KPI Alerts - Automated Notifications¶
- Authors
- Created
01/02/2020
- Modified
12/20/2023
What is a KPI Alert?¶
KPI is an acronym used across many industries that stands for “Key Performance Indicator”. It is essentially a business metric important to your business that highly correlates to how well your business will perform. Therefore it is important to measure this metric so that you can react early to make any needed course corrections early to limit losses or maximize profits.
How are KPI Alerts Useful?¶
They can notify you when important events happen, but not bother you when everything is going according to plan. KPI Alerts can also be a very powerful way to have you and your staff proactively resolving issues rather than reacting to them.
What Are Some Examples of KPI Alerts?¶
Difference in Order Percentage Last Month Compared to Last Month of the Previous Year
Difference in Order Count (Percentage Wise) Over The Last Two Months
Any Upcoming FHA Payoffs Due Dates Where Checks Have Not Been Sent
Many others…
How Do I Setup a KPI Alert?¶
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How Do I Adjust the Criteria on an Existing KPI Alert?¶
To be filled in with annotated screenshots and a short video.