Smart Alerts
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
Choose Add rule. Each rule has five settings:
| Setting | Description |
|---|---|
| Name | A descriptive name for the alert (e.g., "Revenue below 50K") |
| Metric | The financial metric to monitor; search the chooser to find it |
| 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
40 metrics are available across 12 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 (90d), Cost Per Acquisition, Meta Ads ROAS, Google Ads ROAS, TikTok Ads ROAS, Pinterest Ads ROAS, Snapchat 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, Avg Shipping Cost (ShipStation), Total Shipping Spend (ShipStation) |
| Inventory | Inventory Value |
| Payments | Stripe Disputes, Square Disputes, Stripe Processed Volume, Square Processed Volume |
| Support | Support Tickets (90d), CSAT Score |
| Returns | Total Returns (90d), Return Refunds (90d) |
Quick Add Templates
Choose Browse templates to open preset rules. 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: amounts such as revenue and expenses. An alert keeps the amount and currency you set, and if the figure later shows in another currency, Nummbas converts your amount at that day's exchange rate to compare.
- 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)
Ad alerts
On the Growth and Scale plans, Nummbas checks your ad accounts each morning from 7:00 in your business's time zone, and checks for account problems and rejected ads every hour. Alerts appear in Marketing Performance Center, on the Alerts page under Changes and alerts, and in the bell at the top of the dashboard. They are sent by email and to the mobile app, following each person's Smart Alerts choice in Settings.
| Alert | When it starts | Default |
|---|---|---|
| Spending with no credited orders | A campaign or ad set spends at least the minimum spend in the last days checked, with no orders credited to it | 1.5 times your ad spend per paid order, over 3 days |
| Losing money after ads | A campaign loses at least the minimum loss after ad spend over the last 7 days | Your ad spend per paid order |
| Spending jumped | Yesterday's ad spend is at least the chosen percentage above the daily average of the 7 days before, and at least the minimum amount above that average | 50%, and your ad spend per paid order |
| Ad account stopped spending | An ad account spent nothing yesterday after spending on each of the 7 days before, or the ad platform reports a payment problem, or disables or closes the account | On |
| Ad rejected | The ad platform rejects an ad that is running or spent in the last 30 days | On |
Ad spend per paid order is your ad spend over the last 30 days divided by the orders credited to your ads, not counting orders from email, search results or other channels. If no orders are credited to your ads yet, the alerts that use this amount stay off until you enter one.
The figures use last click with a 30-day window. Choose an alert about spending or orders to open its account, campaign or ad set under Ads with the same dates and credit model, so the numbers match. Owners and admins can change the thresholds in Alert settings on the Alerts page. If you change your reporting currency, Nummbas converts the amounts you set at that day's exchange rate. On the Scale plan, an alert can open the matching change, such as pausing the campaign, ready for your approval.