Vitally KPI Dashboard Build

Hello.

I have extensive experience in setting up analytics, KPI dashboards, and automated reporting, including in customer success systems and products where it is important to correctly gather metrics from raw data, manager notes, and user events into a clear management format. I have a good understanding of tasks related to calculating customer engagement, product usage frequency, and overall satisfaction, as well as setting up visualizations and regular automated report delivery for management.

I suggest moving to private messages for a more detailed discussion of the terms of reference.

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Hello! I have worked with Vitally and similar CS platforms, creating KPI dashboards under guidance with automatic updates and delivery.

What I will do according to your specifications:
— I will set up data sources (events, notes, usage) and align them to a unified logic
— I will clearly define and calculate 3 KPIs: engagement, usage frequency, satisfaction (taking into account your current data)
— I will create a clear dashboard(s) in Vitally: graphs, trends, segmentation
— I will set up weekly auto-updates + email distribution for the executive team
— I will check the accuracy of metrics and the logic of calculations
— I will provide a short guide so you can scale the KPIs further on your own
…
I work quickly, without unnecessary bureaucracy. I can connect immediately, review your data, and propose a dashboard structure even before we start.

Write to me — we will discuss the details and access.

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Hi Gaston,

I reviewed the updated brief, and the core scope is still the same: build clear KPI logic inside Vitally, connect it to the right data sources, and set up a weekly executive dashboard with scheduled delivery.

My focus would be on the metric layer first — making sure the KPI definitions are clean, consistent, and actually reflect the data you already have in Vitally. I also have experience with KPI dashboards and reporting workflows in Looker Studio, so I’m comfortable with the structure, data interpretation, and reporting logic behind this kind of work.

If helpful, I can start with a proof of concept on a limited sample of your real data so you can review the KPI logic and dashboard direction before we move forward with the full build. If that sounds good, I’m ready to discuss the details.

Hello! I have reviewed your assignment and believe that I can successfully complete it. I would be happy to collaborate, please write to me personally for further details.

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Hi,

I’ve worked on Vitally setups where Customer Success data exists but isn’t structured in a way leadership can actually use. From your description, this looks like exactly that case — the data is there, but it needs to be turned into clear, reliable KPIs.

Here’s how I’d approach it:

First, I’d review how your data is currently logged in Vitally — events, notes, usage signals, health scores. In many cases, the main issue isn’t visualization, but inconsistent or loosely defined inputs. I’ll make sure the data feeding the KPIs is clean and usable.

Then I’ll define the three core metrics:
…
— Customer engagement: based on interaction frequency, CSM activity, and client responses
— Usage frequency: focused on meaningful product actions (not just logins)
— Customer satisfaction: derived from notes, health scores, and tagging (or lightweight sentiment logic if needed)

Once the definitions are solid, I’ll build the metrics directly in Vitally using segments, custom fields, and metric configurations that are easy to maintain later.

After that, I’ll design the dashboard itself — clean, readable, and useful for decision-making:
— weekly trends
— segmentation where it adds value
— clear signals (what’s improving, what’s at risk)

The goal is that your exec team can understand the state of customers in under a minute.

Finally, I’ll set up automated weekly delivery (within Vitally or via email), test the calculations across different periods, and walk you through how everything is structured so you can adjust or expand KPIs without relying on me.

I move quickly, but I don’t cut corners — especially with metrics, because if they’re off, the whole dashboard becomes misleading.

If this aligns, I’m happy to take a look at your current Vitally setup and propose a concrete KPI structure right away.

Hi Gaston! I’m Nina, manager for Valentin, a Full-stack Developer and Data Specialist. We’ve reviewed your request for the Vitally KPI dashboard, and it’s a perfect match for Valentin’s expertise in data orchestration and automated reporting.

Why Valentin is the right fit for this setup:
• Data Logic Mastery: Valentin doesn't just "plug in" tools; he understands how to map raw data (Events & Notes) into meaningful business metrics. He will ensure your Engagement and Satisfaction KPIs are calculated accurately, not just visually present.

• Vitally Configuration: We are familiar with Vitally’s data sourcing and dashboarding capabilities. We will set up the specific Segments and Metric formulas needed to track usage frequency and customer health scores.

• Executive-Ready Automation: The goal is to save time. We will configure the automated weekly email delivery and ensure the Vitally dashboard is "one-glance ready" for your executive team.

… • AI-Augmented Precision: By using advanced AI tools for data modeling and logic verification, Valentin ensures the reporting is robust and scalable for future KPIs.
Our Deliverables:

1. 3 Core Metrics: Automated calculation of Engagement, Usage, and Satisfaction.
2. Clean Dashboard: Visual charts and graphs integrated directly into Vitally.
3. Scheduled Reporting: Tested weekly email automation for the leadership team.
4. Handover Doc: A brief guide on how to adjust or add new KPIs later.

Budget: $150 (as requested).
Timeline: 3–5 days to ensure data accuracy and testing.

Gaston, we are ready to start immediately. Could you clarify what tools your CSMs currently use to log events (Intercom, Segment, or manual entry)?
Looking forward to helping you visualize your Customer Success!
Best regards,
Nina.

Good day.
I reviewed the technical specifications and can implement it.
I have worked with analytics and building KPIs (events, usage, engagement), so I understand the logic of Vitally:
I will set up data sources, formulate metrics (engagement / usage / satisfaction), and create a dashboard with auto-refresh.

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Hello! The task is very clear: we need to turn the raw data from your CSM into an automated dashboard within Vitally. I have experience working with this platform, and I understand how to link data sources (events and notes) with engagement and satisfaction metrics.

I will set up all three KPIs, display them in clear graphs, and ensure that reports are automatically sent to management via email every week. In the end, I will prepare a brief instruction so that you can scale the dashboard yourself in the future.

I am ready to discuss the details and get started.

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Hello! I can do your project. I have experience. Write to me, and we will agree.

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Hi,

Task is clear — set up a Vitally dashboard with three KPIs (engagement, usage frequency, satisfaction) that updates automatically and emails leadership weekly.

I've worked on similar setups configuring Customer Success platforms and building metrics from event-based data. Vitally has everything needed out of the box — Metrics, Segments, Dashboards, and Scheduled Reports — so this is configuration work, no custom development needed.

How I'd approach it:
1. Connect to your Vitally instance, review which events and notes your CSMs are currently logging
2. Define formulas for the three metrics based on real data (e.g., engagement = touchpoint frequency over period, usage frequency = events per account, satisfaction = NPS/CSAT scores from notes)
… 3. Build the dashboard with charts — weekly trends, breakdowns by customer segments
4. Set up Scheduled Email Reports for leadership delivery
5. Record a short walkthrough video so you can tweak and expand the KPIs later yourself

A few questions to scope this properly:
1. Which events and custom traits are currently being logged in Vitally? This determines how accurately each metric can be calculated
2. Is satisfaction currently measured through NPS, CSAT, or through manual CSM notes?
3. Do you want one consolidated dashboard or separate dashboards per customer segment (e.g., by tier)?

Price: $150 as listed. Timeline: 3-4 days from getting access to your Vitally instance. Ready to start.