Every organization has some form of a corporate playbook – the same set of core values, reports, and metrics that everyone is compared against. Monarch makes it easier than ever to ensure your entire sales organization reads from the same playbook by allowing an Admin to configure a separate home page that cannot be modified, thus making it tell the same story to everyone in the organization.
Taking it a step further, Monarch allows this enforcement by our Roles. For example, salespeople and managers can have different views. Salespeople and managers that sell differently or just sell different types of business than the rest of the organization can also have their own view. It’s a quick, one time setup by the admin that all past, present, and future users can take advantage of without any additional effort on their part.
To get started, as an Admin, click on the Configure Homepage link from the Settings navigation menu.
Options and Navigation
Before laying out the cards for each user’s home page, you’ll want to pull up the right home page to modify. To do this, Monarch needs to know which Role you wish to change and any manager user so that you can get a feel for what the page will look like once configured as well as access their favorite reports that may be used as data cards for this role’s home page.
*Denotes required field
- Page Title* – This is what the page will be called once users on the role can access it. Be sure to name it something unique or descriptive like “Corporate Playbook”, “Company Metrics”, or something understandable like that.
- Select Role* – This is the role, or group of people, that you wish to create a single view of data cards for. Roles are security based and only accessible by Admins. They are often descriptively named as to what their intent is for Admins and support-related users.
- Impersonate User Email* – This is the person that you wish to use so that you can get a good feel for what a home page will look like in the end. It’s also the user that you will select when you wish to add data cards from saved favorite reports. This person must be the owner of any reports that you wish to show as data cards.
- Enable Configuration – When set to YES, the data cards configured below will display for all members from Select Role. When set to NO, the data cards configured below will not display for any user and the admin is free to configure the page without changing anyone’s view. This is a great option when first building the cards and getting confirmation from a corporate sponsor as to what the page should look like without pushing the view out before users are ready.
- Select Role to Copy from – After you have chosen a role from Select Role, you may use this option to copy a previously configured view into this one. This saves time from configuring 9 individual cards when, perhaps, 7 of the 9 might be the same with only 2 showing slight variation. You will get a warning immediately upon selecting a role in which selecting Yes will automatically configure the view.
- Override User’s Default View – User’s could already have their own pods set as their default view. If the admin wishes to have their view, whether it is the collapsed 9 card view or a specific expanded card, be the default view when the Home page loads, then this option should be selected. Cards set as the default by the user will still be the default view for the tab where it was set.
- Save - When you are done configuring your page, click Save in order to update all users on the role (when Enable Configuration is set to YES) and be viewed or edited later.
General Card Configuration
Configuring the cards is the same as the view for a manager or salesperson. Each card slot has 2 states. It either has a card, and its name will display at the top of the slot, or a card can be added to it denoted by the “+” button in the middle of a card.
Selecting the “+” button will load the list of cards that can be selected.
Reports and Alerts as Data Cards
Reports and Alerts make great home page dashboard cards too! To add reports or alerts for users you’ll want to choose a manager that currently owns the Favorite Report (configured to be viewed on the home page) or alert that you wish to add to the dashboard via the Impersonate User Email and click save.
Once refreshed with the impersonated user, add a new card as you would any other and select Favorite Report or Favorite Alert. Then select the corresponding report or alert from the list available. It will now display on the home page alongside any other cards already configured.
It is important to note that while you are using the report or alert from a specific manager, the recipients will view the results with their own security and partition. For example, if you created a report from an all-access manager and a manager with access to only Pittsburgh were to view it, then they would see the results with permissions for Pittsburgh. It is the same partitioning logic used as sharing favorite reports with managers.
Additionally, if the report or alert owner modifies their report/alert or event deletes it, then the change will be reflected on the admin view and be pushed out to all recipients as well since the admin is not the owner. It might be best to create everything from an all access manager that will not change in order to avoid this.
Some cards need to be configured in order to get the best results by an end user and maintain a corporate solution. Take the Sales Outlook, for example. Once the admin has added the Sales Outlook, they can click into it and configure the filters, view, and time frame as they see fit. All of their changes will hold for the receiving managers and salespeople. The Time frame will roll on a Monthly, Quarterly or Yearly basis so the admin does not need to reconfigure this and the recipients will not have to set the time each time.
While the admin does setup the defaults, the recipients are free to make temporary changes as they see fit and adjust the filter, view, and time frame. However, upon refresh the settings will go back to the admin configured view.
Don’t forget to click Save when you are done. Remember, if you want this to go to the users immediately then set the Enabled Configuration to YES. Otherwise leave it as NO while you continue to configure the home page for this role.
Interacting as a Manager or Salesperson
- Tabs - The tabs at the top of the page allow you to quickly switch between the admin configured view (which may be the first tab in the list but not always if one is not configured for you) and your personalized cards.
- Your personalized cards can be renamed via the pencil in the top right. If you do not see a pencil, it means you are on the admin configured tab and a name has been set for you.
- Tabs that you create can also be deleted via the in the top right. If you do not see an to delete the tab it means you are either on the admin configured or on your default personalized tab.
- You can add your own, user created, personalized tabs via the button. You will be asked to give your new tab a name and then you can add whatever cards you wish to that tab. This tab can be renamed or deleted since you created it.
- While viewing the admin configured tab, you may see a card with the message “Card Is Not Defined” in the middle. This means the admin has not set any card to be in this specific place. You cannot add one yourself. It can only be modified by the admin.
- All cards on the page can be expanded and viewed as if they were your own cards and reports. It does not matter which tab they are on. They will always display with your partition in mind, no matter how they were created. This may mean, at times, some cards may not display information for you depending on how the creator chose to filter the information.
- Cards that were configured by a manager, such as the Sales Outlook, can be modified by you. However, upon refresh the settings will revert back to the admin configured options so as to keep a consistent message across the organization.
- Additionally, we have added the ability to create duplicates of the same card across one or more tabs. This is useful when configuring different time frames or filters (such as on the Sales Outlook).