How to create goals and alerts for any metric

Goals/alerts is a powerful feature for aligning your team on key business metrics as well as incentivizing teams to optimize their work

Goals can be assigned to any metric in Malartu and alerts can be sent to various endpoints when a goal threshold is crossed. 

Get started by setting your first goals:

How to create and set a goal

From a dashboard in View mode, select the options icon in the top right corner of any block and select "Create goals from metrics." This will create goals for any metric present within that block. 

From the goals and alerts page, select the Edit button on any goal to launch the settings modal

From the edit modal you can:

  • Rename the goal
  • Adjust the period
  • Set "Good" and "Bad" values

Goal Periods

When creating a goal, the goal period will default to the display increment of the block from which the goal was built. Changing the goal period will cause the goal to only display on blocks when the matching display increment is selected. 

For example, if you set a weekly web visits goal of 100, then switch your block option to "monthly" - you will need to create a new monthly web visits goal.

Good and Bad Values

Determining whether a metric moving up is good or bad is up to you as the user. Toggle the Above/Below dropdown below the respective Good and Bad fields to tell Malartu which movement is preferred. 

For example, for most companies, revenues moving up is "Good" and revenues moving down is "Bad." Compare this to expenses, where moving up is "Bad" and moving down is "Good."

Setting Thresholds

With the "Good" and "Bad" movements determined, you'll need to enter an acceptable range. When viewing goals on a dashboard, any metric that falls under or above the Good/Bad range will turn green/red depending on your settings. Metrics that fall between the range will remain black.

Note: Make sure to check your Good/Bad ranges make logical sense. For example, if you set your Web Visits goal to say, "Anything above 50 is good and anything below 75 is bad" - anything between 50 and 75 can exist in both states - which makes no sense.

See the example below of a goal being set:

How to visualize goals on your dashboard

With your goal created, navigate back to the board where the associated metrics have been used in a block.

From the block's options, toggle "Show goals." Depending on your block type you will see different displays of the goal:

Note: If you have multiple metrics within a block, the only way to visualize goals is when display type = table

How to create alerts from goals

Alerts are a powerful feature to notify you whenever a goal threshold is crossed. For example, when your web visits crosses over your goal of 340 during a week, or if your support team's response time drops below 5 minutes. 

Alerts can be sent via SMS, email, or Slack. Here's how:

  1. From a dashboard in view mode, select the options icon on any block that contains a goal and choose "View goals"
  2. Select the goal for which you'd like to set an alert
  3. Select "Manage alerts"

From the alerts modal you can give your alert a name, choose the type, and determine the address.

How to set an email alert

  1. Enter the email address where you want alerts on this goal to be sent.
    1. After selecting "Add alert" an alert confirmation email will be sent to that email.
  2. Select the confirmation link in the email. Your alert is now set!

How to set an SMS alert

  1. Enter the mobile number where you want alerts on this goal to be sent.
    1. After selecting "Add alert" an alert confirmation SMS will be sent to that mobile number.
  2. Select the confirmation link in the SMS. Your alert is now set!

How to set a Slack alert

  1. First you must create a Slack Webhook Address by following these instructions from Slack: https://slack.com/help/articles/115005265063-Incoming-WebHooks-for-Slack
  2. Copy your new webhook address and paste it into the alert modal.
  3. Select "Add alert." You should receive a confirmation notification to the specific channel that alerts are now setup.

Setting your alert schedules

All alerts are sent on a schedule (ie. 9am on Friday). To adjust this schedule, go to the goals and alerts page and select "Alert Schedule"

Adjust the day and time of each alert increment, from daily alerts to annual alerts. When finished, click Save.

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