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
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
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
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 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
Engagement Overview: Campaigns Tab
Engagement Overview: Explore Tab
Linking to CaliberMind Reports in Salesforce
ABM Best Practices
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
- Engagement and ABM
- Engagement Scoring
- Model Configuration
- Sales Opportunity Data Model
Sales Opportunity Data Model
Sales Opportunity Data Model
Using the Sales Opportunity Data Model, you can perform simple reporting using tables that will look familiar to Salesforce customers.
Person List, Campaign List, Account List
Many of our customers have very specific business rules or filtering criteria that they need to apply into reports. This can be done through the use of lists. To learn more about CaliberMind's List Builder, click here.
Company Stats
In CaliberMind, the company
object is similar to Salesforce's account
object in that it represents one company. However, this object is more inclusive because it includes records for leads that have not yet been formally joined in the account object.
CompanyStats
includes all records from the company
table with some useful summary information about each record like revenue and overall engagement.
column_name | data_type | description |
abm_ordinal | INT64 | An ordinal number that corresponds with each ABM_stage field for sorting and reporing purposes. |
abm_stage | STRING | The current lifecycle stage of the company. |
account_created_date | DATE | The date that the account/company was first created |
account_engagement | STRING | A categorical classification of the accounts current engagement level with 0 being the lowest and 4 being the most engaged. |
account_fit | FLOAT64 | This is a percentile rank of this company's Ideal Customer Profile score. |
account_initial_value | INT64 | The initial estimated opportunity revenue for the account/company - first opp created |
account_ltv | INT64 | The lifetime-value of the account/company |
account_ltv_lost | INT64 | The lifetime-value of the account/company - lost opportunities only |
account_region | STRING | The standardized/logic-based region of the account/company |
account_score | FLOAT64 | The account/company engagement score as of today |
account_score1 | FLOAT64 | The account/company engagement score yesterday |
account_score30 | FLOAT64 | The account/company engagement score 30-days before today |
account_score7 | FLOAT64 | The account/company engagement score 7 days before today |
account_score_change_day | FLOAT64 | The account/company engagement score change one day ago from today (day-over-day) |
account_score_change_month | FLOAT64 | The account/company engagement score change one month ago from today (month-over-month) |
account_score_change_week | FLOAT64 | The account/company engagement score change one week ago from today (week-over-week) |
account_score_index | FLOAT64 | The account/company engagement score index as of today - among all accounts, ranked 0-100 |
account_segment | STRING | The standardized/logic-based segment category of the account/company |
account_status | STRING | The standardized/logic-based status of the account/company |
account_subregion | STRING | The standardized/logic-based subregion of the account/company |
account_tier | STRING | The standardized/logic-based tier grouping of the account/company |
account_type | STRING | The type category of the account/company |
amount_won | STRING | This is the total sum of opportunity amount from won opportunities. |
avg_engagement | FLOAT64 | This average level of engagement for this company/account. |
city | STRING | The city that the account/company is located |
company_id | STRING | The primary ID key for account/company, maps from account/company ID from CRM |
company_name | STRING | The name of the account/company |
contacts | INT64 | The total number of contacts associated with the account/company |
converting_campaign | STRING | This is the name of the campaign someone touched just before the account converted to a customer. |
converting_touch | STRING | This is the name of the specific event or touch someone interacted with just before the account converted to a customer. |
converting_type | STRING | This is the campaign type from the campaign someone touched just before the account converted to a customer. |
country | STRING | The country that the account/company is located |
customer_date | DATE | The date that the account/company first became a customer due to a won opportunity |
customer_initial_value | INT64 | The initial estimated opportunity revenue for the account/company - first opp created - customers only |
customer_ltv | INT64 | The lifetime-value of the account/company - customers only |
customer_status | STRING | The standardized/logic-based status of the account/company |
forecast_next_close | DATE | What is the next forecasted close date on open opportunities associated with this company |
industry_group | STRING | The standardized industry grouping based on the company record industry field |
industry_short | STRING | The standardized industry based on the company record industry field |
is_aware | BOOL | True /False field indicating whether the average engagement level if over 0 |
is_churned | BOOL | Whether or not the account/company is churned - true or false |
is_customer_comp | BOOL | Whether or not the account/company is a customer - true or false |
is_engaged | BOOL | True / False field whether the average engagement is over 5 |
is_mqa | BOOL | Whether or not the account/company is a Marketing Qualified Account - true or false |
is_recycle | BOOL | Whether or not the account/company has been recycled - true or false |
last_lost_opp | DATE | The date of the most recent opportunity which was closed/lost |
lead_created_date | DATE | The date that the first lead/contact associated with the company/account was created |
mqa_date | DATE | The date that the account/company became a Marketing Qualified Account |
object_type | STRING | The type of object associated with the company - whether an account/company or lead |
opening_campaign | STRING | The event campaign name of the first touch by a person/individual with the account/company |
opening_touch | STRING | The ID of the first touch by a person/individual with this account/company |
opening_touch_date | DATE | The event date of the first touch by a person/individual with the account/company |
opening_type | STRING | The event type of the first touch by a person/individual with the account/company |
opps_lost | INT64 | Total number of lost opps associated with the account/company |
opps_open | INT64 | Total number of open opps associated with the account/company |
opps_won | INT64 | Total number of won opps associated with the account/company |
owner | STRING | The name of the user that is the owner of the account/company |
owner_active | BOOL | Whether or not the user that is owner of the account/company is active - true or false |
pipeline | INT64 | The sum of amount from all opportunities created by this account/company |
recycle_date | DATE | The date that the company/account was recycled |
state | STRING | The state that the account/company is located |
street | STRING | The street address of the account/company |
was_mqa | BOOL | Whether or not the account/company was previously a Marketing Qualified Account |
website | STRING | The account/company website, mapped from the CRM system (ex. salesforce.account.website) |
winning_campaign | STRING | The campaign name of the event immediately prior to the account/company becoming closed/won |
Person Table
A person in CaliberMind is any known user with an email address. This can be a lead or a contact from Salesforce and is combined in one table.
