Generating monthly performance dashboards

Purpose

1. Automate aggregation and visualization of monthly sales, costs, and operational data for açaí shop locations.

2. Enable fast, accurate financial insights by consolidating data from POS, inventory, staffing, and promotions systems.

3. Deliver dashboards that break down performance across menu items, time periods, marketing ROI, and shop expenses.

4. Serve tailored dashboard views to owners, managers, and stakeholders without manual compilation or reporting errors.

Trigger Conditions

1. Scheduled monthly on the first calendar day of each month at 2:00 AM.

2. Can be manually triggered by finance managers via secure web interface.

3. Automated re-run if data ingestion from POS or inventory fails or remains incomplete.

Platform Variants

1. Google Sheets

• Feature: Sheets API “read and aggregate” endpoints. Configure to fetch sales sheets and inventory lists.
  

2. Microsoft Power BI

• Feature: Gateway Refresh Scheduler. Setup “Monthly Performance Dataset” auto-refresh.
  

3. Tableau

• Feature: REST API “Refresh Extracts” and “Update Workbook.” Schedule extract refresh and push updated visualizations.
  

4. Looker Studio

• Feature: Data Connector auto-refresh. Connect POS/inventory databases and schedule report delivery.
  

5. Zoho Analytics

• Feature: Data Sync API. Pull monthly raw data from CRM and generate dashboards via automated workflows.
  

6. QuickBooks Online

• Feature: Reports API “Profit and Loss.” Fetch monthly financials, sync with dashboard data prep flow.
  

7. Xero

• Feature: Accounting API “Reports endpoint.” Pull monthly summaries and cashflow; integrate with visualization platform.
  

8. Square

• Feature: Reports API. Fetch “Sales Summary” and “Item Sales” for previous month, push to reporting pipeline.
  

9. Shopify

• Feature: Admin API “Reports.” Export monthly orders, refunds, and payouts, feed into dashboards.
  

10. Stripe

• Feature: Balance Transactions API. Collect last month’s payout and sales activities.
  

11. Pipedrive

• Feature: Data Export API. Retrieve sales deal flows and link to promotion/campaign analysis.
  

12. Salesforce

• Feature: Reports REST API. Pull custom dashboard-relevant analytics for sales and customer behaviors.
  

13. Slack

• Feature: Webhooks API. Post monthly dashboard summary link to management channel after generation.
  

14. Notion

• Feature: Notion API “Database Query.” Pull curated sales/finance databases, pipeline to visualization.
  

15. Airtable

• Feature: Airtable API “List Records.” Sync transaction and supply sheet for aggregation.
  

16. Monday.com

• Feature: Boards API. Extract fulfillment and promotion data for dashboard KPIs.
  

17. Trello

• Feature: API “Cards and Boards.” Collect operations tasks and cross-compare with sales surges or drops.
  

18. Mailchimp

• Feature: Campaign Reports API. Pull campaign analytics for monthly marketing effectiveness element of dashboard.
  

19. Google Analytics

• Feature: Reporting API v4. Fetch monthly web traffic, conversion events, attribute to promotions report.
  

20. AWS Redshift

• Feature: Data API. Query cloud-hosted sales and expense tables for inclusion in aggregate dashboard.
  

21. Snowflake

• Feature: REST API “Execute SQL Query” for the reporting warehouse, aggregate monthly shop KPIs.
  

22. Datadog

• Feature: Dashboard API. Sync specific metrics from infrastructure or integrated sensors for supply chain oversight.
  

23. Zendesk

• Feature: Support Tickets API. Extract monthly customer feedback, service issues for dashboard inclusion.
  

Benefits

1. Eliminates manual collation, reducing reporting labor by over 90%.

2. Ensures consistency and accuracy with automated data ingestion and validation.

3. Fast, timely insights for owners and operators to make agile financial decisions.

4. Supports multi-source analytics, providing richer operational understanding.

5. Enables proactive response to trends, anomalies, and inefficiencies.