Tutorials and Use Cases

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Introduction to Formulas - Start Here!

When exploring data and building data models, it’s important for data analysts to understand the data they are drawing from and how that data can be broken down and examined. Data Discovery enables Discovery Users to create visualizations on datasets through a drag-and-drop interface that does not require SQL.

Updated 2 months ago by Cathy Funderburg

How to use Dashboards

Dashboards are a collection of reports which allow users to access the information they want quickly How to Use Dashboards. Dashboards are a great way to bundle multiple reports so they can be access…

Updated 2 months ago by Andrew Sawusch

Using 'Search' Functionality

Having the ability to quickly locate what you're looking for has always been an integral part of CaliberMind, and with the addition of our 'Search' feature, makes finding exactly what you need much q…

Updated 3 months ago by Karolina Veberaite

Customizing Report Visibility (Show/Hide)

CaliberMind is a robust tool that could offer an immense amount of information to your organization. The show/hide feature is a useful tool to help cutomize what reports non-admin users see when they…

Updated 3 months ago by Misha Salkinder

How to Manage Your Offsite Events Using CaliberMind

Summary. Many B2B organizations attend Events as a way of increasing awareness of their brand, meeting with prospects, and generating pipeline. One of the difficulties with events is all the work tha…

Updated 3 months ago by Eric Westerkamp

How can I manage my BDR/SDR team activities with CaliberMind?

In a lead driven organization your BDR or SDR teams often spend a lot of time pulling up leads in Salesforce, trying to figure out if they are someone they should reach out too, looking to see if the…

Updated 3 years ago by Eric Westerkamp

Combining Engagement Score with Attribution

Description. Watch the video below to see how CaliberMind can be used to combine both top of funnel Engagement scoring with Marketing Attribution to deliver very powerful insights on what marketing p…

Updated 3 years ago by Chris Nixon

Enabling the Sales Teams to see the Entire Buyers Journey

When the sales team engages with an account there are a number of questions they often ask. For instance "Who at this account is engaged", "Are we talking with the right people", "Do we have all the…

Updated 2 weeks ago by Eric Westerkamp

Searching for a specific account to view their Activity

Finding a specific account in CaliberMind is very easy to do. Let's say you would like to bring up the Activity for the Account CaliberMind on the activity overview page. To do this you would follow…

Updated 3 years ago by Eric Westerkamp

How can I Identify High Risk Opportunities?

As a Sales Leader one of the biggest challenges is quickly understanding which opportunities are real, which are not and which are at risk. Often this entails frequent sales reviews and deep dives on…

Updated 3 years ago by Eric Westerkamp

How does Sales leverage CaliberMind? Some key use cases.

Summary: What are the top use cases for Sales and how they would leverage the capabilities of CaliberMind? This article brings together a number of top use scenarios on how the Sales organization wou…

Updated 3 years ago by Eric Westerkamp

Running a Sales/Pipeline Review with CaliberMind

There are a number of questions that are always asked during a sales review. "Who are you talking with at the account?", "When was that last meaningful engagement", "Do you have all the right stake-h…

Updated 3 months ago by Eric Westerkamp

Building Formulas with Functions

You can use functions to build formulas that aggregate, summarize, and accumulate data, plus show changes in data over time.

Updated 2 months ago by Cathy Funderburg

Creating and Editing a Widget Formula

The Data Browser enables you to use formulas (freeform expressions) to determine the values and filters of a widget. A rich variety of functions is provided for your use in formulas.

Updated 2 months ago by Cathy Funderburg

Remove a BigQuery User within CaliberMind

Remove a User from BigQuery within CaliberMind. Google's BigQuery is a serverless data warehouse. It is a scalable, enterprise data solution that provides companies with a cloud data warehouse to store and query data.

Updated 6 months ago by Cathy Funderburg

Reusing Formulas

Formulas that you have previously marked as favorites (starred) can be reused.

Updated 2 months ago by Cathy Funderburg

Using Conditional Statements

Conditional statements are formulas that enable you to create additional categories in your data set. When the condition is met, the new category is added to your visualization without modifying the data source itself.

Updated 2 months ago by Cathy Funderburg

Add BigQuery Users within CaliberMind

Add User to BigQuery in CaliberMind. Google's BigQuery is a serverless data warehouse. It is a scalable, enterprise data solution that provides companies with a cloud data warehouse.

Updated 4 months ago by Cathy Funderburg

How to Email CaliberMind Reports

Emailing reports is one of the most useful features for integrating CaliberMind into your business. . You can email CaliberMind reports to users regardless if they have a CaliberMind login or not, an…

Updated 3 months ago by Karolina Veberaite

Answering Business Questions Using CaliberMind Reports

How to answer and address business questions using CaliberMind Reports - for Marketing managers, directors, VPs Where should we be focusing our marketing spend based on the attribution data? Attribut…

Updated 10 hours ago by Matt Mackenzie

Creating Formulas Based on Criteria and Conditions (Filters)

The Data Browser enables you to use formulas (freeform expressions) to determine the values and filters of a widget. A rich variety of functions is provided for your use in formulas.

Updated 2 months ago by Cathy Funderburg

Calculated Fields

The Data Browser enables you to use formulas (freeform expressions) to determine the values and filters of a widget. A rich variety of functions is provided for your use in formulas.

Updated 2 months ago by Cathy Funderburg

Dashboard Function Reference

The following is a list of all the functions you can use in Sisense’s formula editor. Aggregative functions are marked with (A) next to their names, row functions are marked with (R) next to their names. Functions that are only supported for ElastiCubes are marked with (EC) next to their names. All other functions are supported for both ElastiCube and Live models.

Updated 2 months ago by Cathy Funderburg

Shared Formulas

If the Shared Formulas feature is activated, dashboard and widget designers have the ability to create and store shared formulas that can be shared and reused across multiple widgets simultaneously, without the need to redefine the same formula for each widget. This not only saves time but also allows editing the formula in one place, and thereby update the formula in each of the places it is used automatically, instead of having to search for each instance of the formula and changing it manually in those locations.

Updated 2 months ago by Cathy Funderburg

Using Quick Functions

Quick functions are another feature to make working with formulas easier. The Widget Designer provides a variety of predefined commonly used functions that you can easily apply in the Data Browser when selecting a Value to be included in a widget.

Updated 2 months ago by Cathy Funderburg

Creating Sales Campaigns from Salesloft and Outreach Activities

Creating Sales Campaigns from Salesloft and Outreach Activities. Seeing the attribution value of Sales activities is possible within the CaliberMind platform. We utilize CaliberMind Workflows to crea…

Updated 3 weeks ago by Andrew Sawusch

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