Daily sales reporting automation

Purpose

1.1. Automate the collection, aggregation, and distribution of daily sales data for Afghan restaurants to reduce manual work, ensure accuracy, provide real-time insights, and support faster decision-making in the Food & Beverage sector.
1.2. Send auto-generated, formatted sales reports to finance teams, managers, and stakeholders via email, messaging, dashboards, or file storage.
1.3. Integrate with POS, accounting, and analytics platforms to retrieve and consolidate sales, refunds, category-wise revenue, and payment method data daily.
1.4. Archive daily reports for regulatory compliance and retrospective analysis.

Trigger Conditions

2.1. Designated time-based triggers (e.g., every day at restaurant close, or at a set hour like 11:59 PM).
2.2. Trigger upon new daily sales summary entry exported from the POS system.
2.3. On updated sales transaction logs in connected databases or cloud storage.
2.4. Manual trigger by managerial approval if an override is needed.

Platform Variants

3.1. Square POS
• Feature/Setting: Use “Retrieve Daily Sales Report” API endpoint; schedule using Square Webhooks at close-of-business.
3.2. Toast POS
• Feature/Setting: “Daily Summary Report” export via Toast Reporting API, configured with nightly run.
3.3. Revel Systems
• Feature/Setting: “SalesSummary” endpoint; use “Scheduled Reports” for end-of-day delivery.
3.4. QuickBooks
• Feature/Setting: “Reports API” to fetch “Sales by Day” report; automate extraction at set time.
3.5. Xero
• Feature/Setting: “GET Reports/SalesSummary” endpoint; schedule with Xero webhooks.
3.6. Google Sheets
• Feature/Setting: Google Sheets API “Get Sheet Values”; trigger by time or when a new row is appended.
3.7. Microsoft Excel Online
• Feature/Setting: Microsoft Graph API “Workbook Range Read”; scheduled poll for updates.
3.8. Zapier
• Feature/Setting: “Schedule by Zapier” trigger + “Email by Zapier” to compile and send reports.
3.9. Make (Integromat)
• Feature/Setting: Scheduler module + HTTP/Webhooks for data collection and distribution.
3.10. Slack
• Feature/Setting: Slack API “chat.postMessage”; post reports in finance or management channels.
3.11. Microsoft Teams
• Feature/Setting: Microsoft Graph “Send message”; automate posting summary to Teams group.
3.12. Gmail
• Feature/Setting: Gmail API “Send Email”; automate with custom HTML report in the body.
3.13. Outlook 365
• Feature/Setting: Outlook API “Send Mail”; schedule for daily summary distribution.
3.14. Dropbox
• Feature/Setting: Dropbox API “Files Upload”; archive reports to shared folders.
3.15. Google Drive
• Feature/Setting: Google Drive API “Create File” and “Upload File”; automated storage of daily reports.
3.16. AWS S3
• Feature/Setting: S3 “PutObject” API; store daily reports programmatically in secure buckets.
3.17. Tableau
• Feature/Setting: Tableau REST API “Update Workbook” or “Publish Data Source”; auto-refresh dashboards.
3.18. Power BI
• Feature/Setting: Power BI API “Dataset Refresh”; trigger data reload post-report ingestion.
3.19. FreshBooks
• Feature/Setting: “Reports API” to fetch daily income; use scheduler for recurring pulls.
3.20. Monday.com
• Feature/Setting: “Create Item” API; log daily sales as new board updates.
3.21. Asana
• Feature/Setting: “Create Task” API to assign action items based on report findings.
3.22. Twilio
• Feature/Setting: “Send SMS” REST API; deliver high-level daily sales alerts to managers.

Benefits

4.1. Eliminates manual report compilation, reducing operational workload and error rates.
4.2. Ensures timeliness and consistency of reporting for finance and operational review.
4.3. Enhances visibility for Afghan restaurant owners into key daily financial metrics.
4.4. Enforces compliance by systematic storage and delivery of auditable daily sales data.
4.5. Rapid, actionable insights enable profit optimization and trend analysis in Afghan cuisine operations.