Real-time dashboards your team will actually open every
A drag-and-drop dashboard builder that turns live business data into KPIs, charts, and pivot tables anyone on the team can read. Vitelligence Dashboards pulls directly from your CRM, Projects, Service Desk, and the rest of the suite — no nightly ETL, no stale numbers, no separate BI tool to license.
Replaces Geckoboard, Klipfolio, Datadog Dashboards, Tableau, Looker Studio
Workflows connected by Vitelligence Dashboards
Standalone pricing
Buy Dashboards by itself, or add it to a Vitelligence suite.
Build live dashboards from platform records without waiting on a data warehouse project.
Best for
Managers, executives, and operating teams
Essentials
per user/month
A focused Dashboards setup for small teams that need the basics without buying the full platform.
- Core records and views
- Basic permissions
- Imports and exports
Professional
monthly
A serious business tier for teams running Dashboards as an operating workflow.
- Automation and workflow rules
- Advanced reporting
- Cross-app collaboration
AI/Advanced
monthly
Advanced AI, automation, governance, reporting, and cross-app workflows for Dashboards.
- AI summaries and recommendations
- Higher automation allowance
- Cross-app intelligence
Suite expansion
Where Dashboards fits in the platform
Custom
Business OS
One connected operating platform for the whole company
From $29/user/month
Sales & Customer Lifecycle
Turn leads into customers, commitments, support, and follow-up
From $39/user/month
Client Operations
Sales, delivery, service, and reporting for B2B service teams
From $19/user/month
Work Management & Delivery
Plan, execute, track time, and report delivery work
From $39/agent/month
Service & IT Operations
Tickets, ITSM, assets, compliance, knowledge, and AI triage
From $99/month
Finance, Commerce & Operations
Books, stock, orders, assets, and reports without premature ERP
Everything you need in Dashboards
Drag-and-Drop Dashboard Builder
Lay out KPIs, charts, tables, and pivots on a flexible grid. Resize, reposition, and configure widgets without writing a single line of SQL.
- Grid-based canvas with snap-to-fit widgets and configurable column count
- Widget gallery: KPI cards, line, bar, pie, area, scatter, heatmap, data grids, pivot tables
- Inline widget configurator — pick the data source, pick the columns, ship it
- Conditional formatting on tables and KPIs to surface red flags automatically
- Color picker, custom titles, and per-widget filters that override the dashboard scope
- Pre-built dashboard templates for Sales, Executive, Marketing, Service, and Projects
Pre-Built Dashboard Templates
Start with a working dashboard, not a blank canvas. Templates for Sales (Pipeline Overview, Win Rate, Forecast), Executive (Revenue, Margin, Headcount), Marketing (Funnel, Campaign ROI), Service (SLA, Ticket Volume), and Projects (Burn-Down, Resource Load) drop in already wired to suite data.
- Sales Overview: pipeline value, deal stages, win rate, top deals
- Executive: revenue trends, gross margin, headcount, cash position
- Marketing: funnel conversion, campaign ROI, lead-source mix
- Service: SLA attainment, ticket volume, CSAT, agent load
- Projects: burn-down, milestone health, resource utilization
- Clone, edit, save as your own — templates are starting points, not lock-ins
Conditional Formatting & Alerts
Numbers on a screen are not insight. Conditional formatting paints the dashboard with red, yellow, and green where the eye should land first — and threshold alerts ping the right person before the trend becomes a problem.
- Per-cell color rules driven by thresholds, percent change, or formula
- KPI sparklines and trend arrows showing direction at a glance
- Threshold alerts via email, in-app, or Slack when a metric crosses a line
- Snapshot history so you can compare "this Monday vs. last Monday" without rebuilding
- Conditional widget visibility — hide widgets until they have data worth showing
- Per-user alert subscriptions so the CFO sees cash alerts and ops sees SLA alerts
Built-in BI, Not a Third-Party Add-On
Geckoboard, Klipfolio, and Datadog dashboards are great if you already have the data warehoused, modeled, and connected. Vitelligence Dashboards is great because the data is already in the same platform — no connectors, no row-count limits, no per-viewer pricing.
- Zero-configuration data sources for every suite app
- No nightly ETL or warehouse — dashboards query live records
- No per-viewer license fees inside your tenant
- Custom SQL-style report DSL for power users who want full control
- Embeddable widgets across the suite via the Universal Record Embedding standard
- Available standalone (with API connectors) or bundled in the Vitelligence suite
Dashboards — Frequently Asked Questions
Ready to transform your dashboards?
Start with one dashboards workflow and prove the value before expanding.