Adding Alerts to KPI
Note:
You can set up email alerts to get notified when a KPI value on the dashboard reaches a particular threshold. The threshold is checked with each data load.
Note:Consider the following:
| • | You cannot add alerts to insights. |
| • | If you update a KPI that other users set alerts for, the update may affect the users' alert parameters. Deleting the KPI will delete the alerts. |
To add alerts to KPIs:
| 1. | Open the dashboard to which you want to add an alert to the KPI. |
| 2. | Hover over the KPI to which you want to add an alert. |
| 3. | Click the Set an alert on KPI change icon. The Email me when this KPI is dialog box opens. |
| 4. | Configure the alert parameters and click Set alert. |
Note:Alerts are always set in accordance with the current value of the date filter. For example, if the date filter is set to This month, the alert is set to Current month.
Keep Your KPI Alerts Relevant
To get only the relevant information and not to miss any important events, update the KPI alerts to meet your new requirements.
You may want to update the alert after the alert threshold has been reached. If the KPI value is cumulative, the alert threshold will only occur once. After it does, update the alert and set the threshold to a different number.
Example 1
You receive an alert when the sales amount goes above 1000. If you want to be notified again when the sales amount goes above 1500, update the KPI alert and set the threshold to 1500.
Example 2
You have daily data loads for the number of orders with an alert for 1000. You receive the alert only when the number crosses the threshold, that is, changes from a number less than 1000 to a number more than 1000.
|
Data Load |
Value |
Alert Triggered? |
|
Day 1 |
856 |
No |
|
Day 2 |
1159 |
Yes |
|
Day 3 |
1062 |
No |
|
Day 4 |
922 |
No |
|
Day 5 |
1333 |
Yes |