Financial KPI dashboards update

Purpose

1. Automatedly consolidate, analyze, and visualize financial KPIs (e.g., revenue, cost, margin, food cost percentage, labor cost) for barbecue restaurants.

2. Automate KPI dashboard updates from sales systems, accounting, payroll, and procurement data, providing management real-time insights.

3. Automate data extraction from POS, ERP, and HR platforms, while scheduling dashboard refresh and automated alerts for anomalies or targets.

Trigger Conditions

1. Financial data updated in POS, ERP, or accounting software.

2. Scheduled (e.g., daily or weekly) automation runs for dashboard refresh.

3. Manual override/refresh button on dashboard.

4. Receipt of new payroll, expense, or inventory files via email, FTP, or cloud storage.

Platform Variants

1. QuickBooks Online

• Feature/Setting: API v3 GET /reports/ProfitAndLoss — automate retrieval of P&L data for dashboard input.
  

2. Xero

• Feature/Setting: Accounting API GET /Reports/ProfitAndLoss — automate extraction of financial KPI data.
  

3. Square POS

• Feature/Setting: Reports API — automatedly fetch sales summary and transaction metrics.
  

4. Toast POS

• Feature/Setting: Reporting API — automate scheduled pull of daily revenue and shift labor cost metrics.
  

5. Sage Intacct

• Feature/Setting: Web Services API — automate custom report extraction for food costs, labor expenses, and revenue.
  

6. Microsoft Power BI

• Feature/Setting: Automated dataset refresh via REST API POST /refreshes for real-time dashboard automation.
  

7. Tableau

• Feature/Setting: Tableau Server REST API POST /jobs — automate data source refresh for KPI dashboards.
  

8. Google Sheets

• Feature/Setting: Sheets API batchUpdate for data sync or trigger-based automations.
  

9. Zapier

• Feature/Setting: Scheduled triggers + app connections (QuickBooks, Xero, Google Sheets) — automate multi-app sync and transformations.
  

10. Slack

• Feature/Setting: Incoming Webhooks/API — automate real-time KPI alerts pushed to management channels.
  

11. Monday.com

• Feature/Setting: Automation recipes — automate import of finance data and update dashboardboards.
  

12. Notion

• Feature/Setting: Database API — automate data population for internal financial dashboards.
  

13. Excel Online (Microsoft 365)

• Feature/Setting: Office Scripts/API — automate data imports and triggers for chart refresh.
  

14. Google Data Studio (Looker Studio)

• Feature/Setting: Data connectors/API — automate live connection to sources for automated dashboard updates.
  

15. Domo

• Feature/Setting: Workbench/Connector APIs — automate ingestion of POS/accounting KPIs into dashboards.
  

16. Smartsheet

• Feature/Setting: Reports API — automate transfer and visualization of financials.
  

17. Klipfolio

• Feature/Setting: REST/SQL Connectors — automate KPI dashboard updates from multiple financial systems.
  

18. Power Automate

• Feature/Setting: Scheduled/trigger flows — automate data fetch from SaaS apps to Power BI or Excel Online.
  

19. Dropbox

• Feature/Setting: File request/webhook — automate file ingestion triggering Excel/Sheets updates.
  

20. OneDrive

• Feature/Setting: API triggers — automate file sync triggering Power BI automated dashboard refresh.
  

21. AWS Lambda

• Feature/Setting: Automated ETL scripts pulling from APIs (Square/Xero), sending to dashboard storage.
  

22. Google Cloud Functions

• Feature/Setting: Automated data pipelines for file/API integration to dashboards.
  

23. Mailparser

• Feature/Setting: Parser Rules/API — automate extraction of financials from incoming emails for dash updates.
  

24. FreshBooks

• Feature/Setting: API GET invoices/payments — automate import of revenue and payment data.
  

Benefits

1. Automates consolidation of multi-source financial data for fast decision-making.

2. Automated alerts and KPIs delivered in real-time, reducing manual mistakes.

3. Automation increases consistency, enabling automated adherence to reporting intervals and compliance.

4. Automator enables scalability of reporting as business grows.

5. Automates repetitive and error-prone admin work, freeing resources for higher-value analysis.

6. Automated dashboards facilitate trend detection and strategic action in restaurant operations.

7. Automation of data pipelines reduces IT and admin overhead.

8. Automating dashboard refresh reduces downtime and optimizes process reliability.