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

Sorting

Engagement Dashboards by Backstory - Boards

Cell Drill-In

Engagement Dashboards by Backstory - Tables

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

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

Formerly "Account 360" and "Opportunity 360"

Backstories

Multi-Language Support

Overview

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

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

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