Introducing Groups: Tailored Reporting for Your RevOps Teams!

Groups prioritizes empowering every member of your organization with the precise insights they need to excel in their role, without the noise and clutter of irrelevant reports.

What are Groups?

Groups empower your organization’s Admins to organize users across CaliberMind Roles and are fully customizable to meet your organization’s structure. This allows you to move beyond a one-size-fits-all approach and precisely control your reporting environment. For example, your Sales team can focus on their pipeline reports, your Marketing team on campaign performance, and your Customer Success team on retention metrics.

Within the Built-to-Scale framework, you can use Groups to assign access to two key components:

  • Dashboards: Assign a specific Group to a single, relevant dashboard.

Key Benefits of Groups

Curated Reporting Experience:

The combination of Groups and Collections allows you to deploy truly role-based reporting. You can create a custom dashboard for a content marketer that shows content metrics tied to pipeline, and another for a BDR that shows outreach activity tied to opportunities. Then, you can place these dashboards into a “Marketing Team” Collection and use Groups to ensure only the right people see them.

Enterprise-Grade Data Security & Governance

By associating Groups or Roles with Dashboards and Collections, you can effectively partition your reporting. This is crucial for safeguarding sensitive, executive-level information and ensuring it’s only accessible to those who need it.

Granular Access Control

Groups are part of a comprehensive solution for managing report visibility. In conjunction with our existing Filter Sets and Filter Access Control, you can now dictate not only who sees which report, but also which filters are available for editing and which are locked down completely, ensuring data integrity.

Unlock a Smarter Way to Report

With Groups, you gain the power to truly segment your reporting, reduce noise, and boost productivity across your RevOps functions. This feature is a cornerstone of the Built-to-Scale architecture, empowering your teams with the right data at the right time, securely and efficiently.

Ready to dive in?

See below for a detailed walkthrough of the new Groups feature!

  1. From the Home Page Admin Users can click the Settings Cog Icon
  2. In Settings expand the “Access” section to see the new “Groups” area
  3. From the Manage Groups page click the green plus icon to create a new Group
  4. Enter a Group Name (required) and Description (optional) and click the “Create” button
  5. Select your Group from the Manage Groups page and click the Add Users button
  6. In the Add Users Modal use the checkbox and filters to select the people you want to add to the Group and click the Add Selected button
  7. To remove users, select the ones you want to remove and click the Remove Selected button
  8. Now that you’ve created your Group and added members it’s time to add this Group to a Custom Dashboard. Edit a Custom Dashboard and click the Cog in the top left of the Dashboard
  9. You can now choose who has access by assigning a Role or a Group to the Dashboard. If the user has that Role OR is a member of that Group, they will have access to the Custom Dashboard. All Admin Users will have access to All Dashboards.
    • Role allows you to indicate whether Standard or Sales users have access to the Custom Dashboard
    • Groups allows you to indicate which Group has access to the Custom Dashboard