Atrium's org chart allows you to automatically or custom group individual contributors under a current manager that extends back as far as that manager's start date.
However often there is data for reps that pre-dates the addition of a manager.
If you are looking to see the team-level data for a particular group of reps who pre-dated the current manager they're under, we recommend creating a custom group or a "continuity manager" (see below) in the org chart to assist with visualizing that information.
The "continuity manager" is a fake user record in the Atrium org chart that manages the team you would like to access so that it remains accessible in the org chart.
Creating the Continuity Manager User
Details
Atrium's org chart allows you to group teams under a manager in order to access team level data in metric cards. If you have a manager that has multiple groups or "teams" of individual contributors reporting to them, you can choose to Automatically Group, Custom Group, or Do Not Group.
When you "Automatically Group" direct reports under a manager, Atrium will automatically group users by their unique segment & discipline combination.
When you "Custom Group" direct reports under a manager, you can select which team members belong to each grouping.
When a manager has one of these groupings underneath them (either automatic or custom), Atrium allows you to access the "team level data" of that grouping so that you can view the totals and averages for that grouping (unique from all other teams or groups that report to the same manager).
- So for example, if Manager Jane had Customer Success reps and Account Executives reporting directly to her, Atrium would group these as two separate teams under Jane so that she could view the CSM team total and the AE team total individually. If you looked at the Team Jane total, it would include all of these reps together.
If all direct reports of that grouping are moved to another manager (resulting in that team being removed), Atrium still includes that team's data in the team totals and averages (during the time team members reported to that manager - learn more about Role History here). However, you can no longer access that grouping's total or average data isolated from the rest of that manager's team.
- So if Manager Jane hired a sales manager (Jake) and moved all of her AEs to report to them, the AE grouping under Jane would disappear. The AE's data would still be included in the Team Jane totals and averages, but she could no longer view the AE data independently of the entire team.
- While that data isn't lost, as a new manager, Jake may want to see the historic bookings of his AEs without having to mentally subtract the CSM team data.
If you are looking to see the data for a particular group of team members that previously were included in one of these dynamic or custom groupings (like Jane's AEs) we recommend creating a "continuity manager." The "continuity manager" is a fake user record in the Atrium org chart that manages the team you would like to access so that it remains accessible in the org chart.
Creating a Continuity Manager
Step 1: Create the “Continuity Manager” User
- Mask into the org and click on the name in the upper right corner
- Click “Add Employee"
- Click “Click here if employee is not in Salesforce”
- Add the details needed
- Add a manager name that makes sense - for example, you could name this team “Jane AE Team”
- Input a fake email address with the correct domain. For example (ManagerJane+1@domain.com) - include the “+” sign to make it easily recognizable
- Choose “no” on admin field
- Select the manager this continuity manager should report to. In the example above, this would be Manager Jane
- Choose Level: Manager
- Do not assign any current reports (we will fix the reports in a later step
- Click “Save”
- Edit the continuity manager's “Start Date” to the start date of this team (to make this easy, you could just give this user the same start date as their manager)
Step 2: Either assign the team OR update role history
- Adjust each IC’s role history to be managed by the newly created “continuity manager" user during the period they reported to the original manager.
- For ex. you would replace Manager Jane with the Manager Jane Continuity User. You would leave any other roles the same.
- Adjust the Current Manager’s manager to allow the current manager’s team data to be included in the “continuity” user’s target.
- Update the current manager’s role to report to the “continuity” manager If the current manager reports to the same real manager as the “continuity” manager.
- For ex. you would assign the new Sales Manager Jake to report to Manager Jane Continuity User so all of the AE's team data stays in the same grouping.
- For ex. you would assign the new Sales Manager Jake to report to Manager Jane Continuity User so all of the AE's team data stays in the same grouping.
- Update the current manager’s role to report to the “continuity” manager If the current manager reports to the same real manager as the “continuity” manager.
Step 3: Accessing team target’s data
You can use the "continuity" manager target to show the performance of the team under their original manager AND their current manager
In the example of Manager Jane, this would allow Jane to see the AE's data while they reported to her AND Sales Manager Jake. So she can view the performance of the team the entire time they have reported under Jane and also see their performance just under Jake.
- See image below to see how you can use these targets
Team 1: All historic AE data is included in this target WITH all the other teams that report to Manager Jane
Team 2: All historic AE data is included from when they started on Manager Jane's team to today
Team 3: All AE team data since they started reporting to Sales Manager Jake
Team 4: All of Sales Manager Jake's direct reports data since they started reporting to Jake (this is assuming Jake hires another manager who takes part of Jakes team as well)
Related Articles:
How Atrium Uses Role History in Team Totals and Team Averages
How to Use: People, Totals, and Averages in Atrium Card Views