Notifications — Channels & Rules

Notifications — Channels & Rules

Notifications let you deliver KPI alerts and scheduled digests to Email, Slack, and Teams. Recipients receive a branded card showing the metric value, Status band, and a link to the live read-only dashboard. No account login is required to open the linked dashboard.

Access Notifications from the bell icon (🔔) in the dashboard header. The Notifications page has two tabs: Channels and Rules.

Channels

A channel is a reusable delivery destination — an email address, a Slack webhook, or a Teams webhook. Rules reference channels to determine where to send notifications.

Channels are account-wide; rules are per-dashboard. A channel added on one dashboard is available when creating rules on any dashboard.

Adding a Channel

1. Open any dashboard and click the bell icon in the header.
2. On the Channels tab, click Add channel.
3. Choose a channel type:
   • Email — enter a recipient email address
   • Slack — enter an Incoming Webhook URL from your Slack app
   • Teams — enter a Power Automate / Workflows webhook URL
4. Optionally add a Label (e.g. "Ops team", "#growth-alerts", "Leadership") to identify the channel.
5. Click Add channel.

For Slack and Teams webhooks: click Send test before saving. A verification ping is sent to the URL. When "Test delivered" appears, the channel is verified and the Save button becomes active. Unverified webhooks cannot receive alerts.

For email: no verification step is required — valid addresses save directly.

Channel Status Badges

Managing Channels

Click the ··· menu on any channel row to rename, re-test, or remove the channel. Removing a channel unlinks it from all rules.

Rules

A rule defines what triggers a notification, when it fires, and which channels receive it. Two modes are available: Alert (fires on a status-band change) and Schedule (fires on a recurring timetable).

Creating a Rule

1. Switch to the Rules tab on the Notifications page.
2. Click + New rule.
3. Complete the three-step Rule Builder:

Step 1 — What to watch

Step 2 — When to send

Choose Alert or Schedule.

Alert mode — fires when a Status band condition is met:

Multiple triggers can be combined (e.g. "Goal missed OR At risk"). "Any status change" cannot be combined with specific triggers.

Set a Cooldown to prevent alert spam:

Schedule mode — fires on a recurring timetable regardless of card Status:

Scheduled rules deliver a digest of the selected card or all dashboard cards at the configured time.

Step 3 — Where to send

Select recipients from two sources:

• Saved channels — click a channel chip to toggle it. Unverified channels show a "Pending" badge and cannot receive alerts until tested.
• One-off email recipients — type an address and press Enter. These are attached to this rule only and don't require a saved channel.

The Live preview panel shows a plain-language summary of the rule (e.g. "Notify when Revenue becomes at risk, at most once per day") and a preview of the notification card recipients will receive.

4. Click Create rule.

Enabling, Editing, and Deleting Rules

Each rule card shows a toggle switch. Turn it off to pause the rule without deleting it — useful for muting alerts during a planned promotion or data migration.

Click the ··· menu on a rule card to edit or delete the rule.

What Recipients Receive

Each notification contains:

• The card or dashboard name
• Current Status band (e.g. "At Risk", "Goal Reached")
• Current metric value and percentage change vs. the prior period
• A View dashboard → button linking to the read-only public share

External recipients open a tokenized read-only view — no account login required. The link can be expired or revoked at any time from the Share modal — see Sharing Dashboards.

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