Stay current on the latest best practices and workflows to capitalize on within Monarch. These Instructor Led Training Sessions, available to Matrix Monarch users, play a pertinent role in helping users better navigate to and capitalize on the features and functionality of the system, all designed to empower users to sell smarter, faster, and more efficiently! See the list below to register for an upcoming session or click here to explore more options.
- Monarch in Your Workday – Managers– December 29th @ 2:00PM EST
- Monarch in your Workday – AE’s– December 30th @ 2:00PM EST
- Account List Management – Managers – January 5th @ 2:00PM EST
- Account List Management – AE’s – January 7th @ 2:00PM EST
- CRM – Managers & AE’s – January 12th @ 2:00PM EST
- Budgets – Managers and Applicable AE’s – January 13th @ 2:00PM EST
- Deals – Managers & AE’s – January 14th @ 2:00PM EST
- Reports – Managers & AE’s – January 19th @ 2:00PM EST
- Tagging & List Builder – Managers & AE’s – January 21st @ 2:00PM EST
- Monarch in Your Workday – Managers– January 26th @ 2:00PM EST
- Budgets – Managers and Applicable AE’s – January 27th @ 2:00PM EST
- Monarch in your Workday – AE’s– January 28th @ 2:00PM EST
If you're a Premium user, we have you covered too! Check out our available on-demand learning sessions HERE that cover an array of topics from list building and CRM, to reporting, forecasting, and more!
Resources Right at Your Fingertips
Monarch consistently adds the newest functionality to make things easier and faster for you to find sales wins! With the upgrades recently made to the efficiency and functionality of the reporting abilities through Monarch, did you know that you can create a personalized dashboard of data cards created from your favorite reports? This ability allows you to increase the personalization of your Home Page view and saves you time by giving you shortcuts to the reports you utilize the most.
Here’s how to set it up for yourself:
- Create a report and favorite it from any of the standard reports such as Pacing, Forecast, MYSH, or Activity Report.
- When creating your favorite report, set the option for "Display as a Data Card for my Home Page" to YES. What you name this report will appear as the name of the Data Card that will be created from it.
- Now that your favorite report is created, head back to the Home Page and add a new data card.
- You will see the option "Favorite Report" and once selected, you will be able to pick from any of the reports that you have favorited and selected to display as a Data Card.
- Selecting one of those reports will immediately load it as a data card with a miniature version of the chart from that report, maintaining all of the hierarchies, filters, and settings that you setup the favorite to have.
- You can now click through the Data Card that you just created in order to view the full report without the need to go to the reports page and run it separately.
- If you modify this favorite report from the reports page or by clicking through the Data Card, your Data Card will automatically inherit that new information (or be removed if deleted) on the next load.
- If you modify this favorite report from the reports page or by clicking through the Data Card, your Data Card will automatically inherit that new information (or be removed if deleted) on the next load.