Analytics & dashboards

Vetta's Analytics turns your CRM data into dashboards you design yourself. Because charts read live workspace data (records, pipelines, stages, activity), your reporting is always current, without rebuilding spreadsheets every week. When you do need the raw data elsewhere, you can export records to CSV.

Open Analytics from the sidebar.

Dashboards

Analytics is organised into dashboards: collections of charts laid out on a grid:

• Create separate dashboards per audience: a pipeline dashboard for the sales team, an outreach dashboard for SDRs, an executive summary for leadership
• Edit Layout to enter arrangement mode: drag charts around the grid, resize them, then Save Changes
• Use Add widget to place a new chart; search the chart library by name

Chart types

When adding a widget, you choose from four families:

• Spot Charts: the current state of your data right now: records per stage, deals per owner, counts by any Select field
• Historical Charts: trends over time: how a metric moved week over week, month over month
• Funnel Charts: conversion through sequential stages: how many records progress from each pipeline stage to the next, and where they drop off
• Stage Movement: how many records moved into (or through) specific stages in a period: the "what actually happened this week" view

There's also a set of Predefined Charts: pre-configured templates for common analyses you can drop in without building from scratch.

Pulse dashboards

Pulse is Vetta's home for dashboards on live workspace data. You'll find Pulse in the sidebar, next to Inbox.

Narrated video · 2:00

5 linked topics

A tour of Pulse, Vetta's dashboards on live workspace data, found in the sidebar next to Inbox. It walks the four ready-made dashboards and the question each answers: Overview (what needs you today and the path from lead to revenue), Lead generation (are your agents finding the right people and are they replying), Pipeline (what is open, what closed and why deals are lost) and Team (is the work getting done, and by whom). It also shows how to navigate: the dashboard switcher, Show more, the date range with custom dates, People, Filter, and Manage access.

Transcript

Alex clicks Pulse in the sidebar, right next to Inbox, and it opens on dashboards that run on live data from his workspace. Four come ready-made, Overview, Lead generation, Pipeline and Team, and each one answers a different question. Overview is where he starts his day. Needs you today holds the handful of things that move revenue this week, like replies waiting, tasks due today or overdue, accounts gone quiet and what's closing this month. Below that, From lead to revenue follows a lead all the way to Closed won. Lead generation asks whether his agents are finding the right people, and whether they're replying. Leads found and Qualified come first, and then Sequence performance shows the reply rates and the outreach funnel, so he can see where leads fall off. Pipeline answers what is open, what closed and why deals are lost. The open pipeline and the pipeline by stage show what's open, and then Wins and losses adds the win rate, won against lost over time, and the lost reasons. The Team dashboard asks whether the work is getting done, and by whom, with tasks due and overdue, tasks completed on time, and each person's progress against what was planned. To switch dashboards he clicks the name at the top, where he can search and pin the ones he wants in the tab bar, and Show more opens the charts behind a section. The date range on the right covers 7 days, 30 days, 90 days or a custom range, where he picks a start date and an end date and clicks Apply. People shows data for just him, his team or everyone, and Filter narrows the dashboard by stage, sequence, country or industry. Manage access decides who can see a dashboard: Private, specific people and teams, or everyone in the workspace. Viewers see it with their own data permissions, and only editors can change it, which on the built-in ones means admins. Next, he'll build a dashboard of his own, and that's the next video.

The four ready-made dashboards

Pulse opens on four dashboards, each grouped into sections that answer one question:

• Overview is where you start your day. Needs you today holds what moves revenue this week: replies waiting, tasks due today or overdue, accounts gone quiet and what is closing this month. From lead to revenue follows a lead all the way to Closed won.
• Lead generation asks whether your agents are finding the right people, and whether they are replying. Leads found and Qualified come first, then Sequence performance shows reply rates and the outreach funnel, so you can see where leads fall off.
• Pipeline answers what is open, what closed and why deals are lost: the open pipeline and the pipeline by stage, then Wins and losses with the win rate, won against lost over time, and the lost reasons.
• Team asks whether the work is getting done, and by whom: tasks due and overdue, tasks completed on time, and each person's progress against what was planned.

Navigating a dashboard

• Click the dashboard name at the top to switch dashboards. You can search, and pin the ones you want in the tab bar.
• Show more opens the charts behind a section.
• The date range on the right covers 7 days, 30 days, 90 days or a Custom range: pick a start date and an end date and click Apply.
• People shows data for just you, your team or everyone.
• Filter narrows the dashboard by stage, sequence, country or industry. Some charts do not use every filter, and show a "Filter not applied" tag when that is the case.
• Manage access decides who can see a dashboard: Private, specific people and teams, or everyone in the workspace. Viewers see it with their own data permissions. Only editors can change a dashboard: on the built-in ones that means admins, and a dashboard you create is edited and deleted by you.

Build your own dashboard

1. Open the dashboard menu and choose New dashboard. It starts empty and private.
2. Open Add and choose New section. Give it a name, and choose whether it starts empty, from the library, or in the chart builder with Build a chart.
3. The chart builder has three steps: Chart type, Data and Style. The live preview redraws with every change. Under Data, pick the source (Leads, People, Companies, Opportunities, Tasks, Sequence leads or Agent findings), what to measure, and how to group it.
4. Click Add to dashboard. The chart stays live and refreshes as your data changes.

