Use caseReporting and analytics

Client account health reports

Per-account view of activity, satisfaction, risk, and revenue. Auto-flagged when accounts soften.

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01What it is/ reporting and analytics

Part of reporting and analytics.

Placement and revenue summaries, forecasts, fee tracking, and dashboards your account managers can show on a Friday.

02How to build it/ four steps

Configure once. Run from then on.

The same template works whether your AI is Claude, ChatGPT, or our built-in agents. Connects with Your billing system, your CRM, Snowflake, your BI tool.

01

Connect the data

Vitae lives next to your billing, your placements, and your activity data. Live, not nightly.

02

Pick the audience

Founder dashboard, consultant dashboard, client dashboard. Same data, different views, no duplicate effort.

03

Surface the answer, not the data

Reports lead with what changed and why. The numbers are there for the doubters, but the narrative comes first.

04

Auto-deliver on the cadence

Weekly placement summaries, monthly client reviews, quarterly board packs. Drafted by Vitae, reviewed and shipped by you.

03Why it matters/ before vs after

What changes when this runs in Vitae.

Today, without VitaeIn Vitae
Stitched across email, sheets, scripts, and a chat window. Lives in someone’s head.A workflow inside one platform. Documented, repeatable, runnable by anyone.
Manual, easy to skip when busy.Triggered automatically. Runs at the right moment, every time.
Outputs land somewhere different every time.Outputs land on the candidate or account record. Single source of truth.
Re-onboarding pain when a new person joins.Anyone on the team can run it on day one.
04FAQ/ four questions

Common questions.

Short answers to the questions we get most often. Need more detail? Talk to sales.

Yes. Every workflow in Vitae is yours to shape. Pipelines, fields, rubrics, and steps all configure to how your team actually works. Start from this template, change anything.
05Related use cases/ same category

More in reporting and analytics.

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Auto-generated end-of-week summary across the firm. Numbers, narratives, what to fix on Monday.

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Live view of every consultant's pipeline, conversion, billings, activity. Coaching-grade detail.

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Forward view of placements and revenue based on stage probability and historical conversion.

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Build this workflow in Vitae.

Configure once, run from then on. Plug in your own AI or use ours.

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