Dashboard Templates Archives | Page 3 of 4 | CaliberMind Knowledge Base and Docs

Funnel Stages Configuration and Stage Definitions

Funnel stage configuration settings are simple to modify. If you want additional stages or your business does things a little differently, please work with sales and your customer success team.

August 16, 2024

Engagement Overview: Explore Tab

This Dashboard shows you aggregated Engagement data and allows you to use several Group By options to tell different stories. This allows you to see what is creating the most engagement with your brand.

August 13, 2024

Engagement Overview: People Tab

Common Use Cases & Questions Answered with the People Tab If you’re a Sales Manager who needs to evaluate the performance of your sales team members: If you’re a Marketing Analyst looking to assess the impact of marketing campaigns on individual job levels: If you’re a CMO looking to gain...

Engagement Overview: Campaigns Tab

Common Use Cases & Questions Answered with the Campaigns Tab If you’re a Digital Marketing Manager looking to assess the overall performance of digital marketing campaigns: Utilize the “Contribution to Score Over Period” widget with a default “Group By” selection of “Campaign Type.” Analyze the month-over-month contribution to the overall...

Engagement: Summary Tab

Common Uses Cases & Questions Answered with the Summary Tab If you’re a Marketing Analyst looking to analyze and monitor the engagement trends of companies over the last 30 days: Set the “Date Period” filter to “Last 30 Days” Review the “Active Companies” and “Change Last 30” KPI metrics to...

Engagement Overview: Companies Tab

The CaliberMind Engagement Overview Dashboard shows you aggregated Engagement data and allows you to use several Group By options to tell different stories. This allows you to see what is creating the most engagement with your brand.

Funnel Overview: Progression Tab

The CaliberMind funnels progression dashboard shows you how things are moving through your funnel. Answering questions like what is working, what isn’t working, and where things are getting stuck.

August 7, 2024

Campaign ROI Overview

The Campaign Performance Tab of the ROI Dashboard in CaliberMind helps you to understand campaign historical ROI of marketing campaigns, insights into performance over time, and a near-time lens on the impact of recent strategies or tactics. This allows you to understand the direct impact of budget on pipeline performance...

August 5, 2024

Funnel Overview: Cohort Tab

Funnel Overview – Cohort Tab This Dashboard shows you how different groups compare to each other based on different performance metrics. For example, you might want to see which industry is more likely to make it to a certain Funnel Stage, or where certain industries tend to get stuck in...

August 2, 2024

Funnel Overview: Journeys Tab

Find detailed Funnel Journey information on the Funnel Overview Journeys Tab. This information is also accessible by clicking on numbers of Journeys in the rest of the Funnels Dashboard.

Channel ROI Overview

ROI Overview – Channel The Channel ROI Dashboard shows spend impact on attributable pipeline (Total Attribution) and won pipeline (Bookings) for defined channels set in the CM Attribution Budgets. The report will aggregate channel touches to the touch date and tie channel spend into the same period. Filtering can be...

Attribution Overview: Comparisons Tab

Analytics: Comparisons Tab in Attribution Overview Common Use Cases & Questions Answered with the Comparisons Tab If you're a Marketing Operations Manager looking to analyze how attribution creation has evolved over the last quarter, use the Attribution Comparisons by: Setting "Quarter" as the period and "This Period" as the Starting...

August 1, 2024