Setup Email Notifications and Webhooks for KPIs

Setup alerts and notifications to keep your team informed about important changes of KPIs. Use webhooks to integrate with third party systems.

Owners of the goals, indicators, and initiatives will automatically receive notifications about relevant changes. Use Alerts to configure more specific notifications.

Access Alerts in BSC Designer

To access alerts in BSC Designer:

  1. Open any scorecard
  2. Click Tools > Alerts to activate Alerts tab
  3. Alerts and notifications for the Balanced Scorecard in BSC Designer

  4. Click the Add alert button
  5. Select required settings for an alert and click OK

Alert Settings

Change alert settings according to your needs:

Alerts dialog in BSC Designer

  • Name - a name for the new alert
  • Apply to... - apply alert to the whole scorecard or only for some specific KPIs in your scorecard
  • Alert type - decide what would be an event that will trigger an alert notification
  • Who will receive an alert - click the Add button to select users that need to get this alert
  • Max alert send frequency - define how often you want to get an alert

Webhooks

Alerts in BSC Designer can be configured to send out notifications as a webhook in JSON format.

To create a webhook URL:

  1. Log into your account
  2. Go to Settings > Integrations
  3. Click Add to add Webhook URL

To use a webhook:

  1. Open any scorecard
  2. Go to the Alerts tab
  3. Create a new alert
  4. Select the name of webhook for the Who will receive an alert option