Enterprise Dashboard for Customers
This flow generates an enterprise specific dashboard in Google sheets that aggregates useful hub management data on a monthly basis.
Data points include
Customer counts (new and existing)
Delivery & collection information (incl. delivery fees, percentage split)
Producer counts
Enterprise fees charged
Comparison to previous month and previous year
How to use
Download the linked flow and open in n8n
Add your instance specific credentials for Postgres & Google sheets in n8n
Make a copy of the template dashboard and move it to your own instance's Google drive
Edit all Google sheets references in the n8n flow to point to your new dashboard location
Remove the test data rows from the 'Monthly Breakdown' and 'Enterprise Turnover' sheets.
Add the required enterprise ID in the 'choose enterprise' node
Run the flow to generate all time data
After all time data has been generated, go to the highlighted Postgres nodes and remove the two dashes ('--') in front of the lines of code ('date_trunc('month',completed_at[...]') that restrict the data to last month:
Once you've done this for every highlighted node, you can set the schedule node to your requirements (best practice is early in the morning on the first day of the month, i.e. 2am).
Set to 'active' and the dashboard will now automatically update each month with the previous month's data
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