Formula Builder

VitallyOctober 2024

Problem Summary

Customers could not perform even basic calculations in Vitally, such as combining revenue fields, calculating percentages, or deriving meaningful metrics from existing data. These limitations force teams to export data, rely on spreadsheets, or create brittle workarounds, which leads to fragmented workflows, reduced trust in metrics, and slower decision making.

Opportunity

How might we let users easily create and use calculated values from their existing data, so they can answer key business questions without leaving Vitally or relying on external tools?

Solutions

Solution Image 1

Redesigned action nodes to include aggregate run data and object creation (e.g. conversations) data. Improved the run history to be filterable by each specific action.

Solution Image 2

Updated the ouput of individual runs to be consice and account for every possible edge case so users are not left in the dark about what happened and why.