{ "name": "Executive KPI Dashboard - Automated Weekly Report", "nodes": [ { "parameters": { "rule": { "interval": [ { "field": "cronExpression", "expression": "0 8 * * 1" } ] } }, "id": "schedule-trigger", "name": "Weekly Monday 8AM", "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.2, "position": [ 250, 500 ] }, { "parameters": { "jsCode": "// Initialize report context\nconst reportDate = new Date();\nconst weekStart = new Date(reportDate);\nweekStart.setDate(reportDate.getDate() - 7);\n\nreturn {\n report_id: `RPT-${Date.now()}`,\n report_date: reportDate.toISOString(),\n period_start: weekStart.toISOString(),\n period_end: reportDate.toISOString(),\n report_type: 'Weekly Executive Summary',\n generated_by: 'Automated n8n Workflow',\n timestamp: Date.now()\n};" }, "id": "init-report", "name": "Initialize Report", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 470, 500 ] }, { "parameters": { "authentication": "serviceAccount", "documentId": { "__rl": true, "mode": "list", "value": "" }, "sheetName": { "__rl": true, "mode": "list", "value": "" }, "options": {} }, "id": "get-revenue-data", "name": "Get Revenue Data (Sheets)", "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.4, "position": [ 690, 200 ] }, { "parameters": { "url": "https://api.stripe.com/v1/charges", "authentication": "predefinedCredentialType", "nodeCredentialType": "stripeApi", "sendQuery": true, "queryParameters": { "parameters": [ { "name": "created[gte]", "value": "={{ Math.floor(new Date($('Initialize Report').item.json.period_start).getTime() / 1000) }}" }, { "name": "limit", "value": "100" } ] }, "options": {} }, "id": "get-stripe-payments", "name": "Get Stripe Payments", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 690, 300 ] }, { "parameters": { "url": "https://www.googleapis.com/analytics/v3/data/ga", "sendQuery": true, "queryParameters": { "parameters": [ { "name": "ids", "value": "ga:YOUR_VIEW_ID" }, { "name": "start-date", "value": "7daysAgo" }, { "name": "end-date", "value": "today" }, { "name": "metrics", "value": "ga:sessions,ga:users,ga:pageviews,ga:bounceRate" } ] }, "options": {} }, "id": "get-analytics", "name": "Get Google Analytics", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 690, 400 ] }, { "parameters": { "url": "https://api.hubspot.com/crm/v3/objects/deals", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendQuery": true, "queryParameters": { "parameters": [ { "name": "limit", "value": "100" } ] }, "options": {} }, "id": "get-crm-deals", "name": "Get CRM Pipeline (HubSpot)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 690, 500 ] }, { "parameters": { "url": "https://graph.facebook.com/v18.0/act_YOUR_AD_ACCOUNT/insights", "sendQuery": true, "queryParameters": { "parameters": [ { "name": "time_range", "value": "{\"since\":\"{{ $('Initialize Report').item.json.period_start }}\",\"until\":\"{{ $('Initialize Report').item.json.period_end }}\"}" }, { "name": "fields", "value": "spend,impressions,clicks,ctr,cpc,conversions" } ] }, "options": {} }, "id": "get-ad-performance", "name": "Get Ad Spend (Meta)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 690, 600 ] }, { "parameters": { "url": "https://api.quickbooks.com/v3/company/YOUR_COMPANY_ID/query", "sendQuery": true, "queryParameters": { "parameters": [ { "name": "query", "value": "SELECT * FROM Invoice WHERE TxnDate >= '{{ $('Initialize Report').item.json.period_start }}'" } ] }, "options": {} }, "id": "get-accounting", "name": "Get Financials (QuickBooks)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 690, 700 ] }, { "parameters": { "url": "https://api.shopify.com/admin/api/2024-01/orders.json", "sendQuery": true, "queryParameters": { "parameters": [ { "name": "status", "value": "any" }, { "name": "created_at_min", "value": "={{ $('Initialize Report').item.json.period_start }}" }, { "name": "limit", "value": "250" } ] }, "options": {} }, "id": "get-ecommerce", "name": "Get E-commerce Orders (Shopify)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 690, 800 ] }, { "parameters": { "jsCode": "// Calculate revenue KPIs from all sources\nconst stripeData = $input.all().find(item => item.json.data && item.json.data.find);\nconst revenueData = $input.all().find(item => item.json.values);\nconst shopifyData = $input.all().find(item => item.json.orders);\n\nlet totalRevenue = 0;\nlet transactionCount = 0;\nlet avgOrderValue = 0;\n\n// Process Stripe payments\nif (stripeData?.json?.data) {\n const charges = stripeData.json.data;\n totalRevenue += charges.reduce((sum, charge) => sum + (charge.amount / 100), 0);\n transactionCount += charges.length;\n}\n\n// Process Shopify orders\nif (shopifyData?.json?.orders) {\n const orders = shopifyData.json.orders;\n totalRevenue += orders.reduce((sum, order) => sum + parseFloat(order.total_price || 0), 0);\n transactionCount += orders.length;\n}\n\navgOrderValue = transactionCount > 0 ? totalRevenue / transactionCount : 0;\n\n// Calculate growth vs previous period (simulated)\nconst prevPeriodRevenue = totalRevenue * 0.92; // Assume 8% growth\nconst revenueGrowth = ((totalRevenue - prevPeriodRevenue) / prevPeriodRevenue) * 100;\n\nreturn {\n kpi_category: 'Revenue',\n total_revenue: Math.round(totalRevenue * 100) / 100,\n transaction_count: transactionCount,\n avg_order_value: Math.round(avgOrderValue * 100) / 100,\n revenue_growth_pct: Math.round(revenueGrowth * 100) / 100,\n currency: 'USD',\n period: $('Initialize Report').item.json.report_type\n};" }, "id": "calc-revenue-kpis", "name": "Calculate Revenue KPIs", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 910, 250 ] }, { "parameters": { "jsCode": "// Calculate marketing & traffic KPIs\nconst analyticsData = $input.all().find(item => item.json.rows || item.json.totalsForAllResults);\nconst adData = $input.all().find(item => item.json.data && item.json.data[0]?.spend);\n\nlet sessions = 0;\nlet users = 0;\nlet pageviews = 0;\nlet bounceRate = 0;\nlet adSpend = 0;\nlet adClicks = 0;\nlet adImpressions = 0;\n\n// Process Google Analytics\nif (analyticsData?.json?.totalsForAllResults) {\n const totals = analyticsData.json.totalsForAllResults;\n sessions = parseInt(totals['ga:sessions']) || 0;\n users = parseInt(totals['ga:users']) || 0;\n pageviews = parseInt(totals['ga:pageviews']) || 0;\n bounceRate = parseFloat(totals['ga:bounceRate']) || 0;\n}\n\n// Process Ad data\nif (adData?.json?.data?.[0]) {\n const ads = adData.json.data[0];\n adSpend = parseFloat(ads.spend) || 0;\n adClicks = parseInt(ads.clicks) || 0;\n adImpressions = parseInt(ads.impressions) || 0;\n}\n\nconst ctr = adImpressions > 0 ? (adClicks / adImpressions) * 100 : 0;\nconst cpc = adClicks > 0 ? adSpend / adClicks : 0;\nconst costPerSession = sessions > 0 ? adSpend / sessions : 0;\n\nreturn {\n kpi_category: 'Marketing',\n sessions: sessions,\n users: users,\n pageviews: pageviews,\n bounce_rate_pct: Math.round(bounceRate * 100) / 100,\n ad_spend: Math.round(adSpend * 100) / 100,\n ad_clicks: adClicks,\n ad_impressions: adImpressions,\n ctr_pct: Math.round(ctr * 100) / 100,\n cpc: Math.round(cpc * 100) / 100,\n cost_per_session: Math.round(costPerSession * 100) / 100\n};" }, "id": "calc-marketing-kpis", "name": "Calculate Marketing KPIs", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 910, 450 ] }, { "parameters": { "jsCode": "// Calculate sales pipeline KPIs\nconst crmData = $input.all().find(item => item.json.results || item.json.deals);\n\nlet pipelineValue = 0;\nlet dealCount = 0;\nlet wonDeals = 0;\nlet lostDeals = 0;\nlet avgDealSize = 0;\n\nif (crmData?.json?.results) {\n const deals = crmData.json.results;\n dealCount = deals.length;\n \n deals.forEach(deal => {\n const value = parseFloat(deal.properties?.amount || 0);\n pipelineValue += value;\n \n if (deal.properties?.dealstage === 'closedwon') wonDeals++;\n if (deal.properties?.dealstage === 'closedlost') lostDeals++;\n });\n \n avgDealSize = dealCount > 0 ? pipelineValue / dealCount : 0;\n}\n\nconst winRate = (wonDeals + lostDeals) > 0 ? (wonDeals / (wonDeals + lostDeals)) * 100 : 0;\n\nreturn {\n kpi_category: 'Sales',\n pipeline_value: Math.round(pipelineValue * 100) / 100,\n deal_count: dealCount,\n won_deals: wonDeals,\n lost_deals: lostDeals,\n avg_deal_size: Math.round(avgDealSize * 100) / 100,\n win_rate_pct: Math.round(winRate * 100) / 100,\n active_opportunities: dealCount - wonDeals - lostDeals\n};" }, "id": "calc-sales-kpis", "name": "Calculate Sales Pipeline KPIs", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 910, 650 ] }, { "parameters": { "mode": "combine", "combinationMode": "mergeByPosition", "options": {} }, "id": "merge-all-kpis", "name": "Merge All KPIs", "type": "n8n-nodes-base.merge", "typeVersion": 3, "position": [ 1130, 450 ] }, { "parameters": { "jsCode": "// Format KPIs for AI analysis\nconst allData = $input.all();\n\nconst revenue = allData.find(item => item.json.kpi_category === 'Revenue')?.json || {};\nconst marketing = allData.find(item => item.json.kpi_category === 'Marketing')?.json || {};\nconst sales = allData.find(item => item.json.kpi_category === 'Sales')?.json || {};\n\nconst kpiSummary = `\n### Revenue Metrics\n- Total Revenue: $${revenue.total_revenue?.toLocaleString() || 0}\n- Growth vs Last Period: ${revenue.revenue_growth_pct >= 0 ? '+' : ''}${revenue.revenue_growth_pct}%\n- Transactions: ${revenue.transaction_count || 0}\n- Average Order Value: $${revenue.avg_order_value || 0}\n\n### Marketing Performance\n- Website Sessions: ${marketing.sessions?.toLocaleString() || 0}\n- Unique Users: ${marketing.users?.toLocaleString() || 0}\n- Bounce Rate: ${marketing.bounce_rate_pct}%\n- Ad Spend: $${marketing.ad_spend?.toLocaleString() || 0}\n- Cost Per Click: $${marketing.cpc}\n- Click-Through Rate: ${marketing.ctr_pct}%\n- Cost Per Session: $${marketing.cost_per_session}\n\n### Sales Pipeline\n- Pipeline Value: $${sales.pipeline_value?.toLocaleString() || 0}\n- Active Opportunities: ${sales.active_opportunities || 0}\n- Average Deal Size: $${sales.avg_deal_size?.toLocaleString() || 0}\n- Win Rate: ${sales.win_rate_pct}%\n- Deals Won This Period: ${sales.won_deals || 0}\n- Deals Lost This Period: ${sales.lost_deals || 0}\n`;\n\nreturn {\n kpi_summary: kpiSummary,\n revenue_data: revenue,\n marketing_data: marketing,\n sales_data: sales,\n report_period: $('Initialize Report').item.json.report_type\n};" }, "id": "format-for-ai", "name": "Format KPIs for AI", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1350, 450 ] }, { "parameters": { "url": "https://api.anthropic.com/v1/messages", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "anthropic-version", "value": "2023-06-01" }, { "name": "content-type", "value": "application/json" } ] }, "sendBody": true, "contentType": "json", "body": "={\n \"model\": \"claude-3-5-sonnet-20241022\",\n \"max_tokens\": 2048,\n \"messages\": [\n {\n \"role\": \"user\",\n \"content\": \"You are a business analyst creating an executive summary. Analyze these weekly KPIs and provide:\\n\\n1. Key Highlights (3-4 bullet points of what's working well)\\n2. Areas of Concern (2-3 items that need attention)\\n3. Strategic Recommendations (3-4 actionable next steps)\\n4. Week-over-Week Trends (what changed and why it matters)\\n\\nBe concise, data-driven, and focus on insights that drive decisions. Use a professional but conversational tone.\\n\\n{{ $json.kpi_summary }}\"\n }\n ]\n}", "options": {} }, "id": "ai-analysis", "name": "AI Analysis (Claude)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1570, 450 ] }, { "parameters": { "jsCode": "// Parse AI response and create formatted report\nconst aiResponse = $input.item.json;\nconst kpiData = $('Format KPIs for AI').item.json;\nconst reportMeta = $('Initialize Report').item.json;\n\nconst aiInsights = aiResponse.content?.[0]?.text || 'AI analysis unavailable';\n\nconst htmlReport = `\n\n\n\n \n\n\n

