Custom Widget Sub-Category Assignment
In order to better support our customer’s adoption of CaliberMind’s Built to Scale Reporting, we’ve recently released the ability to Create and Assign dynamic Sub-Categories to Custom Widgets. You’ll now be able to use these custom Sub-Categories in order to more easily find the widget you’re looking for when building out Dashboards. These can be […]
User Roles in CaliberMind
Inside the CaliberMind platform, there are 4 types of user roles: The below table details the Features within CaliberMind that each user role can access:
Tutorial Tabs
As RevOps professionals, our job isn’t just to aggregate data—it’s to ensure that data drives decision-making. But how do you ensure adoption without spending 10 hours a week explaining the same charts to different stakeholders? Enter the CaliberMind Tutorial Tab. We’ve just updated our platform to allow you to embed enablement resources directly inside your […]
Data Connectors and Integrations
CaliberMind integrates with over 100 different data systems through our partnership with Fivetran, our Enterprise ETL (Extract, Transform, Load) vendor. This extensive integration capability ensures you can connect your essential go-to-market systems and consolidate data across your entire marketing and sales technology stack. CaliberMind supports both pull connectors (to bring data into the platform) and […]
Analyst User Role
Empower Your Team with “Dashboard Designer Independence” The New Analyst Role can now self-serve on the following:
Understanding the Unknown Channel
The ‘Unknown’ channel appears when CaliberMind cannot confidently assign a marketing channel to a specific event or interaction. While the goal is always to minimize this category, its presence is often unavoidable and critical for maintaining accurate analytics. Why Does the ‘Unknown’ Channel Exist? The prevalence of the ‘Unknown’ channel is primarily driven by technological […]
Tips for Using the Ask Cal Widget Builder
The Ask Cal widget builder is an AI-powered tool that helps you create custom CaliberMind widgets by simply asking business questions in plain language. The builder uses AI to automatically generate the SQL queries needed to visualize your data. These queries will function alongside CaliberMind’s powerful filtering capabilities to speed up the report building process. […]
Using AnalyticsJS Identify on embedded Pardot forms
This article assumes you have already installed AnalyticsJS on your website. If you’ve not yet installed AnalyticsJS, read our knowledgebase article on the topic. Pardot forms are generally deployed to a webpage using <iframe> html code. Due cross site scripting, iframes are restricted as to the way in which they can interact with the page […]
Building Blocks – Foundational Objects
As you navigate CaliberMind, understanding our “Building Blocks” is key to unlocking powerful insights into your marketing and sales performance. These foundational objects—Opportunities, Companies, People (Contacts and Leads), and Campaigns—are essential for accurate reporting, effective modeling, and actionable intelligence. Let’s dive into each one: Opportunities Opportunities are a core element of your Attribution and Funnel […]
Event Classification Reference Guide
This article outlines the standardized event classification system used across all data sources. Events are categorized by Event System (data source), Event Class (high-level categorization), and Event Type (specific activity type). Event Systems Overview Event System Description Primary Data Source AnalyticsJS Website tracking and visitor behavior Customer website interactions Salesforce CRM activities and object changes […]
Event Classifications: Facebook
Facebook’s advertising platform captures lead generation form submissions from Facebook ad campaigns. Event Classes Event Types
Event Classifications: LinkedIn
LinkedIn’s advertising platform tracks lead generation form submissions and aggregated advertising engagement metrics. Event Classes Event Types