{ "id": "r1UbQa3bXqbHTzdi", "meta": { "templateCredsSetupCompleted": true }, "name": "Automated Category Sales Performance Report", "tags": [], "nodes": [ { "id": "f938bd6b-2b48-4b3c-9aeb-bda8b928fe0c", "name": "Category Map", "type": "n8n-nodes-base.code", "position": [ -32, 176 ], "parameters": { "jsCode": "const map = {};\n\nfor (const item of items) {\n const p = item.json;\n\n if (!p.id || !p.categories?.length) continue;\n\n map[p.id] = {\n category_id: p.categories[0].id,\n category_name: p.categories[0].name\n };\n}\n\n// Fees bucket\nmap[\"fee\"] = {\n category_id: 99,\n category_name: \"Fees\"\n};\n\nreturn [{ json: map }];\n" }, "typeVersion": 2 }, { "id": "885fb92a-a373-4630-a9be-6f4087f743bb", "name": "Run On Schedule", "type": "n8n-nodes-base.scheduleTrigger", "position": [ -1024, -16 ], "parameters": { "rule": { "interval": [ {} ] } }, "typeVersion": 1.2 }, { "id": "5a8176d7-9d22-4a76-8c93-b34f249c78f2", "name": "Report Configuration", "type": "n8n-nodes-base.set", "position": [ -768, -16 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "e83b0e89-3aa5-4e07-82e1-414e4d548dad", "name": "granularity", "type": "string", "value": "days" }, { "id": "084d2db4-d7f9-469b-8142-10747817b1f0", "name": "top_categories_limit", "type": "number", "value": 8 }, { "id": "4b5de47e-36bb-496b-a821-5fe6abb9dd00", "name": "top_performer_pct", "type": "number", "value": 10 }, { "id": "f61c5995-3ea2-419b-8db6-d28e3f33a8d3", "name": "momentum_pct", "type": "number", "value": 30 }, { "id": "6bc07124-26c7-4b2a-a05b-728fdd139f2c", "name": "steady_band", "type": "number", "value": 10 }, { "id": "81b2486b-abcf-41d8-881d-767d93602bba", "name": "at_risk_growth_pct", "type": "number", "value": -15 }, { "id": "77ce5d9a-823b-4afa-b5d9-2a86d05d4ed6", "name": "discontinue_growth_pct", "type": "number", "value": -25 } ] } }, "typeVersion": 3.4 }, { "id": "f9885621-1e1c-45ed-8ac2-be22dc333199", "name": "Calculate Reporting Periods", "type": "n8n-nodes-base.code", "position": [ -592, -16 ], "parameters": { "jsCode": "// Read inputs\nconst granularity = ($json.granularity || 'days').toLowerCase();\nconst now = new Date();\n\nlet period_start, period_end;\nlet prev_period_start, prev_period_end;\n\n// Helper: start of today (UTC \u2013 morning)\nconst startOfTodayUTC = new Date(Date.UTC(\n now.getUTCFullYear(),\n now.getUTCMonth(),\n now.getUTCDate(),\n 0, 0, 0\n));\n\n// DAILY \u2013 TEST MODE (UPDATED)\n// DAILY \u2013 SAFE TEST MODE (Woo-friendly)\nif (granularity === 'days') {\n\n // Current Period = Yesterday 00:00 UTC \u2192 now\n period_end = now;\n\n period_start = new Date(Date.UTC(\n now.getUTCFullYear(),\n now.getUTCMonth(),\n now.getUTCDate() - 1, // buffer\n 0, 0, 0\n ));\n\n // Previous Period = 6 days before current start\n prev_period_end = new Date(period_start);\n prev_period_start = new Date(prev_period_end);\n prev_period_start.setUTCDate(prev_period_start.getUTCDate() - 6);\n}\n\n\n// WEEKLY \u2013 calendar weeks\nelse if (granularity === 'weekly') {\n const day = now.getUTCDay(); // 0 = Sunday\n const diffToMonday = (day + 6) % 7;\n\n period_end = new Date(Date.UTC(\n now.getUTCFullYear(),\n now.getUTCMonth(),\n now.getUTCDate() - diffToMonday,\n 0, 0, 0\n ));\n\n period_start = new Date(period_end);\n period_start.setUTCDate(period_start.getUTCDate() - 7);\n\n prev_period_end = new Date(period_start);\n prev_period_start = new Date(prev_period_end);\n prev_period_start.setUTCDate(prev_period_start.getUTCDate() - 7);\n}\n\n// MONTHLY \u2013 calendar months\nelse if (granularity === 'monthly') {\n period_end = new Date(Date.UTC(\n now.getUTCFullYear(),\n