CaliberMind Insights - Basic Concepts and Terminology

Designers only have access to modifying existing dashboards or creating new dashboards.

Dashboards

A Dashboard is a collection of one or more Widgets that visualize the data that you select and design.

We provide you a starting point with templated Dashboards. We have additional articles that give you more information on using Dashboard Templates, with details on drilling down and filtering data.

If you elect to design a Dashboard from scratch or cloned into a new Dashboard, you can define which Widgets appear in the Dashboard, their design, how they are organized, and the filtering of the data that appears. We'll have more documentation on creating Dashboards, including Data Schema details, soon.

You can access the Dashboards you create and Dashboards others shared with you.

CaliberMind allows you to create as many Dashboards as you need. When you create a Dashboard, you are the Dashboard’s owner. Owners can share Dashboards that they have created with other CaliberMind users.

CaliberMind provides a variety of built-in automatic Dashboard sharing features. You can easily share a Dashboard with others in the CaliberMind environment or, if you own the Dashboard, have a Dashboard automatically delivered to your chosen recipients by email as shown below:

Widgets

Each Widget is a Dashboard component and a dynamic visualization of data.

This is an example of a Smart Label Widget:

This is an example of an Indicator Widget:

This is an example of a Column Chart Widget:

This is an example of a Data Table Widget:

Additional Widget types include Pie Chart, Bar Chart, Line Chart, Area Chart, and Pivot.

Text Components

Text Components may be added to a Dashboard to give additional context:

Fields

Widgets are visual representations of Fields or combinations of Fields that represent the data in your data sources. When creating a Widget, you will need to select Fields to populate Widget data (please see our Data Schema documentation prior to attempting to build custom Widgets // coming soon //). Each Field represents a column of data in the ElastiCube.

When designing Widgets, Fields can be categorized into three groups:

  • Numeric Fields: Numbers (quantified data), such as salaries, sales, scores, number of clicks, and so on. This is data that you may want to aggregate or calculate. For example, the sum of sales or the average of costs.
  • Date Fields: Dates can describe both date and time values. Dates can be used to organize your data into hierarchies according to year, quarter, and month, or into buckets of time such as by the hour or by 15-minute intervals.
  • Descriptive Fields: Items used to label and categorize, such as Products, Locations, Categories, and so on.

Generally, chart Widgets use a combination of field types. For example, to show the sales of a product over time, Sales is the numeric data and both Products and Time are descriptive data.

Descriptive data can be considered numeric when counted to get the number of items. For example, Activities can be considered numeric when it is a count of the number of Activity IDs even though Activity ID is a Descriptive Field.
A Numeric Field can be considered descriptive when it is an actual entity. For example, an identification ID or phone number.

Filters

Filters are used to dynamically filter all Widgets on a dashboard:

For more on Filters, visit our Filter documentation.

Aggregation Type

Aggregation Types can be used in dashboards when you want to toggle between views.

For example, our out-of-the-box Attribution Summary Dashboard allows you to select whether you want to view the underlying data by opportunity closed date or opportunity open date. These views have their own use cases, which you can find more information on here.

Data Source

This feature is available to CaliberMind App Admins only.

The Data Source is your organization's underlying data cube. Some customers have multiple Data Sources, but the majority will only use their primary cube.

Attribution Model

This feature is available to CaliberMind App Admins only.

The Attribution Model selected for your organization determines how data displays in your Attribution Dashboards. To see how to determine which model your organization is running on or how to change models, click here.

Engagement Scoring Model

This feature is available to CaliberMind App Admins only.

The Engagement Scoring Model selected for your organization determines how your accounts are scored and how that score deprecates over time. To see how to determine which model your organization is running on or how to change models, click here.


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