On the 1st, adds last month's revenue, refunds and average order to a sheet and emails the CFO.
Uses
Gmail
Google Sheets
Stripe
Monthly revenue and refunds to a sheet
Run every month on day 1 at 08:00.Run every month on day 1 at 08:00.
Monthly Revenue sheetSet sheet_link to blank.CFO's email addressSet cfo_email to blank.Last month's paid Stripe chargesList payments since Last month. Save it as paid_charges.StripeLast month's Stripe refundsList refunds. Save it as refunds.StripeAdd last month to the Monthly Revenue sheetAdd a row in sheet_link. Save it as revenue_row.Google SheetsEmail the CFO the monthly summarySend an email to cfo_email. Save it as summary_email.
Subject: Revenue summary for paid_charges.periodHi,
Here is the revenue summary for paid_charges.period:
- Total revenue: paid_charges.total_display
- Refunds: refunds.count (refunds.total_display refunded)
- Average order size: paid_charges.average_display
...Gmail