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Daily Pulse and Weekly Digest

Nummbas sends daily summaries and a weekly email to help you keep up with your numbers.

Daily Financial Pulse

A morning summary of yesterday’s key business metrics, delivered according to your timezone setting.

Enabling Daily Pulse

  1. Go to Settings > Notifications
  2. Toggle Daily Financial Pulse on
  3. Choose Email, Mobile app, or Email and mobile app under Delivery

The summary uses your connected data. Mobile delivery also depends on your push notification settings.

Weekly Digest

A weekly email sent every Monday morning according to your timezone setting with a summary of the past week compared to the week before. It covers:

  • Revenue trend (this week vs. last week)
  • Cash runway update
  • Cash position
  • Top-performing product, when available
  • Best and worst ad campaigns, when available
  • A priority insight and the number of active insights

Enabling Weekly Digest

  1. Go to Settings > Notifications
  2. Toggle Weekly Email Digest on

Integration Alerts

In addition to the scheduled summaries, you can enable integration alerts that notify you when a connected platform needs attention.

Enabling Integration Alerts

  1. Go to Settings > Notifications
  2. Toggle Integration Alerts on
  3. Choose Email, Mobile app, or Email and mobile app under Delivery
Tip

All notification preferences are per-user, not per-organization. Each team member can choose which emails they want to receive.

Action Reminders

In Settings > Notifications, turn on Action reminders to receive a reminder for an open action and an update when its result is ready. Choose your delivery method. Email reminders need a verified email address; mobile reminders also follow your push notification setting.

What the Daily Pulse Email Contains

The Daily Pulse pulls data from all your connected integrations and includes the following:

  • Revenue — your total sales for the day across all connected e-commerce platforms (Shopify, WooCommerce, BigCommerce, Square, or Wix), so you can see if yesterday was a good or bad day
  • Orders — how many orders came in, giving you a quick sense of customer activity
  • Ad spend — how much you spent on advertising across Meta, Google, and TikTok, so you know what you are investing each day
  • Return on ad spend — how much revenue your ads generated compared to what you spent, telling you whether your ad dollars are paying off
  • Cash on hand — your current cash balance from Plaid, QuickBooks, or Xero, so you know where you stand
  • Net margin — what percentage of revenue remains after all expenses. This appears only when complete QuickBooks or Xero data is ready

Each metric includes a comparison to the previous day so you can quickly spot changes.

Best Practices

  • Keep all your key integrations connected. The Daily Pulse is most useful when it has data from your e-commerce platform, ad accounts, and accounting software. Missing integrations mean missing numbers.
  • Check it at the same time each day. Building a habit of reviewing your Pulse every morning helps you catch problems early, like a sudden drop in orders or a spike in ad spend, before they become bigger issues.
  • Use it as a trigger, not a deep analysis tool. The Daily Pulse is designed to give you a quick snapshot. If something looks off, log in to Nummbas to dig deeper into the full dashboard and reports.