People.ai

Explore Backstory's core features and capabilities.

Backstory Platform

Filtering

Learn how to leverage Backstory's Trends within Engagement Dashboards to transform past data into actionable insights for future success.

Trends

Engagement Metrics

Saving and Assigning

Engagement Dashboards by Backstory - Boards

Sorting

Cell Drill-In

Grouping

Engagement Dashboards by Backstory - Tables

Out-of-the-Box Dashboards

Engagement Dashboards by Backstory - Overview

Unlock Deeper Insights with Multi-Measure Charts and KPIs!

Multi-Measure Charts and KPIs

Master Engagement Dashboards in Backstory.

Measure What Matters Webinar

Engagement Dashboards

Create a Forecast Type

Visualize changes in your forecast and understand what’s driving them.

Forecast Waterfall Charts

Custom Data Loader for Forecasting

Automatically surface prevalent risks in your forecast before they impact results.

Forecast Headlines

Backstory Forecasting

Forecasting

Get direct, actionable sales insights at your fingertips with Signals!

Signals

Search Bar

Multi-Language Support

Formerly "Account 360" and "Opportunity 360"

Backstories

Overview

Troubleshooting common issues with Sheets

Troubleshooting Sheets

Mirror Account Fields to the Opportunity

Notes

Creating and updating CRM records within Unified Backstory Application

Creating and Updating CRM Records

Adding multiple lines of text in one cell in Unified Backstory Application

Enter Multiple Lines of Text in One Cell

Common Sheet-Related Questions

Sheets Overview

Simple spreadsheet-like interface for viewing and editing Salesforce records

Sheets (Formerly PeopleGlass)

Signals Webinar

Additional resources for the Backstory platform

Additional Resources

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.