Narrated video · 2:11

3 linked topics

Build your own Pulse dashboard from scratch and add four different charts. In Pulse, open the dashboard menu, choose New dashboard, add a section, and use the chart builder with its Chart type, Data and Style steps. The charts are a bar ranking of opportunities by owner, a line over time, a KPI rate such as reply rate (sequence leads that replied out of those contacted), and a funnel of sequence leads by stage. The video explains Value versus Rate, the plain-words box, filters, and how the date range applies to every chart.

Transcript

Alex wants one dashboard that shows how his team is doing, and none of the ready-made ones fits quite right. So in Pulse he opens the dashboard menu and chooses New dashboard. It starts empty and private, and a dashboard is made of sections, so he opens Add and chooses New section. He names it Weekly review, and a section can start empty, from the library, or in the chart builder, so he picks Build a chart. The builder has three steps, Chart type, Data and Style, and the preview redraws with every change. First he wants to see who owns what, so under Data he keeps Opportunities as the source, counts records, and groups them by Owner. Then under Chart type he picks Bar ranking, and the preview ranks his team from largest to smallest. He adds it to the dashboard, and it lands in his section as a card. Next is a trend. He opens Add and Build a chart again, and this time he types it in plain words, opportunities over time, and presses Build it. The builder picks a line, groups by creation date and fills in the rest, so he adds that one too. The third is a rate, which divides one set of records by another. He picks KPI, and under Measures he switches Value to Rate, with the records to count and the records to count them out of. Start from an insight fills those in for him, so Reply rate counts the sequence leads that replied, out of the ones contacted. Win rate, Interested rate and Task completion work the same way. He adds it, and that's three cards in, with one to go. The last one follows leads through their sequence. He picks Funnel, and then Sequence leads, the people in his sequences, as the source, grouped by Stage. A filter keeps just the stages he wants, so he adds one, picks Stage, and ticks Sequencing, Contacted, Replied Positive and Meeting Set. A funnel draws the steps in order, each against the first, with the share of the step before, and he adds it. All four sit on his dashboard now, and they stay live, refreshing as his data changes. The date range at the top applies to every one of them.

The video builds four charts in turn:

• A bar ranking: count opportunities, grouped by owner, ranked from largest to smallest.
• A line over time: type "opportunities over time" in the box and press Build it. The box matches your words to a source, chart type and grouping, and you can change any of them after.
• A rate: pick KPI, and under Measures switch Value to Rate. A rate divides one set of records (with) by another (out of). Start from an insight fills them in for Win rate (won out of won plus lost), Reply rate (replied out of contacted, on sequence leads), Interested rate (positive replies out of replies) and Task completion (done tasks out of all tasks).
• A funnel of sequence leads, grouped by stage and filtered to the stages you want. Each step is drawn against the first, with the share of the step before. A sequence lead's stage tracks their journey through the campaign.

Charts you build follow the date range through Date range applies to (creation date by default).

Building on good data

Charts are only as good as the fields behind them. Three things make analytics sharper:

• Select fields for every staged process: funnels and stage movement need clean stages; see Managing fields and Working with pipelines
• Deduplicated records: duplicates inflate counts; keep the Duplicates page clean
• Consistent Select fields: Industry, Lead Source, and similar fields make the best chart dimensions when their options are used consistently

The built-in overviews

Beyond custom dashboards, two areas of Vetta ship with purpose-built analytics:

• Sequences overview: outbound funnel, reply sentiment, sends today, and per-campaign stats (opened / clicked / replied / positive replies); see Monitoring & optimizing results
• Workflows overview: run health, failures by cause, and AI token consumption; see Monitoring workflow runs

A sequence's analytics can be filtered by sending account, which is how you attribute results to each rep. Read open rates with care: corporate email scanners load the tracking pixel before a person ever sees the email, so opens come out higher than real reads. Replies are the more reliable signal.

Use those overviews for channel-specific monitoring, and the dashboards for the cross-cutting picture: pipeline health, team performance, and how outreach turns into revenue.

Exporting your data

Dashboards read live data, but you can take the records behind them out of Vetta whenever you need to:

• Table views: on any entity's table, open the menu next to New and click Export to download the view as a CSV file, or select rows and choose Export records. See Managing records in table view
• An agent's leads: use Export on the agent's leads list, as CSV or Excel, with your current filters and sort applied

Dashboards themselves are not exported to PDF or sent by email on a schedule; share them with the people who need them instead.

Example dashboard: weekly pipeline review

1. Funnel Chart: sales pipeline conversion from Discovery to Closed Won
2. Stage Movement: deals that entered Negotiation this week
3. Spot Chart: open deals by owner
4. Historical Chart: new opportunities created per week over the quarter
5. Spot Chart: open pipeline value by stage, so the team starts where the money is

Ten minutes to build, and your weekly review runs off live data instead of a stale slide.

Common questions

Key outcome

Analytics closes the loop of the operating system: pipelines structure your process, sequences and workflows run it, and dashboards show whether it's working, all from the same live data, in the same tool. When someone needs the numbers outside Vetta, a CSV export of the view is a click away.