System Overview
Getting Started
Signing In to CaliberMind
New to CaliberMind - Start Here!
How to use Dashboards
How do I use CaliberMind's search functionality?
CaliberMind Home Page & Navigation
Digital Marketing Terminology
How Does CaliberMind Define a "Channel"?
What Is a CaliberMind Event or Event Table?
Account Detail (Search Result) Results
Opportunity Search Results
Campaign Detail Search Results
Person Detail Search Result
Connectors / Integrations
Adding Your First Connector
How To Connect AdRoll / RollWorks
How To Connect Google Analytics
How To Connect HubSpot
How To Connect LinkedIn Ads
How To Connect Marketo
Kickfire
Overview of Connectors
ZoomInfo / DiscoverOrg
CaliberMind IP Addresses for Whitelisting
Setting Up the LinkedIn Push Connector
Connecting Tableau to CaliberMind
CaliberMind Data Export to Google Cloud Storage
Ingesting CaliberMind Data Into Snowflake
Klaviyo connector [Via Fivetran]
In-App Notifications
Google Sheets
Segment Connector [via FiveTran]
Pushing Caliber Mind Person Engagement Data to Salesforce
Integrations Appendix by Connector
Act-On
SFTP Connector - Updated 2021
Connecting Your Data Warehouse to CaliberMind
Replicating CaliberMind Attribution Data to Salesforce
Salesforce Connector [via FiveTran]
Connector Health and Web Tracker Health reports
How to Connect Facebook Ads
KickFire De-Anonymization in CaliberMind
Connecting G2, Bombora, or 6sense
CaliberMind Connectors
Field History SFDC Limits (Salesforce)
SFTP Synced Files - Making a Data Change
How To Connect Outreach
CaliberMind Connectors - Start Here!
Power BI/ Tableau/ Looker Connectors Article
Google Ads Connector (via FiveTran)
Pardot Connector [via FiveTran]
Connections - Email Notifications
CaliberMind Data Access FAQs
Twitter API Connector via Fivetran
Microsoft Bing Connector
Setting Up the Salesforce Push Connector
How To Connect Microsoft Dynamics
Bing/Microsoft Ad's Connector
Connectors Status Page
Developer Guide
CaliberMind Entity Relations and System Tables
Developer Guide - Start Here!
What is Google BigQuery
CaliberMind Common Data Sources
CaliberMind Identity Levels
List Builder
What are Lists?
Importing a List
Account List Upload File Requirements
Keyboard Shortcuts using SQL
Creating an Account List From a Campaign
How to create a list of all Opportunities that have a very low Engagement
People List Upload File Requirements
Campaign List Upload File Requirements
Use Case Videos - Creating a List Using the List Builder
Creating a List Using the List Builder - Step-by-Step Instructions
Creating Company Lists using SQL
List Builder - Start Here!
Creating Company Lists in List Builder
Where is my Segments Menu?
Downloading a List - Step-by-Step Instructions
System Configuration
Object Mapping Filters
How to Map Your Salesforce Opportunity Revenue Field
Remove a BigQuery User within CaliberMind
Object Manager: Campaign Member
Setting Your Saved Filters for In-App Reporting
Object Mapping: Create a Filter
Object Mapping: Create a Mapping
Adding Custom Columns in Salesforce
Add BigQuery Users within CaliberMind
Custom Configuration for Object Mapping
Object Mapping: Create a Replacement
How to Email CaliberMind Reports
Setting Up UTM Mapping in CaliberMind
Standard Channel Logic
Channel Ranking Logic
Setting Up Account Trend Emails
UTM Parameters Formatting and Best Practices
Object Mapping for Filters - Start Here!
How to See Your Object Manager History and Revert Back to Previous Versions
Object Mapping: Create a Campaign Substitution
Web Tracker Installation & Settings
Installing AnalyticsJS (CaliberMind snippet)
Two ways to identify prospects that submit a form containing email address using AnalyticsJS
Install AnalyticsJS on a HubSpot website
Using AnalyticsJS Identify on embedded Hubspot forms
Using AnalyticsJS Identify on embedded Marketo forms
Types of Analytics.js Calls
Analytics.JS Overview
Using Analytics.js to Track Web and Product Events
Web Tracker and Installation Settings - Start Here!
How Cookie Settings Affect the Analytics.JS Tracking Script
Google Tag Manager (GTM) Ad Blockers
Using AnalyticsJS with Drift
How to check your AnalyticsJS implementation
Using AnalyticsJS with Qualified
Flows
Flows Status Page
How to use QuickFlows
Merge records in Salesforce CRM
Add a Quick-Flow to Salesforce Campaign
Using ClearBit Flows
CaliberMind's Most Popular Flows | Automations
Setting Up Workflow - Lead Deduplication
ZoomInfo - Add-to/Enrich your database
Setting Up Workflow - Website Repair
