Dashboard/Notifications

Overview

Notifications

Stay on top of every deal change, achievement, and system event

Today

9

Deal moved to Negotiation

HIGH
7m ago

Pulse Health Systems moved from Proposal to Negotiation

Quota milestone reached

32m ago

Sarah Chen hit 108% of monthly quota

High-risk deal alert

HIGH
1h ago

DataStream Analytics renewal shows 58% churn risk

New lead assigned

2h ago

Rebecca Lin from Northwind Trading assigned to you

Meeting reminder

3h ago

QBR with GlobalTech leadership in 30 minutes

CRM sync completed

4h ago

Salesforce sync completed successfully — 248 records updated

Forecast submitted

5h ago

Q3 forecast submitted by Mike Johnson — $1.8M committed

Stakeholder added

6h ago

Lisa Wong added as Champion on Acme Corporation

New comment on deal

8h ago

Marcus Bell commented on Robotics Vision Stack: "Pricing approval expected Friday"

Yesterday

3

Daily summary ready

Yesterday

Yesterday's performance summary is available for review

Deal closed won

Yesterday

CloudFirst Multi-Region Expansion closed for $178,000

Lead score increased

Yesterday

Rebecca Lin from Northwind Trading is now hot (score: 88)

This week

2

Weekly pipeline digest

2 days ago

Your weekly pipeline summary is ready

New mention in comment

3 days ago

You were mentioned by Emily Davis on Pulse Health Systems deal

Preferences

Choose what you want to be notified about

Deals

Deal stage changes

When a deal moves between stages

High-value deal alerts

Deals over $100k

Stalled deals

Deals with no activity for 14+ days

Deal won

When a deal is closed won

Achievements

Quota milestones

When reps hit 50%, 75%, 100% of quota

Win streaks

3+ wins in a row

Team records

New monthly or quarterly records

Risk & Alerts

High churn risk

Customer health drops below 60

Deal at risk

Risk score above 50

Quota shortfall

Reps tracking below 70% attainment

System

CRM sync status

Sync completions and failures

API key activity

New keys created or revoked

Failed login attempts

Security alerts

Delivery channels

In-app

Browser + mobile app

Email

sarah.chen@pipelinepilot.io

Slack

#sales-alerts channel

Webhook

2 active webhooks

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