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Dashboard updates with key performance indicators

Purpose

1. Aggregate real-time KPIs from POS, inventory, HR, and accounting for Alsace restaurants.

2. Generate daily, weekly, and monthly dashboards integrating financial, operational, and staff performance metrics.

3. Sync visual indicators to management devices and provide actionable insight for Alsatian cuisine operations.

4. Enable compliance tracking, operational transparency, and streamlined decision support for accounting and reporting.


Trigger Conditions

1. New POS entries (e.g., sales, refunds).

2. Bank feed or accounting software update.

3. Inventory restock or depletion threshold.

4. Staff shift log-in/log-out events.

5. Scheduled time-based updates (hourly, daily summary).


Platform Variants


1. QuickBooks Online

  • Feature/Setting: Use Reports API to fetch balance sheets, P&L; configure OAuth and query with `GET /v3/company//reports`.

2. Xero

  • Feature/Setting: Accounting API; `GET /Reports/ProfitAndLoss`; set up Webhooks for transaction triggers.

3. Square POS

  • Feature/Setting: Orders API to pull daily sales; use Webhook subscription on `order.created`.

4. Toast POS

  • Feature/Setting: Reporting API; configure export of `DailySalesSummary` endpoint.

5. Lightspeed

  • Feature/Setting: Retail API; hook `getSales` endpoint for hourly data sync.

6. Stripe

  • Feature/Setting: Balance and Payout APIs; use `GET /v1/balance` for settlement tracking.

7. Google Sheets

  • Feature/Setting: Sheets API with range update trigger for real-time dashboard sync.

8. Microsoft Power BI

  • Feature/Setting: REST API push dataset; `POST /datasets/{datasetId}/tables/{tableName}/rows` for real-time KPIs.

9. Tableau

  • Feature/Setting: Tableau REST API; publish data extracts via `POST /api/{version}/sites/{siteId}/datasources`.

10. Klipfolio

  • Feature/Setting: Data Source API; schedule refresh from POS/accounting sources with cron-style scheduler.

11. Slack

  • Feature/Setting: Incoming Webhooks or scheduled message API for push notifications.

12. AWS Lambda

  • Feature/Setting: Scheduled triggers (CloudWatch Events) to process and send KPI data to dashboard endpoints.

13. Google Data Studio

  • Feature/Setting: Data Connector API; automate refresh for visual reporting.

14. SAP Business One

  • Feature/Setting: Service Layer API; `GET /BusinessPartners` for financial dashboard metrics.

15. Sage Intacct

  • Feature/Setting: Financial Reports API; schedule execution of `readByQuery` syncs.

16. Zoho Analytics

  • Feature/Setting: Data API for scheduled ingestion from cloud apps; set with `POST /data` endpoint.

17. Monday.com

  • Feature/Setting: Boards API integration for visual widgets; `query { boards { name, items { column_values } } }`.

18. Notion

  • Feature/Setting: Update tables with KPI blocks using Pages API; schedule automation with cron triggers.

19. Jira

  • Feature/Setting: Dashboard Gadgets API to display status of accounting action items.

20. Databox

  • Feature/Setting: Push API for custom data streams, configure recurring POSTs to `https://push.databox.com` endpoint.

21. Oracle NetSuite

  • Feature/Setting: SuiteAnalytics API; schedule export and refresh of KPI-focused transactional reports.

22. Airtable

  • Feature/Setting: Automation triggers to update dashboard records upon data change events.

Benefits

1. Ensures dynamic, always-updated financial and operational visibility.

2. Reduces manual reporting workload, increases reporting accuracy.

3. Consolidates data across accounting, POS, HR, and inventory.

4. Enables rapid, informed management reactions to business trends.

5. Delivers granular operational insight unique to Alsatian cuisine environments.

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