Weekly Sales Pipeline Report to Slack

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This n8n workflow automates the generation and delivery of a comprehensive weekly sales pipeline report directly to a Slack channel. It pulls data from Airtable to identify open deals and closed (won) deals, computes key sales metrics such as total pipeline value, weighted pipeline, top deal, win rate, and total closed revenue. The workflow involves scheduled triggers, Airtable searches, data merging, and advanced metric calculations using code nodes. The final report is formatted and sent to Slack, providing sales teams and managers with timely and insightful updates on deal momentum. This automation helps streamline sales tracking, enhance team communication, and ensure data-driven decision making without manual effort.

Node Count

11 – 20 Nodes

Nodes Used

airtable, code, merge, scheduleTrigger, slack, stickyNote

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