Financial KPI dashboard update automation

Purpose

1.1. Automate the collection, aggregation, analysis, and visualization of daily, weekly, and monthly financial KPIs for bar & grill operations.
1.2. Automatedly centralize cash flow, COGS, revenue per seat, wage percentages, and operational expenses from various sources.
1.3. Automate integration between POS, accounting, payroll, and supplier systems for real-time dashboard update and proactive financial decision-making.
1.4. Automating report distribution, anomaly detection, and management notification for target achievement and deviations.

Trigger Conditions

2.1. Automated schedule: every end-of-day, week, or month, or on specific transaction volume thresholds.
2.2. Realtime data push/trigger from POS or accounting system event (EOD batch, invoice arrival, payroll post, supplier upload).
2.3. Manual override or on-demand automation by finance/admin staff action.
2.4. System/webhook triggers from third-party APIs upon data change or new record event.

Platform Variants

3.1. Square POS
• API: Automate scheduled or event-based GET /v2/reports for daily sales, item, and category breakdowns.
3.2. Toast POS
• Export API: Automator configured to auto-pull revenue, voids, tips via GET /reports/sales on interval.
3.3. Lightspeed
• Cloud Integration: Automation for syncing receipts using Reports API, trigger on transaction close.
3.4. QuickBooks Online
• API: Automate fetch of expense, invoice, and payroll data using /reports/ProfitAndLoss endpoint.
3.5. Xero
• Reports API: Automated retrieval of bank reconciliation, wage, and cost reports via GET /reports.
3.6. Sage Intacct
• Web Services API: Automate P&L, balance sheet, and AR/AP aging polling on schedule.
3.7. Oracle NetSuite
• REST API: Automating dashboard update by pulling real-time journal entries, COGS using /record/v1 endpoint.
3.8. Gusto
• Payroll API: Automator to auto-fetch pay runs, benefits deductions, tip pooling breakdown.
3.9. ADP Workforce Now
• Integration API: Trigger payroll and labor metrics auto-export, configure webhook on period close.
3.10. Dropbox
• File Request: Automation to monitor folder for new supplier invoices, CSV financials for parsing.
3.11. Google Drive
• API: Automatedly sync and parse spreadsheets containing weekly cost breakdowns.
3.12. Microsoft Excel Online
• Graph API: Automation for reading/writing KPI sheet cells on save event.
3.13. Zapier
• Multi-platform trigger: Set automator to chain POS/finance data to dashboard update.
3.14. Power BI
• REST API: Automating dataset update in real-time on financial event.
3.15. Tableau
• REST API: Triggered workbook refresh by automator after data pipeline runs.
3.16. Google Data Studio (Looker Studio)
• Connector: Configure automatic refresh via scheduled fetch from sources.
3.17. Slack
• Incoming Webhook: Automated send of daily KPI summary if threshold breached.
3.18. Microsoft Teams
• Bot Framework: Automator posts anomaly alerts into Finance channel.
3.19. AWS Lambda
• Automation: Serverless ETL scripts aggregate, format, and push KPI for dashboard update.
3.20. Google Cloud Functions
• Automation: Scheduled or triggered extractor for POS and accounting KPIs.
3.21. SQL Database (PostgreSQL/MySQL)
• Scheduled Job: Automatedly update KPI tables via cron or trigger, expose API for dashboard.
3.22. Mailgun
• Outbound Email API: Automate board-level KPI snapshot email dispatch.

Benefits

4.1. Automates time-intensive manual dashboard population, reducing human error.
4.2. Automated financial visibility enables proactive revenue, cost, and labor management.
4.3. Automating anomaly alerts improves decision speed and risk mitigation.
4.4. Automated process supports scaling by enabling multi-location reporting and benchmarking.
4.5. Frees staff to focus on higher-value activities by automating repetitive dashboard updates.
4.6. Drives accountability via automated records of KPI access, edits, and performance logs.
4.7. Supports regulatory and investor reporting with automated, timely financial snapshots.