Setting Up Workflow - Account Deduplication
Creating Sales Campaigns from Salesloft and Outreach Activities
Setting Up Workflow - Contact Deduplication
Campaigns
Campaign-Program Membership
Program Logic for Campaigns
Custom Campaigns
Custom Programs for Campaigns
Campaigns - Start Here!
User Administration & SSO
Single Sign On (SSO) Setup
Manage Users - Viewing, Inviting, Updating Users and Roles
CaliberMind Data Warehouse Access in Google BigQuery
Administration and SSO - Start Here!
User Authentication and Provisioning
Model Configuration
Insights - Create Multiple Engagement Score Models
How to Change Event Touch Scores
Sales Opportunity Data Model
Engagement Scoring Time Decay - How It Works & How to Change It
Engagement Scoring Models Overview
How to Add or Change Engagement Score Multipliers
Add or Change Engagement Score Filters
Identify users using Intercom Messenger
GDPR Compliance with CaliberMind
Data Dictionary
ABM Engagement
ABM Best Practices
Using Engagement Score to Trigger an Update in Salesforce
Account-to-Lead (A2L) Matching
Lead-to-Account Matching (L2A)
Pushing CaliberMind ABM Scoring Fields to Salesforce.com
Linking to CaliberMind Reports in Salesforce
Engagement Scoring
Analytics
ABM Reports
Attribution
Attribution Models: W-Shaped
Attribution Models: Middle
Chain-Based Attribution Model
Removal effect with a Markov chain model
Attribution Reports Summary
Attribution - CaliberMind versus Embedded Attribution in Salesforce?
Analytics: People Tab in Attribution Overview
Analytics: Opps Tab in Attribution Overview
Choosing the Right Attribution Model
Virtual Campaigns in CaliberMind
The A-Shaped Model
Campaign Types - Best Practices for Easy-to-Read Attribution
Best Practices for Tracking Return-on-Ad-Spend (ROAS)
Analytics: Comparisons Tab in Attribution Overview
Analytics: Events Tab in Attribution Overview
Analytics: Summary Tab in Attribution Overview
Analytics: Explore Tab in Attribution Overview
Demand Generation
Revenue Contribution
Data Integrity
Customer Success
Understanding Reports
CaliberMind Analytics Concepts
Overview of Analytics and Attribution
Filters and Hyperlinks
Using the Engagement Trending Report
Using Tags to Organize Your Lists
Attribution Overview - Campaign Performance Table
Using Campaign Lists in Dashboards
Using Account Lists in Dashboards
CaliberMind Metrics Definition
Return on Ad Spend
Product Attribution Dashboard
Attribution Models: First-Touch
Self-Hosting CaliberMind AnalyticsJS
Tutorials and Use Cases
Customizing Report Visibility (Show/Hide)
How to Manage Your Offsite Events Using CaliberMind
How can I manage my BDR/SDR team activities with CaliberMind?
Combining Engagement Score with Attribution
Enabling the Sales Teams to see the Entire Buyers Journey
How Can I Identify High Risk Opportunities?
How does Sales leverage CaliberMind? Some key use cases.
Running a Sales/Pipeline Review with CaliberMind
How Is CaliberMind Different From My CRM Attribution?
CRM Campaign Member Status and Campaign Response Best Practices
How Do I Optimize Advertising Spend?
Campaign Best Practices Across Systems
How do I use CaliberMind to shorten our sales cycle?
Answering Business Questions Using CaliberMind Reports
Which of my leads are the most engaged?
Why Is CaliberMind ROAS or ROI Different Than My Ad Platform?
How Do I Know If a Campaign Is Good or Bad?
How to Flatten Your Campaign Structure in Salesforce
CaliberMind Insights
Working in CaliberMind Insights
CaliberMind Insights - Browser Requirements
CaliberMind Insights - Sharing Dashboards & User Permissions
CaliberMind Insights - Navigating to Insights/Dashboard
CaliberMind Insights - Using Dashboards
CaliberMind Insights - Dashboard Refresh Schedule
CaliberMind Insights - Application Concepts and Terminology
CaliberMind Insights - Filters & Aggregation Type
Creating a Custom Pipeline Dashboard (VIDEO)
CaliberMind Insights - Creating Custom Dashboards
How to Create a Filter Bookmark
Building Insights Dashboards
Build Your Own Insights Pipeline Dashboard
Building Formulas with Functions
Creating and Editing a Widget Formula
Using Conditional Statements
Build Insights Dashboards - Start Here!
Create Date Range Filters - Step-by-Step
Creating Formulas Based on Criteria and Conditions (Filters)
Calculated Fields
Dashboard Function Reference
Shared Formulas
Introduction to Formulas - Start Here!
Using Quick Functions
Insights Dashboards
Insights Attribution Dashboards
Insights - Attribution - Start Here!
Insights - Attribution Terminology and Key Concepts
