How to create a new alert via the Alerts menu

You can set alerts and notifications on 2 levels. In the video below, we show you how to set both alerts via the alert menu.

 

Alerts can be set on KPI level and Product level:

  • KPI level alertreceive an alert when the specified condition for the selected KPI is met. You use this alert when you want to receive a notification when i.e. a retailer, brand, or other such 'aggregation level' hits a certain threshold.
    I.e., show the retailers for which the availability rate drops below 80%.
  • Product level alertreceive an alert when the specified condition for at least 1 individual brand is met. You use this alert type when you want to be notified when an individual product (or multiple products) hit a certain threshold.
    I.e., show the specific product(s) for which the availability drops below 80%.

The steps to create a new alert:

  • If you choose 'KPI Level Alert':
    • Choose the preferred notification method(s);
      Notification method KPI
    • Select users whom we should notify;
      Receivers KPI alert
    • Indicate the title of your alert (max. 100 characters);
      Title KPI alert
    • Choose the aggregation function;Aggregation Alert
    • Select a KPI on which you want to set the alert;KPI
    • Determine where you want to set the KPI alert;
      Where KPI
    • Select a Date preset: When you select "Today", the tool checks whether the data collection for today - for that selection - is already complete and (if yes) do the check and then send an alert;Date Preset alert
    • Set a threshold condition and value;Treshold value KPI
    • Click 'Save'.
  • If you choose 'Product Level Alert':
    • Choose the preferred notification method(s);
      Notification Product Level Alert
    • Select users whom we should notify;
      Receivers Product Level Alert
    • Indicate the title of your alert (max. 100 characters);
      Title Product Level Alert
    • Select a KPI or Product on which you want to set the alert;KPI Product Level Alert
    • Select a Date preset: When you select "Today", the tool checks whether the data collection for today - for that selection - is already complete and (if yes) do the check and then send an alert;Date product level alert
    • Set a threshold condition and value;
      Treshold condition product level alert
    • Click 'Save'.