March 2026

March 2026

Fingerprinting

Cookie-less Tracking which can be added to your current script to increase Attribution and create a more complete Buyer Journey.

 

Applicable Filters Icon

We’re thrilled to introduce the Applicable Filters Icon for our Built to Scale Dashboards!

What’s new?
Simply hover over the new filter icon in the bottom-right corner of any widget to instantly see exactly which Filter Groups are active.

http://youtube.com/watch?v=CXfmQ0bmuHQ

Dynamic Date Type for Custom Widgets

We’ve added the ability to select the date to Group your data by for Custom Attribution Widgets. You can now add the filter to select between Opportunity Create Date, Opportunity Close Date and Touch Date.

Ask Cal Usage Dashboard

Get complete visibility into your organization’s AI consumption. For RevOps leaders, we know that tracking resource allocation is just as important as the data insights themselves.

  • Track by User: Identify your AI power users, uncover internal best practices, and ensure fair usage across your revenue team.

  • Analyze by Type: Understand exactly how Ask Cal is being leveraged so you can optimize workflows and maximize your ROI.

  • Manage Resources: Keep a proactive pulse on your overall credit limits to ensure your team never hits a roadblock.

 

Buyer Journey Update

Here’s what’s new and how it benefits you:

  • Brand New Overview Section: Gain instant, at-a-glance insights into your customer journeys with our new, intuitive Overview section. Quickly identify crucial trends and key moments in their progression, allowing for faster, more informed strategic decisions.

  • Enriched Engagement Data (for eligible customers): For customers with the relevant entitlement, we've integrated powerful Engagement Data directly into the Buyer Journey. Now, you can visualize how prospects interact with your content and teams, providing invaluable context to their buying signals and helping you understand their intent more clearly.

  • Seamless Opportunity Data Integration: Connect the dots between every touchpoint and your revenue outcomes! We've incorporated Opportunity Data, allowing you to clearly see how customer interactions influence your sales pipeline and contribute to accelerated deal progression.

  • Expanded Marketing Activities View: Dive deeper into the impact of your marketing efforts. We've significantly expanded the visibility of Marketing Activities, offering a more granular and comprehensive understanding of how your campaigns influence buyer behavior throughout their entire journey.

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System Widget Templates

We are thrilled to announce a significant enhancement to the CaliberMind Widget Library. We know that our most powerful, high-impact widgets—often driven by sophisticated SQL—can be daunting to replicate from scratch. To empower our users to build more tailored reporting, we are introducing Clonable Widget Templates.

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Dashboard Collection Navigation

We’ve added a dynamic dropdown menu next to your dashboard tabs that automatically surface all other dashboards within a specific Collection. This makes it easier than ever for users to pivot between related views without losing their place or getting overwhelmed by the full dashboard library.

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Data Grid/Pivot Table Formatter

We’re making it easier than ever to transform raw data into presentation-ready insights. With our latest update to Data Grids and Pivot Tables, you can say goodbye to complex SQL workarounds and hello to professional, formatted reporting in just two clicks.

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Dashboard Default Filter Set

This update streamlines how you set default views, ensuring your RevOps teams always land on the most relevant data insights.

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Agent Cal’s Codex

AgentCal can answer questions about your data—but only if it has a clear map of what everything means and how it connects (the schema). This guide shows you how to build that map for tables outside of what AgentCal sees by default.

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