Nomad Hex Dashboard - Airtable + n8n Implementation

A complete executive metrics dashboard consolidating data from 8+ sources into a unified view using Airtable as the database layer and n8n for data pipeline automations.

Overview

Metric	Value
Data Sources	9 (Stripe, Chargebee, Zendesk, Zoho, Shopify, GA, Google Ads, Facebook Ads, Mailchimp)
Airtable Tables	30+
n8n Workflows	21
Dashboard Sections	8

Dashboard Sections

1. Website & Sales - Traffic, conversions, paid ads performance
2. Newsletter - Email campaigns, subscriber metrics, engagement
3. Marketing Performance - Ad spend, ROAS, cross-platform comparison
4. Live Chat Support - Chat metrics, agent performance, CSAT
5. Voice Support - Call metrics, resolution times, ticket creation
6. Customer Outreach & Retention - Save/loss tracking, retention offers
7. Billing - MRR, invoices, chargebacks, payment success rates
8. Compliance - BBB, FCC, reviews, complaint tracking

Project Structure

nomad-kpi/
├── airtable/
│   ├── schemas/          # Table definitions (JSON)
│   ├── views/            # View configurations
│   └── interface/        # Interface specifications
├── n8n/
│   ├── workflows/        # Workflow JSON definitions
│   │   ├── realtime/     # Webhook-triggered flows
│   │   ├── daily/        # Daily sync workflows
│   │   ├── weekly/       # Weekly aggregation workflows
│   │   └── system/       # Health checks, error handling
│   └── credentials/      # Credential templates (no secrets)
├── docs/
│   ├── setup/            # Installation guides
│   ├── api/              # API documentation
│   └── runbooks/         # Operational procedures
└── config/
    └── .env.example      # Environment variable template

Quick Start

Prerequisites

• Airtable Pro or Enterprise account
• n8n instance (self-hosted or cloud)
• API access to all data sources

Installation

1. Clone this repository

   git clone <repo-url>
   cd nomad-kpi

2. Configure environment

   cp config/.env.example .env
   # Edit .env with your API keys

3. Import Airtable schemas

   • Follow instructions in docs/setup/airtable-setup.md

4. Import n8n workflows

   • Follow instructions in docs/setup/n8n-setup.md

Data Sources & API Requirements

Source	API Type	Rate Limits	Notes
Stripe	REST API	100/sec	Webhook support
Chargebee	REST API	150/min	OAuth available
Zendesk	REST API	400/min	Webhook support
Zoho Desk	REST API	100/min	OAuth required
Shopify	REST/GraphQL	40/sec	Webhook preferred
Google Analytics	GA4 API	10/sec	OAuth required
Google Ads	REST API	1000/day	Developer token needed
Facebook Ads	Marketing API	Varies	App review required
Mailchimp	REST API	10/sec	OAuth optional

Implementation Phases

Phase	Focus Area	Duration
1	Core Infrastructure	Week 1
2	Billing & Revenue	Week 2
3	Sales & Marketing	Week 3
4	Support Systems	Week 4
5	Communications & Compliance	Week 5
6	Testing & Optimization	Week 6

n8n Workflow Naming Convention

NOMAD-{SOURCE}-{TABLE}-{FREQUENCY}

Examples:

• NOMAD-STRIPE-INVOICES-REALTIME
• NOMAD-GA-DAILY
• NOMAD-BBB-WEEKLY

Airtable Table Categories

Core Business Data

• sales_transactions - All payment transactions
• customer_accounts - Customer lifecycle data
• invoices - Billing documents

Aggregation Tables

• daily_web_metrics - Website KPIs
• daily_billing_metrics - Revenue KPIs
• daily_chat_metrics - Support KPIs
• daily_voice_metrics - Call center KPIs

Support Operations

• chat_conversations - Live chat records
• voice_calls - Phone call records
• retention_tickets - Churn prevention cases

Compliance & Reviews

• bbb_complaints - BBB complaint tracking
• fcc_complaints - FCC filing tracking
• online_reviews - Review aggregation

Success Metrics

• KPIs update within 5 minutes of source data change
• Daily aggregations complete by 2 AM
• Interface loads in under 3 seconds
• Zero data loss during syncs

Support

For issues or questions:

• Review docs/runbooks/ for common procedures
• Check docs/troubleshooting.md for known issues

License

Proprietary - Nomad Hex Internal Use Only