Vitally KPI Dashboard Build -- 2

@ssquare489

[login to view URL] Suggestion: I would start by mapping the exact Vitally objects, event fields, note fields, and health signals already being used by your Customer Success team so the weekly KPI dashboard is built on reliable definitions from day one rather than surface-level charts. I am Sumit Joshi from Sacesta Technologies. I can help turn your existing Vitally data into a clear weekly executive reporting layer focused on customer engagement, usage frequency, and satisfaction. The work would include identifying the right data sources inside Vitally, defining the KPI logic, configuring dashboards with intuitive charts, and setting up automated weekly delivery so leadership can review the data directly in Vitally or by scheduled email. Why work with me: I work on analytics, CRM, and operations platforms where the challenge is not just showing data, but defining metrics correctly and presenting them in a way leadership can trust and act on. My focus is on clean reporting logic, maintainable dashboard structure, and practical handoff so your team can manage it confidently after launch. Relevant examples: • CRM and admin systems with KPI dashboards and reporting workflows • SaaS platforms with customer activity tracking and analytics views • Operations systems with automated reporting, charts, and executive summaries Sumit Joshi Sacesta Technologies [login to view URL]

@Tanmoy236

Hello! I'm an expert in Vitally dashboard configuration with over 9 years of experience building automated KPI systems for Customer Success teams. I'll turn your CSMs' daily logged data into a clear, automated weekly dashboard that gives your Executive Team instant visibility into customer engagement, usage frequency, and satisfaction scores. Here's how I can help: - Configure the right data sources inside Vitally to accurately pull from your existing event and note data - Define and calculate the three core metrics: customer engagement, usage frequency, and satisfaction scores - Design intuitive graphs and charts that deliver at-a-glance insights for leadership - Build a clean, organized dashboard (or set of dashboards) live in Vitally - Set up weekly automated delivery directly to executives or as scheduled emails - Provide a brief walkthrough so you can tweak or expand KPIs independently I've built similar Vitally KPI dashboards before and can move quickly. Do you have specific definitions already for engagement and satisfaction metrics, or shall we align on those first?

@nimiwebjuggler

Asalaam Alaikum! My name is Muhammad Ali and I run Ali DataExperts, a team of skilled professionals adept in handling various data-related tasks. I am thrilled to apply my expertise in Data Analysis, Visualization, and Excel for your Vitally KPI Dashboard project. Having worked on similar projects before, turning raw data into actionable insights is my specialty. I understand the importance of your three metrics - customer engagement, usage frequency, and satisfaction - in understanding your business's health and growth. I will meticulously configure your existing data sources within Vitally, define accurate metrics and translate them into intuitive charts and graphs that you'll love. With me at the helm, you can be confident in not only receiving a clean and comprehensive dashboard but also a well-tested automation feature for weekly updates. I prioritize efficiency which is why you can expect a walkthrough from me to make any necessary KPI tweaks or expansions in the future as well. Thank you for considering Ali DataExperts! Together, let's transform your everyday data into powerful analytics that will drive your business decisions, leading to unprecedented growth.

@irsolutions

With over 10 years of experience in web and mobile development, specializing in data visualization and automation, I understand the importance of turning raw data into actionable insights. Your project to build a KPI dashboard in Vitally aligns perfectly with my expertise in creating intuitive graphs and charts that provide a clear overview of customer engagement, product usage, and satisfaction metrics. I have a proven track record in building similar dashboards for various industries, including fintech and eCommerce, where I have successfully automated data updates and delivery processes. My experience in handling data sources, defining metrics, and configuring dashboards will ensure that your Executive Team has a comprehensive view of the key performance indicators they need. If you are looking for a quick and efficient solution to streamline your KPI reporting process, I am eager to discuss how I can help. Let's connect and explore how we can bring your vision to life seamlessly within Vitally.

@HiraMahmood4072

Hello, With over 7 years of experience in Excel, Data Visualization, and Data Management, I have the expertise to handle your project efficiently. I have carefully reviewed the requirements for the Vitally KPI Dashboard Build project and am confident in delivering a solution that meets your needs. To execute the project, I will start by configuring the necessary data sources within Vitally and defining the key metrics related to customer engagement, usage frequency, and overall satisfaction. I will then create intuitive graphs and charts to visually represent this data on a clean and user-friendly dashboard. The dashboard will be set up to update automatically on a weekly basis and can be easily accessed by the Executive Team within Vitally or through scheduled email reports. I am keen on discussing the project further to ensure that I provide a tailored solution that aligns with your expectations. Please connect with me for a detailed chat to explore the project requirements in depth. You can visit my Profile at: https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@zafarfarooq612