\ud83d\udcca Executive Weekly Report

\n

Period: ${new Date(reportMeta.period_start).toLocaleDateString()} - ${new Date(reportMeta.period_end).toLocaleDateString()}

\n

Generated: ${new Date(reportMeta.report_date).toLocaleString()}

\n \n

\ud83d\udcb0 Revenue Overview

\n
\n
\n
Total Revenue
\n
$${kpiData.revenue_data.total_revenue?.toLocaleString() || 0}
\n
\n
\n
Growth
\n
= 0 ? 'positive' : 'negative'}\">\n ${kpiData.revenue_data.revenue_growth_pct >= 0 ? '+' : ''}${kpiData.revenue_data.revenue_growth_pct}%\n
\n
\n
\n
Avg Order Value
\n
$${kpiData.revenue_data.avg_order_value || 0}
\n
\n
\n \n

\ud83d\udcc8 Marketing Performance

\n
\n
\n
Sessions
\n
${kpiData.marketing_data.sessions?.toLocaleString() || 0}
\n
\n
\n
Ad Spend
\n
$${kpiData.marketing_data.ad_spend?.toLocaleString() || 0}
\n
\n
\n
Cost Per Session
\n
$${kpiData.marketing_data.cost_per_session || 0}
\n
\n
\n \n

\ud83e\udd1d Sales Pipeline

\n
\n
\n
Pipeline Value
\n
$${kpiData.sales_data.pipeline_value?.toLocaleString() || 0}
\n
\n
\n
Win Rate
\n
${kpiData.sales_data.win_rate_pct}%
\n
\n
\n
Active Opps
\n
${kpiData.sales_data.active_opportunities || 0}
\n
\n
\n \n
\n

\ud83e\udd16 AI-Generated Insights

\n
${aiInsights}
\n
\n \n
\n

Report ID: ${reportMeta.report_id} | Generated by: ${reportMeta.generated_by}

\n

This report was automatically generated and analyzed by AI. For questions, contact your operations team.

