Skip to content
VitaeOS
← Explore the platform

Run your business / Reporting

Understand what is moving. See what needs attention.

Use the activity in your workspace to understand pipelines and team progress. Bring the discussion back to the records behind the numbers.

See reporting in action
ReportingCONNECTED TO VITAE
  1. 01
    Review progress

    Look across the relevant pipeline and recorded activity.

  2. 02
    Find the gaps

    Identify work that needs an owner or a next action.

  3. 03
    Act on the record

    Bring the decision back into the shared workflow.

One shared company record
Example workflow, configured around your business.

LESS FRICTION IN THE DAILY WORK

What reporting
does for your team.

A weekly update should not start with everyone rebuilding the same spreadsheet. Connected records give your team a better starting point for understanding progress.

01

Pipeline visibility

Review activity and progress through your commercial and hiring processes.

02

Team activity

Understand the work recorded in the workspace and where follow-up is needed.

03

Connected detail

Use the underlying client, opportunity or candidate record to understand the context.

HOW IT CONNECTS

Run a pipeline review with the client context at hand.

A review that leads to action, with less assembling information beforehand.

Try the interactive examples

CONTINUE THE WORK WITH

Sales

Move opportunities from first conversation to agreement.

Hiring

Manage roles, candidates and the next hiring decision.

CRM

Every client. One shared history.

BEFORE YOU START

Can we bring the data into another reporting tool?

Discuss the records and measures you need. Supported exports and API access can form part of a wider reporting workflow, depending on the data and permissions involved.

Explore company pricing

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.

See what Vitae could do for you

A walkthrough built around your business and the tools you use today.