Daily sales and revenue reporting to management

Purpose

1.1. Automate the extraction, aggregation, and delivery of daily sales and revenue data from multiple restaurant and POS systems, ensuring timely and accurate management visibility and supporting decision-making, trends tracking, financial planning, and compliance requirements for Andhra restaurant operations.

Trigger Conditions

2.1. Scheduled time trigger (e.g., every day at 11:59 PM).
2.2. POS end-of-day closure event.
2.3. Detection of new data in financial databases or cloud spreadsheets.

Platform Variants

3.1. Microsoft Power BI
• Feature: Scheduled data refresh, Daily Email Subscriptions — configure report dataset refresh to 23:55 and setup management email delivery.

3.2. Google Sheets API
• API: `spreadsheets.values.get` and `spreadsheets.values.update` — extract POS data, update reporting sheet, set timed script to trigger.

3.3. Slack
• Feature: Scheduled message/post — configure daily summary delivered to finance channel using Slack API `chat.postMessage`.

3.4. SAP
• Function: BAPI to fetch daily sales, Automated Job Scheduler — pull daily records and email management via SAP Smart Forms.

3.5. Oracle NetSuite
• SuiteAnalytics Connect — schedule saved search/report, auto-email to finance team.

3.6. Tally ERP
• XML/ODBC Export — automate extraction script and email via external mailer integration.

3.7. QuickBooks Online
• API: `reports.getSales` — set scheduled API request and email attachment dispatch.

3.8. Zoho Reports
• Feature: Scheduled Data Imports and Emailing — configure data pull from POS and set daily report auto-delivery.

3.9. Tableau
• Function: Tableau Online Extract Refresh, Subscribe — auto-refreshed dashboard, management subscribes to daily emails.

3.10. FreshBooks
• API: `GET /reports/accounting/sales` — schedule endpoint request and attach result to summary email.

3.11. Xero
• API: `GET /reports/SalesByCustomer` — scheduled data extraction, automate PDF report email.

3.12. Salesforce
• Report Scheduler — automate daily report generation and user notification via workflow.

3.13. Stripe
• API: `GET /balance/history` — retrieve transaction summary, push to internal dashboard or management email.

3.14. Mailgun
• API: `messages` endpoint — leverage for formatted PDF/HTML summary distribution.

3.15. SendGrid
• API: `mail.send` — automate embedding summary in email body or as attachment to stakeholders.

3.16. WhatsApp Business API
• API: `messages` endpoint — send sales highlights via WhatsApp to a management group.

3.17. Twilio SMS
• Feature: Programmable Messaging — push key figures to management via SMS with daily scheduling.

3.18. Monday.com
• Feature: Daily Automation Workflow — aggregate and log daily performance automatically to dashboards.

3.19. Notion API
• Endpoint: `/pages` — post daily revenue data into dedicated finance pages for management review.

3.20. Asana
• Feature: Recurring Tasks + Attachments — create recurring daily task with attached revenue report for manager.

3.21. Azure Logic Apps
• Trigger: Recurrence + HTTP/Webhook — orchestrate full workflow from data extraction to report distribution.

3.22. Google Chat API
• API: `spaces.messages.create` — deliver rich content summary to leadership chat room.

3.23. Jira
• Task automation with report attachment — log daily summary as ticket/comment for tracking.

3.24. Dropbox
• Feature: API upload, Notifications — save daily revenue report, automate notification to management group.

Benefits

4.1. Eliminates manual compilation errors and delays.
4.2. Delivers real-time, consistent financial visibility.
4.3. Supports rapid response to anomalies and trends.
4.4. Frees up staff resources for higher-value tasks.
4.5. Scalable for multi-location expansion or data complexity increase.
4.6. Tracks historical performance seamlessly for audits and forecasts.