Monarch - Alerts - Overview

Alerts are the tools that can help you closely monitor your data in Matrix such as Deals, Activity, Forecast, Billing, and Accounts. When the data fall within the criteria that you have set up, Matrix will notify you so you can take some actions before it is too late. There are two types of Alerts: Pains to avoid and Gains to seek. 

Alerts under Pains to avoid are something we need to monitor closely or take some action to avoid missing out some oppertunities. These Alerts are triggered as Red (Take Action) or Yellow (Watch Closly).

Alerts under Gains to seek are something great that we need to celebrate. These Alerts are triggered as Blue (Encourage) or Green (Celebrate).

Below are the Alerts that you can set up in Matrix. To view the instruction of how to create each Alert, please click on the Alert name listed below. 

Revenue

Deals/Forecast

  • Deals In Stage (Pains) - notifies you when a Deal enters a sales stage that you care about.
  • Deals Past Deals (Pains) - notifies you when pending business should have been closed but has not yet been.
  • Forecast Under Budget (Pains) - notifies you if the Forecast total for the time frame does not equal or exceed the Budget assigned.
  • Lingering Deals (Pains) - notifies you when Deals stay in some Sales stages longer than the time frame that you have defined.
  • Deals In Stage (Gains) - notifies you when a Deal enters a sales stage that you care about. 
  • Forecast Over Budget (Gains) - notifies you if the Forecast total for the time frame is more than the Budget assigned.

Accounts

Activities

  • Below Activity Threshold (Pains) - shows you the Salespeople name whose number of Activities is below the number that you have defined over some time frame. 
  • Above Activity Threshold (Gains) - shows you the Salespeople name whose number of Activities is above the number that you have defined over some time frame.
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