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
System Configuration
Object Mapping Filters
How to Map Your Salesforce Opportunity Revenue Field
Custom SQL Data Transformations
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
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
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!
Setting Up Answers
Setting Up Answers - Start Here!
Using CaliberMind Answers to Understand Funnel Impact
Using CaliberMind Answers to Understand Campaign Performance
Using CaliberMind Answers to Understand Funnel Performance
Using CaliberMind Answers to Understand Account Engagement
Using CaliberMind Answers to Understand Funnel Flow
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
CaliberMind Sandbox
Identify users using Intercom Messenger
GDPR Compliance with CaliberMind
Data Dictionary
Attribution
Analytics
Attribution
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
Virtual Campaigns in CaliberMind
Campaign Types - Best Practices for Easy-to-Read Attribution
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
Data Integrity
Customer Success
Understanding Reports
CaliberMind Analytics Concepts
Overview of Analytics and Attribution
Filters and Hyperlinks
Using the Engagement Trending Report
Analytics Reporting: Salesforce Custom Column Filter Support
Using Tags to Organize Your Lists
Attribution Overview - Campaign Performance Table
Using Campaign Lists in Dashboards
Using Account Lists in Dashboards
CaliberMind Metrics Definition
Product Attribution Dashboard
Attribution Models: First-Touch
Self-Hosting CaliberMind AnalyticsJS
ROI
Revolutionizing Marketing ROI: CaliberMind's Innovative New Approach
Return On Ad Spend Dashboards
Revenue Contribution Reports Summary
Channel ROI Overview
Creating and maintaining a custom advertising budget for ROAS
Best Practices for Tracking Return-on-Ad-Spend (ROAS)
Why Is CaliberMind ROAS or ROI Different Than My Ad Platform?
Campaign ROI Overview
Budget for ROI Channel Reporting
Attribution Models
Funnels
In-App Funnels
In-App Funnels: Cohort Tab in Funnel Overview
In App Funnels: Comparison Tab in Funnel Overview
In-App Funnels: Progression Tab in Funnel Overview
In-App Funnels: Summary Tab in Funnel Overview
In-App Funnels: Stage Analyzer Tab in Funnel Overview
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)
Dashboard Function Reference
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 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 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 Data Health and Integrity
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
Engagement and ABM
Engagement Scoring
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
Custom Attribution Configuration - Custom Weighting
How to Add or Change Engagement Score Multipliers
Add or Change Engagement Score Filters
Using Engagement Score to Trigger an Update in Salesforce
Which touches and events are we scoring?
Customize Engagement Scoring Models - Start Here!
Default ABM Scoring Logic
Engagement Reporting
Account-Based Marketing Reports
Engagement: Summary Tab
Engagement Overview: Companies Tab
Engagement Overview: People Tab
Company Engagement AI Summary
Engagement Overview: Campaigns Tab
Engagement Overview: Explore Tab
Linking to CaliberMind Reports in Salesforce
ABM Best Practices
Account-to-Lead (A2L) Matching
Lead-to-Account Matching (L2A)
Pushing CaliberMind ABM Scoring Fields to Salesforce.com
3rd Party Intent Signals with Bombora
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?
How Do I Know If a Campaign Is Good or Bad?
How to Flatten Your Campaign Structure in Salesforce
Table of Contents
- All Categories
- Funnels
- In-App Funnels
- In-App Funnels: Cohort Tab in Funnel Overview
In-App Funnels: Cohort Tab in Funnel Overview
Updated by Angie C.
Funnel Overview - Cohort Tab
This Dashboard shows you how different groups compare to each other based on different performance metrics. For example, you might want to see which industry is more likely to make it to a certain Funnel Stage, or where certain industries tend to get stuck in your Funnel. Some common questions marketing teams ask using the Funnels are:
- How do different groups move through the funnel and where they get stuck?
- Where do different groups exit the Funnel?
- Where are various groups in the Funnel right now?
- How do various groups compare to each other?
- How long does it typically take for journeys to complete the funnel or generate pipeline?
- What quarters/months were journeys more successful at completing journeys or generating pipeline?
The KPI Metrics for the Cohort tab show you top level metrics for your Funnel’s current landscape. It shows you high level performance indicators related to Funnel Starts, Pipeline and Bookings.
By referencing to the numbers to the legend below, you can find what the dashboard metrics mean on the top.
- Pipeline - how many dollars are associated with opportunities created during the selected time period
- Bookings - how many dollars are associated with closed/won opportunities during the selected time period
- Pipeline to Bookings - the percentage of pipeline that has converted to closed/won during the selected time period
- Journey Starts Last 30 - the count of journeys that have started in the last 30 days
- MoM Change - the change from this past 30 days to the previous 30 days
- Successful Completions Last 30 - the number of journeys that advanced to the final stage of your funnel in the last 30 days
- MoM Change - the change from this past 30 days to the previous 30 days
- Average Days to Success - the average number of days it takes for a journey to start and transition to the final stage of your funnel
- MoM Change - the change from this past 30 days to the previous 30 days
Conversion Rates by Journey Start
This chart is dependent on the user’s selection of Group By (Cohort) and Chart Measure (Cohort). This selection determines the visualization and allows you to see performance by groups in a variety of customizable ways. Our default example below allows you to see Conversion Rate over time based on Journey Start Date.
