Insights Funnels

Funnels Use Cases

Funnel Configuration - Insights

Funnel settings configuration settings are simple to modify. You are able to include or exclude multiple company-related fields that target your specific ICP ensuring a higher conversion rate.

Andrew Hopkins
Updated by Andrew Hopkins

Funnel Trigger Events Dashboard

The CaliberMind Funnel Events Trigger Dashboard visualizes what people engage with at each stage of the funnel. The funnel trigger dashboard reports detail the top campaigns and tactics and help marketers prevent prospects from getting stuck within stages of the marketing funnel by serving engaging content to push potential customers into the next funnel stage.

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Insights Funnels Reports Explained

Use cases can be used to identify which lead sources convert at the highest rates and help marketing organizations determine which lead sources should be nurtured instead of passed immediately to sales.

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Funnel Trend Dashboard

The CaliberMind Funnel Trend Dashboard is cohorted by the date the funnel stage occurred. A funnel trend dashboard analyzes and reports stage behavior over a defined period of time. The conversion rate is tracked over time and frequency. Based on observable factors, funnel trend analysis compares previous time frames, stages, and forecasts future cohort movements.

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What is a Starter Funnel?

This document outlines what a CaliberMind Starter Funnel is. The CaliberMind Starter Funnel connects directly to Salesforce using standard fields within a common Salesforce environment. The fields shown may be named differently within each unique system. The field names are easily changed to map to your current Salesforce Instance. This dashboard shows up-to-date metrics at a glance.

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Funnel Cohort Analysis Dashboard

The cohort analysis dashboard categorizes data according to characteristics shared by groups. With the cohort analysis dashboard, patterns in the sales lifecycle can be identified, analyzed, and detected more easily.

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Funnel Cohort Analysis Use Cases

The following use cases for CaliberMind Funnel Cohort Analysis have been developed based on the perspective of the user type. An explanation of the type of information is provided, as well as a dashboard from where you can easily obtain that information.

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Funnel Data Explore Dashboard

The CaliberMind Funnel Data Explore Dashboard is used to view selected customer data from easy to use predefined lists, associated dimensions, and effortless drill-downs directly to your system's entities. With the data explore dashboard, visualized context from flexible dynamically generated dimensions is possible with a few clicks.

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Introducing CaliberMind's Funnels

This document introduces the features and functions of CaliberMind B2B Funnels.

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Funnels - Lead, Contact, Account, Opportunity Statuses and Stages

This document outlines Lead, Contact, Account, Opportunity Statuses and Stages as they related to CaliberMind Funnels. Organizations typically have various status and stage fields that are set for the individuals, accounts, and opportunities - which are manually or automatically updated as they are qualified or progress through the sales cycle.

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Pressure Event Dashboard 101

Pressure Dashboard 101: This document outlines the various benefits of the CaliberMind Pressure Dashboard helping marketing leaders dig deeper into what channels, industries, and job titles influence different funnel areas.

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Demand Generation Funnel Dashboard

This document outlines The CaliberMind Demand Generation Funnel. The CaliberMind Demand Generation Funnel connects directly to a CRM. The fields shown may be named differently within each unique system. The field names are easily changed and mapped to your current CRM Instance.

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Contact