Real-time sales and revenue dashboard updates

Purpose

1.1. Enable instant visibility of sales and revenue by automatically updating dashboards when new transactions occur across multiple sales channels, accounting systems, and payment gateways.
1.2. Unify data from POS, online platforms, and ERP solutions into an up-to-date dashboard for finance teams in the beverage sector.
1.3. Facilitate proactive financial analysis, trend monitoring, and rapid decision-making for wholesale suppliers of carbonated drinks.

Trigger Conditions

2.1. New invoice creation in accounting software.
2.2. Payment received and recorded in payment gateways.
2.3. New sales transaction logged in POS system or online order platform.
2.4. Manual adjustment or bulk data import in ERP.
2.5. Scheduled sync (e.g., every 5 minutes) if real-time triggers unavailable.

Platform Variants

3.1. Salesforce
• Feature/Setting: Reports API; configure automatic export of Opportunities data on change.
3.2. SAP ERP
• Feature/Setting: OData Services; enable outbound flows on new financial postings.
3.3. QuickBooks Online
• Feature/Setting: Webhooks for Invoice Creation and Payment; configure event notification on record updates.
3.4. Xero
• Feature/Setting: API Webhook for New Sales Invoices; filter by account code for carbonated drinks.
3.5. Shopify
• Feature/Setting: Order Created Webhook; configure payload to revenue fields.
3.6. Stripe
• Feature/Setting: Payment Intent Succeeded Webhook; capture completed transactions.
3.7. Square
• Feature/Setting: Transactions API; listen for new payment events.
3.8. WooCommerce
• Feature/Setting: Webhook on Order Complete; map order amounts to dashboard input.
3.9. Zoho Books
• Feature/Setting: API callback on Sales Order Created; authenticate with OAuth.
3.10. Microsoft Power BI
• Feature/Setting: REST API Real-Time Dataset; authorize push of updated metrics.
3.11. Google Data Studio
• Feature/Setting: API Connector; schedule data refresh upon external trigger.
3.12. Tableau
• Feature/Setting: Web Data Connector; auto-refresh on receiving new records.
3.13. Klipfolio
• Feature/Setting: Push API; push sales data JSON objects to specific dashboard tiles.
3.14. Looker (Google Cloud)
• Feature/Setting: Looker API; invoke run_look endpoint when new data available.
3.15. Netsuite
• Feature/Setting: Saved Search with RESTlet; initiate dashboard update when new record matches criteria.
3.16. FreshBooks
• Feature/Setting: Webhook on Payment Entry Created; map to sales metrics structure.
3.17. SAGE Intacct
• Feature/Setting: API Notification; set up for invoice and payment entries.
3.18. Pipedrive
• Feature/Setting: Deal Closed Webhook; map deal value to revenue figures.
3.19. PayPal
• Feature/Setting: IPN (Instant Payment Notification); pull and push transaction info.
3.20. Oracle Fusion ERP
• Feature/Setting: Business Events; configure outbound integration on Journal or AR entries.
3.21. Amazon Seller Central
• Feature/Setting: MWS API Orders endpoint; monitor new settlements for dashboard input.
3.22. Freshdesk
• Feature/Setting: Ticket Update Webhook (for internal order processing); notify on finance-related ticket closure.

Benefits

4.1. Eliminates manual dashboard updates and reduces data lag.
4.2. Provides finance team with consistent, accurate visibility into wholesale sales and cash flow.
4.3. Accelerates decision-making by surfacing up-to-the-minute figures.
4.4. Minimizes reporting discrepancies across beverage distribution channels.
4.5. Enables scalable financial oversight during sales spikes and product launches.