In this example, journeys that started in December of 2023 converted to the next stage or later 66% of the time.
The following definitions below refer to the numbers on the image above as to what they represent.
- This title is dynamic based on your Group By and Chart Measure selections
- The y-axis is showing Journey Start Dates based on the default Group By Setting
- The cells are showing you Conversion Rates based on the default Chart Measure setting
Time Cohort
This chart shows you performance over time based on your Time Cohort Measure selection. By default we are showing you your Journey Success Rate over time.
- This title is dynamic based on your Group By and Chart Measure selections
- The y-axis is showing Journey Start Dates based on the default Group By Setting
- The cells are showing you Conversion Rates based on the default Chart Measure setting
Time Cohort
This chart shows you performance over time based on your Time Cohort Measure selection. By default we are showing you your Journey Success Rate over time. Time cohort by date (rows) shows a cumulative measure over time (columns). Cohorts are sorted by age descending and each column repesents what the cohort looked like in the following month. The example below shows success rates over time by month. To interpret this chart:
- The first row represents journeys that started in January 2023. In month zero (January 2023) ~ 15% of journeys starts had completed. In month 7 (August 2023) ~60% if journeys had completed. In most cases the selected measure is a running sum meaning the 15% from month zero represent part of the 60% in month 6.
- For Journeys that started in January of 2024 (6 from the bottom) in month zero (January 2024) ~22% of journeys started had completed. The cell for month seven is blank. For this cohort, month 7 represents August 2024. At time of writing this article (June 2024) August has not happened yet, and thus the cell is blank.
- Picking any specific column and looking down the rows allows you to compare each cohort when they are the same age regardless of when the each cohort started.
The nature of this table creates an effect of the top half as split from the top right corner to bottom left corner has data in it for the left/top half while the bottom/right half is blank because those selected cohorts have not had time to age/mature long enough.
- Each column represents the age of a cohort. The first column (Month 0) is the month a cohort started - As you move from left to right, each column has one fewer cell with data in it because the youngest cohort is no longer old enough to have data in that column.
- The rows shows you dates Ascending from top to bottom.
- The cells show your selected measure for the corresponding cohort (row) at the corresponding time (column).
Cohort Detail
This chart shows you how your Group by Selection is performing, and this particular example shows you a Cohort of journeys based on their start date so that you can see how each month performed against the other months.
- Cohort Detail - the widget’s title
- Group by - this shows the name of the Group by you have selected
- Journey Starts - a count of journeys that have started for the Group by selected
- Active Journeys - a count of journeys that are currently active for the Group by selected
- Completed Journeys - a count of journeys that are no longer active for the Group by selected
- Pipeline Generated - the sum of opportunity dollars generated for the Group by selected
- Active Pipeline - the sum of opportunity dollars that are still active for the Group by selected
- Total Bookings - the sum of opportunity dollars that have been marked as closed/won for the Group by selected
- Pipeline Generated Rate - the percent of journeys that had an opp with an amount attached it at some point divided by the total number of journeys
- Journey Completion Rate - the percent of journeys that successfully completed the funnel divided by the total number of journeys
Filters
Order | Filter Label | Required | Default Value | Selection |
1 | Date Period: | Y | Last 365 Days | Single |
2 | Date Aggregation | Y | Monthly | Single |
3 | Funnel Name | Y | Organization’s Default Funnel Model | Single |
4 | Stages | Y | Stage 1 | Single |
5 | Journey / Stage Start Date | Y | Stage Start Date | Single |
6 | Group by:
| Y | Journey Start | Single |
7 | Chart Measure:
| Y | Conversion Rates | Single |
Company 1 | Company Lists | N | N/A | Multi-Select |
Company 2 | Company Owner | N | N/A | Multi-Select |
Company 3 | Company Segment | N | N/A | Multi-Select |
Company 4 | Company Tier | N | N/A | Multi-Select |
Company 5 | Company Type | N | N/A | Multi-Select |
Company 6 | Customer Status | N | N/A | Multi-Select |
Company 7 | Industry | N | N/A | Multi-Select |
Company 8 | Region | N | N/A | Multi-Select |
Opportunity 1 | Opportunity Lists | N | N/A | Multi-Select |
Opportunity 2 | Opportunity Status | N | N/A | Multi-Select |
Opportunity 3 | Opportunity Type | N | N/A | Multi-Select |
Person 1 | Department | N | N/A | Multi-Select |
Person 2 | Job Level | N | N/A | Multi-Select |
Person 3 | Person List | N | N/A | Multi-Select |
Person 4 | Title | N | N/A | Multi-Select |