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Exciting Updates to Engagement Reporting

Posted January 12, 2024

We’re excited to announce improvements to our engagement reporting. The updates include a simplified end-user experience with more actionable visualizations, choose-your-own-adventure data storytelling, and the ability to see Weighted Scoring for engaged companies over time.

What's new?

  • A set of five new engagement dashboards designed to replace all functionality that was previously distributed across legacy and insights dashboards.
  • Dashboards now allow for changing date aggregations and cohorts, the group by (when appropriate), and for saving and sharing various filter sets.
  • Dashboards with filters can easily be shared to other users via the url.
  • Engagement – Summary
    • Shows a high-level summary of engagement data, allows the user to see data based across many different grains.
  • Engagement – Companies
    • A new report that allows you to see Weighted Scoring for engaged companies over time
  • Engagement – People
    • Breakdown of how much engagement was generated in each time period broken out by the currently selected person-related metric.
  • Engagement – Campaigns
    • Breakdown of how much engagement was generated in each time period broken out by the currently selected campaign-related metric.
  • Engagement – Explore
    • Pivot table for exploring engagement-related metrics for the currently selected row and column attributes.

Why now?

Following the positive feedback from launching our updated attribution reporting and the native-app search dashboards, we’ve committed to continue updating our native dashboards. Native-app dashboards give us complete control over everything, which means:

  • We can build dashboards that load faster (both dashboards and data inside each widget) by creating more efficient code and only loading what’s necessary.
  • We can build dashboards that look and integrate better with the rest of CaliberMind.
  • We can use live data exclusively (vs cached data that users need to refresh manually).
  • We can build more advanced functionality into our dashboards.

What else should you know?

  • The Explore dashboard is a brand new dashboard. Understanding that we can’t build one set of dashboards that will satisfy 100% of use cases, the hope is that by building something that can be easily modified by users, we can satisfy  80% of use cases. 
  • The Summary, Companies, People, and Campaigns dashboards don’t add new functionality, but they are faster, easier to understand, and integrate better with our existing in-app dashboards. They also merge functionality that exists in some dashboards but not all. For example, in all native dashboards, you can choose your date cohort (touch date, opp create date, opp close date) whereas this previously only existed in some of the attribution dashboards. The same goes for the group by selection.

Want more info?

We have a number of knowledge base articles and videos that go into more depth on the aforementioned topics including: 

Engagement: Summary Tab

Engagement Overview: Explore Tab

Engagement Overview: Campaigns Tab

Engagement Overview: Companies Tab

Engagement Overview: People Tab

You can also watch a brief 90 second demo here.

Please let us know if you have any questions or would like additional training.

Take care,

The CaliberMind Team

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