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.
Note:
-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