Insights - Attribution Overview Dashboard 2.0
Insights Engagement Dashboard
Insights - Engagement - Start Here!
Insights - Engagement - Dashboard Terminology & Key Concepts
Insights - Engagement Overview
Insights - Engagement - System Account Detail
Insights - Engagement - Person Detail
Insights Engagement Dashboard - Aggregation Dates
Insights ROAS Dashboard
Insights - ROAS Dashboard Use Cases
How is CaliberMind ROAS Reporting Different than Insights ROI?
Insights - ROI - Start Here!
Insights - ROAS Terminology & Key Concepts
Insights Data Health and Integrity
Funnels
Funnel Trigger Events Dashboard
Funnel Company Inclusion Configuration
What is a Marketing Funnel?
Event Explore for Funnels
Funnel Terms and Concepts
Common Funnel Issues
Funnels FAQs Technical Documentation
Funnel Configuration
Funnel History Event Configuration
Funnels - Start Here!
What channels move journeys through a given stage?
Funnel Stages Configuration and Stage Definitions
Funnel Trend Dashboard
How can I see the number of journeys in or passing through a funnel stage during a period of time?
Sales Funnel Metrics
What touches are influencing each step in the funnel?
How do I see the first event (or "tipping point") in each stage of my funnel?
Funnel Events Technical Documentation
Marketing & Sales Funnel Foundations
Funnel Static Event Configuration
What is a Starter Funnel?
Funnel Person Inclusion Configuration
Funnel Cohort Analysis Dashboard
Sales Funnel Glossary
Where are my customers stuck in journeys?
Funnel Cohort Analysis Use Cases
Funnel Data Explore Dashboard
Use Cases for Funnels
Sales Funnel Journey Questions and Answers?
What is the difference between an Active Journey and a Journey?
How do I know the last event that happened before a journey stage change?
How do I identify stage conversion rates?
Funnel Person Status Exits
Introducing CaliberMind's Funnels
Funnels - Lead, Contact, Account, Opportunity Statuses and Stages
Pressure Event Dashboard 101
Funnel Stage Definitions
Demand Generation Funnel Dashboard
Answers
Table of Contents
- Do You Prefer Video Learning Over Reading?
- Main Dashboard Functionality
- Selecting a Data Source
- Adding a Widget
- Selecting Data
- Field Selection Keys to Keep In Mind
- Choosing a Widget Type
- Creating a Calculated Field
- Changing a Label
- Adding Categories or Groupings (X-Axis and Break By)
- Changing the Format of a Number Field
- Changing the Format of a Date Field
- Changing a Widget
- Dashboard Filters vs. Widget Filters
- Adding Text Components
- Removing Widgets
- Duplicating Widgets
- All Categories
- CaliberMind Insights
- Working in CaliberMind Insights
- CaliberMind Insights - Creating Custom Dashboards
CaliberMind Insights - Creating Custom Dashboards
Updated
by Camela Thompson
- Do You Prefer Video Learning Over Reading?
- Main Dashboard Functionality
- Selecting a Data Source
- Adding a Widget
- Selecting Data
- Field Selection Keys to Keep In Mind
- Choosing a Widget Type
- Creating a Calculated Field
- Changing a Label
- Adding Categories or Groupings (X-Axis and Break By)
- Changing the Format of a Number Field
- Changing the Format of a Date Field
- Changing a Widget
- Dashboard Filters vs. Widget Filters
- Adding Text Components
- Removing Widgets
- Duplicating Widgets
The Insights report builder is a powerful tool that allows you to build visualizations of your underlying data cube with minimal effort. Because dashboards that you start from scratch are not tied to CaliberMind templates, they don't change when we roll updates, which means you can safely build additional views without worrying your information will be overwritten.
Do You Prefer Video Learning Over Reading?
Watch our videos on building a pipeline dashboard from scratch to get a feel for the basics without the long read (not that the read isn't worth it :)
Main Dashboard Functionality
These are common tasks people creating dashboards will perform. To watch a video that covers these items while building a dashboard following a common use case, go to the Use Case Videos.
Selecting a Data Source
When you first create a dashboard, you will be prompted to select your data source. In most cases, you will have one option for your data source. If there is any confusion as to which cube you should choose as your data source, contact your customer success representative.
Adding a Widget
To add a new Widget or data visualization when you are creating a new dashboard, click on the Select Data button:

