Alerts & Notifications
Monitor system alerts, risk factors, performance trends, and team activity summaries
Active Alerts
3
1 high priority
Resolved This Week
12
85% resolution rate
Avg Response Time
2.4h
β 15% from last week
5 deals stalled 20+ days
high5 items requiring attention
Missed follow-ups today
medium3 items requiring attention
Conversion rate below target
medium1 items requiring attention
Monitor critical risk factors and take preventive actions
Review weekly team performance and trending metrics
Risk & Performance Alerts
- β’ Stalled Deals - Deals stuck in stage 20+ days
- β’ Missed Follow-ups - Overdue follow-up actions
- β’ Low Conversion Rates - Below-target conversion metrics
- β’ Pipeline Gaps - Insufficient deals in early stages
- β’ High-Value Deal Risks - At-risk deals over $100K
Summary & Activity Alerts
- β’ Weekly Performance - Activity and revenue summaries
- β’ Team Performance - Individual rep metrics and trends
- β’ Commission Updates - Earning and payout notifications
- β’ Forecast Adjustments - Revenue prediction changes
- β’ Milestone Achievements - Quota and target completions
System & Administrative
- β’ Data Updates - New records and modifications
- β’ User Actions - Login and access notifications
- β’ Report Generated - Scheduled report completions
- β’ Integration Updates - Third-party sync status
Notification Settings
- β’ Configure alert thresholds and triggers
- β’ Choose notification channels (email, in-app)
- β’ Set alert frequency and schedules
- β’ Manage notification preferences by alert type
5 High-Priority Alerts
Stalled deals requiring immediate attention - review risk factors and action plans
Strong Resolution Rate
85% of alerts resolved within SLA - team responding effectively to issues
Improved Response Time
Average response time decreased 15% week-over-week - faster issue resolution
