Insights - Attribution Summary

If you add or change filters, add widgets, or make any other substantial changes to a dashboard you want to keep long term, first clone the dashboard and then make the modifications to a copy. The standard, out-of-the-box dashboards are linked to templates that will overwrite your templates whenever an update is made centrally.

Before Using the Attribution Summary Dashboard

We recommend you check out the articles on Using Dashboards and Attribution Terminology and Key Concepts if you haven't already.

Video: How this Dashboard works plus 2 use cases

Why Use the Attribution Summary Dashboard?

In CaliberMind Insights, our Attribution Dashboards are designed to start at the Summary level and allow our customers to easily drill down into more detailed reports. Typically, people want to start at a high level and then drill down into more detailed data as questions arise.

The top of the Dashboard contains high-level performance metrics that show the total dollars associated with a given time period and how many dollars were associated with Pre-Opp (before opportunity creation) inbound touches and Post-Opp (between opportunity open date and close date) inbound touches:

CaliberMind Attribution Summary Dashboard

The Tab Selector gives you the ability to change the view, or how the Dashboard's visuals are organized and aggregated:

CaliberMind Attribution Summary Dashboard Tab Selector

Example Use Case 1

If I wanted to see my data by the opportunity created date so I could understand which efforts were generating and influencing pipeline created in a given period, I would use the Aggregation Type of Open Date.

  • Navigate to the Attribution Summary Dashboard, and select the Open Date Aggregation Type:
Open CaliberMind Open Date Aggregation Type filter

This shows me how much pipeline was created during this time period, what the Pre-Opp Attribution (pre-created date attributed activity share) vs Post-Opp (post-created date attributed activity share) ratio is, and is a great starting point to drill down further.

  • To change the time period I'm looking at, I can update my Open Date Filter (for more on using Filters, click here):
Updating your CaliberMind Open Date filter
  • By clicking on any of the Tab Selectors, I can drill down into the Attribution Overview Dashboard and see more details:
Drilling down into CaliberMind Attribution Overview Dashboard using Tab Selectors

For more on using the Attribution Overview Dashboard, click here.

Example Use Case 2

Let's say our company wants to understand where our Closed-Won opportunities are coming from. We want to know which events effectively led to revenue so we can repeat those tactics and aim for high revenue numbers.

  • To do this, I need to navigate to the Attribution Summary Dashboard and change the Aggregation Type to Close Date:
Change CaliberMind Aggregation Type filter to Close Date
  • I can change by Close Date Filter to look at a longer time period (for more on using Filters, click here):
CaliberMind filters let you examine a longer time period
  • And add a filter to only show Is_Won True (be sure to use the field from the table with "attribution" in the name as shown):
  • On the Attribution Summary Dashboard, I can quickly understand my attribution distribution:

Looking at this data, I can see the vast majority of event attribution takes place prior to the opportunity being created.

  • I can also review the chart to understand what Attribution types correlate to Won opportunities:

Using our example data, we can see that opportunities are far more likely to close if they are associated with some kind of inbound activity

  • By clicking on any of the category types, I can drill down into the Attribution Overview Dashboard and see more details:

For more on using the Attribution Overview Dashboard, click here.

For More Information...

Click the linked articles to learn more about Filter options or what field/data labels mean.


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