Analytics & ReportingPurpose
1.2. Automates the scheduled generation and delivery of actionable reports, supporting data-driven decisions across sales, marketing, and stock management.
1.3. Ensure automated end-to-end integration between eCommerce platforms, POS systems, and reporting tools, enabling a constant flow of real-time, automatable insights.
Trigger Conditions
2.2. Event-driven automation, such as upon closure of business day, reaching a sales threshold, or manual trigger by analyst.
2.3. Automated updating upon new sales transaction entry or inventory update.
Platform Variants
• Feature/Setting: Use the Shopify Admin API to automate report pulls (“GET /admin/api/2023-01/orders.json” with filters for basket analysis).
3.2. WooCommerce
• Feature/Setting: REST API “GET /wp-json/wc/v3/orders” to automate order data extraction for conversion calculations.
3.3. Square POS
• Feature/Setting: Reports API automates transaction exports; automate “Batch Retrieve Orders” function.
3.4. Lightspeed Retail
• Feature/Setting: Use Retail API “GET /sales” to automate weekly basket size data collection.
3.5. Stripe
• Feature/Setting: “List Charges” API to automate payment confirmation and associated basket value.
3.6. BigCommerce
• Feature/Setting: “GET /v3/orders” endpoint automates transaction data fetch for analytics processing.
3.7. Oracle NetSuite
• Feature/Setting: Saved Search & SuiteAnalytics functions automate scheduled reporting.
3.8. SAP Customer Checkout
• Feature/Setting: Automatically export daily sales through Data Export API.
3.9. Vend (now Lightspeed X Series)
• Feature/Setting: Sales API “GET /sales” automates the pulling of order line items and values.
3.10. Magento
• Feature/Setting: Sales API “GET /V1/orders” enable automated script pulls for basket metrics.
3.11. Google Analytics
• Feature/Setting: Measurement Protocol or GA4 Data API automates event tracking for conversions.
3.12. Microsoft Power BI
• Feature/Setting: Connectors automate import of POS/eCommerce data, schedule report refresh.
3.13. Tableau
• Feature/Setting: Tableau Web Data Connector automates data flow from sales sources, auto-refresh dashboards.
3.14. Looker
• Feature/Setting: Use Looker API to automate report generation and delivery using “run_look” function.
3.15. Klipfolio
• Feature/Setting: REST/SQL connectors automate dashboard updates for store performance.
3.16. Slack
• Feature/Setting: Use Webhook API to automate posting summary reports into team channels.
3.17. Google Sheets
• Feature/Setting: Apps Script automates scheduled imports and formula-based analysis for quick reporting.
3.18. Excel Online
• Feature/Setting: Power Query automates pulling data from APIs into spreadsheets for basket/conversion tracking.
3.19. Zapier
• Feature/Setting: Multi-step automation automates connection between POS, eCommerce, and reporting apps.
3.20. Freshsales
• Feature/Setting: Automated workflow rules export sales and conversion data for scheduled insights.
3.21. HubSpot
• Feature/Setting: Marketing Analytics API automates data sync for conversion rate tracking.
3.22. Segment
• Feature/Setting: Connections automate event collection (“Order Completed”, “Checkout Started”) for downstream analytics tools.
3.23. Mailchimp
• Feature/Setting: Campaign Reports API automates extraction of eCommerce integration conversion data.
3.24. AWS Lambda
• Feature/Setting: Scheduled functions automate data aggregation/calculation routines without server management.
Benefits
4.2. Ensures automatedly accurate, up-to-date retail performance metrics for timely business interventions.
4.3. Automating multi-source analytics lowers errors and improves data consistency across the organization.
4.4. Automatable alerts and automated delivery of actionable insights boost decision-making speed for managers.
4.5. Automation scales as sales volume grows, supporting business expansion seamlessly.