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Real-time dashboard updates for key metrics

Purpose

1.1. Automate real-time dashboard updates to deliver instant visibility into sales, inventory, revenue, and cash flow for battery wholesalers.
1.2. Streamline data collection from multiple sources—ERP, POS, e-commerce, and banking—to automate financial analysis.
1.3. Support automated reporting and actionable alerts for deviations in margins, operational costs, or receivables.
1.4. Enable automating multi-branch and multi-warehouse performance metrics consolidation.
1.5. Facilitate automating compliance reporting and financial forecasting through continuously updated dashboards.

Trigger Conditions

2.1. New data entry or update in ERP, POS, or sales system.
2.2. Inventory transaction (e.g., stock-in, stock-out, adjustment) is processed.
2.3. Daily/weekly/monthly automated batch data exports from financial or warehouse software.
2.4. API webhook events triggered by payment status change, invoice issued, or bank reconciliation.
2.5. Real-time sync automator detects external data refresh from market feeds.

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Automate data refresh using "scheduled refresh" and Power BI REST API to push dataset updates.
3.2. Tableau
• Feature/Setting: Automate "Tableau Hyper API" for data ingestion and use Tableau Data Extract API for batch updates.
3.3. Google Data Studio
• Feature/Setting: Automate "Community Connectors" and the Google Sheets API to push financial data sources.
3.4. Looker (Google Cloud)
• Feature/Setting: Automate data pipeline using Looker API and BigQuery streaming; configure PDT (persistent derived tables) refresh.
3.5. Klipfolio
• Feature/Setting: Automate "Data Sources" via REST APIs; enable "instant klip updates" when source changes.
3.6. Domo
• Feature/Setting: Automate “Domo Workbench” uploads and utilize Domo Data API for on-the-fly refresh.
3.7. Sisense
• Feature/Setting: Automate data injection using Sisense REST API and ElastiCube Scheduler.
3.8. Qlik Sense
• Feature/Setting: Automate reloads using "Qlik Reload API" or Qlik's REST Connector for scheduled/real-time data flows.
3.9. SAP Analytics Cloud
• Feature/Setting: Automate data model refresh with SAP Data Import API and schedule refresh tasks.
3.10. Zoho Analytics
• Feature/Setting: Automate incoming data with Zoho Data API (AddRow, UpdateRow) and schedule import automation.
3.11. Amazon QuickSight
• Feature/Setting: Automate data ingestion using QuickSight’s CreateIngestion API and EventBridge triggers.
3.12. Redash
• Feature/Setting: Automate query execution over API and schedule refresh for automated dashboards.
3.13. Grafana
• Feature/Setting: Automate updates via data source plugins; use HTTP API to refresh panels or push timeseries.
3.14. Mode Analytics
• Feature/Setting: Automate data pull pushing with Mode API and schedule report refresh automation.
3.15. Cyfe
• Feature/Setting: Automate widget updates using Push API and configure real-time triggers with integrated sources.
3.16. Chartio
• Feature/Setting: Automate scheduled database pulls and configure webhooks for real-time updates.
3.17. Geckoboard
• Feature/Setting: Use Geckoboard Datasets API for automated push of new finance KPIs.
3.18. Metabase
• Feature/Setting: Automate question refresh via Metabase API and set pulse schedules.
3.19. Airtable
• Feature/Setting: Automate base sync with Airtable API and automate scripts for data push/pull.
3.20. Smartsheet
• Feature/Setting: Automate data row updates using Smartsheet API and set Data Shuttle automations.
3.21. Monday.com
• Feature/Setting: Push board updates using Monday API and automate dashboards with integration recipes.
3.22. Notion
• Feature/Setting: Automate database sync via Notion API and automate page updates for executive summaries.

Benefits

4.1. Automated dashboards eliminate manual data entry and reporting delays.
4.2. Automates multi-source data unification for holistic financial insights.
4.3. Real-time automation enables immediate detection of financial anomalies.
4.4. Stakeholders access always-fresh data, automating decision-making cycles.
4.5. Scales across multiple branches—fully automating growth monitoring without added labor.
4.6. Automates compliance with finance and audit schedules, reducing risk.
4.7. Automation reduces administrative costs and human error; automates routine finance tasks.

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