Solink offers the ability to create thresholds for each of your widgets. When a threshold is met, you receive an SMS text message notification, email notification and/or Solink add notifications to your daily or weekly digest emails.
You can access thresholds from the Thresholds tab on the Dashboard page:
How Thresholds Work
Thresholds consist of either an absolute (a numerical value, amount of money, etc.) or percentage:
Absolute Threshold: Set an Absolute threshold to track when the value within a widget falls below or exceeds a certain amount. Example: If discounts exceed 10 in one day, receive a notification.
Percentage Threshold: Set a Percentage threshold to track the change between your current data compared to a previous time period. Example: If revenue is 10% lower compared to the same day last week, receive a notification.
For any widget, you can trigger a notification whenever the data in the widget moves above or below a certain absolute or percentage.
Threshold notifications can help you:
Keep track of revenue at your locations. Receive a notification whenever your revenue dips below a certain monetary value during any given day, week or month.
Stay on top of suspicious transactions. Get updated whenever voids or manager discounts exceed a certain amount for any or all of your locations.
Monitor drive-thru speed of service. If average service over an hour exceeds X seconds/minutes for any given order, get a notification immediately and identify the employee responsible for the service.
Receive an alert when an employee has exceeded a number of discount transactions in a given time frame.
Create Thresholds
You can create a new threshold from any of your existing widgets. You can then configure the threshold so that you receive a notification when data in the widget reaches a certain point.
To create a new threshold:
Choose a widget on the Dashboard page to ad a threshold to.
Select the More Options icon (three dots).
Select Create Threshold:
Next, configure the threshold parameters in the following section.
Configure Thresholds + Notifications
To configure a threshold:
Determine which location(s) you want the threshold to track data from. The location(s) associated with the widget appear in the Locations section by default, but you can add/remove locations:
2. Select a Time Frame in which the threshold will track data. For example:
Select Day to organize data in the threshold by day. When the data exceeds/reaches the value you have specified for a given day, you receive a notification.
Select Week to organize data in the threshold by week (Monday-Sunday). When the data exceeds/reaches the value you have specified for a given week, you receive a notification.
Select Month to organize data in the threshold by month. When the data exceeds/reaches the value you have specified for a given month, you receive a notification.
3. Select a Threshold Value:
Absolute: Select this option and enter the numerical value you want to receive a notification for. You receive a notification when the data in the threshold is above or below this numerical value (you can specify "above" or "below" in the following section).
See image below for an example of an absolute threshold for when specific transactions exceed 10 per month:
Percentage: Select this option and enter the percentage change at which you will receive a notification. Additionally select a Previous time frame to compare the data to. The threshold preview displays data points with percentage changes compared to the previous time frame you selected (for example, if you select Last Month for previous time frame and see a data point that says 15%, this means the data represents an increase of 15% compared to the same data point last month).
See image below for an example of a percentage threshold for when specific transactions exceed 50% more than the same month in the previous year:
4. Select when to trigger a notification:
Above: Trigger a notification when data occurs above the threshold value specified in step 3.
Below: Trigger a notification when data occurs below the threshold value specified in step 3.
5. Choose how to receive notifications under Notification Settings:
SMS: Receive an SMS text message whenever the threshold is triggered. Enter a phone number to receive SMS text messages. See the image below for an example of what text message notifications look like:
Email: Receive an email message whenever the threshold is triggered. See the image below for an example of what text message notifications look like:
Digest: Choose whether threshold notifications are included in your daily and/or weekly digest emails.
Note: You can choose to receive both SMS and email messages for your threshold.
6. (Optional) Select Advanced Options to configure the following:
Threshold Name: Type a new display name for the threshold widget. This replaces the default display name.
Height + Width: Set the threshold widget height and width in units.
Tag: Assign additional tags to display the threshold widget on other Dashboard pages (for more information, see Multi-Page Dashboard).
7. Select Save to create the threshold.
View and Edit Thresholds
You can access thresholds from the Thresholds tab on the Dashboard page:
To edit a threshold:
Select the More Options icon (three dots):
Select Settings. From here you can change any of the available parameters for the threshold, including notification type.
To delete a threshold, select More Options > Delete.