now.getUTCMonth(),\n 1,\n 0, 0, 0\n ));\n\n period_start = new Date(period_end);\n period_start.setUTCMonth(period_start.getUTCMonth() - 1);\n\n prev_period_end = new Date(period_start);\n prev_period_start = new Date(prev_period_end);\n prev_period_start.setUTCMonth(prev_period_start.getUTCMonth() - 1);\n}\n\n// Safety\nelse {\n throw new Error(`Unsupported granularity: ${granularity}`);\n}\n\n// Output\nreturn [\n {\n json: {\n granularity,\n period_start: period_start.toISOString(),\n period_end: period_end.toISOString(),\n prev_period_start: prev_period_start.toISOString(),\n prev_period_end: prev_period_end.toISOString(),\n top_categories_limit: $json.top_categories_limit || 8\n }\n }\n];\n" }, "typeVersion": 2 }, { "id": "af7baea5-1e10-4396-8a29-97d6bc70086b", "name": "Fetch Orders \u2014 Current Period", "type": "n8n-nodes-base.wooCommerce", "position": [ -256, -208 ], "parameters": { "options": { "after": "={{ $json.period_start }}", "status": "completed" }, "resource": "order", "operation": "getAll", "returnAll": true }, "credentials": { "wooCommerceApi": { "name": "" } }, "typeVersion": 1 }, { "id": "a854efec-4411-4216-b153-68b02026a2fc", "name": "Fetch Orders \u2014 Previous Period", "type": "n8n-nodes-base.wooCommerce", "position": [ -256, -16 ], "parameters": { "options": { "after": "={{ $json.prev_period_start }}", "before": "={{ $json.prev_period_end }}", "status": "completed" }, "resource": "order", "operation": "getAll" }, "credentials": { "wooCommerceApi": { "name": "" } }, "typeVersion": 1, "alwaysOutputData": true }, { "id": "5cc43700-36c5-4ffd-8ae5-52f74d797c91", "name": "Fetch Products", "type": "n8n-nodes-base.wooCommerce", "position": [ -256, 176 ], "parameters": { "options": {}, "operation": "getAll", "returnAll": true }, "credentials": { "wooCommerceApi": { "name": "" } }, "typeVersion": 1 }, { "id": "de3b6e71-edd1-437d-8fca-99541c2988f9", "name": "Normalize Order Items \u2014 Current", "type": "n8n-nodes-base.code", "position": [ -32, -208 ], "parameters": { "jsCode": "// Initialize output array\nconst newItems = [];\n\n// Loop through all items from previous node\nfor (const item of items) {\n const order = item.json; // actual order object\n\n const orderInfo = {\n order_id: order.id,\n order_number: order.number,\n order_total: parseFloat(order.total),\n order_date: order.date_created,\n currency: order.currency,\n customer_id: order.customer_id,\n billing_name: `${order.billing.first_name} ${order.billing.last_name}`,\n shipping_name: `${order.shipping.first_name} ${order.shipping.last_name}`,\n };\n\n // Use line_items if present, else fee_lines\n const itemsList = (order.line_items && order.line_items.length > 0)\n ? order.line_items\n : (order.fee_lines && order.fee_lines.length > 0 ? order.fee_lines : []);\n\n if (itemsList.length === 0) continue; // skip empty orders\n\n for (const itemLine of itemsList) {\n newItems.push({\n json: {\n ...orderInfo,\n item_id: itemLine.id,\n item_name: itemLine.name,\n item_qty: itemLine.quantity || 1,\n item_total: parseFloat(itemLine.total || itemLine.amount || 0),\n item_price: parseFloat(itemLine.price || itemLine.amount || 0),\n item_type: (order.line_items && order.line_items.length > 0) ? 