If you’re trying to keep tabs on your go-to-market (GTM) performance, the last thing you need is to keep refreshing dashboards or wading through noisy daily reports. Alerts are supposed to solve that—tell you what matters, when it matters, so you can actually do something about it. But most tools either drown you in noise or make it weirdly hard to set up anything useful.
If you’re using Revenoid, there’s actually a sane way to track your key GTM metrics and get custom alerts that don’t drive you nuts. This guide will walk you through setting up those alerts step by step, with some honest advice on what’s worth monitoring, what’s not, and how to avoid alert fatigue.
Why Custom Alerts (and Not Just Reports)?
Let’s be honest: nobody reads daily reports. At best, they get skimmed, and at worst, they’re filtered straight to a folder you never open. Custom alerts, on the other hand, tell you when something truly important happens—like a sudden drop in pipeline, a spike in churn, or conversion rates going off a cliff.
But not all alerts are created equal. The trick is to set up alerts that:
- Actually matter (not just “something happened”)
- Are actionable (you know what to do next)
- Don’t ping you for every blip or expected fluctuation
Revenoid’s alerting system is flexible, but it’s not magic. You still have to decide what’s worth your attention.
Step 1: Know Your GTM Metrics
Before you start fiddling with settings, get clear on what you really want to monitor. In GTM (go-to-market) terms, the usual suspects are:
- Pipeline generation (new opportunities, SQLs created)
- Closed-won revenue
- Conversion rates (lead to SQL, SQL to opportunity, etc.)
- Churn rate
- Sales cycle length
- Marketing qualified leads (MQLs)
Pro tip: Pick 2–4 metrics that actually map to your goals. Don’t try to boil the ocean. If you’re not sure, ask yourself, “If this metric went haywire, would I actually do something differently today?” If not, skip it.
Step 2: Get Your Data Flowing
Revenoid can’t alert on data it doesn’t have. Make sure your integrations are set up:
- CRM (like Salesforce, HubSpot): Connect so you can track pipeline, deals, and customer stages.
- Marketing tools (Marketo, Pardot, etc.): For MQLs and campaign data.
- Product analytics (if you care about usage metrics): Optional, but can be useful for churn.
To connect a data source in Revenoid: 1. Go to Settings → Integrations. 2. Pick your tool, click Connect, and follow the prompts. 3. Test the connection—seriously, don’t skip this. Broken integrations equal silent alerts.
If you’re stuck, Revenoid’s docs are decent, but don’t be afraid to ping support if things get weird.
Step 3: Find the Alerts Section
To set up alerts: 1. In the Revenoid dashboard, find the Alerts or Notifications tab. (They keep renaming it, but it’s usually in the main sidebar.) 2. Click Create Alert or the equivalent button.
You’ll land on a screen that lets you define what you want to watch and how you want to be notified.
Step 4: Define Your Alert Criteria
Here’s where most people overcomplicate things. Revenoid will let you set up alerts for pretty much any metric, but that doesn’t mean you should.
What to Set
- Thresholds: Set a number or percentage (e.g., “If pipeline drops below $500k this month” or “If churn rate jumps above 5%”).
- Trends: Some things are more useful as directional alerts (e.g., “If lead-to-SQL conversion drops by 20% week-over-week”).
- Frequency: Decide if you care about real-time, daily summaries, or weekly rollups. Real-time is great for true emergencies, but most things can wait.
What to Skip
- Vanity metrics: Page views, social likes—unless you’re launching a campaign and need to know immediately.
- “Noisy” alerts: Anything that triggers multiple times a day for normal fluctuations will just train you to ignore it.
Example: Setting Up a Pipeline Drop Alert
Let’s say you want to know if pipeline creation falls off a cliff.
- Metric: Pipeline created (total $ value)
- Condition: Drops below $500k in the current month
- Notification type: Immediate (Slack and email)
- Recipients: Sales ops, GTM leadership
- Cool-off period: At least 24 hours before alerting again, so you’re not spammed
Most alert screens in Revenoid let you set these in a few dropdowns. If you see an “Advanced” section, use it only if you really need to (like combining multiple criteria).
Step 5: Choose How You Get Notified
Revenoid gives you a few notification options:
- Email: Good for summaries, but don’t expect people to act instantly.
- Slack/Teams: Best for real-time, but only if your team actually pays attention to these channels.
- In-app: Fine for solo users, but out of sight, out of mind for most teams.
- Webhooks: For custom workflows, but unless you’re pretty technical, skip this.
Pro tip: Don’t notify everyone for everything. Send high-severity alerts to a small, responsible group. For everything else, keep it to weekly digests.
Step 6: Test Your Alert
Don’t just assume it works. Revenoid lets you preview or test most alerts. Use fake data or set a temporary threshold you know will trigger, then check:
- Did the right people get pinged?
- Was the message clear and actionable?
- Did it come through at the expected time?
If something’s off, tweak it now—before it matters.
Step 7: Review and Tune Regularly
The first week will probably be rough. You’ll get alerts you don’t care about, or you’ll realize you missed something important. That’s normal.
- Mute or delete useless alerts: If you ignore it twice, it’s not worth keeping.
- Adjust thresholds: If you’re getting pinged for every tiny fluctuation, the bar is too low.
- Add context: Good alert messages explain what happened and what to look at next. Don’t just send raw metrics.
Set a monthly calendar reminder to review which alerts you actually acted on. If an alert never triggers (or always triggers), it probably needs adjusting.
What’s Overhyped (and What Actually Works)
- Don’t set up 20+ alerts out of the gate. Start with your top 2–4. More alerts = more noise.
- Don’t trust “AI-powered” alerting to know what matters to your business. At best, it’ll point out anomalies; at worst, you’ll get “something changed” pings that don’t mean much.
- Do use combinations. For example, create an alert only if pipeline drops and win rate drops, to avoid false alarms from one-off deals slipping.
- Ignore “vanity” notifications. You don’t need to know every time someone fills out a form.
Pro Tips for Staying Sane
- Batch low-priority alerts. Weekly summaries are your friend.
- Rotate who gets urgent alerts. No one should be on call 24/7 for GTM metrics.
- Document why you set each alert. Helps when you forget months later.
Wrapping Up
Custom alerts in Revenoid can cut through the noise—if you keep them focused on what actually matters. Start small, test often, and don’t be afraid to turn things off. The goal isn’t to catch everything; it’s to catch what will actually change your next move. Keep your setup simple, and iterate as your business changes. That’s how you stay sane—and effective.