Overview
Digests and alerts keep stakeholders informed without opening the dashboard. They work best when short, timed, and linked back to source views.
Use alerts for exceptions (spikes/dips); use digests for cadence (weekly/monthly).
Key Ideas
- Include the time range and a link to the full view.
- Cap digests at a few highlights and one chart.
- Make alert thresholds slightly conservative to avoid fatigue.
- Allow recipients to adjust frequency.
Simple Flow
- Define audiences and cadence.
- Choose 2–4 metrics to summarize.
- Attach CSV or snapshot when useful.
- Iterate based on feedback.
FAQs
- How do we avoid alert fatigue? Raise thresholds and bundle events; keep alerts meaningful and actionable.
- Should digests include raw data? Only when a team regularly works in spreadsheets—otherwise link to the dashboard.