nikkapoo Posted November 2 Posted November 2 Hi everyone, I have created a free Loyverse workflow template that exports daily sales to a google sheet and sends a report via email the next day. You can access the workflow here: https://creators.n8n.io/workflows/10420 There are some metrics defined already like NOP and rolling 30 days NOP or you just add your own. It also come very handy to have numbers that are available through the internal loyverse reports but spread between different pages in the backend / different export files combined in just one Spreadsheet. 1
nikkapoo Posted November 5 Author Posted November 5 I just realized that the link in my OP is only available to logged in N8N users, sorry about that! ... still learning Here's the public link with some more information:https://n8n.io/workflows/10420-automated-daily-financial-analysis-from-loyverse-pos-with-google-sheets-and-email/ Any feedback is highly welcome! I also understand that for a Loyverse user new to N8N the initial setup required to make this workflow work with your POS can be overwhelming. You think you know your numbers because you check them monthly/weekly? You will be surprised how much you can learn from daily reports boiled down to the metrics actually relevant to your business! ... or maybe you're thinking, 'Does it really matter how many of my vegan food customers drink Gin tonics?' And honestly, you're probably right! But why not just track it anyway? Who knows, maybe one day you'll be lying awake at 3 AM dying to know the answer! The workflow can be easily adjusted to capture all this random data in Google Sheets, which is great because trying to pull and connect those specific data points from the standard Loyverse reports later on is a huge pain. Invest 20-30 minutes in setting up and fine-tuning this free add-on for your POS... store all data combined in a single spreadsheet. This provides the perfect foundation, both retrospectively and for the future, should you, a government agency, or your partners want to take a closer look at your figures! ..send yourself or your responsible employee a daily report that briefly and concisely summarizes the most important daily data for quick operational decisions (see screenshot of my report below)... or build a report that goes into detail on key performance indicators specific to your business. You need the "integrations" subscription since API access is required but the N8N template is available free. Anyone who needs help with setting this up or customizing it, feel free to get in touch 1
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