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Tune your signal noise budget

The Signals page is only as useful as the categories and weights feeding it. After a month or two of live use, every rep ends up in one of two states: the feed is firing too much (a category that pulls every junior backfill or minor reseller note), or the tiers feel wrong (Critical is surfacing things that do not actually matter for how the rep sells). This play is the 5 to 10 minute monthly tune-up that calibrates the categories to the rep’s actual book: prioritize the categories, decide which alert in real time versus stay quiet, re-weight the five factors that drive ranking, and add custom types for the gaps.

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What to expect

  • Timing. Roughly 5 to 10 minutes, once a month or after a notable noise spike.
  • Prerequisite. The rep has been using Signals long enough to have an opinion (typically two or three weeks of live signals). They land on Signals Settings via the gear icon in the top-right of the global Signals tab.
  • Outcome. A calibrated configuration: categories ordered to the book, risk set to real time and the rest quiet, the five scoring factors weighted to how the team sells, custom types filed under the right category, and the next week’s feed reflecting the change.

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Step-by-step

  1. Open Signals Settings. From the global Signals tab, click the gear icon in the top-right of the toolbar. Signals are organized into categories (such as Risk, Intent, and People), each with an enable switch, a drag handle for priority, and a bell toggle for real-time versus quiet. Below sits an Advanced panel for the scoring weights, and a Notification Channels card for delivery.
  1. Order the categories to your book. Drag the categories so the ones that move your deals sit at the top. This is the coarse dial, and it is usually the only one a well-tuned book needs. A locked category above your tier carries a lock badge naming the plan that unlocks it, rather than a hard cap.
  2. Scan recent fires by category. Open the global Signals page in another tab, switch to the tier view, and read down from Critical. The pattern to look for: which categories fired a lot but produced no acts, and which fired rarely but every one was useful. Noisy-without-value is the candidate to quiet or trim; useful-but-rare stays.
  3. Set real-time versus quiet per category. Back in Settings, use each category’s bell toggle deliberately: leave Risk on real time so it can interrupt you, and switch the categories that are valuable but not urgent to quiet so they collect in the feed you scan on your schedule. To trim within a category, expand it and turn off the individual types that are pulling noise.
  4. Re-weight the scoring factors if the tiers feel wrong. Open the Advanced panel and drag-rank the five factors that drive a signal’s tier: deal stage, close date, deal size, freshness, and category urgency. If your deals live or die on close date, rank it first, and the tiers re-sort across the whole team. There is a reset-to-defaults if you overtune.
  5. Add a custom type for a gap, filed under a category. Click Create custom signal, give it a name (such as “Sustainability filings” or “Layoff announcements”) and a short description, and assign it to a category so it inherits that category’s urgency and notification behavior. Custom types are a Core-and-above capability; on Starter the button explains which plan unlocks them.
  1. Confirm delivery and let it settle. In the Notification Channels card, confirm where signals are delivered (in-app, email, Slack). The page auto-saves as you go. Close it, and let the next fetch tick refresh the feed against the new configuration. The next morning Signals scan is the proof.

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Variations

If the rep is new to Signals and starting from scratch, the play is “order, don’t trim”: rank the categories that map most directly to the book, set only Risk to real time, and revisit in two weeks once there is a signal history to read against. If the rep is a manager tuning for a team, the highest-leverage move is the Advanced weights panel, since re-ranking the five factors re-sorts the tiers for every rep at once, rather than editing individual categories book by book.
  • Start the day with signals - the morning ritual this play tunes for; the proof that the tune-up worked.
  • Catch a signal as it fires - the live-Toast play whose interruption budget depends on the per-category real-time toggle set here.
  • Audit AI activity this week - the end-of-week play that surfaces the patterns this tune-up calibrates against.
  • Signals Settings - the canonical home for the categories, real-time toggles, scoring weights, and custom types this play tunes.
  • Signals - the surface this play feeds; the tier labels reflect the weights set here.
  • Notifications - the in-app delivery surface gated by the toggles set here.