CaliberMind Home Page - Updated

Tara Wildt Updated by Tara Wildt

Home Page & Navigation

CaliberMind has reimagined our Home Page with the goal of helping our users quickly jump into relevant data, reports and insights. You will now be able to save your most used pages, read release notes, watch training videos and find out what’s happened since you last signed in.

Let’s take a look at each section in a little more detail.

Welcome Back

Based on the package your organization has purchased, you can now easily find questions to common questions CaliberMind reports can answer. These links will take you to reports with pre-defined filter sets.

We will continue to add use cases to this list. If you have an idea, please contact your Customer Success Manager.

Featured Article

This section will show you the most important recently released articles. Interested in learning more about what Marketers are being asked to report on? This is your spot to study up and keep yourself current with market trends!

Customize your CaliberMind experience by creating your own Quick Links to anywhere in CaliberMind, up to 10 pages. You can now add bookmarks from the Recently Accessed Reports section or from pages throughout the application.

If your organization had previously set alternative links from the legacy Home Page to legacy Reports or Dashboards, you will find those pre-populated here. These can be overwritten on a user level basis.

Cal's Corner

This is your personalized section that tells you what’s been happening since your last login. Based on the package your organization has purchased, this will allow you to see information as it relates to Attribution (which campaigns have recently generated the most Attribution) and Engagement (which of your Prospect Accounts is currently generating the highest Engagement Score). These links will take you to those individual Campaign or Company pages to see more about their recent activity.

Recently Accessed Reports

This section is populated as you make your way through the Analytics and Search reports. If you can’t remember how you got to the report you were looking at earlier, you can find it here.

Now that you’ve found the report you need, it might be a good idea to bookmark it and make it a Quick Link by clicking the icon on the right.

Release Notes

Interested in learning about what we’ve been up to? Find all of our recent customer enabling enhancements in the Release Notes section. You can also find a link to view all of our past releases along with their linked Knowledge Base articles.

Training

If you're looking to improve your CaliberMind skills, check out the Training section of the new Home Page. Check in on this area for regular updates on new and legacy features. Learn how CaliberMind can help improve your organization’s marketing and sales motions.

How did we do?

How to use Dashboards

Quick Link Bookmarks

Contact