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Actions and their Assignees can be added based on additional rules (e.g., assignee differentiation by different levels of revenue or margin).
Watchers and Actions can now be created directly from within Sales and Customer Insights Dashboards
Contextual details, data and settings from the Dashboards are used to create an Action or Watcher​
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UPGRADE VALUE: This enhancement will provide users with real-time, relevant information and alerts that enable them to make informed decisions and take necessary actions based on the insights derived from the data. |
LEARN MORE: To learn more about this feature in Actionable Insights, click here to access the complete documentation.
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Dashboard Insights: This method allows users to create Watchers directly from Sales and Customer Insights Dashboards. It emphasizes the use of applied filters and settings, suggesting that users can customize the data they want to monitor based on specific dashboard configurations.
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NEW: The dashboard insights option for creating Watchers is NEW in Clover Club. |
Analytical Charts: Users can also create Watchers from within analytical charts. This implies that the charts themselves can be used as a starting point for setting up a Watcher, likely allowing users to focus on specific trends or data points that are visually represented in the charts.
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NEW: The Analytical Charts option for creating Watchers is NEW in Clover Club. |
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Once a Watcher detects something of interest through any of these three methods, there are mechanisms in place for users to take action based on those insights, whether it's to capitalize on an opportunity or to address a potential risk.
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UPGRADE VALUE: Through these enhancements of allowing different methods to create watchers, users can customize their monitoring and alerting processes to suit their specific business needs and operational preferences. |
LEARN MORE: To learn more about this feature in Actionable Insights, click here to access the complete documentation.
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In summary, this feature enhances the interactivity and functionality of charts by allowing users to create context-sensitive actions and notifications, and it is designed to be flexible across different chart types and user-defined rules.
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UPGRADE VALUE: By offering real-time monitoring and alerting capabilities directly within the visual context of charts, this feature allows users to quickly identify important insights and take immediate actions based on the data, leading to more informed decision-making and proactive management. |