We’re thrilled to announce a fundamentally new way to approach your GTM reporting, designed to give Marketing Operations, Sales Operations, and Revenue Operations teams more flexibility while saving time. This release represents a strategic shift in how your reporting layers are organized, paving the way for broader access to critical Revenue Operations insights across your organization.
Our philosophy is simple: we want to offer you a powerful, enterprise-grade reporting platform that you can grow into, not grow out of. This is agile reporting, designed to keep you in lock-step with your fast-paced environment.
You’ve already seen our commitment to responsible democratization of data with the advancements in Custom Dashboards. We’ve made them incredibly intuitive to build, equipped you with granular access controls via Groups and Roles, and streamlined data understanding with Report Level Ask Cal.
Today, we’re taking this a giant leap forward. All of our powerful Analytics Dashboards can now be built on-demand from Dashboard Templates with elements added or removed based on individual stakeholder needs.
This means you can now leverage the full analytical power you’re accustomed to – including Dynamic Group by Selections, Custom Filter Support, and robust Filter Sets – and apply it to any of our pre-built Analytics Dashboards.
1. Access Control and Governance
- Manage user access permissions to the GTM data through user Group assignments so that the right people get to see the data relevant to them on a need-to-know basis.
- Organize dashboards into thematic Dashboard Collections so that users in specific roles (marketing, sales, finance) have access to a variety of relevant reports grouped together specifically for them.
- Assign Groups for focused views to specific dashboards or entire Dashboard Collections to control user access.
- For report filters. Apply Filter Access Control settings (“Default,” “Partially Locked,” “Fully Locked”) at the dashboard level to enforce data consistency.
2. On-demand Dashboard Content Creation and Customization
- Use the Custom Dashboard Builder to either modify the 200+ existing templates or build entirely new dashboards from scratch.
- Utilize the Ask Cal Widget Builder, which allows users to create new widgets by making requests in natural language instead of writing SQL.
- Intuitive reporting controls for role specific reports. Toggle groupings, and pivot data groups without having to switch reporting views (e.g. MQLs and MQA by month and velocity in the funnel) within seconds.
3. Broader User Adoption
- The “read-me” Instructions tab, add user training videos and custom instructions to dashboards to drive ease of use by less technical end-users.
- Report-level Ask Cal feature. Data story telling democratization and broader user adoption (report-level generative summaries to explain the so what behind the numbers).
This release also introduces a streamlined navigation experience designed for enterprise-level organization. Admin users can now create dedicated Collections of Dashboards tailored for different segments within your Marketing and Sales Organizations. To get you started, all your existing Analytics Dashboards have been migrated into a new “Analytics” Collection. Your admins now have the power to strategically place these valuable insights, ensuring that sensitive executive-level information is only accessible to those who need it.
Beyond data organization, we’re empowering you with enhanced context and enablement:
- Text-Based Widgets: Add clear, concise explanations directly within your dashboards to guide users on how to interpret and leverage the data effectively.
- Video Widgets: Integrate video tutorials directly into your dashboards, providing on-demand training and support for your teams.
This evolution in our reporting layer is more than just an update; it’s a fundamental enablement for your RevOps strategy. By providing unparalleled flexibility, granular control, and enhanced context, we’re empowering you to drive greater efficiency, alignment, and ultimately, revenue growth.
Explore the new possibilities within CaliberMind today and transform how your organization leverages data to achieve its goals.
