Automated daily, weekly, and monthly sales reports

Purpose

1.1. Provide consistent, timely insight into sales metrics for improved decision-making and inventory planning for aeromodel shops.
1.2. Automate collation, analysis, and delivery of sales data per business calendar; reduce manual labor and errors.
1.3. Ensure managers and stakeholders receive actionable, formatted summaries via preferred channels (email, dashboard, chat, mobile notification).

Trigger Conditions

2.1. Scheduled time triggers: daily at close-of-business, weekly on Sundays, monthly on the first day of each month.
2.2. Manual trigger via dashboard for ad hoc reports.
2.3. Trigger on new or completed sales data batch uploads to system.

Platform Variants

3.1. Microsoft Power Automate
• Connector: Scheduled Cloud Flow; set recurrence for daily, weekly, monthly
• Action: Office365 Outlook ‘Send an email’—configure email template for sales data
3.2. Google Sheets
• Google Apps Script: Time-driven trigger; script to query/report aggregated sales
• Function: MailApp.sendEmail for report dispatch
3.3. Zapier
• Trigger: Schedule by Zapier; configure time interval
• Action: Google Sheets or Excel ‘Find Rows’ + Gmail ‘Send Email’
3.4. Slack
• API: chat.postMessage; schedule via scheduled workflows
• Action: Post summarized sales report in finance/admin channel
3.5. SendGrid
• API: /mail/send; attach formatted PDF/CSV report, set to trigger on schedule
3.6. Twilio SMS
• Function: Messaging Service; send summary or report link using SMS at defined times
3.7. Salesforce
• Scheduler: Salesforce Scheduled Flow; extract sales report and email as attachment
• Report API: Analytics REST API to export report
3.8. QuickBooks Online
• API: Reports endpoint; Scheduled HTTP request to extract sales figures and push via email
3.9. Mailgun
• API: /messages; scheduled HTTP call with report body or attachment
3.10. Pabbly Connect
• Trigger: Scheduler; action module to assemble sales data and send via chosen channel
3.11. HubSpot
• Workflow: Scheduled workflow to run custom sales report and send out via email
3.12. Trello
• Butler Automation: Scheduled card creation summarizing sales for the period
3.13. Airtable
• Automations: At scheduled intervals, run summarization, use ‘Send Email’ action
3.14. Monday.com
• Automation: Schedule summary dashboard export and team notification
3.15. Notion
• Integration: Use scheduled API calls to extract, format, and post report in workspace
3.16. Shopify
• API: Admin REST API ‘orders.json’; scheduled script gathers daily/weekly/monthly sales
3.17. Stripe
• API: Scheduled call to /v1/balance_transactions; aggregate and email via SMTP relay
3.18. FreshBooks
• API: /reports/sales endpoint; trigger export, email or push to dashboard
3.19. Dropbox
• API: Scheduled report upload via /files/upload; shareable link created for teams
3.20. Zoho CRM
• Scheduled Report: Automated sales report run and mailed via Zoho Mail integration

Benefits

4.1. Eliminates manual report generation, ensuring accuracy and timeliness.
4.2. Delivers multi-channel notifications and tailored reports per role or preference.
4.3. Scalable for future growth and compatible with both cloud and on-prem workflows.
4.4. Enables operational transparency and faster response to sales performance trends.