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Power BI Reporting for Vital.ly: Track Customer Health, Engagement, and Expansion Opportunities in One View
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Vital.ly to Power BI

Power BI Reporting for Vital.ly: Track Customer Health, Engagement, and Expansion Opportunities in One View

Can Also be connected to 

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI transforms Vital.ly’s customer success data into interactive dashboards that help CS teams, RevOps, and leadership monitor account activity, health scores, and lifecycle milestones. With real-time visibility and unified reporting, Power BI empowers proactive retention strategies and revenue growth.

KEY FEATURES

  • Customer Health Scores & Activity from Vital.ly – Track usage trends, engagement signals, and overall account health across segments

  • Renewal, Churn & Expansion Metrics – Analyse upsells, downgrades, churn risk, and renewal timelines to support forecast accuracy

  • Connected Success Intelligence – Combine Vital.ly data with CRM, product analytics, or billing systems to align CS efforts with business impact

  • Custom Dashboards & Risk Alerts – Build dashboards for CS and leadership teams with alerts for health score drops, missed milestones, or expansion opportunities

OTHER DATA SOURCES

Report Simple Gold Coat

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Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

1300 844 431

info@reportsimple.com.au

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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