SalesEnginePro

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

↓ 15% from last week

Active Alerts

5 deals stalled 20+ days

high

5 items requiring attention

Missed follow-ups today

medium

3 items requiring attention

Conversion rate below target

medium

1 items requiring attention

Risk Alerts Report
Display active alerts based on risk factors such as stalled deals, missed follow-ups, or low conversion rates

Monitor critical risk factors and take preventive actions

Weekly Performance Summary
A weekly overview of all team activities, key performance metrics, and alert summaries

Review weekly team performance and trending metrics

Alert Categories

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
Alert Insights & Trends

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