Profitability analysis dashboards

Purpose

1.1. Automate consolidated profitability analysis dashboards for Japanese curry restaurants by connecting POS, inventory, payroll, supplier, and online sales data.
1.2. Automatedly process and visualize performance, menu item margins, labor costs, and expense trends in near-real time.
1.3. Automate historical profitability comparisons, forecasts, and visual alerts for deviations or outliers directly on dashboards for management review.

Trigger Conditions

2.1. Automated sync on daily, weekly, or monthly schedule from POS and financial data sources.
2.2. Triggered by new sales transaction, inventory delivery, or payroll data entry event.
2.3. Manual trigger via web portal when on-demand analysis is needed.
2.4. Automatedly triggered by variance detection algorithms (e.g., profit margin dips >10%).

Platform Variants

3.1. Square POS
• API: Transactions API, Inventory API — automate sales and inventory feed extraction, configure OAuth access.
3.2. Toast POS
• Feature: Export Automation — configure daily push of sales/voids via webhook; Inventory module API.
3.3. Xero
• Feature: Reports API — automate pulling P&L, payroll, and expense reports via authenticated endpoints.
3.4. QuickBooks Online
• Endpoint: Reports and Payroll API — automate downloading and scheduling of GL and wage data for dashboards.
3.5. Google Sheets
• Function: Apps Script automation — automate importing, cleansing, and calculated field scripting.
3.6. Microsoft Excel Online
• API: Microsoft Graph Excel API — configure scheduled data pulls and automate chart/visual update actions.
3.7. Power BI
• Feature: DirectQuery/Dataflow Automation — automate dataset refresh tied to POS and cloud accounting sources.
3.8. Tableau
• Feature: Prep Conductor — automate ingestion and wrangling of multi-source data, schedule dashboard refresh.
3.9. Looker Studio
• Function: Data Connector automation — automate linking to Google Sheets, SQL for real-time dashboarding.
3.10. Metabase
• Feature: Scheduled Reports — automate queries and visual alert configuration for profitability thresholds.
3.11. Zoho Books
• API: Reports Endpoint — automate fetch of expense, income, and payroll entries.
3.12. Slack
• API: Incoming Webhooks — automatedly push dashboard highlights or alerts to management channels.
3.13. Notion
• Automation: Database API — automatically update finance/project databases with latest margin data.
3.14. Shopify
• API: Orders and Products API — configure to automate online and physical sales consolidation.
3.15. Airtable
• Feature: Automated scripts — automate calculations, summarization, and trigger dashboard update.
3.16. Zapier
• Feature: Multi-step automations — automate data routing from POS/accounting to BI dashboards.
3.17. Monday.com
• Automation: Board integrations — automate summary cards for weekly profitability posted by schedule.
3.18. Oracle NetSuite
• API: Financial Reports SuiteAnalytics — automate fetching and syncing all P&L data.
3.19. SAP Business One
• Feature: Service Layer API — configure to automate financial snapshot extraction for dashboards.
3.20. AWS QuickSight
• Feature: Scheduled Data Refresh — automate SQL/CSV feed ingestion from core systems for report automation.
3.21. Google BigQuery
• Feature: Scheduled Queries — automate ETL routines for profitability KPIs for dashboard input.
3.22. Snowflake
• Feature: Data pipelines automation — automate data consolidation, cleansing, and report extraction.

Benefits

4.1. Automates manual reporting, reducing labor costs and eliminating errors.
4.2. Enables automated, real-time profitability monitoring and root-cause analysis.
4.3. Automated dashboards support data-driven menu engineering and labor scheduling.
4.4. Automates the surfacing of outliers or loss leaders via visual and alerts.
4.5. Streamlines automated financial planning and forecasting for better operational agility.