Radar
Radar watches your records for problems that need attention, such as a deal stuck in a stage or a ticket about to breach its SLA. Instead of searching reports for every risk, Radar checks records on a schedule and creates a finding with its evidence, severity, and history.
Work with findings
Section titled “Work with findings”Open Analytics → Radar to see findings in three tabs: Open, Snoozed, and Resolved. Filter by severity (Critical, High, Medium, Low, Info) or by record type (deals, tickets, projects, orders, and conversations).
Findings come from two kinds of detectors:
- Built-in detectors: Stage Health (records that stall in a pipeline stage), Ticket SLA, and Inbox SLA.
- Monitors you create (see below).
Open a finding to see:
- the affected record and the detector that found it;
- when it was first and most recently detected;
- a summary and the evidence behind it;
- risk, impact, urgency, priority, and confidence, when scoring is available;
- the full history of what happened to it.
On an active finding you can Acknowledge, Snooze, Resolve, or Dismiss it. Snooze when the issue is real but should come back later; resolve when the problem has been handled; dismiss when it should not be acted on. Click Ask Fox to discuss the finding with Fox next to the evidence.
Deal, ticket, order, and listing records also show a Radar Findings card, so you can see open findings without leaving the record.
Monitors
Section titled “Monitors”Click Monitors on the Radar page to manage your own detectors. Click New monitor and start from a template, or build one from scratch for contacts, accounts, deals, tickets, invoices, or inbox conversations.
A monitor defines:
| Section | What you set |
|---|---|
| Conditions | Which records to check, using native or custom-property conditions |
| Signals | Risk signals and scoring, such as days since last activity, days in current stage, close date changes, or upcoming activities (where the record type supports them) |
| Schedule | Hourly, daily, or weekly, with a time and weekday where relevant |
| Delivery | Inbox only (findings stay in Radar) or Notify immediately, a minimum severity, and a cooldown in hours |
| Who gets told | The record owner, optionally with admins as a fallback when nobody owns the record |
Turn on Open a Fox conversation with each recipient to have Fox start an evidence-backed chat when a finding passes the minimum severity.
Preview tests your unsaved changes against real records without creating findings. Run now evaluates the monitor right away, and Runs lists recent evaluations and the findings each one changed.
Monitor status
Section titled “Monitor status”| Status | Behavior |
|---|---|
| Draft | Being set up; does not run |
| Shadow | Runs and records results, but does not notify anyone |
| Live | Runs, creates findings, and delivers them |
| Paused | Stopped until you resume it |
| Archived | Retired |
Use shadow mode to check that a new monitor finds the right records before you go live.
Permissions
Section titled “Permissions”| Permission | Allows |
|---|---|
radar.view |
Open Radar and see findings |
radar.resolve |
Acknowledge, snooze, resolve, and dismiss findings |
radar.manage |
Create, edit, run, and change the status of monitors |
Radar is included with Pro seats; see Plans & Add-ons.