Filter Drawer Definitions
CaliberMind allows for extensive filtering in our reporting layer. This article will help you understand which filters to apply in order to isolate the data you are interested in.
Each of these filters is a standard column in your CaliberMind Data Model, if you are not seeing the results you expect please contact your CSM.
|
Group |
Filter Name |
Definition |
|
Top – Ungrouped |
Attribution Model |
Select your Attribution Model. Your default model will automatically be selected. |
|
Top – Ungrouped |
Chart Measure |
Select the metric you want to be used for the charts on this report. |
|
Top – Ungrouped |
Column |
This determines the level of data for the Columns of the Pivot Table. |
|
Top – Ungrouped |
Date Periods |
How far back to look for the widgets on this report. |
|
Top – Ungrouped |
Date Aggregation |
Groups data for charts and tables by week, month, quarter or year. |
|
Top – Ungrouped |
Engagement Model |
Select your Engagement Model. Your default model will automatically be selected. |
|
Top – Ungrouped |
Funnel Journeys |
Select one or more individual funnel journey for this tab. |
|
Top – Ungrouped |
Funnel Name |
Select your Funnel Model, your default model will automatically be selected. |
|
Top – Ungrouped |
Group by |
Select the level at which you want the data to be grouped for this tab. |
|
Top – Ungrouped |
Heat Map Metric |
Select the metric you would like to display in the Heat Map |
|
Top – Ungrouped |
Inbound / Outbound |
Include Inbound Events only, Outbound Events only, or all. |
|
Top – Ungrouped |
Journey / Stage Start Date |
Determines whether to use the journey_start_datetime column or the journey_stage_start_datetime column in the date filters and groupings. |
|
Top – Ungrouped |
Look-Ahead Period |
How far in the future an opportunity can be created in order to count in the ROI calculation. |
|
Top – Ungrouped |
Measure |
This determines the data to measure on the Pivot Table. |
|
Top – Ungrouped |
Number of Periods to Compare |
Indicate how many time periods to report on for this tab. |
|
Top – Ungrouped |
Row |
This determines the level of data for the Rows of the Pivot Table. |
|
Top – Ungrouped |
Stages |
Select the Funnel Stages that should be included for this tab. |
|
Top – Ungrouped |
Starting Period |
Begin the lookback with the current period or the last completed period. |
|
Top – Ungrouped |
Time Period |
Similar to date aggregation, determines the length of periods the dashboard compares. |
|
Progression |
Completions Only |
Decide if you want to include only successfully completed journeys. Helpful if you want to see how to what was effective for bookings and a less complicated visualization. |
|
Progression |
Include Backfills |
Decide if you want to include backfilled events (placeholders for when a stage is skipped). This helps with visualization. |
|
Progression |
Include Early Terminations |
Only relevant if you choose to not include Completions Only. This will allow you to see data for journeys that terminated before a successful completion, or failed journeys. |
|
Campaign |
Campaign List |
Choose a Campaign List you've previously created in order to filter on complex use cases. |
|
Campaign |
Campaign Owner |
The owner assigned to a campaign pulled from your CRM. |
|
Campaign |
Campaign Owner Team |
The team the campaign owner is assigned to pulled from your CRM. |
|
Campaign |
Campaign Type |
Campaign Types are a higher level grouping for Campaigns. |
|
Campaign |
Platform |
Platforms tell you which of your partner systems are effective at reaching your targets (ex. Google Ads, LinkedIn Ads, etc.) |
|
Campaign |
Program |
Programs are a higher level grouping for Campaigns. |
|
Channel |
Budgeted Channels |
This shows a list of Channels that you have entered a budget for. This will not show all Channels unless you've entered a budget for all Channels. |
|
Channel |
Channel |
Channels are configurable and are meant to capture how the person found your website/what action drove the touch. Campaigns do NOT roll up to channels. |
|
Company |
Account Source |
Account Source comes from the cm_account table (from salesforce.account.account_source field — which is the lead_source that comes from the original lead which was converted to an account, or is manually input). |
|
Company |
Company Lists |
Choose a Company List you've previously created in order to filter on complex use cases. |
|
Company |
Company Owner |
This is the Owner of the Company record from your CRM (aka Account Owner). |
|
Company |
Company Tier |
A bucket field to group how Sales and Marketing Team to handle named accounts. For example: Strategic, Named, Unnamed. |
|
Company |
Company Type |
This is a descriptor for organizations from your CRM ex: Customer, Competitor, Prospect etc. |
|
Company |
Country |
Country |
|
Company |
Customer Status |
A descriptor for your customer accounts ex: Customer, Former Customer, Partner etc. |
|
Company |
Industry |
A descriptor for the industry of the Company record ex: Agriculture, Information Technology, Education etc. |
|
Company |
Industry Group |
A normalized bucket field for industries to make reporting and segmentation more useful. |
|
Company |
Object Type |
cm_company.object_type (Lead, Account) |
|
Company |
Region |
A descriptor for the region of the physical location for the Company record ex: Americas, EU, International etc. |
|
Company |
State |
State |
|
Company |
Sub Region |
A descriptor for the sub region of the physical location for the Company record ex: US-East, US-West etc. |
|
Event |
Event Class |
A high level categorization of events by class. ex) "Inbound", "Account Created", "Outbound Sales". |
|
Event |
Event Type |
Event Types are a higher level grouping for Events. |
|
Item |
Business Unit |
The business unit assigned to each product. |
|
Item |
Product |
Individual line items assigned your opportunity. Line items as assigned a percentage of the opp for attribution calculation/filtering purposes |
|
Item |
Product Family |
Higher level grouping of products. |
|
Opportunity |
Opportunity Lead Source |
The lead source as indicated on the opportunity in your CRM. Typically this is the "Lead Source" associated with the primary contact |
|
Opportunity |
Opportunity Lead Source Group |
The lead source group as indicated on the opportunity in your CRM. Typically this is the "Lead Source Group" associated with the primary contact. |
|
Opportunity |
Opportunity Lists |
Choose an Opportunity List you've previously created in order to filter on complex use cases. |
|
Opportunity |
Opportunity Owner |
The owner of the opportunity (pulled from your CRM) |
|
Opportunity |
Opportunity Owner Manager |
The manager of the opportunity owner (pulled from your CRM) |
|
Opportunity |
Opportunity Owner Team |
The team the opportunity owner is assigned to (pulled from your crm) |
|
Opportunity |
Opportunity Stage |
The current stage of an opportunity (pulled from your CRM) |
|
Opportunity |
Opportunity Status |
Select from the stages that exist within your CRM for an Opportunity record ex: Won, Lost, Open. |
|
Opportunity |
Opportunity Type |
Select from the types of Opportunities that exist within your CRM ex: New Business, Renewal, Upsell, Partner. |
|
Person |
Department |
Choose which department grouping you would like to use from a CRM Lead or Contact record ex: Marketing, Sales, Operations, HR. |
|
Person |
Job Level |
Choose which job level for a Person record you would like to filter on ex: Manager, Director, CXO. |
|
Person |
Person List |
Choose an Person List you've previously created in order to filter on complex use cases. |
|
Person |
Person Type |
Choose a Person Type to filter on, Ex. Contact, Lead |