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10/22/2024 Tip Tuesday - Unlock Manager Insights with Role-Based Dashboards!

Want to give managers instant insights into how their teams are using the platform? With Role-Based Dashboards, managers can:

  • Track who’s logging in, recognizing peers, and redeeming points.
  • Identify top performers and even open a recognition for them directly from the dashboard.

To set up these tailored views to track key metrics: 

  1. Go to the Admin portal, select Settings, then click Dashboards under the Insights section.
  2. Add a dashboard by clicking +Add Dashboard and choose a template.
    1. Monetary Manager
    2. Non-Monetary Manager
  3. Assign it to the relevant roles—like team managers—so they can track login activity, recognitions, and redemptions.

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