People.ai

Explore Backstory's core features and capabilities.

Backstory Platform

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

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Formerly "Account 360" and "Opportunity 360"

Backstories

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Overview

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Engagement Dashboards by Backstory - Tables

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

Sorting

Engagement Dashboards by Backstory - Boards

Cell Drill-In

Grouping

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

Troubleshooting common issues with Sheets

Troubleshooting Sheets

Mirror Account Fields to the Opportunity

Creating and updating CRM records within Unified Backstory Application

Creating and Updating CRM Records

Notes

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

Enter Multiple Lines of Text in One Cell

Common Sheet-Related Questions

Creating and Customizing Sheets

See the Unified Backstory App (previously PeopleGlass) in action.

Video Tour: Unified Backstory App

Simple spreadsheet-like interface for viewing and editing Salesforce records

Sheets (Formerly PeopleGlass)

Create a Forecast Type

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

Forecast Headlines

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

Forecast Waterfall Charts

Custom Data Loader for Forecasting

Backstory Forecasting

Modernize your forecasting motion with data-driven signals and proactive deal management.

Webinar: Forecasting Best Practices

Forecasting

Signals Webinar

Understand where your go-to-market org sits on the AI maturity curve — and what it takes to move forward.

Webinar: Level Up Your GTM AI Maturity

Additional resources for the Backstory platform

Additional Resources

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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