Monthly product performance analytics generation

Purpose

1.1. Automate the monthly generation, collection, aggregation, and visualization of SKU-level product performance analytics (sales volume, stock levels, returns, regional breakdowns) for an artificial plant wholesale supplier.
1.2. Automate extraction from ERP, accounting, CRM, and e-commerce systems, transform key indicators, and distribute monthly summary dashboards via email or business intelligence tools to streamline executive decision-making and automating compliance reporting.
1.3. Automated consolidation automates routine reporting, accelerating actionable analytics with minimal manual intervention.

Trigger Conditions

2.1. Time-based automation: triggers on first calendar day of each month at 7:00 AM.
2.2. Manual “Run Analytics” button in a cloud dashboard for on-demand automating.
2.3. Completion of monthly stocktake or closing of sales ledger automates analytics kickoff.

Platform Variants

3.1. Microsoft Power Automate
- Feature/Setting: Scheduled cloud flow; configure "When a recurrence is triggered" and connect to "Export Excel Online" and "Power BI Dataset Refresh" APIs.
3.2. Google Cloud Functions
- Feature/Setting: HTTP scheduled trigger; script to pull BigQuery sales data, send to Data Studio for visualization automation.
3.3. Zapier
- Feature/Setting: Schedule trigger; chain QuickBooks Online "Find Sales" action and Google Sheets "Create Spreadsheet Row."
3.4. Airtable Automations
- Feature/Setting: “At scheduled time” automation, batch update/find data on product performance table.
3.5. Tableau Cloud
- Feature/Setting: Scheduled extract refresh; configure REST API to trigger and email visualization PDF report.
3.6. Salesforce Flow
- Feature/Setting: Scheduled path; run report, send Chatter or email with attachment via process automation.
3.7. Make (Integromat)
- Feature/Setting: JSON HTTP scheduled trigger, fetch data from Shopify/ERP, auto-generate PDF analytic report.
3.8. Smartsheet Automated Workflows
- Feature/Setting: Date-based workflow; reference sheets, summary sheet auto-generation.
3.9. AWS Lambda
- Feature/Setting: EventBridge scheduled rule; Lambda function queries RDS/DynamoDB product table, posts analytics to S3 and SNS.
3.10. Xero API
- Feature/Setting: "Report endpoint"/"GET Invoices" with period filter; automate export, send to analytics pipeline monthly.
3.11. Google Analytics Data API
- Feature/Setting: Schedule App Script or Cloud Function to automate monthly GA ecommerce report and push to Google Sheets.
3.12. SAP Business One Service Layer
- Feature/Setting: OData endpoint; automate fetch of product/ledger tables, build custom dashboard via Power BI.
3.13. Oracle Integration Cloud
- Feature/Setting: Scheduled orchestration, “Invoke API,” call ERP analytics, automate Excel export, email automation.
3.14. HubSpot Workflow
- Feature/Setting: Custom scheduled workflow, gather deal and product data, automate lead-to-product performance reporting.
3.15. Notion API + Automator
- Feature/Setting: Scheduled Notion page database query, summarized via webhook, automated push to Slack/Email.
3.16. Slack Workflow Builder
- Feature/Setting: Scheduler+, trigger bot to fetch monthly snapshot from Google Sheets and post in team channel.
3.17. Monday.com Automations
- Feature/Setting: “Every month on the 1st” automation, aggregate item values, automate notification with summary.
3.18. Klipfolio
- Feature/Setting: Data source scheduled refresh, auto-generate email-based performance dashboard.
3.19. Asana Rules
- Feature/Setting: Custom rules with date triggers; automate analytics task creation, attach exported data.
3.20. Mailchimp Transactional API
- Feature/Setting: Automated monthly campaign with attached analytics; configure via “Send Email” API.
3.21. Trello Butler
- Feature/Setting: Scheduled command, automates creation of a card with product analytics summary and links.
3.22. QuickBooks Online API
- Feature/Setting: Run “Query Sales by Product” monthly, automate download and process in BI tool.

Benefits

4.1. Automated reporting eliminates repetitive tasks and human error.
4.2. Automates transparency, giving leaders up-to-date analytics for stock, sales, returns, and trending products.
4.3. Automation enables fast discovery of top- and poor-performing SKUs.
4.4. Accelerates decision-making by automating delivery of rich, visualized data.
4.5. Automated, scheduled flows reduce IT admin time and support audit readiness.
4.6. Automates scalability—easily expands as more product lines or sales channels grow.