Internal performance dashboard updates

Purpose

1.1. Automatically gather, update, and visualize performance metrics—including sales, inventory levels, service requests, employee productivity, and customer feedback—for air conditioning retail operations.
1.2. Centralize information from multiple internal and external sources for streamlined management decision-making.
1.3. Reduce manual input errors and update lags; deliver real-time performance tracking for all administrative and financial KPIs.
1.4. Support targeted action—inventory restocks, service deployment, or promotional efforts—by making trends and anomalies instantly visible.

Trigger Conditions

2.1. New point-of-sale transaction recorded.
2.2. Inventory database update (stock added/removed).
2.3. New service request or ticket submission.
2.4. Employee check-in or shift change logged.
2.5. Daily scheduled update (e.g., every midnight).
2.6. API webhook from eCommerce platforms or CRMs.
2.7. Receipt of new customer feedback form.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Sheets API, auto-update cells/rows on event-based webhooks from POS or inventory.

3.2. Microsoft Power BI
• Feature/Setting: Power BI REST API; dataset refresh endpoint to update dashboard visuals.

3.3. Tableau
• Feature/Setting: Tableau Data Extract API to push new data sets and refresh dashboards programmatically.

3.4. Salesforce
• Feature/Setting: Salesforce Reports API to update performance dashboards using real-time CRM data.

3.5. Zoho Analytics
• Feature/Setting: Zoho Analytics API; schedule data imports from retail systems every hour.

3.6. Klipfolio
• Feature/Setting: REST Connector; auto-fetch metrics from inventory/service management software.

3.7. Sisense
• Feature/Setting: Sisense REST API; push updated AC sales data to relevant dashboard widgets.

3.8. Metabase
• Feature/Setting: Metabase API; POST queries to auto-refresh visualizations on data events.

3.9. Databox
• Feature/Setting: Push API; send new KPIs from inventory or POS directly to custom dashboards.

3.10. Looker
• Feature/Setting: Looker API run_inline_query; update results on-demand upon trigger events.

3.11. QuickBooks Online
• Feature/Setting: Reports API; extract and feed financials directly to dashboard systems.

3.12. Slack
• Feature/Setting: Slack API chat.postMessage; send summary snapshots of internal dashboards on schedule.

3.13. Monday.com
• Feature/Setting: Boards API; update progress or numbers for administrative tracking in Kanban views.

3.14. Trello
• Feature/Setting: Card custom fields API; auto-update AC units sales/service card details for visualization.

3.15. Notion
• Feature/Setting: Notion API; update database tables for staff and performance logs, sync to dashboard.

3.16. Airtable
• Feature/Setting: Airtable API; auto-insert new sales/service records and trigger dashboard refresh.

3.17. Pipedrive
• Feature/Setting: Deals API; update sales pipeline visualizations when new AC unit deals close.

3.18. Shopify
• Feature/Setting: Admin API Webhooks; trigger internal dashboard updates on order creation/fulfillment.

3.19. Xero
• Feature/Setting: Reports endpoint; send periodic updates about financial/accounting metrics.

3.20. Jira
• Feature/Setting: Issue API Webhooks; performance dashboard shows open service tickets live.

3.21. Freshdesk
• Feature/Setting: Ticket Webhooks; update support and service request KPIs on dashboard.

3.22. Zendesk
• Feature/Setting: Incremental Export API; auto-send ticket creation/update metrics to performance views.

Benefits

4.1. Reduces admin labor and data entry errors with direct automated syncing.
4.2. Enables instant, real-time visibility of key performance trends.
4.3. Facilitates rapid, data-driven decisions for inventory or workforce adjustments.
4.4. Improves financial oversight by consolidating all channels into a unified view.
4.5. Enhances team transparency and accountability with always up-to-date dashboards.
4.6. Supports workflow scalability—handles added stores or data sources with minimal manual action.