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
- Account Spending Not Spending By Outlet (Pains) - shows you any Accounts that are or are not spending on the Outlets of your choosing.
- Account Spending Not Spending By Rev Type (Pains) - shows you any Accounts that are or are not spending on the Revenue Types you choose.
- Accounts Without Future Billing (Pains) - shows you the list of Accounts that do not have future billing within the selected time frame.
- Category Trending Down Threshold (Pains) - shows you the list of Categories whose revenue rank is lower than the previous time frame of your choosing.
- Should Have Booked By Now (Pains) - shows you the list of accounts that have booked last year, but no booked this year for the next 3 or 6 months.
- Win-Back Accounts (Pains) - shows you the accounts that billed in the past (you define the months since last billing) but are not actively on the books.
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
- Leads and Prospects Above Threshold (Pains) - notifies you when the number of Leads and Prospects is more than the number that you have defined.
- Leads and Prospects below Threshold (Pains) - notifies you when the number of Leads and Prospects is less than the number that you have defined.
- Quite Accounts (Pains) - shows you the list of accounts that haven't had activity within some number of days.
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.