Monthly Financial Metrics Automation
For Mattermost, this workflow automates the monthly delivery of key financial metrics, including active customers, new customers, growth rate, and recurring revenue, directly from ProfitWell. It ensures timely insights every month at 9 AM, enhancing team awareness and decision-making without manual effort.
View Large Image
Workflow Overview
For Mattermost, this workflow automates the monthly delivery of key financial metrics, including active customers, new customers, growth rate, and recurring revenue, directly from ProfitWell. It ensures timely insights every month at 9 AM, enhancing team awareness and decision-making without manual effort.
- Finance Teams: Professionals who need to track financial metrics regularly.
- Business Analysts: Individuals analyzing customer growth and revenue metrics.
- Product Managers: Those interested in customer engagement and retention statistics.
- Automation Enthusiasts: Users looking to automate reporting processes to save time.
- Companies Using ProfitWell and Mattermost: Organizations already utilizing these tools for financial insights and team communication.
This workflow automates the process of sending monthly financial metrics from ProfitWell to Mattermost, ensuring that teams receive timely updates without manual intervention. It eliminates the need for manual data retrieval and reporting, reducing errors and saving time.
- Step 1: The workflow is triggered monthly at 9 AM via the Cron node.
- Step 2: It retrieves financial metrics such as active customers, trailing customers, new customers, growth rate, and recurring revenue from ProfitWell.
- Step 3: The collected data is formatted into a structured message.
- Step 4: The formatted message is sent to the specified Mattermost channel for the team to review.