Matrix for Media

Monarch - Forecast Under Budget Alert Overview

This alert will pull in information if the Forecast total for the time-frame does no equal or exceed the Budget assigned. 

To set up the Forecast Under Budget Alert:

1. Navigate to Alerts from the Matrix Menu Bar.

2. Click Alert Settings on the left top.

3. Click (+) Add Alert.

4. Select Forecast Under Budget and click Next.

5. Set up the filters for the Alert and click Next.

6. Type in your Alert name and click Save.


-If you don't see the Alert that you just set up on the Dashboard, please log out of Matrix and log into again. 

-On the Alert‘s result page via Actions button, you can send an email to your Salespeople or add a Deal.

Keyword Search: Forecast, Budget, Alerts

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