During recent Finance Analytics New User sessions, we asked attendees whether they were leveraging Alerts.
The results were eye-opening:
✅ 36% said Yes
❌ 34% said No
🤔 30% said "I'm not sure what Alerts do"
That means nearly two-thirds of respondents may not be fully using one of the most powerful monitoring capabilities in Finance Analytics.
So, what do Alerts actually do?
Saving a company to your Portfolio or a Folder keeps it organized and easy to find later.
Alerts take it a step further.
By attaching an Alert Profile, Finance Analytics can notify you when important changes occur, helping you stay informed without having to manually review every company.
A better question:
Instead of asking:
"Which alert profile should I use?"
Try asking:
"What changes would I want to know about if they happened tomorrow?"
Your answer depends on your role and responsibilities.
For example:
📌 Payment performance changes
📌 Credit score and rating updates
📌 Financial stress indicators
📌 New filings or legal events
📌 Changes to company details
There isn't a single "best" alert profile. The right strategy is the one that aligns with the risk signals your team cares about most.
Discussion Question
What types of business changes are most important for your team to monitor?
⬇️ Share your thoughts in the comments:
- Payment behavior?
- Score and rating changes?
- Financial health indicators?
- Public filings?
- Something else?
Your answers may help shape future training resources and Community content.