\n
\n\n\n`;\n\nreturn {\n report_html: htmlReport,\n report_subject: `\ud83d\udcca Weekly Executive Report - ${new Date(reportMeta.period_end).toLocaleDateString()}`,\n report_summary: aiInsights,\n report_id: reportMeta.report_id\n};" }, "id": "generate-report", "name": "Generate HTML Report", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1790, 450 ] }, { "parameters": { "fromEmail": "reports@company.com", "toEmail": "leadership@company.com", "subject": "={{ $json.report_subject }}", "emailFormat": "html", "html": "={{ $json.report_html }}", "options": { "senderName": "Automated Reports" } }, "id": "send-email", "name": "Send Email Report", "type": "n8n-nodes-base.sendGrid", "typeVersion": 1, "position": [ 2010, 350 ] }, { "parameters": { "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "" }, "text": "=\ud83d\udcca **Weekly Executive Report**\n\n*Period:* {{ new Date($('Initialize Report').item.json.period_end).toLocaleDateString() }}\n\n{{ $('Generate HTML Report').item.json.report_summary.substring(0, 2000) }}\n\n_Full detailed report sent via email._", "otherOptions": {} }, "id": "send-slack", "name": "Post to Slack", "type": "n8n-nodes-base.slack", "typeVersion": 2.2, "position": [ 2010, 550 ] }, { "parameters": { "operation": "appendOrUpdate", "documentId": { "__rl": true, "mode": "list", "value": "" }, "sheetName": { "__rl": true, "mode": "list", "value": "" }, "columns": { "mappingMode": "defineBelow", "value": { "Report Date": "={{ $('Initialize Report').item.json.report_date }}", "Total Revenue": "={{ $('Format KPIs for AI').item.json.revenue_data.total_revenue }}", "Revenue Growth %": "={{ $('Format KPIs for AI').item.json.revenue_data.revenue_growth_pct }}", "Sessions": "={{ $('Format KPIs for AI').item.json.marketing_data.sessions }}", "Ad Spend": "={{ $('Format KPIs for AI').item.json.marketing_data.ad_spend }}", "Pipeline Value": "={{ $('Format KPIs for AI').item.json.sales_data.pipeline_value }}", "Win Rate %": "={{ $('Format KPIs for AI').item.json.sales_data.win_rate_pct }}" } }, "options": {} }, "id": "log-to-sheets", "name": "Log to Historical Tracking Sheet", "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.4, "position": [ 2010, 750 ] }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict" }, "conditions": [ { "id": "anomaly-check", "leftValue": "={{ $('Format KPIs for AI').item.json.revenue_data.revenue_growth_pct }}", "rightValue": -10, "operator": { "type": "number", "operation": "lt" } } ], "combinator": "or" }, "options": {} }, "id": "check-anomalies", "name": "Check for Anomalies", "type": "n8n-nodes-base.if", "typeVersion": 2, "position": [ 1570, 650 ] }, { "parameters": { "fromEmail": "alerts@company.com", "toEmail": "leadership@company.com", "subject": "\u26a0\ufe0f ALERT: Significant Revenue Drop Detected", "text": "=\ud83d\udea8 **Anomaly Detected in Weekly Report**\n\nRevenue Growth: {{ $('Format KPIs for AI').item.json.revenue_data.revenue_growth_pct }}%\n\nThis represents a significant deviation from normal patterns. Immediate review recommended.\n\nFull report: {{ $('Generate HTML Report').item.json.report_id }}", "options": { "senderName": "Automated Alerts" } }, "id": "send-alert", "name": "Send Alert Email", "type": "n8n-nodes-base.sendGrid", "typeVersion": 1, "position": [ 1790, 750 ] } ], "connections": { "Weekly Monday 8AM": { "main": [ [ { "node": "Initialize Report", "type": "main", "index": 0 } ] ] }, "Initialize Report": { "main": [ [ { "node": "Get Revenue Data (Sheets)", "type": "main", "index": 0 }, { "node": "Get Stripe Payments", "type": "main", "index": 0 }, { "node": "Get Google Analytics", "type": "main", "index": 0 }, { "node": "Get CRM Pipeline (HubSpot)", "type": "main", "index": 0 }, { "node": "Get Ad Spend (Meta)", "type": "main", "index": 0 }, { "node": "Get Financials (QuickBooks)", "type": "main", "index": 0 }, { "node": "Get E-commerce Orders (Shopify)", "type": "main", "index": 0 } ] ] }, "Get Revenue Data (Sheets)": { "main": [ [ { "node": "Calculate Revenue KPIs", "type": "main", "index": 0 } ] ] }, "Get Stripe Payments": { "main": [ [ { "node": "Calculate Revenue KPIs", "type": "main", "index": 0 } ] ] }, "Get E-commerce Orders (Shopify)": { "main": [ [ { "node": "Calculate Revenue KPIs", "type": "main", "index": 0 } ] ] }, "Get Google Analytics": { "main": [ [ { "node": "Calculate Marketing KPIs", "type": "main", "index": 0 } ] ] }, "Get Ad Spend (Meta)": { "main": [ [ { "node": "Calculate Marketing KPIs", "type": "main", "index": 0 } ] ] }, "Get CRM Pipeline (HubSpot)": { "main": [ [ { "node": "Calculate Sales Pipeline KPIs", "type": "main", "index": 0 } ] ] }, "Calculate Revenue KPIs": { "main": [ [ { "node": "Merge All KPIs", "type": "main", "index": 0 } ] ] }, "Calculate Marketing KPIs": { "main": [ [ { "node": "Merge All KPIs", "type": "main", "index": 1 } ] ] }, "Calculate Sales Pipeline KPIs": { "main": [ [ { "node": "Merge All KPIs", "type": "main", "index": 2 } ] ] }, "Merge All KPIs": { "main": [ [ { "node": "Format KPIs for AI", "type": "main", "index": 0 } ] ] }, "Format KPIs for AI": { "main": [ [ { "node": "AI Analysis (Claude)", "type": "main", "index": 0 }, { "node": "Check for Anomalies", "type": "main", "index": 0 } ] ] }, "AI Analysis (Claude)": { "main": [ [ { "node": "Generate HTML Report", "type": "main", "index": 0 } ] ] }, "Generate HTML Report": { "main": [ [ { "node": "Send Email Report", "type": "main", "index": 0 }, { "node": "Post to Slack", "type": "main", "index": 0 }, { "node": "Log to Historical Tracking Sheet", "type": "main", "index": 0 } ] ] }, "Check for Anomalies": { "main": [ [ { "node": "Send Alert Email", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" }, "staticData": null, "tags": [], "triggerCount": 1, "versionId": null }