'product' : 'fee'\n }\n });\n }\n}\n\nreturn newItems;\n" }, "typeVersion": 2 }, { "id": "865c0cc0-43a8-46bc-b729-bc17c8eeb05f", "name": "Normalize Order Items \u2014 Previous", "type": "n8n-nodes-base.code", "position": [ -32, -16 ], "parameters": { "jsCode": "// Initialize output array\nconst newItems = [];\n\n// Loop through all items from previous node\nfor (const item of items) {\n const order = item.json; // actual order object\n\n const orderInfo = {\n order_id: order.id,\n order_number: order.number,\n order_total: parseFloat(order.total),\n order_date: order.date_created,\n currency: order.currency,\n customer_id: order.customer_id,\n billing_name: `${order.billing.first_name} ${order.billing.last_name}`,\n shipping_name: `${order.shipping.first_name} ${order.shipping.last_name}`,\n };\n\n // Use line_items if present, else fee_lines\n const itemsList = (order.line_items && order.line_items.length > 0)\n ? order.line_items\n : (order.fee_lines && order.fee_lines.length > 0 ? order.fee_lines : []);\n\n if (itemsList.length === 0) continue; // skip empty orders\n\n for (const itemLine of itemsList) {\n newItems.push({\n json: {\n ...orderInfo,\n item_id: itemLine.id,\n item_name: itemLine.name,\n item_qty: itemLine.quantity || 1,\n item_total: parseFloat(itemLine.total || itemLine.amount || 0),\n item_price: parseFloat(itemLine.price || itemLine.amount || 0),\n item_type: (order.line_items && order.line_items.length > 0) ? 'product' : 'fee'\n }\n });\n }\n}\n\nreturn newItems;\n" }, "typeVersion": 2 }, { "id": "b79ad266-8618-40a7-b70f-ca86d27f04fd", "name": "Combine Orders & Products", "type": "n8n-nodes-base.merge", "position": [ 288, -32 ], "parameters": { "numberInputs": 3 }, "typeVersion": 3.2 }, { "id": "23d57db4-1d00-4cf8-bd67-c732d55f7458", "name": "Aggregate Sales by Category", "type": "n8n-nodes-base.code", "position": [ 544, -16 ], "parameters": { "jsCode": "/* ======================================\n INPUTS\n ====================================== */\n\n// Get current and previous normalized rows\nconst currentRows = $items(\"Normalize Order Items \u2014 Current\").map(i => i.json);\nconst previousRows = $items(\"Normalize Order Items \u2014 Previous\").map(i => i.json);\n\n// Get Product \u2192 Category map if exists (optional)\nconst productCategoryMapInput = $items(\"Category Map\")?.[0]?.json || {};\n\n/* ======================================\n BUILD DYNAMIC PRODUCT \u2192 CATEGORY MAP\n ====================================== */\n\nconst productCategoryMap = { ...productCategoryMapInput };\n\n// Scan current and previous rows for products and add unmapped ones dynamically\nfor (const row of [...currentRows, ...previousRows]) {\n if (row.item_type === \"product\" && !productCategoryMap[row.item_id]) {\n // Dynamically create category for unmapped product\n // Replace this with actual logic to fetch from WooCommerce if needed\n // For now, we use \"Unmapped\" for any missing product\n productCategoryMap[row.item_id] = {\n category_id: row.item_id, // temporary: use product_id as category_id\n category_name: row.item_name // temporary: use product_name as category_name\n };\n }\n}\n\n// Always include fees bucket\nproductCategoryMap[\"fee\"] = { category_id: 99, category_name: \"Fees\" };\n\n/* ======================================\n HELPER: AGGREGATE ROWS BY CATEGORY\n ====================================== */\nfunction aggregate(rows) {\n const agg = {};\n\n for (const r of rows) {\n const key = r.item_type === \"fee\" ? \"fee\" : r.item_id;\n const cat = productCategoryMap[key] || { category_id: \"unmapped\", category_name: \"Unmapped\" };\n const cid = String(cat.category_id);\n\n if (!agg[cid]) {\n agg[cid] = {\n category_id: cid,\n category_name: cat.category_name,\n revenue: 0,\n units_sold: 0,\n orders: new Set()\n };\n }\n\n agg[cid].revenue += Number(r.item_total || 0);\n agg[cid].units_sold += Number(r.item_qty || 0);\n agg[cid].orders.add(r.order_id);\n }\n\n // Convert orders Set \u2192 number\n for (const c of Object.values(agg)) {\n