SD-301f · Module 2
Health Alert Configuration
3 min read
The alert system is the active monitoring layer. The dashboard is passive — someone has to look at it. Alerts push the information to the right person when the threshold is breached. Three alert categories for pipeline health. Coverage alert: triggered when stage-weighted coverage drops below 2.5x for any rep or the overall team. Velocity alert: triggered when pipeline velocity drops more than 15% week over week. Aging alert: triggered when any deal exceeds 2x the stage time benchmark. Each alert includes context: which metric triggered it, the current value, the threshold, and the specific deals involved.
Do This
- Set thresholds based on historical data, not arbitrary round numbers
- Include specific deal references in every alert so the recipient can act immediately
- Review alert effectiveness monthly — if more than 30% of alerts are ignored, the thresholds are wrong
Avoid This
- Alert on every minor fluctuation — daily pipeline movement is normal, only sustained deviations matter
- Send generic alerts without context — "pipeline coverage is low" is not actionable
- Set thresholds so aggressively that alerts fire daily and the team ignores them