What are Signals?

Signals point out customers, quotations and deals that may need your attention. Home shows how many there are; the Signals page shows each one with the reason it appears.

The four signals

Customer signals — from your customers' order history:

• Ready to reorder — a customer is around their usual time to buy a product again.
• Going quiet — a regular customer has not ordered within their usual buying pattern.

Sales signals — from your quotations and deals:

• Awaiting reply — a quotation was sent and no answer has been recorded yet.
• Stalled deals — an open deal has not moved within your stall period.

How RABT finds them

Each signal follows a fixed, written rule applied to your own records — the same data always gives the same result. Every row shows its evidence under Why RABT shows this: the purchases and gaps behind a customer signal, or the date a quotation was sent.

Signals describe what has already happened in your records. They do not guess what a customer intends, and they are not a forecast.

What you see

You see signals for the records you can see: a salesperson sees their own customers, quotations and deals; managers see the whole team. The day limits for Awaiting reply and Stalled deals are set in Settings → Company → Commercial rules.

What to do with a signal

Decide whether it needs action, then act on it — usually by creating a follow-up.