Setting alerts on a card

Referring to our Alert Strategy, one of the alerts needed is for when a customer's trailing 12-month sales fall below 50% for the prior 12 months. That way, the system watches and alerts us when a customer's sales dramatically drop.

Important Note

When creating alerts, it is good to create a card specifically supporting each alert. This allows the summary number to be tailored with beast modes for the alert condition. It also reduces the chances that someone may change the card summary number and inadvertently disable the alert.

The following are the steps to set this alert:

1. On the Sales dashboard, click on the Change In Sales by Account card gear dropdown and select Save as.
2. Enter Alert – Change in Sales by Account as the card title, check the Take me to the new card when I'm done option if it isn't already, then click SAVE in the Save as dialog.
3. Click the Analyzer icon, click and drag the Sales % Change...