Weekly numbers dashboard

Works with: HubSpot, QuickBooks Online, Stripe, Google Sheets, emailSteps: 24 nodesTested on: n8n 2.45 (imports on 1.70 and later)

Every Monday this reads last week's numbers from the tools you already use, adds one row to a Google Sheets tab, and emails you a short summary with the change on the week before. The sheet becomes your dashboard: chart it, share it, or add your own columns.

What it does

1. Last week: works out Monday to Monday in your timezone.
2. HubSpot: new deals and their value, deals won and their value, and the open pipeline. Results are paged, so large accounts are counted in full.
3. QuickBooks Online: invoiced, payments received, unpaid invoices and the overdue part of them.
4. Stripe: card payments net of refunds, refunds and failed payments, in your currency. Paged as well.
5. Sheet: one row per week in the Weekly KPIs tab. Re-running a week updates its row instead of adding another.
6. Email: every number with its change on the previous week.
7. Partial data is still useful: each source is optional (use_* in Config). A source that fails after 3 retries is named in the email, and the other numbers still go out.

What you need

• n8n
• Any of: a HubSpot private app token (deals read scope), QuickBooks Online with an Intuit developer app (OAuth2), a Stripe secret key (restricted, read-only is enough)
• A Google Sheet
• An SMTP account for the email

Setup

1. Import workflow.json into n8n.
2. Create a Google Sheet with a tab named Weekly KPIs and this header row:

week, deals_created, deals_created_value, deals_won, deals_won_value, open_pipeline, invoiced, payments_received, unpaid, overdue, card_payments, refunds, failed_payments

1. Add credentials: HubSpot App Token on the three deal steps, QuickBooks Online OAuth2 on the three QuickBooks steps, Stripe on Stripe charges, Google Sheets on the two sheet steps, SMTP on the two email steps.
2. In Config, set use_* to false for any source you don't use, then set realm_id, timezone, currency and the emails.
3. Click Test workflow to see the row and the email with sample data. Activate.

Notes

• No credentials are included. Every value marked REPLACE_WITH_... must be set before you activate the workflow.
• Read-only: nothing is changed in HubSpot, QuickBooks or Stripe.
• Tested on n8n 1.110.1 with the sample data and against mocked HubSpot, QuickBooks and Stripe APIs, including paged results and a failing source.

Importing it

In n8n, open a new workflow, choose the … menu at the top right, then Import from file and pick the downloaded workflow.json. You can also open the file, copy everything and paste it onto an empty canvas. New to n8n? Start with what n8n is and how templates work.

Background reading: Weekly business dashboard.

Want it set up and running in your own n8n? Send us a short brief.