EIL Alerts Tab User Guide
Overview
The Alerts tab warns you when an important business number moves off target, such as low retention, a mentor who is too full, or an overdue payment.
Instead of checking every tab, open this page to see what needs attention. The page is titled “Executive alerts.”
Where the Data Comes From
Alerts are calculated from the same data used by the dashboard’s other tabs:
- Client roster
- Invoiced
- Attention AI
The dashboard checks every rule automatically once an hour. You do not need to run anything.
When a problem is found, an alert opens. When the number returns within target, the alert closes automatically and disappears from the page.
What You See on the Page
Recent Alerts Bar
A scrolling strip at the top shows your open alerts one after another. Each entry includes:
- How long ago the alert started.
- Its source.
- A short message.
If everything is fine, the strip reads “Every tracked signal is within target right now.”
Summary Cards
When alerts are open, two summary cards appear.
| Card | What it shows |
|---|---|
| Open alerts | How many alerts are active right now. |
| Sources | How many different systems those alerts come from. |
Alert List
Each alert appears as a card showing:
- Rule name: For example, “Mentor capacity.”
- Start time and date: Such as “2h ago” and the date. Hover over the time to see the full date.
- Current numbers: A message describing the issue.
- Rule description: A short explanation of what the rule checks.
- Source and details: A source tag and extra information where available.
When There Are No Alerts
The page shows “No active alerts.”
This means everything is within target, or alerts are turned off in your preferences.
What the Alerts Check
| Alert | Trigger and source |
|---|---|
| Monthly enrollments | New clients this month fall below the monthly target. Source: Client roster. |
| Retention (12-month rolling) | Retention drops below the target. Source: Client roster. |
| Revenue YTD pace | Revenue so far this year falls behind the pace needed to reach the yearly goal. Source: Invoiced. |
| Member health | Client call sentiment over the last 30 days drops below the healthy floor. Source: Attention AI. |
| New client pace | New clients fall behind the pace needed to reach the yearly goal. Source: Client roster. |
| Payment status | A payment fails, a payment method changes, or an invoice goes unpaid. Source: Invoiced. |
| AR aging | Any money is overdue beyond the aging limit. Source: Invoiced. |
| Mentor capacity | Mentor slots reach the warning level. Source: Client roster. |
| Dropped members | Dropped members exceed the same period last year. Source: Client roster. This rule is not yet available. |
Important: Disabled alerts never send emails. Turning an alert off does not stop the hourly check; it only stops showing that alert to you.
Choose Which Alerts You Receive
Every person sets their own alert preferences. These settings only change what you see and receive by email.
Update Your Alert Preferences
- Select the alert settings button at the top right of the page.
- In the Alert preferences window, use the switch next to each alert to turn it on or off.
- Turn on Email me when an alert triggers if you want an email to your account address as soon as an enabled alert opens.
- Save your changes. A message confirms that your preferences were saved.
Important: Disabled alerts never send emails. Turning an alert off does not stop the hourly check, it only stops showing that alert to you.
Change Targets and Goals
Admin-level users only: Select Edit thresholds to open the window where the targets behind the alerts can be changed.
Changes apply immediately, require no technical update, and affect everyone.
Starting Threshold Values
| Setting | Starting value |
|---|---|
| Retention rate target | 55% |
| Member health sentiment floor | 70 |
| Mentor capacity warning | 90% |
| AR aging threshold | 60 days |
| Revenue YTD annual goal | $14,000,000 |
| New client annual goal | 200 |
| Monthly enrollment target | 12.5 |
| Attention utilization on-track cutoff | 70% |
Each field requires a number. Empty or invalid entries are flagged and cannot be saved.
Important: These values also determine what “on track” means on other tabs, including Revenue pace, Retention, Mentors, and the Roadmap.
FAQs
Why did an alert disappear?
The number returned within target, so the alert closed automatically. An alert also disappears from your view if you turn that rule off in your preferences.
Why am I not getting emails?
Check that Email me when an alert triggers is on and that the specific alert is enabled.
Emails are sent only when an alert newly opens, not on every hourly check.
Why does an alert say something different from another tab?
Alerts use the targets in the thresholds window. If a target has changed, other tabs use the same new value.
How quickly will a new problem show up?
Within about an hour, because checks run hourly.
Why can’t I see Edit thresholds?
Only admin-level users can change targets.
Why can’t I see this tab?
This tab requires the Alerts permission. Ask an admin to enable it for your account.