Are there any plans to revamp the dashboard section? Currently, we have to export data to Power BI to create custom sales reports.
While Virto does provide some dashboard capabilities, is it possible to add more user‑configurable features so we can gain deeper insights into sales data directly within the platform?
To make sure we build something that genuinely replaces your Power BI exports rather than just adding another screen, could you help us understand two things:
Which roles need dashboard access most urgently — sales reps, account managers, back-office admins, or executives?
What are the two or three metrics or views you find yourself exporting to Power BI most frequently?
With that context, we can map and priotorize what’s coming.