This Alert will show you the accounts that have booked in the next 3 or 6 months last year, but at least one month has $0 booked in the next 3 or 6 months this year. It also shows the total of forecast this year for the next 3 or 6 months.
To set up the Should Have Booked By Now Alert, please follow the below steps:
1. Navigate to the Alerts from the Navigation Panel on the left-hand side of your screen.
2. Click the Alert Settings on the right top of your screen.
3. Click (+) Add Alert.
4. Select Should Have Booked By Now and click Next.
5. Set up the filters below for the Alert and click Next.
- I have accounts where at least one month has $0 booked in the next *: select the number of months that you wish the see the booked.
- Offices *: select the desired Office that you wish to see the booked.
- Outels *: select the desired Outlet that you wish to see the booked.
- Salespeople *: select the desired Salespeople that you wish to see the booked.
- Rev Types *: select the desired Rev Types that you wish to see the booked.
- Select Threshold Severity: select the color that you wish the Alert to be triggered as.
6. Type in your Alert name and click Save.
Notes:
- If you don't see the Alert that you just added on the Alerts Dashboard, please log out of Matrix and log in again. To log out, click your name on the top right corner and select Log Out.
- On the Alert‘s result page via the Actions button, you can send an email to your Salesperson, add Deal or Activity.
- On the Alert's result page, you can export the alert result into the Excel file by clicking on .CSV button on the right top of the screen.
