🟢 An updated version of this article is available here: Track KPIs using Monitoring & Alerts
The monitor boards will help you track your clients' metrics all in the same place. You can fill the boards with the most important KPIs and set targets for each of them. In one overview, you can see if one of your clients has a KPI with the state "red". You can even filter on the clients or boards.
Watch this short video or read through the instructions below to create a new Monitoring Dashboard:
How to create a Monitoring Dashboard
Steps:
Go to the Monitoring tab on the left side panel
Click on the "New Board" button
Add a KPI > Select data source > choose metric
Select a target for a KPI (optional)
Go back to the Monitoring page to overview the metrics per client.
You can filter the clients based on the state of their KPI.
You can also filter boards in the client context.
Getting Alerts for Your Boards!
You can easily subscribe to your boards by clicking on this button:
How do the notifications work?
Alerts are triggered per board, based on the status of all KPIs on that board.
You will receive an alert in the following scenarios:
When all KPIs on the board are green and the first one turns red.
When the last red KPI on the already red board turns green.
Important:
You will not receive an alert when you add a KPI with a red target, as this does not indicate a change in status.
If you add KPIs that are all green and later change one of their targets to red, you will also not receive an alert.
Still need help after reading this article?
Please explore our help center further or reach out to our support team (support@swydo.com).
You can also schedule a demo to get an answer to all your questions.
Happy reporting,
The Swydo Team
Happy Reporting!