How to use Dashboards

Dashboards are a way to bundle multiple Marketing reports into strategic dashboards that you can then share with specific stakeholders or functional teams (by sharing the direct URL).

It can be incredibly powerful to share high-level metrics that matter with your C-suite or tactical information with your Demand/ABM/etc. teams by utilizing dashboards to deliver analytics that help drive action or provide important insights.

To use, head to my.calibermind.com and sign-in, where you will be then taken to the homepage (which contains dashboards).

From here, click on 'Create Dashboard' in the top-right corner.

Name your dashboard and select the reports you'd like to add under your dashboard, then click 'OK' to generate your new dashboard:

Once generated, you will be taken to your new dashboard. Each report becomes a new tab, that allows you to toggle between reports quickly and efficiently without having to leave the page:

To view/update dashboard-level filters, click on the pencil next to the dashboard name at the top left of your page. This view shows the dashboard name and the filters across all the reports. Editing the filter values will only update the reports that have that particular filter (i.e. if 'attribution type' exists in 2 of your 3 reports, only 2 reports will be affected by the update). You have three options for your dashboard filter values: you can 'apply' filter values to view in-session, 'save' new filters as your default, or 'reset' to original filter settings. Clicking 'Apply' at the dashboard level will change the url and update the filter settings.

The individual reports are set to default filters set at the dashboard level, however, they can be overwritten. By clicking on the down arrow in the top right, you can 'apply' filter values to view in-session, 'save' new filters as your default, or 'reset' to original filter settings. By clicking 'apply', dashboards can be shared with the applied filter values by selecting the 3 dots next to the dashboard name, and clicking 'share' which will embed the the filter values in the url. Each report can have its own unique filter combinations as needed.

Once your dashboard is built, it is not set in stone, and if any changes need to be made to add/remove reports, you can do so by clicking on the hamburger+ icon in the top left.

To add a report, search and select the checkmark and the -> arrow for any report you wish to add to your dashboard.

To remove a report, hover over the report in the top right, and click on the 'X' symbol. This does not delete the report, but simply removes it from your dashboard.

To save your changes, click 'Save Changes' or 'Reset' if you wish to keep the dashboard as it was.


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