Alerts can be configured to stay informed about the latest updates and changes in the forecast's performance.
Forecast alert template
Enabling the template alert results in a summary email being sent to the selected recipients, monthly, following each forecast update.
----------------------------------------------------------------------------------------
💡Refreshing the forecast manually won't trigger a new email alert.
----------------------------------------------------------------------------------------
Create alert
The 'Create an alert' functionality comes with two options:
Default alert
This monthly summary alert is delivered following each forecast update. Like the Template alert, manual refreshing does not trigger this alert.
Custom alert
A custom alert can be configured to track changes in either the Forecast status, Keyword status, or both, based on the user's choices.
Forecast status
Shows whether the Forecast’s progress relative to the chosen position range is Above Target, On Target, or Behind Target. The alert is triggered when the selected forecast status changes between updates, indicating movements toward or away from the set target, as follows:
Above Target: alert is triggered when the Forecast's actual performance exceeds the expected target.
On Target: alert is triggered when the Forecast's current performance aligns with the anticipated expectations.
Behind Target: alert is triggered when the Forecast's actual performance fails to achieve the predicted target.
Keyword status
Indicates whether the keywords are performing as expected in comparison to the position range set within the Forecast . The alert is triggered when there are changes in keyword performance between updates, indicating if they're moving closer to or further from the set targe, as follows:
Underperforming: alert triggers for keywords whose current performance is lower than the projected target.
Keyword on track: alert triggers for keywords whose current performance is in line with the anticipated target.
The forecasting alerts can be sent either to the selected email addresses or directly to the associated Slack account.
Do you have any other questions? Don’t hesitate to get in touch and we will keep building the FAQ.