Feature Update: Filters

Posted October 17, 2024
calibermind filter update

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Unleash the power of precision data analysis with CaliberMind’s newly enhanced Filter Feature, designed to transform how you interact with and derive insights from your marketing data.

CaliberMind’s updated Filters feature allows admin users to create and manage custom filter sets for their organization, streamlining data analysis and reporting. 

This enhancement provides for creating pre-defined filter combinations, with or without pre-selected values, that can be shared across the team to ensure consistency in data views. 

The intuitive interface simplifies selecting, adding, and removing filters, making it easier for users to find and apply the most relevant data segmentation options. By centralizing filter management, CaliberMind helps marketing teams maintain data consistency, improve collaboration, and make more informed decisions based on standardized insights.

What the Enhanced Filters Feature Does

Here are a few of the things that the filter enhancement will help you do:

  • Streamlines the filter drawer by displaying only active or newly added filters, reducing clutter and improving usability.
  • Implements an ID-based system for filter sets, enabling easier sharing and access across the organization.
  • Introduces an organizational default filter set, providing a consistent starting point for all users while allowing personal defaults.
  • Allows admin users to create and manage custom filter sets with pre-defined combinations, which can be shared across the team.
  • Simplifies selecting, adding, and removing filters, making it easier for users to find and apply relevant data segmentation options.

For more on how to use enhanced filters, check out our training video: CaliberMind Filter Overview

And Here’s How You and Your Team Can Use Filters

  • Create custom filter sets tailored to specific reporting needs, allowing quick access to frequently used data views.
  • Switch seamlessly between organizational and personal filter sets to gain different perspectives on your marketing data.
  • Share standardized filter sets across your team to ensure data analysis and reporting consistency.
  • Dynamically explore data by quickly adding or removing filters on the fly through the simplified filter drawer.
  • Set personal default filters to streamline your workflow and ensure you always start with your role’s most relevant data view.

For a deeper understanding of how you can use filters, start here:  https://youtu.be/-x2zS4rIKPo

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