CaliberMind Metrics Definition
General Definitions Found on Dashboards within the CaliberMind App.
Attribution
"Sourced"
Attribution on touches occurring prior to Opportunity creation. If webinar registrant watches the webinar and then has a sales demo leading to a new customer-- the Webinar Campaign was one of the sourcing touches on an Opportunity.
Effectiveness
# Accounts with touches having attribution/ # Accounts with touches
So if a campaign sourced or influenced companies tied to 3 out of 11 touches, but 2 of the touches were from the same company -- it'd have an effectiveness of 30%.
"Influenced"
Attribution on touches occurring after to Opportunity creation. If a sales demo occurs and then finds an ebook in LinkedIn via a promoted post-- the eBook would have influenced the opportunity, but not sourced it.
Companies Engaged
Companies Engaged
Any account with an inbound engagement in the time period selected
New Engaged Companies
Any account with an inbound engagement in the time period that didn’t have an inbound touch in the prior year.
People Engaged
Leads and Contacts with an inbound engagement in the time period selected
Engaged Score
Engaged Score based on the default scoring model with a look-back period of 365 days.
See default scoring model: https://docs.calibermind.com/article/m6vv2e76z0-default-scoring-logic
Last Engaged
Date of last inbound engagement by Lead or Contact
Top Engaging Channels
Number of engaged accounts with a first touch associated with the channel in the time period
See standard channel logic: https://docs.calibermind.com/article/n5ml97rcov-standard-channel-logic
Top Engaging Campaigns
Number of engaged accounts with a first touch associated with the campaign in the time period selected.
Marketing Qualified Account
Qualified Companies
Qualified Companies
Accounts with MQA date in the time selected based on CRM data mapping or CaliberMind's qualification score
Summary
Influenced: Percentage of qualified accounts in the time period selected that were previously touched by marketing
Average Days from Engaged to Qualified
Days from first inbound engagement (within one year from the time period selected) to MQA date
Qualifying Channel
Channel of the last inbound touch before MQA
Qualifying Campaign
Campaign of the last inbound touch before MQA
Top New Qualifying Channels
Number of qualified accounts in the time period selected with a last touch before MQA associated with the channel. See standard channel logic: https://docs.calibermind.com/article/n5ml97rcov-standard-channel-logic
Top New Qualifying Campaigns
Number of qualified accounts in the time period selected with a last touch before MQA associated with the campaign
Pipeline
Pipeline
Number and size of opportunities sourced (marketing touch pre-opp) and/ or influenced (marketing touch post-opp) in the time period selected
Days to Opp
Days from MQA to Opportunity Creation date
Sourcing Channel
Channel of the last inbound touch before Opportunity creation date
Sourcing Campaign
Campaign of the last inbound touch before Opportunity creation date
Sourced Opportunities
Opportunities with any inbound touch before opportunity creation date
Sourced Pipeline
The dollar value of inbound touches of the sourced Opportunity, as determined by the attribution model selected (W-shaped by default)
Influenced Opportunities
Opportunities with any inbound touch after opportunity creation date
Influenced Pipeline
The dollar value of inbound touches of the influenced Opportunity, as determined by the attribution model selected (W-shaped by default)
Effectiveness
How effective a campaign/ channel is in converting engaged accounts to opportunities
Contributed Revenue
Closing Channel
Channel of the last inbound touch before Closed/ Won date
Closing Campaign
Campaign of the last inbound touch before Closed/ Won date
Sourced Revenue
The Closed/ Won dollar value of inbound touches of the sourced Opportunity, as determined by the attribution model selected (W-shaped by default)
Influenced Revenue
The Closed/ Won dollar value of inbound touches of the influenced Opportunity, as determined by the attribution model selected (W-shaped by default)
Effectiveness
How effective a campaign/ channel is in converting open opportunities to Closed/Won