c.orders = c.orders.size;\n }\n\n return agg;\n}\n\n/* ======================================\n AGGREGATE CURRENT & PREVIOUS\n ====================================== */\nconst curAgg = aggregate(currentRows);\nconst prevAgg = aggregate(previousRows);\n\n// Combine all category IDs\nconst allCategoryIds = new Set([...Object.keys(curAgg), ...Object.keys(prevAgg)]);\n\n// Total current revenue for share_of_total\nconst totalCurrentRevenue = Object.values(curAgg).reduce((s, c) => s + c.revenue, 0);\n\n/* ======================================\n BUILD FINAL OUTPUT\n ====================================== */\nconst result = [];\n\nfor (const cid of allCategoryIds) {\n const cur = curAgg[cid] || { revenue: 0, units_sold: 0, orders: 0, category_name: prevAgg[cid]?.category_name || \"Unmapped\" };\n const prev = prevAgg[cid] || { revenue: 0, units_sold: 0, orders: 0, category_name: cur.category_name };\n\n const abs_change = cur.revenue - prev.revenue;\n const pct_change = prev.revenue === 0 ? \"n/a\" : ((abs_change / prev.revenue) * 100).toFixed(2);\n const share_of_total = totalCurrentRevenue === 0 ? \"0.00\" : ((cur.revenue / totalCurrentRevenue) * 100).toFixed(2);\n\n result.push({\n category_id: cid,\n category_name: cur.category_name,\n revenue_current: cur.revenue,\n revenue_prev: prev.revenue,\n abs_change,\n pct_change,\n units_sold: cur.units_sold,\n orders_current: cur.orders,\n share_of_total\n });\n}\n\n/* ======================================\n RETURN ITEMS FOR N8N\n ====================================== */\nreturn result.map(r => ({ json: r }));\n" }, "typeVersion": 2 }, { "id": "8aedb373-070a-4188-886c-bf85e6071168", "name": "Classify Category Performance", "type": "n8n-nodes-base.code", "position": [ 736, -16 ], "parameters": { "jsCode": "const categories = $items(\"Aggregate Sales by Category\").map(i => i.json);\n\n// Sort categories by revenue_current descending\ncategories.sort((a, b) => b.revenue_current - a.revenue_current);\n\n// Only categories with positive current revenue\nconst positiveRevenueCategories = categories.filter(c => c.revenue_current > 0);\nconst totalPositive = positiveRevenueCategories.length;\n\n// Generate rank map\nconst rankMap = {};\npositiveRevenueCategories.forEach((c, idx) => {\n rankMap[c.category_id] = idx;\n});\n\n// Dynamic thresholds\nconst thresholds = {\n top: 0.2, // top 20%\n momentum: 0.5, // top 50%\n steady: 0.8 // top 80%\n};\n\ncategories.forEach(cat => {\n let tag = \"\";\n let recommended_action = \"\";\n\n if (cat.revenue_current === 0 && cat.revenue_prev > 0) {\n // Category had revenue before but 0 now\n tag = \"Consider Discontinue\";\n recommended_action = \"Investigate returns or delisting\";\n } else if (cat.revenue_current === 0 && cat.revenue_prev === 0) {\n // Category never sold\n tag = \"At Risk\";\n recommended_action = \"Promotions or marketing\";\n } else {\n // Category has revenue now (revenue_current > 0)\n const rank = rankMap[cat.category_id];\n const rankPercent = totalPositive > 1 ? (rank + 1) / totalPositive : 0;\n\n if (rankPercent <= thresholds.top) {\n tag = \"Top Performer\";\n recommended_action = \"Feature on homepage\";\n } else if (rankPercent <= thresholds.momentum) {\n tag = \"Momentum\";\n recommended_action = \"Investigate increasing stock\";\n } else if (rankPercent <= thresholds.steady) {\n tag = \"Steady\";\n recommended_action = \"Maintain current strategy\";\n } else {\n tag = \"At Risk\";\n recommended_action = \"Promotions or marketing\";\n }\n }\n\n cat.tag = tag;\n cat.recommended_action = recommended_action;\n});\n\nreturn categories.map(c => ({ json: