Building Insights Dashboards

Build Your Own Insights Pipeline Dashboard

Pre-packaged reports are great, but sometimes you need to create something a little out of the box. We'll show you how to build an opportunity report so you can view pipeline stats in your CaliberMind instance!

Camela Thompson
Updated 6 months ago by Camela Thompson

Build Insights Dashboards - Start Here!

This document outlines how to Build Insights Dashboards on the CaliberMind platform. There are a LOT of insights packed into each dashboard, and it's easy to become overwhelmed when you're first starting out. To make sure you're getting the most out of your Insights, read on.

Camela Thompson
Updated 2 weeks ago by Camela Thompson

Create Date Range Filters - Step-by-Step

This document outlines how to Create a Date Range Filter in the CaliberMind platform. In order to make a useful, functioning dashboard, there are certain components you'll need to know how to build. Below are video tutorials with step-by-step instructions.

Cathy Funderburg
Updated 1 month ago by Cathy Funderburg