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

Brandon.orme

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.

To view and Use Dashboards:

1. Go to the Admin portal.
2. Click My Dashboards to view data tailored to your role.
3. Set your favorite dashboard as default for easy access!

For a full guide, check out our support article on Role-Based Dashboards.