Hello, I am an experienced Vitally specialist who has built multiple KPI dashboards for SaaS leadership teams, and I can quickly turn your raw CS data into an automated, executive-ready view. I will configure the right data sources, define precise metrics for engagement, usage frequency, and satisfaction, and design intuitive graphs that update automatically each week. Within days, you'll have a clean, live dashboard in Vitally with scheduled email delivery and a brief walkthrough so you can easily tweak it later. Regards, Zafar

@hudex

Hello dear, I am a professional database analysis and automation and visualization expert and can do your task perfectly because I have done lots of similar tasks and also I am in top 1% here so just text me so I can help you out with your task Kind regards

@kamran2012

Hi there, I will configure your Vitally KPI dashboard covering customer engagement, usage frequency, and satisfaction - with metrics derived from your existing CSM event and note data, presented as clear weekly graphs, and delivered automatically via scheduled email to your executive team. One thing I will focus on early is how satisfaction data is currently captured in Vitally. If CSMs log it through notes or custom traits rather than structured fields, I will set up calculated metrics or trait mappings so the dashboard pulls accurate scores rather than relying on manual tagging. That step is often the difference between a dashboard that stays reliable and one that drifts over time. I will also provide a recorded walkthrough of the full setup so you can adjust thresholds, add new KPIs, or modify chart layouts without needing outside help. Questions: 1) How are CSMs currently logging satisfaction - through Vitally traits, NPS surveys, note tags, or a combination? 2) Do you need role-based visibility, or will the entire executive team see the same dashboard view? Looking forward to discussing further. Thanks and best regards, Kamran

@tangramua

Dear ,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Excel, Process Automation, Data Visualization, Data Analysis, Data Integration, Automation, Database Management, Data Management and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@GdevDataSceince

Hi there, I am a Data Scientist,I specialize in advanced data visualization and reporting using Power BI, DAX formulas, Tableau, and Looker Studio to transform raw data into meaningful insights. My expertise includes creating custom dashboards, KPI tracking, interactive reports, and automated data models that help businesses make data-driven decisions with clarity. With strong command over DAX calculations, drill-through reports, and cross-platform integration, I ensure accuracy and actionable outcomes. I focus on delivering clean, visually appealing, and performance-optimized dashboards tailored to your business goals. My commitment is to provide scalable, insightful, and user-friendly solutions that empower stakeholders and enhance decision-making. Let's discuss this further via chat, and I'll start your project right now. Thank you. Gdev

@Hubready

Hello! I am a Florida-based senior software engineer with extensive experience in data integration and visualization. I’ve carefully read your project description about building a KPI dashboard using Vitally, and I am excited to help you turn your raw data into actionable insights. With 15 years in the field, I specialize in data analysis and process automation, ensuring that the solutions I deliver are not only technically robust but also aligned with your business goals. My approach involves breaking the project into clear phases: understanding your data structure, designing a user-friendly dashboard layout, and implementing the necessary integrations to pull in data effectively. Could you please clarify the following questions to help me better understand the project? 1. What specific KPIs are you looking to visualize, and do you have any design preferences for the dashboard? 2. Are there specific data sources or integrations you envision needing for this project? 3. What is your timeline for this project, and how do you prefer to communicate during the process? I’m keen to bring my skills to this project and ensure we achieve a dashboard that drives meaningful insights. Let’s chat soon! - James

@jayprakashyadav

Building upon my extensive experience as an Automation Engineer, I am confident I have the skills necessary to optimize and automate your KPI data analysis. I have a deep understanding of Vitally and have previously built similar KPI dashboards, which means I can hit the ground running. My proficiency in defining and configuring data sources combined with my problem-solving skills will ensure a smooth and accurate extraction of the necessary metrics from your existing raw data. In addition to delivering regular automated updates that meet your leadership's needs, part of my commitment is ensuring that you are not dependent on me for future modifications. I'll provide a comprehensive walkthrough, equipping you with the knowledge to tweak or expand the KPIs as required, so you always have full control over your dashboard. Working with me guarantees a balance between speed and quality - two aspects paramount for this project's success. My deep knowledge in working with APIs, automation tools like n8n and my vast mobile app development experience enables me to create robust, intuitive interfaces backed by seamless automation processes. The potential of this project excites me, and I'm eager to bring my expertise paired with absolute dedication into turning our discussions into Pie Charts! Excited? Let's connect.

@mobasherreza10

As an end-to-end digital and product innovation partner, my expertise spans across multiple facets that are directly applicable to your project. Beyond just being proficient with code and data management, I bring design thinking and user-centricity to each project, no matter how intricate. Speaking specifically for this Vitally KPI Dashboard Build, I have a proven track record of constructing data-driven dashboards and automating complex systems. My vast repertoire ranges from creating aesthetically-pleasing graphs and charts to integrating data sources, all while ensuring precision in the metrics calculations from diverse event data. Combining that proficiency with Vitally as well as my robust analytics background in Power BI, Tableau, SQL, and ETL processes make me the ideal candidate for the job.

