Automated sales reports emailed to management

Purpose

1.1. Automate the generation and emailing of detailed sales reports for management, covering daily, weekly, or monthly performance, product breakdowns, revenue figures, and trend analysis.
1.2. Enable consistent, error-free delivery of sales metrics from POS/eCommerce/ERP to management, supporting informed decisions and finance alignment.
1.3. Allow managers to receive up-to-date snapshots on stock levels, bestsellers, and revenue directly in their inboxes, ensuring rapid response to market or operational changes.

Trigger Conditions

2.1. Scheduled time-based triggers (e.g., every day at 7 AM, or every Monday at 9 AM).
2.2. Sale event completion (e.g., new order processed, invoice paid, or sales threshold reached).
2.3. Data upload or sync into POS, ERP, or e-commerce database.
2.4. Manual trigger by finance or sales lead via dashboard or mobile device.

Platform Variants

3.1. Salesforce
• Feature/Setting: Reports & Dashboards Scheduler — configure "Export and Email Report" automation.
3.2. Microsoft Power Automate
• Feature/Setting: Scheduled Cloud flow — "Recurrence" (trigger) + "Get rows" from Excel/SharePoint + "Send an email (V2)".
3.3. Google Workspace (Sheets + Gmail API)
• Feature/Setting: Apps Script with daily time trigger; Sheets' data extracted, formatted, and sent with Gmail's send API.
3.4. Shopify
• Feature/Setting: Admin API "GET /admin/api/2023-10/orders.json" to fetch sales; webhook + report app to email management.
3.5. QuickBooks Online
• Feature/Setting: Reports API "GET /v3/company/{companyId}/report/SalesByProduct" + email integration.
3.6. HubSpot
• Feature/Setting: Workflow automation — "Schedule Recurring Email" with sales report attachment.
3.7. Zoho CRM
• Feature/Setting: Scheduled/report automation via "Schedules" + "Email Notifications".
3.8. Airtable
• Feature/Setting: "Automations" — "At scheduled time" trigger + "Send email" action using summary view.
3.9. Tableau
• Feature/Setting: Subscriptions — configure dashboard/report extract & email schedule to specific users.
3.10. SAP
• Feature/Setting: SAP BusinessObjects BI — "Publishing" option for scheduled report delivery via email.
3.11. Oracle NetSuite
• Feature/Setting: Saved Search with "Scheduled Email" option for summary sales reports.
3.12. Xero
• Feature/Setting: Reports > All Reports > "Schedule Report" for regular export and email.
3.13. Square (POS)
• Feature/Setting: "Sales Summary Email" auto-scheduler found in Sales Reports section.
3.14. Pipedrive
• Feature/Setting: Automatic insights reports — "Scheduled Recurring Email" with sales pipeline data export.
3.15. Slack
• Feature/Setting: Scheduled message using "Slack API chat.scheduleMessage" to share report download links.
3.16. Trello
• Feature/Setting: Butler Automation — schedule "Email report" using summary card data.
3.17. Mailchimp
• Feature/Setting: Campaign automation; use API to send dynamic report emails via "POST /campaigns/send".
3.18. Asana
• Feature/Setting: Asana "Scheduled Reports" — use reporting API to generate and email status to management.
3.19. Dropbox
• Feature/Setting: Scheduled file generation + Dropbox API "files/get_temporary_link" and "sharing/create_shared_link_with_settings" sent via email script.
3.20. Intercom
• Feature/Setting: Scheduled email via Intercom Email API; pull sales stats from integrated CRM and format message.
3.21. Zoho Analytics
• Feature/Setting: "Email Scheduler" to send reports from dashboards in PDF/CSV/XLS directly to distribution list.

Benefits

4.1. Eliminates manual reporting, ensures timely delivery of sales data to decision-makers.
4.2. Reduces data entry errors and prevents information lag.
4.3. Supports proactive strategic planning with real-time performance insights.
4.4. Frees up employee resources for higher-value financial analysis.
4.5. Offers management customizable, digestible updates ready for meetings and forecasting.