Insights Data Connector Health Dashboard
Insights Data Connector Health Dashboard Print This Page What is data connector health? The CaliberMind data connector health means you have a single source of truth for accuracy, performance, platform connectivity, and behavioral data allowing you to determine full funnel performance. With the CaliberMind connector, you can access all of your data in one place. […]
Funnel Configuration – Insights
Funnel settings configuration settings are simple to modify. You are able to include or exclude multiple company-related fields that target your specific ICP ensuring a higher conversion rate.
Pressure Event Dashboard 101
Pressure Dashboard 101: This document outlines the various benefits of the CaliberMind Pressure Dashboard
helping marketing leaders dig deeper into what channels, industries, and job titles influence different funnel areas.
Demand Generation Funnel Dashboard
This document outlines The CaliberMind Demand Generation Funnel. The CaliberMind Demand Generation Funnel connects directly to a CRM. The fields shown may be named differently within each unique system. The field names are easily changed and mapped to your current CRM Instance.
Funnel Trigger Events Dashboard
The CaliberMind Funnel Events Trigger Dashboard visualizes what people engage with at each stage of the funnel. The funnel trigger dashboard reports detail the top campaigns and tactics and help marketers prevent prospects from getting stuck within stages of the marketing funnel by serving engaging content to push potential customers into the next funnel stage.
Insights – Attribution Overview Dashboard 2.0
The Attribution Overview Dashboard 2.0 Integrates the functionality of all the legacy dashboards and filters into one interactive view.
Insights – Engagement – Start Here!
There are a LOT of insights packed into each dashboard, and it’s easy to get overwhelmed when you’re first starting out. Start with this step-by-step walk-through.
Insights – Engagement – Dashboard Terminology & Key Concepts
General Dashboard Functionality For more information on the following topics, click on the linked topic: User Permissions & Sharing Dashboards Key Concepts like Widgets, Dashboards, Filters, etc. How to Use Dashboards How to Filter Dashboards How to Update Engagement Scoring – Start Here How Is My Data Organized? Engagement dashboards, by default, display underlying data […]
Insights – Engagement Overview
The Engagement Overview Dashboard is a great way to understand engagement trends associated with activities or events. These are interactions between external prospects and your company (such as website visits, web forms, events, emails, etc.).
Insights – Engagement – System Account Detail
The Account Detail Dashboard tells you when and how an account has engaged with you, including the people interacting with your company, the campaigns they are engaging with, and how they are finding those campaigns.
Insights – Engagement – Person Detail
The Person Detail dashboard is meant to provide more details about questions asked while reviewing the Engagement Overview and Account Dashboard.
Using Quick Functions
Quick functions are another feature to make working with formulas easier. The Widget Designer provides a variety of predefined commonly used functions that you can easily apply in the Data Browser when selecting a Value to be included in a widget.