Monarch’s Revamped Activity System
Monarch has reimagined activity tracking to better reflect the effort behind closing deals. The new system simplifies and enhances the way sales activities are logged, analyzed, and utilized, ensuring a more intuitive and effective approach.
In the past, measuring activities like a two-minute email against an all-day client workshop felt inconsistent. Monarch has addressed this by categorizing activities into four core methods: Call, Email, Meeting, and Other.
The updated interface prioritizes these four methods, streamlining activity creation and ensuring ease of use. When logging an activity, users now select the method first, which filters available options to match the chosen category. This approach enhances usability and encourages reflection on the level of effort required, ultimately improving reporting accuracy and insights.
Screenshot 1 shows the list before selecting an Activity Method.
Screenshot 2 shows how the list is now filtered to just types associated to the CALL method:
Screenshot 1:
Screenshot 2:
Showing one Activity Type tied to multiple Activity Methods:
If you select an Activity Type with multiple Activity Methods, Monarch will automatically assign the first Activity method. You can however, select a different method after selecting the type:
When “Final All (Call, Email, Meeting) is selected, the first available method is selected:
After Email Activity Method is selected:
Enhanced Reporting
For sales managers, the new reporting capabilities provide a clear, high-level view of team activities. Grouping activities by method allows leaders to identify trends and allocate resources effectively. For example, understanding that a team spends 60% of its time on client meetings can reveal whether efforts are aligned with relationship-building or stuck in less productive workflows.
These reports go beyond numbers, offering actionable insights. If top performers prioritize in-person meetings while others rely on emails, this data can guide coaching strategies. Monarch empowers sales leaders to identify best practices, optimize team performance, and achieve better results.
Additionally, tracking time and effort associated with each method introduces a deeper understanding of resource allocation. Estimating average durations—such as 10 minutes for emails or two hours for client meetings—provides valuable data for measuring deal effort, enabling more data-driven decisions.
Activity Type and Method Hierarchies (when available)
Screenshot showing filters for Activity Types and Methods
Activity Types: Customization and Flexibility
Monarch retains the ability to define specific tasks, now categorized as Activity Types, within each method. Examples include discovery calls, follow-up emails, and contract negotiations. This customization allows organizations to tailor the system to their unique sales processes.
Managing activity types is straightforward. Administrators can create, edit, or delete activity types with ease. If an activity type is deleted, users are prompted to reassign existing data to maintain historical accuracy. For instance, phasing out "cold call" might involve recategorizing those entries under "initial outreach."
The flexibility extends to multi-method activity types. For example, a "Client Onboarding Call" may involve both meetings and follow-up emails. Users can assign multiple methods to a single activity type, ensuring comprehensive tracking.