To add a new widget on an established dashboard, click on the + Widget button:

Selecting Data
When you choose to Select Data when first creating a widget, you can either select a data value field or a column field. Selecting Data and then changing the chart type may clear your selection, so it honestly matters very little which data you first select until after you choose your Widget Type.
Field Selection Keys to Keep In Mind
When to use DIM fields
Tables with a "DIM" prefix are Dimension fields. It's a naming convention we use at CaliberMind to denote fields that have been prepped for use as a way to summarize data. When it's time to choose between a DIM and FACT field, use a DIM field when you want to use the field for an axis, category, or filter.

When to use FACT fields
Tables with a "FACT" prefix are Fact fields. It's a naming convention we use at CaliberMind to denote fields that are in their original data state. When it's time to choose between a DIM and FACT field, use a FACT field when you want to add, count, subtract, divide, or make some kind of formula field with the data.

Choosing a Widget Type
There are several Widgets or data visualization types to choose from. After you've selected your initial data point, you may click on a short selection of suggested report types:

Alternatively, you can click "Advanced Customization" to see all of your options:

Creating a Calculated Field
When you Select Data, you have the option of selecting the Function icon to build a calculated field:

Formula fields are a combination of functions and fields.
Functions
The list of functions shows you what logic arguments are available in formula fields. If you hover over a field, it will give you the description, such as whether or not distinct items are considered or limitations in logic:

Data Browser
The data browser functions similarly to the Select Data option. Type the beginning of the field you want to find or the table name to perform a search. Less letters are more in the case of this search functionality.

Changing a Label
To change a data element label in a Widget, edit the Widget, click on the ellipses, and Rename the component:

Adding Categories or Groupings (X-Axis and Break By)
To view the data by another dimension (for example, adding an x-axis for Date), select a chart type visualization and add a summarizable field to the X-axis:

To add categories or Breaks, Add a field to Break By:

You can change how the data is displayed by clicking on "Design" and selecting a grouping Type:

Changing the Format of a Number Field
Fields like Opportunity Amount and Weighted Amount default to plain number displays. To change the number format of a field (for example, to Currency), hover over the widget component and click on the number or letter icons:

From there you can choose the type of display format:

Changing the Format of a Date Field
To change how a date field aggregates or groups, click on the timeline symbol to the left of the component name:

Then select the desired grouping:

Changing a Widget
You can change the Widget type, field values, or groupings of any Widget on your custom Dashboard at any time. Simply select the pencil or Edit icon on the Widget:

Dashboard Filters vs. Widget Filters
Dashboard level filters should be used when you are displaying data from the same objects and want to apply a universal filter. For example, if you are looking at a Pipeline Creation Dashboard, you may want to narrow the time period by Opportunity Create Date or filter Opportunity Type by New Business.
If you only want to filter a specific component on your dashboard, for example, you want a Won opportunity component on a Pipeline Creation dashboard that otherwise shows open, won, and lost data, use a Widget Filter.
If you combine data from multiple objects or want to look at a time range using different fields, you may need to use Widget specific filters in order to have the data display as expected. For example a Quarterly Review Dashboard may have a Bookings Opportunity Widget that is filtered by Close Date and a Pipeline Created Widget that is filtered by Create Date.
Adding Text Components
A Text Component gives you more control over the appearance of text on your dashboard. Default dashboard titles are small, and using a Text Component allows you to make the purpose of the dashboard stand out.

Removing Widgets
To remove a widget, click on the three ellipses and click Delete:

Duplicating Widgets
To duplicate a widget, click on the three ellipses and click Duplicate:
