Scheduled sales & inventory reports sent to management

Purpose

1.1. Automate scheduled extraction, compilation, and dissemination of detailed sales and inventory reports to management.
1.2. Ensure real-time visibility into wholesale appliance part stock levels, trends, and revenue for data-driven strategic decisions.
1.3. Eliminate manual reporting, reduce human error, and provide timely actionable insights in home appliance spare parts context.

Trigger Conditions

2.1. Scheduled cron job (e.g., daily at 6:00 AM, weekly at Sunday 11:59 PM).
2.2. Post end-of-day batch inventory update.
2.3. Monthly financial cycle close.
2.4. Manual trigger via management dashboard.

Platform variants

3.1. Microsoft Power Automate
  • Feature/Setting: Scheduled Flow Trigger; Configure recurrence, connect SharePoint/Excel/SQL, format report, and distribute via Outlook.
3.2. Google Workspace
  • Feature/Setting: Google Apps Script, time-driven trigger; Auto-extract sheets, format in Docs/Slides, and email via Gmail API.
3.3. Zapier
  • Feature/Setting: Schedule by Zapier; Fetch data from inventory/SaaS, format Bit.ai/Google Sheets, email or Slack to stakeholders.
3.4. Workato
  • Feature/Setting: Scheduled Jobs; Integrate NetSuite/SAP, convert reports to PDF, share on Teams/Email.
3.5. Make (Integromat)
  • Feature/Setting: Scheduler module; Aggregate data from MySQL/Salesforce, output as Google Sheet, auto-send.
3.6. AWS Lambda
  • Feature/Setting: CloudWatch Event Scheduler; Run Python to extract/report data from DynamoDB, send via SES.
3.7. Azure Logic Apps
  • Feature/Setting: Recurrence trigger; Connect SQL, process Logic App workflow, send via Outlook/Teams/SharePoint.
3.8. Google Data Studio
  • Feature/Setting: Scheduled Email Delivery; Auto-refresh dashboard, send summary-report snapshot to emails.
3.9. Tableau
  • Feature/Setting: Scheduled Subscriptions; Deliver latest inventory/sales visual reports to managers.
3.10. QuickBooks Online API
  • Feature/Setting: Scheduled summary extraction; Export sales data, email via connected send-grid/mailgun.
3.11. Xero
  • Feature/Setting: Reports API, schedule export (JSON/CSV); Send via cloud storage link (Dropbox/Drive).
3.12. Slack
  • Feature/Setting: Scheduled message or webhook; Push daily/weekly sales-inventory summary into management channel.
3.13. Salesforce
  • Feature/Setting: Report Scheduler; Auto-export reports, email to user list or upload to Chatter.
3.14. SAP ERP
  • Feature/Setting: Batch job scheduler; Extract report, FTP to management or SAP Analytics Cloud.
3.15. Shopify
  • Feature/Setting: Admin API, Scheduled Webhook; Compile sales/inventory, auto-email or Google Sheet push.
3.16. Oracle Cloud
  • Feature/Setting: Oracle Scheduler; Query sales & inventory, PDF report, auto-dispatch via SMTP.
3.17. Zoho Analytics
  • Feature/Setting: Scheduler; Automated email delivery of dashboards to management.
3.18. FreshBooks
  • Feature/Setting: Scheduled report download; Auto-send via Zapier or direct email API.
3.19. Smartsheet
  • Feature/Setting: @scheduled Recurrence workflow; Generate inventory/sales snap, auto-email managers.
3.20. Monday.com
  • Feature/Setting: Automations Center; Time-based reporting, PDF or board snapshot, email via Outlook/Gmail integration.

Benefits

4.1. Consistent, timely management reporting for faster and more accurate decision-making.
4.2. Reduces manual labor and human error, increasing staff efficiency.
4.3. Increases visibility on key inventory/sales trends, minimizing stock-outs/overstock.
4.4. Improves regulatory and financial audit-readiness through standardized report cadence.
4.5. Ensures all stakeholders receive uniform, actionable business intelligence.