@Lincolnwhiz

What sets me apart is my user-centric approach. I don't just develop formulas to fill cells; I architect meaningful systems that give you the right insights quickly and easily. A clean dashboard populated with accurate graphs and charts will be the end product - enabling you to monitor customer engagement, usage frequency, and overall satisfaction with ease. Additionally, my proficiency in automation (using custom VBA macros), data modeling (Power Query), visualization (executive-level Dashboards), and complex formulas (XLOOKUP, INDEX-MATCH) aligns perfectly with your project's needs. You can trust me to provide not just a KPI dashboard but a "one-click" solution that saves significant time and energy while fostering better decision-making processes. Let's start building!

@juanestebana17

Hello, With extensive experience configuring Vitally dashboards for real-time KPI tracking, I will transform your raw data into a clear, automated dashboard that provides crucial insights on customer engagement, usage, and satisfaction. My approach includes setting up the correct data sources, designing intuitive visualizations, and ensuring the dashboard updates weekly and can be easily shared or emailed to leadership. Could you clarify which specific data points and sources you currently log that should be included in the KPIs? Thanks, Juan Aponte

@AhmadXpert2410

Hi there, I can help you build a complete SQL-to-Power BI reporting environment that converts your operational database into clear, reliable decision-making dashboards. I have strong experience working with SQL Server, data modeling, and Power BI, and can design a reporting-optimized SQL layer (views, reporting tables, and stored procedures) that structures raw operational data into a performant analytics schema. I will create a clean Power BI semantic model using a star schema, implement optimized relationships and advanced DAX measures for revenue, sales performance, operational metrics, and customer insights. The dashboards will follow executive-level design principles, including KPI-driven executive views and detailed operational dashboards with intuitive drill-downs for region, product, customer, and sales rep performance. The final solution will include automated SQL refresh pipelines, optimized Power BI models, and full documentation (SQL scripts, PBIX files, DAX measures, and data model diagrams) so your team can easily maintain and extend the system. Regards, Ahmad

@FizzaNadeemK

Hi, I understand you need a clear, automated Vitally dashboard to turn raw CSM data into weekly KPIs on customer engagement, usage frequency, and satisfaction. I’ll configure the correct data sources, define the metrics, and create intuitive graphs and charts that update automatically and can be emailed to leadership each week. Once complete, I’ll ensure the dashboards are fully live, tested for automation, and provide a brief walkthrough so you can tweak or expand KPIs in the future. Do you want the metrics aggregated per account, per segment, or both for the executive view? I’m ready to start immediately and can set up an actionable Vitally dashboard efficiently—let’s discuss how I can help. Best Regards, Fizza

@matheussilva114

Hi, I have read your description and I fully understand your needs. I am a senior engineer with over 7 year of experience on Excel, Process Automation, Data Visualization, Data Analysis, Data Integration, Automation, Database Management, Data Management. Please visit my profile to view my latest projects, certificates, and work history. Let's connect in chat to discuss more. Thank you, Matheus

@Hemantt841

Hi, I see you need someone experienced with Vitally to transform your Customer Success Managers' raw data into a weekly KPI dashboard. You want clear insights on customer engagement, usage frequency, and satisfaction, all automated and easy for your Executive Team to access. Your project requires configuring data sources within Vitally, defining precise metrics, and creating intuitive visualizations that update weekly. You also want these dashboards to be accessible directly in Vitally or sent via scheduled email, with a final walkthrough for future adjustments. I have built KPI dashboards specifically in Vitally, integrating event and note data to produce accurate, automated reports. I configured data sources, designed user-friendly charts, and set up scheduled email delivery for leadership teams to get timely updates, ensuring they can monitor key metrics without manual effort. I can have your dashboard live, automated, and tested within 3 days. After that, I’ll walk you through the setup so you can easily tweak or expand the KPIs as needed. Let’s discuss how to get started.

@Nabbpb

⭐Hello, I certainly understand your goal: transforming Vitally data into automated weekly KPIs that clearly reflect customer engagement, usage frequency, and overall satisfaction for executive-level visibility. ✅My approach: I’ll configure the right data sources in Vitally, define precise KPI logic from your event and note data, and build clean, intuitive dashboards with graphs that update automatically. I’ll also set up scheduled weekly delivery via email and ensure everything is easy to access and interpret by leadership. I specialize in building KPI dashboards and analytics systems, turning raw customer data into actionable insights with clear visualization and automation. I’ve delivered similar dashboards that track engagement, product usage, and satisfaction metrics—helping teams make faster, data-driven decisions with minimal manual effort. I’ll also provide a quick walkthrough so you can confidently tweak or expand KPIs anytime. Excited to turn your data into clear, executive-ready insights!