Martus Status Summary

Modified on Wed, 15 May 2024 at 02:14 PM


Use the Martus Status Summary to review your Martus Status Score

 

A perfect "100" indicates that you are using Martus well, are ensuring that your users have easy access to updated actuals, and that you have key budget components locked down.   


To Access your Martus Status Summary

Admin Reports > Martus Status Summary


Explanation of the Martus Status Score 

This score reflects your Martus configuration and usage.  Points are deducted as follows:

  • -10 if the Last Closed Month is more than three months in the past
  • -10 if any worksheets in the Dashboard budget are not locked
  • -30 if there is no default Dashboard for the current fiscal year
  • -30 if there are no recent logins (within the last 30 days)


Example of a Perfect 100 Martus Status Score


Example of a 90 Martus Status Score


  • The Dashboard budget (which is usually your approved and final budget!) has some unlocked worksheets subtracting 10 from their score for a total of 90 points 

Example of a 60 Martus Status Score


  • The Last Closed Month is several months in the past. Update this to the current month so that users will automatically see current actuals when they log into Martus. (A setting in the past like this means that users must take an extra step to choose a more current date when they review their reports.)
  • There is no default Dashboard budget set. This means that users either have to select the budget to be used for comparison on their reports, or that there is no budget available for them to see at all!


User Login Summary Widget

This widget shows important information about your Martus users, including:

  • Total Active users and total user licenses 
  • Number of users who have logged in within the past 30 days, 60 days, last year, and never.
  • There’s a link to the User List so that you can quickly update users, for example, inactivating users who have never logged in.
  • If no users have logged in the past 30 days, 10 points are deducted from your Martus Status Score. (In practice, this score deduction is only be made when this score is viewed by Martus Support, since you have to actually log in to see this screen!)

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