Most business owners feel behind on numbers because checking five dashboards is never the most urgent task. A weekly metrics email you did not have to assemble yourself is a much easier habit to keep. Make can do that without complicated BI tools.
Some links in this guide are affiliate links. I only recommend tools I actually use or would use in my own business.
This scenario sends you a simple weekly email with just the numbers you care about: new leads, new customers, total revenue, and any other KPI that matters to you. It uses Make to pull data from your tools on a schedule.
What this scenario does
- Trigger: A weekly schedule (for example, Monday at 8am).
- Actions: Query tools for counts and sums (leads, sales, revenue), then send an email with those numbers.
Step 1: Decide what you want to see every week
Limit yourself to 5, 7 numbers so you actually read the email. Common picks: new leads, new customers, total revenue, number of invoices sent/paid, and any content output metrics you care about.
Step 2: Identify where each number lives
- Leads might live in your email tool or CRM.
- Customers and revenue might live in Shopify, Stripe, or your sheet.
- Invoices might live in your invoicing platform.
Step 3: Build the scheduled scenario in Make
- Create a new scenario in Make.
- Add the “Scheduler” module as the first step and set it to run weekly on your chosen day/time.
Step 4: Add data modules for each metric
- For leads: Add your email or CRM module and configure a “Search” or “List” call filtered by “created this week.” Use Make’s built-in aggregator to count the results.
- For customers: Do the same in your ecommerce or payment tool, filtering by date.
- For revenue: Use a “Search orders/charges” module and sum the amounts for the week.
You do not need perfect precision on week one. The goal is to get a working report and tighten filters as you go.
Step 5: Build the email
- Add an email module (Gmail, Outlook, or your email service).
- Set the “To” field to your email and subject to something like “Weekly Metrics, {{date}}.”
- In the body, lay out the metrics as a simple list:
- New leads this week: {{leadCount}}
- New customers this week: {{customerCount}}
- Revenue this week: {{revenueSum}}
Step 6: Test and tweak
- Run the scenario once manually so you get a test email.
- Check that the numbers look roughly right compared to your dashboards.
- Adjust date filters or fields until the report feels trustworthy enough.
- Turn on scheduling so it arrives every week.
After a month of weekly reports, you will know far more about your business than most people who never look at their numbers. And you will not have had to remember to check a dashboard once.
