The Monetary Manager Dashboard serves as a comprehensive information hub, empowering managers with valuable insights to optimize recognition strategies and encourage their team’s platform engagement. This dashboard meticulously breaks down specific metrics related to user recognitions, platform utilization, and point distribution within the team. Refer to this article for more information on each section of the dashboard.
Note - To gain access or determine who has access to this dashboard, Super Admins will need to manage this in the Dashboard Manager in Admin settings.
Navigating to the Dashboard
To access the Monetary Manager Dashboard:
- Select the “Admin” button at the bottom of the left navigation menu.
- If you are already in the admin portal, click “Insights” then “Dashboard” from the left navigation menu.
- If you have access to a single dashboard, it will be prominently displayed. However, if you have access to multiple dashboards, navigate to the “Dashboards” dropdown menu, and then select “Manager Dashboard - Monetary.”
Data Filter
Tailor the data by utilizing the following time period filters:
- This Week: Includes data from Monday till the current day.
- This Month: Encompasses data from the beginning of the month up to the present date.
- 30 Days: Filters data from the last 30 days.
- 90 Days: Provides insights based on the data accumulated over the last 90 days.
- This Quarter: Includes data from the beginning of the quarter up to the present date.
- This Year: Offers a comprehensive overview of the data accumulated from the beginning of the year up to the present date.
- Last Week: Provides data from the prior week days.
- Last Month
- Last Quarter
- Last Year
- Custom: Displays data from the time frame of your choosing.
After selecting the desired date filter, click “Run Dashboard.”
Personal
Gain a quick overview of your own performance metrics, providing a snapshot of your impact and effectiveness on the platform.This section summarizes data points specific to the viewer of the dashboard. These include: Recognitions Given, Recognitions Received, Total Points Awarded, and Pending Approvals.
Team
This section allows leaders to gain insights into the recognition data of their team members. For roles higher up in the organizational hierarchy, data can be filtered by specific groups using the data visibility dropdown menu, which offers the following options:
- Immediate Reports: View data for users who directly report to you.
- All Reports: Access data for all users within your downline in the organization's hierarchy.
- Everyone: See comprehensive data for the entire organization.
- Peers: Review data for colleagues under the same manager.
Recognitions
Catch a glimpse into the recognition data of your direct reports or filtered group in the filtered time period. The presented data includes:
- # of recognitions given by the team
- # of recognitions the team received
- The person that gave the most recognitions
- The person that gave the least amount of recognitions
- The person who received the most amount of recognitions
- The person that received the least amount of recognitions
Recognition Summary
The Recognition Summary provides an overview of the recognitions given and received by each user, including the dates of the most recent recognitions. It also shows the number of comments and reactions each user has made in the social feed.
To easily recognize users presented in the Recognition Summary:
- Hover over a user's full name.
- Click on the trophy icon that appears to open the recognition form.
This feature helps managers easily recognize and reward users based on their engagement and recognition data.
To download Recognition Summary data as a CSV file:
- Click the three-dot icon in the upper-right corner of the widget.
- Choose to either download the CSV file directly or have it sent to your email.
Top Tags Received
For organizations leveraging hashtags, the Hashtags chart visually represents the frequency of hashtags received by the team.
Ultimately, this section aims to help you dive into detailed data illuminating how users are recognizing their peers and understand the dynamics of positive interactions within your team. Easily recognize any user presented in this section with the blue Recognize links.
Platform Usage
Explore insights into platform usage patterns, helping you identify trends and areas for improvement in engagement strategies.
Engagement Graph
The Engagement graph is a powerful tool that gives managers insight into how their direct reports are engaging with recognition programs on the Awardco platform. This graph displays the recognition status, which is determined by four weighted factors:
- Frequency - how often teammates are recognizing
- Specificity - the length and uniqueness of each recognition
- Variety - how often team members are recognizing people from various teams in your organization
- Budget use - taking into account users who have budget access, and if they are using those budgets each month
Each of the factors above are weighted to provide an engagement status. The line graph displays a level of engagement over the span of the last six months. Summaries above the graph highlight the areas in which the team or set of users is performing the best and provide suggestions on how to improve their engagement with recognition.
For this data to appear, the Engagement widget must be enabled. Follow the instructions in the Team Recognition Summary Widget and Email article for guidance.
Upcoming Milestones
Stay well-informed about upcoming milestones within your team to ensure timely recognition for achievements and accomplishments. Utilize the icons located to the right of teammate names to seamlessly sign MemoryBooks, extend birthday wishes, or offer congratulations to new employees on their first day!
Logins
Easily monitor the frequency of logins among your team members, gaining valuable insights into their engagement with the platform. The table in this section provides an overview, including employee names, the date of their last platform login, and the number of days elapsed since their last login.
Points
The bar graph here shows a point comparison between the filtered users. The x-axis displays the name of each user and the y-axis shows the number of points. Use the check boxes to view data for only certain users. Order the data alphabetically or in order of quantity using the drop-down menu on the right. Group point comparison data by users, country, supervisor, role, and metadata using the drop down menu in the center. Compare either points Awarded, Redeemed, or Remaining using the toggle to the left.
If you have any questions, please contact Awardco Admin Support.