What notifications are available in DynamicAction?

Metric Alerts

  • KPI focused alert tailored to a specific area of business via Global Filters
  • Use as an extra set of eyes – when you receive the alert you can investigate why
  • Receive notifications when filtered metric falls outside the expected range

Scheduled Emails

  • Sent at a Cadence of your choosing (Daily, Weekly, Monthly) * Opportunity reports can only be sent weekly
  • Ideal for reports you consistently use, like a weekly recap report, top sellers, etc
  • Emails sent regardless of whether products are in the list

Item Alerts

  • Curated list of products you want to take action on based on your filters
  • No emails if no thresholds are met