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Smart Alerts
Note: Available on Growth, Scale, and Power plans.
Smart Alerts let you create custom rules that send email and push notifications when specific financial thresholds are crossed.
Enabling Smart Alerts
- Go to Settings > Notifications
- Toggle Smart Alerts on
- Go to Settings > Smart Alerts to create your rules
Creating an Alert Rule
Each alert rule has four settings:
| Setting | Description |
|---|---|
| Name | A descriptive name for the alert (e.g., "Revenue below 50K") |
| Metric | The financial metric to monitor (grouped by category) |
| Condition | The comparison operator: less than, greater than, less than or equal, greater than or equal |
| Threshold | The numeric value that triggers the alert |
| Cooldown | How often the alert can fire: 1 hour, 6 hours, 24 hours, or 7 days |
Available Metrics
32 metrics are available across 10 categories:
| Category | Metrics |
|---|---|
| Cash | Cash Runway, Cash Balance, Total Debt |
| Revenue | Revenue (90d), Average Order Value, Order Count, Refund Rate |
| Profit | Net Profit Margin, Gross Margin |
| Expenses | Total Expenses (90d) |
| Ads | Blended ROAS, Total Ad Spend, Cost Per Acquisition, Meta Ads ROAS, Google Ads ROAS, TikTok Ads ROAS |
| Email Open Rate, Email Click Rate, Email Revenue, Email List Size | |
| Subscriptions | Monthly Recurring Revenue (MRR), Active Subscriptions, Subscription Churn Rate, Failed Charges |
| Fulfillment | Avg Shipping Cost, Total Shipping Spend, Shipping as % of Revenue |
| Inventory | Inventory Value |
| Payments | Stripe Disputes, Square Disputes, Stripe Processed Volume, Square Processed Volume |
Quick Add Templates
13 preset templates are available to get started quickly. Only templates that are not already active are shown. Presets include common configurations like Low Cash Runway, Order Volume Drop, MRR Dropping, High Subscription Churn, and more.
Managing Alerts
- Toggle — enable or disable individual rules without deleting them
- Edit — modify the name, metric, condition, threshold, or cooldown
- Delete — permanently remove a rule
- Last Triggered — see when the rule last sent a notification
Limits
You can create up to 20 alert rules per organization.
How Alerts Are Delivered
When a rule is triggered, Nummbas sends:
- Email — a formatted email with the alert details, current value, and a link to your dashboard
- Push notification — a notification to the Nummbas mobile app (if installed)
Only team members with Smart Alerts enabled in their notification preferences will receive alerts.
Metric Units
Metrics are displayed with the appropriate unit:
- Currency — dollar amounts (e.g., revenue, expenses)
- Percentage — rates (e.g., margin, refund rate)
- Multiplier — ratios (e.g., ROAS shown as 2.5x)
- Days — time metrics (e.g., cash runway)
- Count — numeric counts (e.g., orders, disputes)