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Understanding Reports

​CaliberMind Metrics Definition

Attribution. " Sourced" Attribution on touches occurring prior to Opportunity creation. If webinar registrant watches the webinar and then has a sales demo leading to a new customer-- the Webinar Cam…

Updated 4 months ago by Raviv Turner

CaliberMind Analytics Concepts

In order to socialize CaliberMind within an organization, it's critically important to understand our reporting data model so you can confidently explain it to others on your team.. CDP Reporting Arc…

Updated 1 month ago by Nic Zangre

Overview of Analytics and Attribution

CaliberMind offers a variety of useful reports for marketing, sales and data health. Some customers with larger BI teams also wish to connect to our data warehouse directly -- which is also completel…

Updated 3 years ago by Chris Nixon

Filters and Hyperlinks

All reports in CaliberMind can be filtered dynamically by modifying the URL in your web browser. Reports have default filters, but filters can be overridden by the URL. This is useful for creating hy…

Updated 7 months ago by Chris Nixon

Using the Engagement Trending Report

CaliberMind covers a few reasons you would want to use the Engagement Trending report and how to think about some of its features.

Updated 4 months ago by Chris Nixon

Uploading New Account lists

Why Upload a New Account List? Analysts may have already extracted a specific set of company_ids they would like to filter reports by. Sales Managers may want to view the attribution report by only t…

Updated 5 months ago by Chris Asp

Appending Tags to Lists

Why append tags to lists? Your BI Professional has created a CSV of target accounts that you would like to use to filter reports. You have a SQL query written by your Business Analyst to gather all p…

Updated 5 months ago by Chris Asp

Using Campaign Lists in Dashboards

Why use campaign lists in dashboards? The Chief Revenue Officer wants to see how tradeshow marketing campaigns have continued to influence customers past the event. Your Marketing Manager would like…

Updated 5 months ago by Chris Asp

Using Account Lists in Dashboards

Why Use Account Lists in Dashboards? Your Marketing Manager would like to view attribution from Accounts touched by the advertising agency. Your data analyst has crafted a query to select only Accoun…

Updated 5 months ago by Chris Asp

Creating New Account lists

Why create an account list? Account lists allow marketing managers and business analysts to filter reports by a set of company_ids. If you utilize a BI Platform you can use your credentials to direct…

Updated 5 months ago by Chris Asp

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