Daily sales summary and automated reporting to management

Purpose

1.1. Automate the extraction, aggregation, and formatting of daily sales data from POS or order management systems specific to an Indonesian Ikan bakar restaurant.
1.2. Automate generation of comprehensive daily sales reports including sales by menu item, time slots, payment types, and returns.
1.3. Automate scheduling and automatedly deliver structured sales summaries via multiple channels (email, messaging apps, dashboards) to management and stakeholders.
1.4. Streamline reporting to ensure accurate, real-time, and automated financial insights for better decision-making and operational efficiency.

Trigger Conditions

2.1. Automate daily trigger at restaurant closing time (e.g., 11:59 PM local time).
2.2. Automate on-demand trigger by authorized management via app, dashboard, or email command.
2.3. Automate upon a change event detected from the POS/back-office database (new sales record logged).

Platform Variants

3.1. Square POS
• API: Use “ListPayments” to automate sales data extraction; configure webhook for daily automated triggers.
3.2. Lightspeed POS
• API: “GET /sales” endpoint to automate pulling latest transactions; schedule job using platform’s reporting suite.
3.3. Toast POS
• API: “Reports API” — automate request for daily sales summary; automate report delivery via webhook.
3.4. Shopify
• API: “Orders API” — automate fetch orders by date; automate scheduled export job.
3.5. QuickBooks
• API: “Reports API” — automate pull “Sales by Product/Service Detail”; set up automation for daily reporting.
3.6. Google Sheets
• Feature: “IMPORTDATA” function — automate ingestion; trigger timing using Apps Script for automated delivery.
3.7. Microsoft Excel Online
• Feature/API: “Excel REST API” — automate update and share workbook; automate scheduled macro run.
3.8. Gmail
• API: “Gmail API Send” — automate send sales summary PDF/CSV to managers; set up automated rule for delivery.
3.9. Slack
• API: “chat.postMessage” — automate daily report posting to management channel.
3.10. WhatsApp Business API
• Feature: “Send Message” — automate push of summarized sales data to executive group.
3.11. Telegram Bot API
• Endpoint: “sendDocument” — automate send daily sales summary files to management group.
3.12. SendGrid
• API: “Mail Send” — automate send customized HTML report; automate daily send-out workflow.
3.13. Zapier
• Feature: “Schedule by Zapier” — automate scheduling; connect to POS for automated data flow.
3.14. Integromat
• Module: “HTTP” & “Email” — automate GET sales data then dispatch report via email.
3.15. Power BI
• API: “Push Dataset Ingestion” — automate push daily sales data for dashboard refresh.
3.16. Tableau Cloud
• Feature: “Web Data Connector” — automate connect to POS API daily, automating dashboard updates.
3.17. Google Data Studio
• Connector: “Google Sheets” — automate pull summarized data, automate scheduled reports delivery.
3.18. Salesforce
• API: “Analytics API” — automate import sales data and generate reporting snapshot.
3.19. Monday.com
• API: “Create Item” — automate add sales summary as daily item for management visibility.
3.20. Microsoft Teams
• API: “Send Message” in channel — automate daily notification with attached report link.

Benefits

4.1. Automate sales reporting, reducing manual effort and eliminating data errors.
4.2. Enable real-time automatedly delivered insights for accurate financial tracking.
4.3. Centralize reporting to streamline management’s access to performance metrics via automation.
4.4. Facilitate prompt decisions by automating sales summary delivery via preferred digital channels.
4.5. Support compliance and transparency with an automated audit trail for sales data and automated reporting frequency.
4.6. Boost team productivity by automating repetitive reporting workflows and unlocking focus for strategic tasks.