c }));\n" }, "typeVersion": 2 }, { "id": "fc6b5a47-97f3-4b45-a867-d2ba473833ca", "name": "Prepare Fields for Reporting", "type": "n8n-nodes-base.set", "position": [ 944, -16 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "72e7696b-0045-4f17-90c3-e41b4e3dd8a2", "name": "category_id", "type": "string", "value": "={{ $json.category_id }}" }, { "id": "83ef1840-c74c-4dd8-9d1f-843696194a1d", "name": "revenue_current", "type": "number", "value": "={{ $json.revenue_current }}" }, { "id": "cdd10e1b-7030-4053-9824-7d9ae1c0d792", "name": "revenue_prev", "type": "number", "value": "={{ $json.revenue_prev }}" }, { "id": "6b10bdd7-7a77-4d6a-8d1e-e098018402b3", "name": "units_sold", "type": "number", "value": "={{ $json.units_sold }}" }, { "id": "f0208637-1721-4008-803d-fe7ff7a9a4e9", "name": "share_of_total", "type": "string", "value": "={{ $json.share_of_total }}" }, { "id": "9e65e3dc-0b3e-4243-8382-babc08dbc799", "name": "tag", "type": "string", "value": "={{ $json.tag }}" }, { "id": "75acd458-0373-40dc-b99a-7c5761c54901", "name": "recommended_action", "type": "string", "value": "={{ $json.recommended_action }}" } ] } }, "typeVersion": 3.4 }, { "id": "5151087f-6f04-4d13-955e-4f8fe67d8b8f", "name": "Save Results to Airtable", "type": "n8n-nodes-base.airtable", "position": [ 1184, -16 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "appF2iYPgVqqyXDC1", "cachedResultUrl": "https://airtable.com/appF2iYPgVqqyXDC1", "cachedResultName": "n8n Demo" }, "table": { "__rl": true, "mode": "list", "value": "tbloZJJZU0wCvi2qd", "cachedResultUrl": "https://airtable.com/appF2iYPgVqqyXDC1/tbloZJJZU0wCvi2qd", "cachedResultName": "Category Performance" }, "columns": { "value": { "Tag": "={{ $json.tag }}", "Share": "={{ $json.share_of_total }}", "Units": "={{ $json.units_sold }}", "Action ": "={{ $json.recommended_action }}", "Category Id": "={{ $json.category_id }}", "Current Revenue": "={{ $json.revenue_current }}", "Previous Revenue": "={{ $json.revenue_prev }}" }, "schema": [ { "id": "Category Id", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Category Id", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Current Revenue", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Current Revenue", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Previous Revenue", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Previous Revenue", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Units", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Units", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Share", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Share", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Tag", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Tag", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Action ", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Action ", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "create" }, "credentials": { "airtableTokenApi": { "name": "" } }, "typeVersion": 2.1 }, { "id": "7735c6ef-f872-487b-8f38-f377452dd0ac", "name": "Build Slack Summary", "type": "n8n-nodes-base.code", "position": [ 1424, -16 ], "parameters": { "jsCode": "// Airtable rows come as: item.fields\nconst rows = items.map(i => i.json.fields);\n\n// Helpers\nconst formatMoney = (v) =>\n typeof v === \"number\" ? `\u20b9${v.toLocaleString(\"en-IN\")}` : \"\u20b90\";\n\n// Split categories\nconst top = rows\n .filter(r => r[\"Current Revenue\"] > 0)\n .sort((a, b) => b[\"Current Revenue\"] - a[\"Current Revenue\"])\n .slice(0, 5);\n\nconst risk = rows.filter(r =>\n [\"At Risk\", \"Consider Discontinue\"].includes(r[\"Tag\"])\n);\n\n// Build