Built to Scale Reporting Archives | Page 2 of 3 | CaliberMind Knowledge Base and Docs

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...

December 23, 2025

Widget Builder SQL Style Guide

How to build custom widgets: The custom widget editor has 2 sections in the UI. The left section is a SQL editor that allows you to write raw SQL. The right section allows you to pick what type of widget you want to create, and provides functionality for customizing that...

Dynamic Group By in Widgets

What is Dynamic Group By? Dynamic Group By is a powerful feature that lets you add an interactive dropdown menu directly to a widget’s title. Viewers can use this menu to change how the data in the widget is grouped on the fly. For example, a single “Revenue over Time”...

November 3, 2025

Dashboard Templates

Fueling your GTM strategy with speed and precision, we are thrilled to launch the new Dashboard Templates feature, a major step forward for streamlined RevOps reporting. Immediate ROI: We have instantly migrated all of our existing, battle-tested Analytics Dashboards into a robust, ready-to-deploy template library. This means zero friction in...

October 27, 2025

Dashboard Collections

Introducing Dashboard Collections: Target Your Insights, Streamline Your Workflow. Dashboard Collections is a key part of our evolution in customizable data governance. We recognize that as an organization scales, a high volume of data can overwhelm end-users and create barriers to effective decision-making. It provides true reporting at scale by...

October 9, 2025

Widget Control Update

An enhancement to our dashboard interface designed to improve usability and give you more direct, flexible control over your data visualizations. Our goal is to make reporting more agile and intuitive, and this update is a key step in that direction. To reduce complexity and provide a more contextual experience,...

September 17, 2025

Exporting Data from a Table

Any data table on a CaliberMind report can be exported to a CSV file by selected the green ‘download’ arrow next to the title of the table: These tables, however, are limited to 5000 rows. If your data exceeds 5000 rows and you would like to export it, you can...

August 12, 2025

Groups for Custom Dashboards

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...

August 6, 2025

Custom Dashboard Builder

Revolutionize Your Reporting: Introducing CaliberMind’s Custom Dashboard Builder – Your Data, Your Narrative. The Custom Dashboard Builder is the engine that powers this vision, transforming your raw data into a strategic command center and giving you the agility to adapt on the fly. Complete Customization and Flexibility The Built-to-Scale framework...

June 9, 2025

Filter Access Controls

Unlock Deeper Insights & Enhance Data Governance with CaliberMind’s New Filter Access Controls! As you create role-based dashboards and grant broader access to analytics, providing guardrails becomes critical. To solve this, we have Advanced Filter Access Controls, a strategic enhancement that gives admins precise control over how users interact with...

June 4, 2025

Widget Group-By Selectors

Many standard widgets in CaliberMind have in-line group-by and dimension toggles. You’ll notice that the title of the widget has a green link. Wherever you see green, you are able to update the widget’s filters from the Dashboard itself. This selection will update the entire page and you will be...

November 11, 2024

Setting Your Saved Filters for In-App Reporting

Save your filters when searching for reports in CaliberMind. With this feature, you or your organization's users can view your reports by Saved Filters with your use cases so you do not need to keep configuring your filters over and over again every time you try to access the report...

August 29, 2024