column_name | data_type | description |
company_id | STRING | The primary ID key for account/company, maps from account/company ID from CRM |
created_date | TIMESTAMP | The date that the person record was initially created |
department | STRING | The standardized department of the person/individual within their organization |
STRING | The email address of the person/individual | |
first_name | STRING | The first name of the individual |
id | STRING | primary key for person record, maps from lead or company ID from CRM |
is_orphan | BOOL | Whether or not the individual is assocaited with an account/company - true or false |
job_level | STRING | The standardized job-level of the person/individual based on title |
last_modified_date | TIMESTAMP | The last date that the record was modified |
last_name | STRING | The last name of the individual |
name | STRING | The full name of the individual |
person_owner_name | STRING | The name of the user that is the owner of the lead record |
person_owner_role | STRING | The CRM role of the user that is the owner of the person record |
title | STRING | The job title of the individual |
title_clean | STRING | The job title of the individual, stripped of any special characters (@&,.) |
Opportunity
This table is effectively the same as the opportunity
table available in Salesforce, but it has additional useful information for analysis.
column_name | data_type | description |
close_order | INT64 | This is the sequential counter of all opportunities under this account, sorted by close date. This includes both won and lost opportunities. |
cm_amount | FLOAT64 | The total amount (annual) of the opportunity |
cm_campaign_id | STRING | The primary ID key for the campaign, maps from the connected system's campaign data |
cm_close_date | DATE | The date that the opportunity was closed |
cm_company_id | STRING | The primary ID key for account/company, maps from account/company ID from CRM |
cm_created_date | DATE | The date that the opportunity was created |
cm_is_closed | BOOL | Whether or not the opportunity has been closed - true or false |
cm_is_deleted | BOOL | Whether or not the opportunity has been deleted - true or false |
cm_is_won | BOOL | Whether or not the opportunity has been won - true or false |
cm_name | STRING | The name of the opportunity |
cm_probability | FLOAT64 | The probability of the opportunity becoming won |
cm_stage | STRING | This is the opportunity stage, as provided by the SalesForce record. |
cm_type | STRING | The type of opportunity |
cm_weighted_amount | FLOAT64 | The amount multiplied by the probability field. |
created_order | INT64 | This is the sequential order of opportunities under the same account, sorted by their created date. |
forecast_category | STRING | This classifies each sales opportunity in terms of the salesperson's confidence in winning the deal in a given period the opportunity into a category |
lead_source | STRING | The originating source for the individual that initially caused the opportunity to be created |
lead_source_group | STRING | A grouping of lead_source, usually Marketing or Sales |
marketing_pipeline_eligible | BOOL | If true, this opportunity should be included in pipeline reporting |
marketing_revenue_eligible | BOOL | If true, this opportunity should be included in revenue reporting |
num_lost | INT64 | This is the ordered sequenceof all lost opportunities under the same account, sorted by close date |
num_open | INT64 | This is the ordered sequence of all open opportunities under the same account, sorted by close date. |
num_won | INT64 | This is the ordered sequence of all won opportunities under the same account, sorted by close date. |
owner_name | STRING | The record owner's user ID, mapped from the CRM system (ex: salesforce.lead.owner_id) |
sales_unit | STRING | This is the categorization of each Sales unit responsible for the opportunity. This field is passed directly from SalesForce. |
won_lost_open | STRING | Whether the opportunity has been won, lost, or is still open |
won_order | INT64 | This is the sequence of won opportunities for the same account, sorted by close date of won opportunities |