Automated sales and revenue reporting

Purpose

1.1. Automated sales and revenue reporting automates the extraction, aggregation, and formatting of financial and sales data across POS systems, e-commerce platforms, and accounting tools for candle stores.
1.2. Automates daily, weekly, monthly, and custom revenue reporting, with scheduled triggers and instant notifications to store owners, managers, and accountants.
1.3. Enables automating performance tracking, seasonal sales analysis, expense identification, SKU-level profitability, and trend analytics for business decisions.
1.4. Automatedly generates and distributes customizable multi-format reports (PDF, XLSX, Google Sheets) to stakeholders, reducing manual effort and error risk.
1.5. Centralizes multi-store chain reporting and automates reconciliation with payment processors, automating data consolidation and validation.
1.6. Supports automating compliance preparation by aligning daily summaries with accounting platforms, facilitating automated audits, and archiving.

Trigger Conditions

2.1. Scheduled automation triggers (e.g. every night at 1 AM, every Monday at 9 AM).
2.2. Event-based triggers such as sales threshold breached, new transaction entry, or end-of-month sequence.
2.3. Manual triggers by authorized personnel via dashboard or secure email automation.
2.4. API-based triggers when new data is ingested into platforms via webhook notifications.
2.5. Real-time automation trigger when refunds, discounts, or cancellations are processed.

Platform Variants

3.1. Shopify
• Feature/Setting: Admin API "GET /admin/api/2023-07/orders.json" to automate extraction of sales and transaction records.
3.2. Square POS
• Feature/Setting: Sales Reporting API; automate data pull via "GET /v2/transactions".
3.3. WooCommerce
• Feature/Setting: REST API "GET /wp-json/wc/v3/orders"; automate order and revenue data collection.
3.4. QuickBooks Online
• Feature/Setting: Reports API "GET /v3/company/{companyId}/reports/ProfitAndLoss"; automate syncing sales with financials.
3.5. Xero
• Feature/Setting: Reports endpoint "GET /api.xro/2.0/Reports/ProfitAndLoss"; automate accounting reconciliation and monthly closure.
3.6. Google Sheets
• Feature/Setting: Sheets API "spreadsheets.values.update"; automate updating structured revenue tables and charts.
3.7. Microsoft Excel (Office 365)
• Feature/Setting: Microsoft Graph API "PATCH /me/drive/items/{item-id}/workbook/worksheets/{id}/range(address)"; automates updating sales worksheets.
3.8. Stripe
• Feature/Setting: Reports API "GET /v1/balance/history"; automates payment reconciliation and daily batches.
3.9. PayPal
• Feature/Setting: Transaction Search API "GET /v1/reporting/transactions"; automates fetching and aggregating revenue.
3.10. Zapier
• Feature/Setting: Schedule, Formatter, Webhooks by Zapier; automates integration of fragmented data sources.
3.11. Airtable
• Feature/Setting: Airtable API "PATCH /v0/{baseId}/{tableName}"; automates updating custom sales dashboard records.
3.12. Mailchimp
• Feature/Setting: Campaign API; automates distribution of scheduled sales reports to stakeholders.
3.13. Slack
• Feature/Setting: Incoming Webhooks; automates notification delivery of sales summaries.
3.14. Salesforce
• Feature/Setting: REST API "GET /services/data/v57.0/query/?q=..."; automates syncing sales pipeline with revenue reporting.
3.15. Trello
• Feature/Setting: Cards API "POST /1/cards"; automates visual tracking of sales milestones and reporting completion.
3.16. Monday.com
• Feature/Setting: API "mutation { create_item ... }"; automates summarization and internal reporting workflows.
3.17. Oracle NetSuite
• Feature/Setting: SuiteAnalytics Reporting REST API; automates advanced, customizable revenue breakdowns.
3.18. FreshBooks
• Feature/Setting: Reports API "GET /reports/accounting/profit_loss"; automates bookkeeping and automatedly exports summaries.
3.19. Zoho Books
• Feature/Setting: Reports API "GET /reports/sales"; automates sales, tax reporting, and archiving.
3.20. Notion
• Feature/Setting: Pages API "PATCH /v1/pages"; automates embedding up-to-date revenue snapshots for management teams.
3.21. HubSpot
• Feature/Setting: Revenue Analytics API "GET /crm/v3/objects/deals"; automates pipeline and conversion-to-revenue summaries.
3.22. Klaviyo
• Feature/Setting: Metrics API "GET /api/v1/metrics/timeline"; automates automating campaign-attributed revenue analysis.
3.23. Dropbox
• Feature/Setting: File Upload API "files/upload"; automates report delivery and automated archiving to secure locations.
3.24. Google Data Studio
• Feature/Setting: Data connectors; automates live dashboarding and granular revenue insight sharing.
3.25. Intercom
• Feature/Setting: REST API for automating notifications of revenue performance to customer support leads.

Benefits

4.1. Automates time-consuming manual data aggregation, saving hours of labor.
4.2. Minimizes errors and discrepancies by automatedly reconciling across sources.
4.3. Enables instant, always-current financial visibility through automated reports and dashboards.
4.4. Manages multi-location or multi-store data through centralized automation logic.
4.5. Supports faster financial decisions, optimizing inventory, marketing, and staffing.
4.6. Automates compliance and audit readiness with detailed transactional histories.
4.7. Improves strategic planning by automatedly surfacing revenue trends and patterns.
4.8. Frees up staff for higher-value tasks by automating routine reporting cycles.
4.9. Increases stakeholder confidence with precise, timely, automated information delivery.
4.10. Scales as the business grows, automating expanded reporting needs with minimal extra setup.