Financial KPI dashboard updates

Purpose

 1.1. Consolidate real-time financial data from POS, bank, and accounting systems to track key KPIs (e.g., daily revenue, food cost, profit margin, expenses) for enhanced business decision-making.
 1.2. Enable automated, scheduled, or event-driven updates to dashboards, providing managers with immediate performance insights for African cuisine restaurant operations.
 1.3. Minimize manual data entry errors and free up staff time for value-added tasks by automating KPI calculations, visualization, and reporting.

Trigger Conditions

 2.1. New transaction recorded in POS system.
 2.2. End-of-day sales closing procedure triggered.
 2.3. New bank deposit or withdrawal detected.
 2.4. Expense entry approved in accounting or inventory software.
 2.5. Scheduled batch update (e.g., nightly or hourly refresh).
 2.6. Manual trigger from management dashboard for on-demand refresh.

Platform Variants

 3.1. Square POS
  • Feature/Setting: Webhook for 'New Sale'; configure webhook URL and data payload structure.
 3.2. Toast Tab
  • API: Orders API for transaction exports; set up event listeners for “Order Closed.”
 3.3. Lightspeed Restaurant
  • API: Real-time Sales endpoint; automate extraction after every transaction closure.
 3.4. QuickBooks Online
  • API: Reports API; configure “Profit & Loss” report exports on schedule.
 3.5. Xero
  • API: Accounting API for “Invoices” and “Payments”; automate scheduled report pulls.
 3.6. Sage Business Cloud
  • API: Financials API for extracting “Expense” transactions; scheduled sync setup required.
 3.7. Pleo
  • API: Expenses Export API; automated daily export for expense KPIs.
 3.8. Airtable
  • Feature/Setting: Automation triggers for new records; use Financial KPI table updates.
 3.9. Google Sheets
  • API: Sheets API; automate row append and cell update for KPI dashboard tab.
 3.10. Microsoft Excel Online
  • API: Graph API for Excel workbook; automate KPI worksheet refresh.
 3.11. Tableau Online
  • API: REST API; publish and refresh data source for dashboard visualization.
 3.12. Microsoft Power BI
  • API: Push dataset API; push new KPI values to workspace dashboard.
 3.13. Looker Studio (formerly Data Studio)
  • Feature/Setting: Data Source Auto-Refresh; configure data connectors for live updates.
 3.14. Databox
  • API: Data Push API; automate sending metrics for KPI visualizations.
 3.15. Zoho Analytics
  • API: Data Import API; schedule KPI data sync and automated report updates.
 3.16. Slack
  • API: Incoming Webhooks; send KPI update notifications to finance/operations channel.
 3.17. Monday.com
  • API: Boards API; create and update KPI widgets with new financial metrics.
 3.18. Dropbox
  • API: File Upload; automate export of snapshot dashboard as image/PDF.
 3.19. Notion
  • API: Database API; update finance database with live KPI metrics.
 3.20. FreshBooks
  • API: Accounting API; automate revenue and expense extraction for KPI sync.

Benefits

 4.1. Ensures management always has access to latest accurate financial KPIs.
 4.2. Reduces manual workload and risk of human error in reporting.
 4.3. Enables proactive response to financial trends specific to African cuisine businesses.
 4.4. Supports scalable analytics across multiple branches or locations.
 4.5. Enhances transparency for investors, managers, and partners by automated KPI dissemination.