Finance & AnalyticsPurpose
1.2 Aggregate data from sales platforms, inventory management, and accounting tools for consolidated performance insights.
1.3 Eliminate manual report generation, enhancing fast decision-making and reducing errors.
1.4 Support management with auto-generated dashboards for monitoring trends, out-of-stock alerts, sales velocity, and gross margin by product line and location.
1.5 Integrate analytic insights with financial outcomes for holistic oversight across the finance & analytics team.
Trigger Conditions
2.2 Inventory level changes due to shipment, receiving, or cycle count.
2.3 Scheduled batch intervals (e.g., every 15 minutes, hourly, daily at close-of-business).
2.4 Threshold-based: Inventory dips below pre-set limit or abnormal sales spike detected.
2.5 Manual dashboard refresh request by authorized personnel.
Platform variants
3.1 Microsoft Power BI
• API: Refresh Dataset — configure to execute dataset refresh upon new sales entry via `POST https://api.powerbi.com/v1.0/myorg/datasets/{datasetId}/refreshes`
3.2 Tableau
• Tableau REST API: Refresh Extract — use `/sites/site-id/schedules` endpoint to automate extract refresh on new inventory update
3.3 Google Data Studio
• Data Connector API: Automate scheduled connector refresh or trigger via webhook POST
3.4 Salesforce
• Analytics Cloud API: Trigger report refresh with `POST /services/data/vXX.X/wave/datasets` after sales sync
3.5 SAP Analytics Cloud
• API: Data Import Service — automates ingestion call upon new ERP transaction
3.6 Zoho Analytics
• Zoho Analytics API: On-demand Table Sync using `POST /api/refreshworkspace` called post-inventory update
3.7 Klipfolio
• Data Source Refresh API: webhook triggers `POST /api/1/data_sources/{id}/refresh`
3.8 Looker
• Query API: Run-on-schedule or entity-change event firing `/api/3.1/queries/run/json`
3.9 Sisense
• Sisense REST API: Data Model Refresh via `/api/v1/elasticubes/refresh`
3.10 Qlik Sense
• QRS API: Automate reload task using `/qrs/task/{id}/start` post-transactions
3.11 Domo
• Dataset API: `POST /v1/datasets/{datasetId}/data` for real-time pushes when new sale occurs
3.12 Metabase
• Pulse API: Webhook triggers manual pulse by POST to `/api/pulse/:id/trigger`
3.13 Smartsheet
• Data Uploader: Use Smartsheet API to auto-update sheets via `POST /sheets/{sheetId}/rows`
3.14 Monday.com
• API v2: GraphQL mutation to update dashboard items as inventory/sales changes
3.15 Airtable
• API: PATCH records on inventory table, dashboard based on changes polled via webhook
3.16 Google Sheets
• Sheets API: Automatic row append triggered by inventory transactions POSTing to `/v4/spreadsheets/{spreadsheetId}/values/{range}:append`
3.17 QuickBooks Online
• Reports API: Run and extract sales/inventory reports via `POST /v3/company/{companyId}/reports/{reportName}`
3.18 Stripe
• Reporting API: Listen for charge and payout events; auto-update dashboards with balance changes
3.19 AWS QuickSight
• Datasets API: Refresh datasets using `StartIngestionJob` on financial data upload completion
3.20 IBM Cognos Analytics
• Job API: Call to schedule/trigger new dashboard report update on data entry events
Benefits
4.2 Early detection of inventory shortfalls or exceptional sales activity.
4.3 Fast, data-driven strategic decisions with unified platform-agnostic monitoring.
4.4 Streamlined cross-departmental communication using live, trusted analytics.
4.5 Improved accuracy in financial forecasting and demand planning for aviation supply wholesalers.