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How can I set up my mandate in Sourcing by Signals?
How can I set up my mandate in Sourcing by Signals?
MyAnalyst avatar
Written by MyAnalyst
Updated over a week ago

Follow these simple steps to set up a Sourcing by Signals dashboard as per your mandate.

  • Go to the Sourcing by Signals section and click on "Set up a new board now" or click here.

  • On the configuration page, update the name and description of the board that you would like to set up.

  • In the Mandate section, select the desired values under Sectors, Geographies, Founded Years, Company stage, and Company keywords as shown below
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  • In the Metrics section, set up the desired threshold values for different performance metrics as shown below

  • In the feed setting you have the option to choose whether you would like to see updates from this board in your home dashboard feed

You can configure alerts for the desired frequency and then click on "Save and take me to my board" to effect these changes. You can also choose the widgets for which you want to receive alerts in Advanced Settings.

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