Filter Drawer Definitions

Erika Updated by Erika

Filter Drawer Definitions

CaliberMind allows for extensive filtering in our reporting layer. This article will help you understand which filters to apply in order to isolate the data you are interested in.

Each of these filters is a standard column in your CaliberMind Data Model, if you are not seeing the results you expect please contact your CSM.

Group

Filter Name

Definition

Top - Ungrouped

Attribution Model

Select your Attribution Model. Your default model will automatically be selected.

Top - Ungrouped

Chart Measure

Select the metric you want to be used for the charts on this report.

Top - Ungrouped

Column

This determines the level of data for the Columns of the Pivot Table.

Top - Ungrouped

Date Periods

How far back to look for the widgets on this report.

Top - Ungrouped

Date Aggregation

Groups data for charts and tables by week, month, quarter or year.

Top - Ungrouped

Engagement Model

Select your Engagement Model. Your default model will automatically be selected.

Top - Ungrouped

Funnel Journeys

Select one or more individual funnel journey for this tab.

Top - Ungrouped

Funnel Name

Select your Funnel Model, your default model will automatically be selected.

Top - Ungrouped

Group by

Select the level at which you want the data to be grouped for this tab.

Top - Ungrouped

Heat Map Metric

Select the metric you would like to display in the Heat Map

Top - Ungrouped

Inbound / Outbound

Include Inbound Events only, Outbound Events only, or all.

Top - Ungrouped

Journey / Stage Start Date

Determines whether to use the journey_start_datetime column or the journey_stage_start_datetime column in the date filters and groupings.

Top - Ungrouped

Look-Ahead Period

How far in the future an opportunity can be created in order to count in the ROI calculation.

Top - Ungrouped

Measure

This determines the data to measure on the Pivot Table.

Top - Ungrouped

Number of Periods to Compare

Indicate how many time periods to report on for this tab.

Top - Ungrouped

Row

This determines the level of data for the Rows of the Pivot Table.

Top - Ungrouped

Stages

Select the Funnel Stages that should be included for this tab.

Top - Ungrouped

Starting Period

Begin the lookback with the current period or the last completed period.

Top - Ungrouped

Time Period

Similar to date aggregation, determines the length of periods the dashboard compares.

Progression

Completions Only

Decide if you want to include only successfully completed journeys. Helpful if you want to see how to what was effective for bookings and a less complicated visualization.

Progression

Include Backfills

Decide if you want to include backfilled events (placeholders for when a stage is skipped). This helps with visualization.

Progression

Include Early Terminations

Only relevant if you choose to not include Completions Only. This will allow you to see data for journeys that terminated before a successful completion, or failed journeys.

Campaign

Campaign List

Choose a Campaign List you've previously created in order to filter on complex use cases.

Campaign

Campaign Owner

The owner assigned to a campaign pulled from your CRM.

Campaign

Campaign Owner Team

The team the campaign owner is assigned to pulled from your CRM.

Campaign

Campaign Type

Campaign Types are a higher level grouping for Campaigns.

Campaign

Platform

Platforms tell you which of your partner systems are effective at reaching your targets (ex. Google Ads, LinkedIn Ads, etc.)

Campaign

Program

Programs are a higher level grouping for Campaigns.

Channel

Budgeted Channels

This shows a list of Channels that you have entered a budget for. This will not show all Channels unless you've entered a budget for all Channels.

Channel

Channel

Channels are configurable and are meant to capture how the person found your website/what action drove the touch. Campaigns do NOT roll up to channels.

Company

Account Source

Account Source comes from the cm_account table (from salesforce.account.account_source field -- which is the lead_source that comes from the original lead which was converted to an account, or is manually input).

Company

Company Lists

Choose a Company List you've previously created in order to filter on complex use cases.

Company

Company Owner

This is the Owner of the Company record from your CRM (aka Account Owner).

Company

Company Tier

A bucket field to group how Sales and Marketing Team to handle named accounts. For example: Strategic, Named, Unnamed.

Company

Company Type

This is a descriptor for organizations from your CRM ex: Customer, Competitor, Prospect etc.

Company

Country

Country

Company

Customer Status

A descriptor for your customer accounts ex: Customer, Former Customer, Partner etc.

Company

Industry

A descriptor for the industry of the Company record ex: Agriculture, Information Technology, Education etc.

Company

Industry Group

A normalized bucket field for industries to make reporting and segmentation more useful.

Company

Object Type

cm_company.object_type (Lead, Account)

Company

Region

A descriptor for the region of the physical location for the Company record ex: Americas, EU, International etc.

Company

State

State

Company

Sub Region

A descriptor for the sub region of the physical location for the Company record ex: US-East, US-West etc.

Event

Event Class

A high level categorization of events by class. ex) "Inbound", "Account Created", "Outbound Sales".

Event

Event Type

Event Types are a higher level grouping for Events.

Item

Business Unit

The business unit assigned to each product.

Item

Product

Individual line items assigned your opportunity. Line items as assigned a percentage of the opp for attribution calculation/filtering purposes

Item

Product Family

Higher level grouping of products.

Opportunity

Opportunity Lead Source

The lead source as indicated on the opportunity in your CRM. Typically this is the "Lead Source" associated with the primary contact

Opportunity

Opportunity Lead Source Group

The lead source group as indicated on the opportunity in your CRM. Typically this is the "Lead Source Group" associated with the primary contact.

Opportunity

Opportunity Lists

Choose an Opportunity List you've previously created in order to filter on complex use cases.

Opportunity

Opportunity Owner

The owner of the opportunity (pulled from your CRM)

Opportunity

Opportunity Owner Manager

The manager of the opportunity owner (pulled from your CRM)

Opportunity

Opportunity Owner Team

The team the opportunity owner is assigned to (pulled from your crm)

Opportunity

Opportunity Stage

The current stage of an opportunity (pulled from your CRM)

Opportunity

Opportunity Status

Select from the stages that exist within your CRM for an Opportunity record ex: Won, Lost, Open.

Opportunity

Opportunity Type

Select from the types of Opportunities that exist within your CRM ex: New Business, Renewal, Upsell, Partner.

Person

Department

Choose which department grouping you would like to use from a CRM Lead or Contact record ex: Marketing, Sales, Operations, HR.

Person

Job Level

Choose which job level for a Person record you would like to filter on ex: Manager, Director, CXO.

Person

Person List

Choose an Person List you've previously created in order to filter on complex use cases.

Person

Person Type

Choose a Person Type to filter on, Ex. Contact, Lead

How did we do?

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