Fiscal Calendar for Analytics and Search Reporting
Unleash Deeper Insights with Fiscal Calendar Support in Analytics & Search Dashboards! 🚀 Hey RevOps Leaders! Are you tired of wrestling with standard calendar limitations when analyzing your business performance? We hear you! That’s why we’re thrilled to announce Fiscal Calendar support across our Analytics and Search (Object) Dashboards. Finally, get a true, accurate picture […]
Fiscal Calendar Configuration
Okay, RevOps Rockstars! Let’s talk Fiscal Calendars. We know how crucial accurate revenue tracking is, and that’s why we’ve built a Fiscal Calendar feature with maximum flexibility. This means it might take a few minutes to set up just right, but trust us, the granular control you’ll gain is worth it. Think of it as […]
Custom Group By Options for Analytics Reporting
Unlock the full power of your custom data with CaliberMind’s Analytics and Search Reporting. We’re thrilled to announce a game-changing update to CaliberMind that puts the power of customization directly into your hands. Our latest release transforms how you leverage your custom fields across our platform. What’s New? Building on our robust unified data model, […]
Choosing the Right Attribution Model
Each attribution model answers a different business question. We’ll highlight the most common uses for each model so you’re better equipped to choose the right attribution model for your organization’s needs.
Attribution Overview: Summary Tab
This dashboard view in the Analytics module shows you aggregated Attribution data, allowing you to use several “Group By” options to give you different data sets as options for different narratives in your data storytelling. You can see which activities have been most successful at contributing to creating your opportunities (Opportunity Creation)
How Is CaliberMind Different From My CRM Attribution?
We often get asked what makes CaliberMind attribution different from what you have natively in your CRM. It often boils down to reducing dependence on data entry and which touchpoints are included in a model.
Attribution Overview: Comparisons Tab
Analytics: Comparisons Tab in Attribution Overview Common Use Cases & Questions Answered with the Comparisons Tab If you're a Marketing Operations Manager looking to analyze how attribution creation has evolved over the last quarter, use the Attribution Comparisons by: Setting "Quarter" as the period and "This Period" as the Starting Period. Selecting "3" for the […]
Attribution Models: First-Touch
The “first-touch” attribution model gives 100% of weight to the first marketing activity or touch point that leads to conversion. It’s a single-attribution model where credit is given to the first channel a user has interacted with before converting.
Campaign Types: Best Practices for Easy-to-Read Attribution
There are many ways to slice-and-dice campaign performance for reporting. Some popular ways are: Channel: How members entered a campaign Here's an article about how we set channels by default: Standard Channel Logic Program: The umbrella group of marketing campaigns, aka marketing Initiative. CaliberMind standard setup takes into account the data schema it's ingesting. For […]
Attribution Overview: Explore Tab
Analytics: Explore Tab in Attribution Overview Common Use Cases & Questions Answered with the Explore Tab If you’re a Marketing Analyst looking to analyze how different campaigns perform across various company tiers, use the Attribution Explore feature:Â Choose “Month” as the Date Period and “All Time” as the Date Aggregation. Set the “Organization default Model” […]
Attribution Overview: Opps Tab
This Dashboard shows you aggregated Attribution data focusing on Opportunities. You are able to make a “Group By” selection to determine how the data in the lower table is organized.
Attribution Overview: People Tab
Analytics: People Tab in Attribution Overview Common Use Cases & Questions Answered with the People Tab If you’re a Marketing Analyst seeking to understand the impact of Campaigns on People, use the Attribution by Opportunity Type feature: If you’re a Sales Manager wanting to understand your team’s impact on Opportunities, use the Attribution by Opportunity […]