Revolutionize Your Insights: Introducing Ask Cal Widget Builder – Your AI RevOps Analyst, On-Demand.
The new Built-to-Scale Reporting framework unlocks a new level of flexibility and user empowerment.
The transformative next step in custom report creation: the Ask Cal Widget Builder. This feature delivers on the ultimate promise of reporting agility. Giving non-technical users the ability to turn custom report creation tasks into a simple conversation. Imagine confidently building any RevOps report you need, instantly, without writing a single line of SQL.
Meet “Cal”: Your In-House AI RevOps Analyst
The Ask Cal Widget Builder is an embedded tool that facilitates direct data exploration and analysis. It abstracts away the complexity of underlying data schemas, enabling non-technical users to retrieve critical business insights on-demand. This self-service capability accelerates decision-making by reducing dependencies on traditional data request queues.
How does it work? By harnessing the cutting-edge intelligence of Google’s Gemini LLM and meticulously training it on CaliberMind’s unique data schema and custom widget rules. The result is a built-in expert that intuitively understands your business questions. This empowers your ops team to escape “reporting hell” and function as the strategic leaders they are, rather than a support function bogged down by fire drills.
Unlock Unprecedented Agility & Insight
The Ask Cal Widget Builder is a cornerstone of the Built-to-Scale framework, delivering on its core value propositions:
Democratize Insight Creation: The Built-to-Scale framework democratizes data access through role-based permissions. The Ask Cal Widget Builder takes this a step further by democratizing the creation of insights. It equips your entire operations team with a knowledgeable, always-on resource, empowering them to drive deeper insights from your data than ever before.
Foundationally Agile & Future-Proof: Simply chat with our Ask Cal agent in natural language. Cal instantly translates your request into the precise SQL required to create a Custom Widget, ready to be added to any dashboard. This allows you to adapt on the fly, creating new insights in minutes and ensuring your reporting keeps pace with your business.
Complete Customization: This tool empowers you to measure and report on any metric your company tracks. From high-level board metrics to niche KPIs, your team can now answer critical business questions without needing to master CaliberMind’s schema or widget logic.
Unlock Unprecedented Agility & Insight:
- Chat to SQL, Instantly: Simply chat with our Ask Cal agent in natural language, describing the insights you need. Cal translates your request into the precise SQL required to create a Custom Widget.
- Dashboard Ready: That powerful new widget is then ready to populate any Custom Dashboard you choose, empowering you to craft board-ready reports and executive summaries with unprecedented speed and accuracy.
- Schema-Free Reporting: Finally, your entire Operations team can answer critical business questions without needing to master CaliberMind’s schema or widget creation logic. This democratizes data access and accelerates decision-making across your organization.
We understand that authorizing Operations team members with high-level technical skills can be difficult. With Ask Cal, you’ve equipped your team with a knowledgeable, always-on resource, empowering them to drive deeper insights from your data than ever before.
And for complete peace of mind, our dedicated Customer Success team is always ready to assist if you need a hand ensuring your custom widgets perfectly reflect your vision.
The future of RevOps analytics is conversational. Are you ready to transcend traditional reporting?
- Admins can navigate to the Settings Icon in the Left Navigation
- Select the Dashboards section of the Settings Navigation and Select the Widgets section
- Click the green plus button to Create a new Widget
- Click the Ask Cal Tab to access the Widget Builder Chat
- Cal will ask you clarifying questions to make sure you get the widget you’re looking for, make sure to include any filters you want to be available for the widget
- Copy the SQL out of the chat and paste it in the SQL tab
- Preview the widget to make sure everything looks correct
- For additional tips on using the Ask Cal widget editor, view this article here
- If something doesn’t look right contact your CS rep. we’re always happy to help!