Notes for May 9, 2026

Monarch

• The Multi‑Year Sales History Report now includes an option to show only revenue from new business within a selected start/end month. This makes it easier to track how new business from a specific period performs over time. It complements—but does not replace—the New Business Comparison report. 
• The Spending/Not Spending by Revenue Type Alert has been fully redesigned for corporate managers. It now supports salesperson groupings, more than 100 results, and a minimum‑spend filter to remove low‑value accounts. Any previously configured version has been removed and must be recreated using the new parameters. Support and Success Managers can assist. 
• The Spending/Not Spending by Outlet alert is now Spending/Not Spending by Market with expanded usefulness for all users. It now shows more than 100 results, includes a minimum‑spend filter, and groups by market → salesperson → account. Like the Revenue Type alert, it must be reconfigured to use again. NEW: Spending and Not Spending are now evaluated by market, ensuring comparisons stay within the same geographic area. 
• Admins can now set Clarity data cards as part of the default home page. 
• Fixed an issue where the Market Project Report did not retain Unit Code filters on saved favorites. 
• Fixed a rare issue where Activities failed to save when notes contained apostrophes inside parentheses.