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Vitally to Microsoft Excel

Export Vitally to Excel

Connect Vitally to Excel with Coupler.io for sophisticated customer success modeling that leverages Excel's analytical depth. Experience advanced retention analysis through automated data exports that deliver customer accounts, engagement records, and team workflows into Excel's familiar environment.

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All-in-one tool for Vitally data exports and analytics

Collect data from Vitally and enrich it with information from other sources

Merge Vitally's health scores with revenue data from your billing system and product usage from analytics platforms. Create unified customer intelligence that reveals how success metrics connect to business outcomes, building complete retention stories that inform strategic decisions.

Organize raw Vitally data in the form of a ready-to-use data set

Transform complex customer success records into clean Excel tables that eliminate hours of manual formatting. Access organized health metrics, engagement histories, and team activities in analysis-ready formats that let you focus on finding insights instead of preparing data.

Automate data refresh on a custom schedule

Set your exports to run automatically at intervals matching your analysis rhythm—from real-time monitoring with 15-minute refreshes to monthly strategic reviews. Keep your retention models and churn forecasts accurate without manual updates, ensuring every stakeholder works from identical, up-to-date customer information.

Connect Vitally data to AI to query and analyze data using natural language conversations

Unlock AI-powered insights alongside Excel's analytical power through Coupler.io's integrations. Enable your entire team to explore customer health patterns and retention risks through simple questions, democratizing success intelligence beyond Excel power users.

Why export Vitally to Excel - real life cases

Churn prediction modeling

Analysts export historical account data with health scores and engagement metrics to build statistical models predicting renewal likelihood. They use Excel's regression analysis and what-if scenarios to identify which factors most strongly correlate with churn, testing different intervention thresholds to optimize when customer success teams should escalate accounts for special attention.

Customer segmentation analysis

Success operations teams export accounts and users to segment customers by industry, size, engagement level, and health trajectory. Using Excel's clustering capabilities and conditional formatting, they discover distinct customer personas that require different success strategies, then create tailored playbooks matching the specific needs and risk profiles of each segment.

Team productivity measurement

Directors export task completion data alongside admin assignments to measure individual and team performance across multiple dimensions. They calculate average resolution times, task load per manager, and completion rates by customer tier, using Excel's charts to visualize productivity trends that inform capacity planning and hiring decisions.

Engagement scoring refinement

Product-led growth teams export conversation frequency and user activity to validate whether current health score algorithms accurately predict customer outcomes. They test alternative weighting schemes in Excel, comparing how different calculation methods perform at identifying actual churn versus false alarms, then recommend improvements to Vitally's health scoring configuration.

How to export Vitally to Excel

Step 1. Connect to your Vitally account and select the data to export

30 seconds

Step 2. Organize data using transformation options such as filters, column management, aggregation, etc.

30 seconds

Step 3. Connect your Excel account and specify where to load your data

30 seconds

Step 4. Schedule data refresh to automate data flow from Vitally to Excel

10 seconds

Bonus: Talk to AI about your Vitally data

Automate data exports with the no-code Vitally Excel integration

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Talk to AI about your Vitally data

Coupler.io's AI integrations create connections between AI tools and your Vitally data, enabling conversational analysis of customer health metrics. Ask questions about retention risks, account patterns, and team performance in natural language, and AI provides intelligent answers based on the customer success information you've integrated.

Examples of questions you can ask about Vitally data:

"Looking at accounts that churned in the past year, what health score patterns appeared before cancellation?"
"Compare task completion rates between our top-performing success managers and identify what makes them effective."
"Which customer segments show the strongest correlation between user adoption rates and renewal success?"
"How does conversation frequency differ between accounts that expanded versus those that stayed flat?"