Table of Content

ALERTS

Get Alerted When Your Numbers Are Down or Goals Are Off-Track

It’s easy to miss something when you spend most of your day in meetings or reviewing top-line data. Using Alerts can help you stay on top of leading indicators so that you know when something needs fixing… or celebrating.

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After reading this guide, you’ll understand…

  • Why it’s important for every team member to be keyed to individual alerts
  • The differences in needs between leading vs. lagging indicators
  • Ways agencies can build out robust notification systems to keep clients happy
PAIN POINTS AND SOLUTIONS

Your data doesn’t care that it’s the weekend

Modern business has become asynchronous… even your data. But this means reviewing performance weekly or monthly isn’t enough. Without an alert system in place, your team is left…

  • In waiting mode – if your meeting cadence defines when you look at your numbers, that means precious time is spent waiting to discuss issues (instead of working on them).
  • Pulling overtime – When your ad platform goes haywire, key team members get pulled into solving data puzzles after-hours.
  • Handling anxious clients – Trust breaks down with each emergency your client has to be involved in.

When you set up an alerts system in Databox, you’re suddenly able to…

  • Get ahead of downward trends – orem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
  • Pulling overtime – When your ad platform goes haywire, key team members get pulled into solving data puzzles after-hours.
  • Keep clients care-free – Trust breaks down with each emergency your client has to be involved in.

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USE CASES

Create a “Something is Wrong” Alert for Your Personal KPIs

When every team member feels responsible for their own KPIs, ownership increases across the organization. This creates a wide and secure safety net that builds trust laterally (peer to peer) and vertically (direct report to manager).

Before setting up an alert for any of your KPIs, it’s important to have a few things decided first:

  • What metrics are you personally responsible for? Make a list of 2-3. 
  • Decide on a value for those metrics that means “something is definitely wrong, but it can still be fixed”. If the values aren’t a little scary, it isn’t pressing enough for an alert. But if they’re too scary, there may not be hope in solving the issue.
  • Are these values based on daily, weekly, or monthly reporting? Make a quick note of the time period for each.
  • Got those values ready to go? Let’s set up your first alerts.

Before setting up an alert for any of your KPIs, it’s important to have a few things decided first:

  • Choose your first metric to build an alert for. You can search by the name of the metric, the data source, or click on Metric type > Favorite to find any metrics you’ve previously favorited.
  • Use the numbers you chose as the condition and qualifier. You can choose from…
    • Less than or greater than = a specific number
    • Decreased or increased by more than = a specific change in the number
    • % has decreased or increased by more than = a specific percentage change in the number, both positive and negative
  • Select the time period.
  • Choose your delivery method.
  • Hit Save. Your first alert has been created!

USE CASES

3 Quick Tips & Tricks

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