Build Your Own Insights Dashboard - Start Here!

There are a LOT of insights packed into each dashboard, and it's easy to get overwhelmed when you're first starting out. To make sure you're getting the most out of your Insights, we recommend the following help documents in order:

  1. CaliberMind Insights - Browser Requirements
  2. CaliberMind Insights - User Permissions
  3. CaliberMind Insights - Navigating to Insights/Dashboards
  4. CaliberMind Insights - Using Dashboards
  5. CaliberMind Insights - Basic Concepts and Terminology

Some Things to Keep In Mind

Choose Fields From Their Core Table

When you're selecting data and it's available on multiple tables, make sure that you choose the field on the table that is most relevant. For example, if Job Level is on the cm_event, cm_personstats, and cm_companystats table and I want to summarize a value by a person's job level, I would choose Job Level on the cm_personstats table.

Be Persistent

Sometimes the report builder can be buggy. Common bugs include displaying "No Results" in the Widget preview or even after the widget is first applied or added to the dashboard. To make sure this is a bug and not an issue with the data you selected, refresh your browser tab.

Think of Your End User

There are opportunities to use presets to recreate company-specific settings (like fiscal periods) or that lock down filter additions. We recommend making things as simple for your end user as possible. This may mean a few extra clicks on your part, but that's worth consistently reported metrics, right?

Don't Hesitate to Ask for Help

When you raise an issue, we learn how to make CaliberMind a little bit better. We encourage you to reach out for a training session or support.

Core Dashboard Building Skills

In order to make a useful, functioning dashboard, there are certain components you'll need to know how to build. Below are video tutorials with step-by-step instructions.

Test First. We encourage you to try different things out and compare your results to confirmed reports. In other words, we encourage you to try new things, but always check your data against what you know and can prove out to be true. If your numbers line up, the dashboard rollout will go much more smoothly!

Creating Date Range Filters

Why Use It? Date ranges can be hard to translate into stand-alone text. That's why we recommend using the Date Range Filter widget, which allows you to clearly define the start and end date using a calendar view--which is very similar to Salesforce reporting functionality. As an added bonus, you can even preset date ranges to make selections easy for your end users (more on that next).

Creating Default Date Ranges

Why Use It? If you use fiscal periods, default date ranges are a great way to avoid arguments over data because of different date ranges. By selecting specific date ranges, you can create pre-set filters that adhere to your organization's fiscal calendar.

Creating Filter Catalogs

Why Use It? Typically, businesses have specific ways they prefer to slice and dice their data. You can make this easier for your end users by putting the standard filters front and center on your dashboard. It's also a great way to prevent odd filters from being added and distorting metric results.

Creating an Indicator Metric

Why Use It? Indicators are a great way to highlight or display a core metric. For example, if you have charts and tables displaying closed bookings in different views, adding an Indicator widget with the total bookings for the period helps give people a frame of reference when they are looking at similar data.

Creating a Widget-Specific Filter

Why Use It? Sometimes you need a subset of data displayed on your dashboard. For example, if you're looking at all pipeline organized by Closed Date, you'll probably also want to know the total Closed Won bookings and a Close Rate. Applying filters to specific widgets lets you narrow data to the specific subset you want to see without impacting other widgets.

Creating a Column Chart

Why Use It? Charts function very similarly, whether it's a column, pie, bar, or line graph. Understanding which measures or segments correspond to which labels is essential for creating a chart that makes sense.

Building a Pivot Table

Why Use It? We remember discovering our first pivot table and feeling giddy with the power that view unlocks. You can segment data by multiple dimensions, narrowing down even the most difficult data into understandable chunks. Even if you don't share our affection for pivot tables, you have to admit they are useful.

Adding a Locked Dashboard Filter

Why Use It? People like to build things themselves, but sometimes they do it without understanding the nuances in the data and create some chaos with misaligned metrics. Fear not. You can create a filter that exists in the background and applies to the entire dashboard so their data is right without them having to take any extra steps.

Structured Use Case Training

Build Your Own Insights Pipeline Dashboard

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