Periodic automated reporting to management

Purpose

1.1. Provide systematic, scheduled financial and performance insights to Alfa Romeo dealership management.
1.2. Consolidate data from ERP, CRM, sales, and financial platforms for decision support.
1.3. Reduce manual effort, errors, and reporting delays.
1.4. Ensure compliance with internal schedules and regulatory requirements.
1.5. Support tracking of key metrics: sales, inventory, expenses, revenue, profit, and forecasts.

Trigger Conditions

2.1. Scheduled time intervals (e.g., daily, weekly, monthly closes).
2.2. Receipt of new data files (e.g., end-of-day sales uploads).
2.3. Achievement of sales or financial thresholds.
2.4. Upon reconciliation completion in accounting systems.
2.5. Specific managerial request (ad-hoc trigger through email/portal).

Platform Variants

3.1. Salesforce
• Feature/Setting: Schedule Reports — Configure "Report Builder," select metrics, set output as PDF/CSV, automate via "Scheduled Reports."
3.2. Microsoft Power BI
• Feature/Setting: Data Set Refresh & Email Subscriptions — Schedule refresh, automate "Subscribe to Report" for delivery to management.
3.3. SAP ERP
• Feature/Setting: ABAP Scheduled Jobs — Schedule "F.01 Financial Statements" exports, route via Secure Email or SFTP.
3.4. Oracle NetSuite
• Feature/Setting: Saved Searches — Automate delivery with "Email Scheduled Reports" to defined groups.
3.5. QuickBooks Online
• Feature/Setting: Scheduled Reports — Configure "Recurring Reports," auto-send PDFs via Email.
3.6. Google Sheets
• Feature/Setting: Apps Script Time-Driven Triggers — Script report generation, schedule "mailApp.sendEmail()" for automated delivery.
3.7. Microsoft Excel Online
• Feature/Setting: Power Automate Flow — Build "Scheduled Cloud Flow" that gathers data and emails snapshot.
3.8. Tableau
• Feature/Setting: Subscriptions — Use "Subscribe to View" to schedule dashboard export to stakeholder emails.
3.9. Zoho Analytics
• Feature/Setting: "Email Schedulers" — Select dashboards, set intervals, configure Recipients and format in "Scheduler."
3.10. Slack
• Feature/Setting: Workflow Builder — Automate sending scheduled financial summaries to management channels.
3.11. Monday.com
• Feature/Setting: "Automations" > "Recurring" — Extract chosen board data, auto-compile status reports as emails or updates.
3.12. Jira
• Feature/Setting: Automation Rule — Trigger summary extraction periodically with "Schedule" trigger, send custom message via Email Action.
3.13. Smartsheet
• Feature/Setting: "Send Row/Sheet as Attachment" — Set up recurring schedule, auto-email to chosen management recipients.
3.14. Asana
• Feature/Setting: "Rules" > "Send Summary" — Schedule regular update on project status metrics.
3.15. HubSpot
• Feature/Setting: "Reports Email Scheduler" — Select desired reports, choose recipients, set cadence.
3.16. Xero
• Feature/Setting: "Scheduled Reports" — Configure which financial docs, delivery frequency, recipient list.
3.17. Dropbox
• Feature/Setting: API File Requests — Scheduled upload from sources, trigger "File Added" to alert managers.
3.18. SharePoint Online
• Feature/Setting: Power Automate "Scheduled Flow" — Collate files, route summaries to leadership.
3.19. SendGrid
• Feature/Setting: Email API — Endpoint "/mail/send" for periodic delivery of compiled report attachments.
3.20. Amazon SES
• Feature/Setting: SendRawEmail API — Configure automated mailout with financial report PDFs as attachments.

Benefits

4.1. Consistency and timeliness of reporting, reducing managerial blind spots.
4.2. Standardizes format and content for easy comparison over time.
4.3. Eliminates repetitive manual compilation and distribution steps.
4.4. Enables proactive, data-driven management decisions and compliance assurance.
4.5. Frees staff for high-value activities by automating repetitive reporting.