text\nlet text = `*Category Performance Summary*\\n\\n`;\n\ntext += `*Top Categories*\\n`;\nif (top.length === 0) {\n text += `\u2022 No sales in current period\\n`;\n} else {\n for (const r of top) {\n const prev = r[\"Previous Revenue\"];\n const curr = r[\"Current Revenue\"];\n\n const pct =\n prev > 0\n ? `${(((curr - prev) / prev) * 100).toFixed(1)}%`\n : \"n/a\";\n\n text += `\u2022 *Category ${r[\"Category Id\"]}* \u2014 ${formatMoney(curr)} (${pct}) | ${r[\"Tag\"]}\\n`;\n }\n}\n\nif (risk.length) {\n text += `\\n *Needs Attention*\\n`;\n for (const r of risk) {\n text += `\u2022 *Category ${r[\"Category Id\"]}* \u2014 ${formatMoney(\n r[\"Current Revenue\"]\n )} | ${r[\"Action \"]}\\n`;\n }\n}\n\ntext += `\\n Full report available in Airtable.`;\n\nreturn [{ json: { text } }];\n" }, "typeVersion": 2 }, { "id": "2173ef7a-fbf2-4d79-afa2-c9b6ff4d975c", "name": "Send Report to Slack", "type": "n8n-nodes-base.slack", "position": [ 1664, -16 ], "parameters": { "text": "={{ $json.text }}", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C09S57E2JQ2", "cachedResultName": "n8n" }, "otherOptions": { "includeLinkToWorkflow": false } }, "credentials": { "slackApi": { "name": "" } }, "typeVersion": 2.3 }, { "id": "3ccb02a4-6ad4-4765-94c9-bda0ba405603", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1088, -112 ], "parameters": { "color": 7, "height": 240, "content": "Starts the workflow automatically on a fixed schedule (daily / weekly)." }, "typeVersion": 1 }, { "id": "e7ef5742-3f3d-4a04-9529-e57addc8ed2b", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -816, -128 ], "parameters": { "color": 7, "width": 368, "height": 272, "content": "Sets the report rules and automatically calculates current and previous date ranges for sales comparison." }, "typeVersion": 1 }, { "id": "01bd5059-3216-40d5-8edb-41dc1ac5dd90", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -416, -432 ], "parameters": { "color": 7, "width": 848, "height": 784, "content": "## Fetch & Normalize \n\n**Fetch Orders \u2014 Current Period:** Fetches completed WooCommerce orders from the current time period.\n**Fetch Orders \u2014 Previous Period:** Fetches completed WooCommerce orders from the previous comparison period.\n**Fetch Products:** Loads product and category details from WooCommerce.\n**Normalize Order Items \u2014 Current:** Breaks current orders into individual product-level sales rows.\n**Normalize Order Items \u2014 Previous:** Breaks previous orders into individual product-level sales rows. \n**Category Map:** Maps each product to its category for accurate category reporting.\n**Combine Orders & Products:** Combines current and previous sales data into a single stream." }, "typeVersion": 1 }, { "id": "22726a24-2718-4616-8324-382065a42298", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 480, -288 ], "parameters": { "color": 7, "width": 1376, "height": 496, "content": "## Category Performance Analysis & Reporting \n\n**Aggregate Sales by Category:** Calculates total revenue, units sold and orders per category.\n**Classify Category Performance:** Labels categories as Top Performer, Momentum, Steady or At Risk.\n**Prepare Fields for Reporting:** Formats and selects final fields needed for reports and storage.\n**Save Results to Airtable:** Saves category performance results to Airtable for tracking and history.\n**Build Slack Summary:** Creates a short, readable summary of category performance.