Building Insights Dashboards

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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!

Updated 2 months ago by Camela Thompson

Build Insights Dashboards - Start Here!

Build Your Own Insights Dashboard. 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…

Updated 2 months ago by Camela Thompson

Create Date Range Filters - Step-by-Step

Updated 2 months ago by Cathy Funderburg

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