Daily sales reporting to management

Purpose of Automation

1.1. Enable automated, daily aggregation of mutton barbecue restaurant sales data for precision financial and operational reporting.
1.2. Automate extraction of POS, inventory, and payment information, unifying these sources for complete end-of-day summaries.
1.3. Automatedly distribute customized sales reports to management, supporting data-driven decisions and timely action.
1.4. Ensure sales performance, revenue trends, inventory depletion, and anomalies are detected and presented automatically.

Trigger Conditions

2.1. Pre-set time trigger (e.g., every day at midnight) initiates automated sales data compilation.
2.2. Manual trigger automates report generation upon management request.
2.3. Trigger based on POS system closing, automating reporting at close-of-business.
2.4. Additional automation for error monitoring—report generated if there is a significant sales anomaly.

Platform Variants

3.1. Shopify POS
• Feature/Setting: "Reports API": automate pulling daily transactions with `GET /admin/api/2022-10/reports.json`
3.2. Square
• Feature/Setting: "Orders API": automate data extraction using `ListOrders` endpoint for daily summaries
3.3. Toast POS
• Feature/Setting: "Sales Summary Export": automate scheduled CSV export to cloud storage
3.4. Lightspeed
• Feature/Setting: "Reporting API": automate fetching financial metrics with `GET /reports/sales`
3.5. QuickBooks Online
• Feature/Setting: "Reports API": automate P&L and transaction report generation using `"ProfitAndLoss"`
3.6. Google Sheets
• Feature/Setting: "Append Values" API: automate data logging and simple dashboard refresh
3.7. Microsoft Excel Online
• Feature/Setting: "Add Row" API: automates data pushes to management workbooks
3.8. SendGrid
• Feature/Setting: "SendMail": automate email delivery of daily reports to multiple recipients
3.9. Slack
• Feature/Setting: "Chat.PostMessage": automate posting sales summaries in management channels
3.10. Twilio SMS
• Feature/Setting: "Messages API": automate sending key sales stats via SMS to executives
3.11. Power BI
• Feature/Setting: "Push Datasets": automates updating dashboards automatically with latest sales
3.12. Tableau
• Feature/Setting: "REST API Data Refresh": automates daily sync and visualization update
3.13. Dropbox
• Feature/Setting: "Files Upload": automate storing daily report files for archival access
3.14. Zapier
• Feature/Setting: "Schedule/Send Email": automate multi-channel delivery, integrating disparate reporting sources
3.15. Airtable
• Feature/Setting: "Create Record": automate structured storage of daily sales for historical queries
3.16. Trello
• Feature/Setting: "Create Card": automate creation of management action items for sales anomalies
3.17. FreshBooks
• Feature/Setting: "Accounting API": automate daily revenue reporting for financial review
3.18. Notion
• Feature/Setting: "Database API": automate summary log updates for management access
3.19. Monday.com
• Feature/Setting: "Create Item": automate pipeline updates reflecting reported sales data
3.20. HubSpot
• Feature/Setting: "CRM API": automate attaching sales summaries to respective manager records
3.21. AWS Lambda
• Feature/Setting: Automate custom Python scripts for data normalization and report formatting
3.22. Google Cloud Functions
• Feature/Setting: Automates serverless ETL workflows processing sales data to trigger next steps

Benefits

4.1. Entire sales reporting process is fully automated, reducing manual errors and labor cost.
4.2. Management receives operational insights automatedly, ensuring business decisions are made on current data.
4.3. Data aggregation and distribution tasks are repeatably automatable, eliminating workflow bottlenecks.
4.4. Automation provides consistency, speed, and visibility for barbecue restaurants in their competitive landscape.
4.5. Automating multi-system data collation and reporting drives efficiency and enhances business intelligence continuously.