Notes for March 23, 2022
- Reassignments can now be scheduled when performed from the Agency List.
- Corrected an issue with reassignments from the Agency List showing inactive users in the reassign to menu.
- 4 New Metrics added for the Sales Productivity card!
- Annualized Monthly Sales - The average amount of booked dollars over the last 12 months including $0 months
- Annualized Monthly Pending - The average of pending dollars over the next 12 months including $0 months
- Average Monthly Sales - The Average amount of booked dollars over the last 12 months where the dollars are greater than $0
- Average Monthly Pending - The Average amount of pending dollars over the next 12 months where the dollars are greater than $0
- Category and Revenue Type are now filters on the Deal landing Page. The N/A value also exists in these filters to include deals with missing Categories and/or Revenue Types.
- Admins have the ability to create custom markets for Outlets which will populate your Market hierarchy and filters throughout Monarch. If you've found some of our standard markets are too broad, reach out to us with the Market names and which outlets should be applied to them!