All Categories ​>​ ​CaliberMind Insights ​ > ​ ​Working in CaliberMind Insights

Working in CaliberMind Insights

CaliberMind Insights - Browser Requirements

Having problems viewing Insights? Make sure your browser meets our minimum requirements!

Updated 4 months ago by Raviv Turner

CaliberMind Insights - User Permissions & Sharing Dashboards

There are two Sisense user settings and they are determined at the time a Designer shares a dashboard with another user.

Updated 4 months ago by Raviv Turner

CaliberMind Insights - Navigating to Insights/Dashboards

How to open Sisense Dashboards from the CaliberMind app.

Updated 4 months ago by Camela Thompson

CaliberMind Insights - Using Dashboards

This article covers drilling down on dashboards, narrowing date ranges, restoring dashboard settings, and emailing a dashboard PDF.

Updated 3 months ago by Raviv Turner

CaliberMind Insights - Dashboard Refresh Schedule

At this time, Dashboards are on a nightly processing schedule. Your source data will refresh each evening.

Updated 4 months ago by Camela Thompson

CaliberMind Insights - Basic Concepts and Terminology

This article covers high-level terms and definitions that apply to Sisense Dashboards.

Updated 4 months ago by Raviv Turner

CaliberMind Insights - Filters & Aggregation Type

This article covers aggregation types and the use cases in which they are used. We also cover filters in depth including editing filters, turning on and off filters, removing filters, saving filter settings, and restoring filters.

Updated 3 months ago by Raviv Turner

CaliberMind Insights - Viewing and Changing Attribution Models

CaliberMind administrators can view their current Sisense Attribution Model settings and select a new model from a number of Attribution Models. This article covers model definitions.

Updated 4 months ago by Camela Thompson

CaliberMind Insights -Viewing and Changing the Engagement Scoring Model

CaliberMind administrators can view or change Engagement Scoring Models. In this article, we also cover Engagement Soccing Model Definitions to help you make your selection.

Updated 4 months ago by Camela Thompson

Creating a Custom Pipeline Dashboard (VIDEO)

This in-depth video goes over creating a pipeline dashboard with several widgets from scratch. Watch it to learn general dashboard creation techniques or as a starting point for your own pipeline dashboard.

Updated 1 month ago by Camela Thompson

Building an Event (Campaign Activity) Dashboard (VIDEO)

Event activities expand well beyond Salesforce tasks and events. They include campaign activities and weblogger events, which can be great way to see what kind of materials are resonating with your target audience.

Updated 1 month ago by Camela Thompson

CaliberMind Insights - Creating Custom Dashboards

The Insights report builder is a powerful tool that allows you to build visualizations of your underlying data cube with minimal effort.

Updated 1 month ago by Camela Thompson

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)