one KPI or delivery step needs it.

Before final approval, I’m also ready to build a small mini proof / pilot on a limited sample of your real data, so you can evaluate the logic and dashboard direction first.
I am open to discussing details in private messages.

Hello Gaston!

I’m a Python and Go developer with hands‑on experience building automated data.

PUEDO HABLAR Y COMUNICAR EN ESPAÑOL TAMBIÉN, ASÍ QUE NO NECESITAS TRADUCIR NINGÚN MATERIAL PARA MÍ. PODEMOS TRABAJAR DIRECTAMENTE EN ESPAÑOL

quickly about me (still in english)
I build systems, according to the the Google IT Automation Professional Certificate. I can take raw operational data—like the daily inputs your CSMs log in Vitally—and turn it into clear, reliable dashboards (internal built-in or external such as Tableau or Power BI, or both if you like)

… KPIs can refresh on a schedule (hourly, daily, weekly and etc) and/or even pull live data directly from Vitally as the source. So the system can update the data immediately. You’ll get a clean setup, automated updates, and the dashboard!

If this sounds like the kind of support you’re looking for, I’d be glad to help you get it done smoothly.

Feel free to wring me (English or Spanish) and I'm sure you are going to like the results.

Hello! I am ready to complete this project and have extensive experience developing various applications.

Good day!

I have extensive experience in setting up analytics, KPI dashboards, and automating reporting for customer success processes. I can help correctly configure data sources in Vitally, gather the logic for calculating KPIs on customer engagement, usage frequency, and satisfaction, as well as present this in clear dashboards for management with automatic weekly delivery. I will also prepare a brief overview so that in the future you can independently modify or expand the metrics system.

I suggest we move to private messages.

Show original

Translate

Hello!!! I have experience, so I will be able to accomplish the task you set!!!! Contact me!!!!!!

Show original

Translate