\n**Send Report to Slack:** Sends the final performance summary to the Slack channel." }, "typeVersion": 1 }, { "id": "63bd8b58-2c0a-48f9-9b8a-e53837882118", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -1776, -864 ], "parameters": { "width": 576, "height": 864, "content": "# How it Works\n\n### This workflow automatically analyzes sales data by product category and compares current performance with the previous period (weekly or monthly).\n### It pulls orders for two time periods (current and previous), groups sales by category and calculates key metrics such as revenue, units sold and share of total sales.\n### Based on these results, each category is classified (for example: Top Performer, Steady or Needs Attention) along with a recommended action.\n ### The final results are saved to Airtable for tracking, reporting and historical comparison.\n### A short, easy-to-read summary is generated and sent to Slack, allowing stakeholders to quickly see what\u2019s performing well and what needs attention\u2014without opening dashboards or detailed reports.\n### This workflow runs automatically and ensures everyone receives consistent, up-to-date performance insights.\n\n\n# Setup steps\n\n**1.** Configure the date range (current period and previous days) in the date range node.\n\n**2.** Connect your order source (e.g., WooCommerce or API) for both current and previous periods.\n\n**3.** Make sure categories and revenue fields match your order data structure.\n\n**4.** Connect Airtable and map fields for category metrics and actions.\n\n**5.** Connect Slack and select the channel where summaries should be posted.\n\n**6.** Test once with recent data, then activate the workflow." }, "typeVersion": 1 } ], "active": false, "settings": { "executionOrder": "v1" }, "versionId": "40a78233-f5fa-4cdc-8093-6d4276c84deb", "connections": { "Category Map": { "main": [ [ { "node": "Combine Orders & Products", "type": "main", "index": 2 } ] ] }, "Fetch Products": { "main": [ [ { "node": "Category Map", "type": "main", "index": 0 } ] ] }, "Run On Schedule": { "main": [ [ { "node": "Report Configuration", "type": "main", "index": 0 } ] ] }, "Build Slack Summary": { "main": [ [ { "node": "Send Report to Slack", "type": "main", "index": 0 } ] ] }, "Report Configuration": { "main": [ [ { "node": "Calculate Reporting Periods", "type": "main", "index": 0 } ] ] }, "Save Results to Airtable": { "main": [ [ { "node": "Build Slack Summary", "type": "main", "index": 0 } ] ] }, "Combine Orders & Products": { "main": [ [ { "node": "Aggregate Sales by Category", "type": "main", "index": 0 } ] ] }, "Aggregate Sales by Category": { "main": [ [ { "node": "Classify Category Performance", "type": "main", "index": 0 } ] ] }, "Calculate Reporting Periods": { "main": [ [ { "node": "Fetch Orders \u2014 Previous Period", "type": "main", "index": 0 }, { "node": "Fetch Orders \u2014 Current Period", "type": "main", "index": 0 }, { "node": "Fetch Products", "type": "main", "index": 0 } ] ] }, "Prepare Fields for Reporting": { "main": [ [ { "node": "Save Results to Airtable", "type": "main", "index": 0 } ] ] }, "Classify Category Performance": { "main": [ [ { "node": "Prepare Fields for Reporting", "type": "main", "index": 0 } ] ] }, "Fetch Orders \u2014 Current Period": { "main": [ [ { "node": "Normalize Order Items \u2014 Current", "type": "main", "index": 0 } ] ] }, "Fetch Orders \u2014 Previous Period": { "main": [ [ { "node": "Normalize Order Items \u2014 Previous", "type": "main", "index": 0 } ] ] }, "Normalize Order Items \u2014 Current": { "main": [ [ { "node": "Combine Orders & Products", "type": "main", "index": 0 } ] ] }, "Normalize Order Items \u2014 Previous": { "main": [ [ { "node": "Combine Orders & Products", "type": "main", "index": 1 } ] ] } } }