If you’re in sales ops, a frontline manager, or just tired of babysitting dashboards, this is for you. Setting up automated sales performance alerts should make your life easier, not bury you under a pile of useless notifications. Here’s how to actually get value out of Atriumhq’s alerting features—what to do, what to skip, and how to avoid common headaches.
Why Bother With Automated Alerts?
If you’ve ever missed a rep falling behind—or got blindsided by a deal slipping through the cracks—you know why. The idea is simple: set up alerts that flag important changes in sales performance, so you can jump in before things go sideways.
But here’s the catch: most systems will spam you with noise if you’re not careful. The trick is to set up alerts that are actually useful.
What You Need Before You Start
Before you dive into Atriumhq (here’s the link), make sure you’ve got a few basics in place:
- Your sales team structure should be up-to-date. Alerts are only as good as your data, so if you’ve got old team assignments, fix them first.
- Your key metrics are clear. Decide what matters—activity levels, pipeline changes, win rates, or something else.
- You know who needs to be notified. Not every alert needs to go to every manager.
If you’re missing any of the above, pause and sort that out first. Otherwise you’ll just frustrate everyone with bad info.
Step 1: Log In And Head To The Alerts Section
- Go to your Atriumhq dashboard.
- Look for the “Alerts” or “Notifications” section in the main menu (names change from time to time, but it’s usually obvious).
- Click to open the Alert configuration area.
Pro tip: If you can’t find it, use the search bar—Atriumhq’s menus are dense.
Step 2: Pick The Right Metrics
Atriumhq tracks a ton of stuff. That’s both a blessing and a curse. Don’t turn on every possible alert.
Focus on metrics that actually move the needle, like:
- Meetings booked or completed
- New pipeline created
- Opportunities advanced or stuck
- Win rates and sales cycles
- Rep activity drop-offs
Avoid vanity metrics. Do you really need an alert every time an email’s sent? Probably not.
How to choose:
- Think about the moments you wish you’d known about sooner in the past.
- Ask your managers what they want to see—don’t just guess.
- Start with 2-3 key metrics per team; expand later if you need to.
Step 3: Set Alert Conditions (Without Overdoing It)
This is where most people mess up. If you set the bar too low, you’ll get pinged constantly. If you set it too high, nothing ever triggers.
Common alert conditions:
- Thresholds: e.g., “If meetings booked drops below 5 this week.”
- Trends: e.g., “If pipeline created falls 25% week-over-week.”
- Comparisons: e.g., “If a rep is 2 standard deviations below team average.”
What actually works:
- Thresholds for critical activities (like zero meetings booked)
- Trend alerts for downward movement (not just one-off dips)
- Peer comparison for outliers (so you spot the rep who’s suddenly off pace)
What to ignore:
- Alerts for every minor fluctuation. You’ll just tune them out.
- “All activity” alerts unless you’re running a very small team.
Pro tip: Set a “cooldown” period so you don’t get 10 alerts for the same problem.
Step 4: Choose Who Gets Notified (And How)
Nobody wants to be on the wrong end of alert spam. Be targeted.
- Managers should get team-level alerts.
- Reps should only get alerts about themselves, and only if it’s constructive.
- Ops and admins—think carefully before opting in.
Most tools let you pick between email, Slack, or in-app. Email is easy to miss. Slack is good if your team lives there, but can also get noisy.
What works best? For urgent stuff, use Slack or Teams. For regular summaries, email is fine.
Step 5: Test Your Alerts (Don’t Skip This)
This step is boring but saves you headaches.
- Trigger a couple of test alerts (Atriumhq usually has a “preview” or “test” function).
- Check: Are you getting the alert? Is it clear what action you should take?
- Ask a manager or rep to confirm they’re seeing what you want them to see.
- Fine-tune the conditions if you’re getting too many (or too few) pings.
Pro tip: If your inbox or Slack explodes, turn things down before rolling out to everyone.
Step 6: Review And Iterate
Set a calendar reminder for a few weeks out. Pull up your alerts:
- Which ones are being ignored?
- Are there any false alarms?
- Did any actually help you catch a problem early?
Kill or adjust the duds. Don’t be precious—alert fatigue is real.
What Works (And What Doesn’t)
What works:
- Tight, focused alerts on leading indicators (not just lagging results)
- Letting managers customize their own alerts
- Regularly pruning or tweaking alerts as your team changes
What doesn’t:
- Blanket alerts on every metric—nobody reads them
- “Set and forget” mentality—you’ll end up with outdated, noisy alerts
- Over-reliance on email—people ignore them
Stuff to ignore:
- Hyper-specific alerts (“notify me if a rep books exactly 3.7 meetings on Tuesdays”)—it’s not worth it
- Turning on everything “just to see”—you’ll regret it
A Few Real-World Tips
- Start simple. One or two well-tuned alerts beat ten noisy ones.
- Ask your team. If they say they’re ignoring alerts, believe them.
- Document your logic. If you leave, the next person will thank you.
- Review quarterly. Teams change, quotas shift, and your alerts should too.
Wrapping Up
Automated alerts in Atriumhq can be a game-changer—or just another inbox headache. The trick is to set up only what you’ll actually use. Start small, tune as you go, and don’t be afraid to kill alerts that aren’t helping. Keep it simple, keep it actionable, and you’ll spend less time reacting and more time coaching.
Now go turn off those old “weekly activity summary” emails. You won’t miss them.