Export Vitally to Power BI
Drive data-informed customer success strategies with the Vitally to Power BI integration by Coupler.io. Build sophisticated analytical reports that reveal retention patterns, team performance trends, and account risk factors through Power BI's modeling capabilities to ensure your insights reflect the latest customer health signals and engagement activities.
What data you can export from Vitally?
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AccountsThis entity represents the customer accounts that you are managing in Vitally. It contains key information such as account-level health scores, metrics, and custom properties.
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AdminsThis entity represents your team members who are users of the Vitally platform.
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ConversationsThis entity represents the communication history with your customers, which can include emails and other messages synchronized from different platforms.
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NotesThis entity represents internal notes or comments added by your team members on customer accounts or users.
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TasksThis entity represents the to-do items or action steps assigned to your team members related to customer management.
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UsersThis entity represents the end-users of your product or service who are associated with the accounts in Vitally.
All-in-one tool for Vitally data exports and analytics
Pull customer health data from Vitally alongside contract values from your CRM and support ticket volumes from helpdesk systems. Power BI's data modeling connects these disparate sources into unified reports that show how success activities, product issues, and commercial relationships interact to influence retention outcomes.
Import customer success information into Power BI as structured tables ready for relationship building and measure creation. Your accounts, tasks, conversations, and user activities arrive organized for immediate analysis, letting you focus on creating insights rather than restructuring imported data.
Configure export schedules that keep your Power BI reports synchronized with Vitally's evolving customer data. Whether you need 15-minute updates for operational monitoring or monthly refreshes for strategic planning, your dashboards automatically reflect the latest health scores and team activities without manual data pulls.
Coupler.io's AI integrations offer conversational access to your customer success information as an alternative to building Power BI reports. Explore retention patterns and health trends through natural language questions that provide quick answers alongside your detailed analytical dashboards.
Why export Vitally to Power BI - real life cases
Multi-dimensional retention analysis
Trend analysis with forecasting
Team capacity planning
Customer journey mapping
How to export Vitally to Power BI
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Automate data exports with the no-code Vitally Power BI integration
Connect similar CRM apps and get data in minutes
Quick start with dashboard templates
about your case. It doesn't cost you a penny 😉
Talk to AI about your Vitally data
Examples of questions you can ask about Vitally data:
- "Compare our top quartile accounts by health score against bottom quartile—what engagement behaviors separate them?"
- "Which customer success managers improved the most accounts from red to green health status this quarter?"
- "How does the time between task creation and completion correlate with whether accounts renew successfully?"
- "What percentage of our users who were active six months ago have become inactive, and which accounts does this affect most?"
Keep your data safe
Coupler.io safeguards your shared information and data transfers from breaches, leaks, and unauthorized disclosures.
