Last updated: June 2026
Retail & Inventory Reporting

Your Morning Report — Delivered Before You Open Your Laptop

Stop spending the first hour of your day pulling spreadsheet numbers together. This template reads your Google Sheets data every morning at 7 AM and emails you total revenue, top products, order count, and low-stock alerts in a clean, formatted report — fully automatic.

2h+
wasted daily on manual reporting by retail and hospitality owners Get those hours back — the numbers come to you every morning.

What this template does

  • Runs every morning at 7 AM on a schedule — fully hands-off
  • Calculates total revenue, total orders, and top 3 products
  • Flags any stock items below your reorder threshold in red
  • Emails a beautiful HTML report — no dashboard to log into
  • No OpenAI key needed — runs on Google Sheets + Gmail only
  • Replaces Tableau ($70/mo) — one-time $69, runs forever
n8n Make.com
$69one-time
No monthly fee — runs on your free n8n or Make.com account
Get the Template — $69
  • n8n workflow JSON — import in 2 clicks
  • Make.com blueprint JSON
  • PDF setup guide — step-by-step
  • Personal commercial licence
Delivered instantly via Gumroad. Works with:
n8n Make.com
Questions? Email support@peakautomations.online

How does the Daily Sales & Stock Report work?

The workflow fires automatically at your chosen time each morning. Here is exactly what happens on each run:

1

Schedule trigger fires at 7 AM

n8n or Make.com wakes the workflow at your set time each day. No login, no manual action — it runs silently in the background before your first coffee.

2

Reads your Daily Sales and Stock Levels sheets

Two Google Sheets nodes pull your current data in parallel — one reads the Daily Sales tab (date, product, revenue, orders) and one reads the Stock Levels tab (product, quantity, reorder threshold).

3

Calculates totals and identifies low stock

A Code node sums total revenue and orders, ranks products by revenue to find the top 3, and filters any stock item where current quantity is below the reorder level you set. All calculated in milliseconds, no AI required.

4

Builds a formatted HTML email report

The calculated data is assembled into a clean, branded HTML email with a dark header, revenue metrics, top products list, and a colour-coded stock alerts table — red rows for items needing attention, green confirmation when all stock is healthy.

5

Sends the report to your inbox

Gmail delivers the report to your email address — or multiple addresses if you add them to the To field. The subject line includes the date and total revenue so you can see the key number at a glance without even opening the email.

What is included

n8n workflow5-node workflow JSON — Schedule Trigger (7am), Google Sheets ×2 (sales + stock), Code (calculate + build HTML), Gmail (send report)
Make.com blueprintSame logic built in Make.com module format — import and connect credentials
PDF setup guidePlain-English step-by-step guide — Sheet setup, credential connection, reorder thresholds, test & activate
Markdown guideSame guide in .md format
Sheet structureExact column headers for Daily Sales and Stock Levels tabs — copy them directly
LicencePersonal commercial licence — use on your own business, unlimited runs

Frequently Asked Questions

How does the daily sales and stock report work?

A schedule trigger fires every morning at 7 AM. It reads your Daily Sales and Stock Levels sheets in Google Sheets, calculates total revenue, orders, and top products, identifies items below reorder level, builds a formatted HTML email, and sends it to your inbox automatically — no manual steps needed.

Do I need OpenAI or any paid APIs?

No. This workflow uses only Google Sheets and Gmail — both free. There is no AI required. The report is generated by a Code node performing straightforward calculations. The only cost is your n8n or Make.com plan, both of which have generous free tiers.

What data does the report show?

Total revenue, total orders, top 3 products by revenue, and a stock alerts table. Stock items below your reorder threshold are highlighted in red. When all stock is healthy, the alerts section shows a green confirmation row so you know it ran correctly.

Can I change the report send time?

Yes. Default is 7:00 AM daily. In n8n, click the Schedule Trigger and change the Trigger at Hour field. In Make.com, edit the scheduler start time. You can also switch to weekly or any other frequency by adjusting the trigger interval.

How do I set reorder thresholds?

In your Stock Levels sheet, fill the reorder_level column for each product (e.g. 20 = alert when stock drops below 20 units). Leave it blank to use the default of 10 units. The workflow flags any product where quantity is less than reorder_level.

Can I send the report to multiple people?

Yes. In the Gmail send node, add additional email addresses separated by commas in the To field. You can also configure a CC field. The setup guide covers this configuration step.

Start every morning knowing exactly where your business stands

Import the workflow, connect Google Sheets and Gmail, set your schedule — done. Your daily report runs automatically from tomorrow morning.

Get the Template — $69