Purpose
1. Automate the scheduled, error-free delivery of management dashboards featuring key Mitsubishi dealership KPIs to decision-makers.
2. Enable automated insights into sales, inventory, customer satisfaction, financial performance, and service center analytics.
3. Support data-driven management by automating consolidation, visualization, and distribution of real-time operational metrics.
4. Reduce manual reporting, automate repetitive analytics, and standardize executive information flow for the Mitsubishi dealership.
Trigger Conditions
1. Automate execution by fixed schedules (e.g., daily, weekly, monthly) defined by cron expressions or calendar settings.
2. Automate based on completion of data sync or import processes from DMS, ERP, or CRM systems.
3. Automatedly triggered by events such as month-end close or sales goals reached.
Platform Variants
1. Microsoft Power BI
- Feature/Setting: Automate report subscription; configure scheduled refresh and email delivery.
- Sample: Schedule dashboard delivery every Monday at 9:00 AM via Power BI Service API.
2. Tableau
- Feature/Setting: Automator for subscriptions and extract refresh; use Tableau Server REST API for automating dashboard emails.
- Sample: REST API schedule dashboard PDF export and email to corporate list.
3. Google Data Studio
- Feature/Setting: Automate report sharing via schedule email add-on; configure with Google Apps Script trigger.
- Sample: Apps Script scheduled trigger set for real-time KPI updates.
4. Looker (Google Cloud)
- Feature/Setting: Scheduled data delivery; automate Looks and dashboards via the Looker API.
- Sample: Automate email delivery of sales dashboards at 7:00 AM each day.
5. Zoho Analytics
- Feature/Setting: Automate scheduled report exports and email delivery via Zoho Analytics API.
- Sample: Configure every Friday summary report automation for management.
6. Google Sheets
- Feature/Setting: Automated “scheduled email” scripts using Google Apps Script; trigger on timer.
- Sample: Scripted automation for spreadsheet KPI dashboards to be sent out Mondays.
7. Salesforce Reports & Dashboards
- Feature/Setting: Automate scheduled dashboard refresh and email via Salesforce API.
- Sample: Management KPIs delivered via workflow-scheduled email.
8. SAP Analytics Cloud
- Feature/Setting: Automate recurring reporting via scheduling and delivery features.
- Sample: Configure automated weekly executive summary dashboard.
9. Qlik Sense
- Feature/Setting: Schedule and automate data reloads and distribution using Qlik Scheduler and APIs.
- Sample: Qlik automator schedules daily sales and inventory dashboards.
10. Domo
- Feature/Setting: Automate scheduled alerts and dashboard delivery via Domo Workbench and Domo API.
- Sample: Automator for end-of-month performance dashboard to leadership.
11. Sisense
- Feature/Setting: Automate report scheduling and distribution with Sisense Pulse and REST API.
- Sample: Configure monthly analytics push to management team.
12. Klipfolio
- Feature/Setting: Automator triggers scheduled reports and snapshots via Klipfolio API.
- Sample: Snapshot automation sent to company executives at quarter-end.
13. Smartsheet
- Feature/Setting: Automate export and delivery of dashboard widgets via Smartsheet’s automated workflows.
- Sample: Workflow automation emails dashboard links every Friday.
14. Google Cloud Functions
- Feature/Setting: Schedule functions to aggregate, generate, and send dashboards.
- Sample: Automate KPI dashboard compiled and sent on the 1st of each month.
15. Slack
- Feature/Setting: Automated scheduled messages using Slack API to deliver KPI snapshots.
- Sample: Automate summary dashboard post to management channel Mondays.
16. Microsoft Teams
- Feature/Setting: Automate dashboard sharing with Teams Messaging API and scheduled flows.
- Sample: Automated Power BI integration posts dashboard in Teams group.
17. Airtable
- Feature/Setting: Automate dashboard reporting with Airtable Automations and scheduled triggers.
- Sample: Weekly summary automatedly emailed to stakeholders.
18. Monday.com
- Feature/Setting: Automated dashboard exports using board automations and integrations.
- Sample: Board KPIs are scheduled and sent automatically to managers.
19. Asana
- Feature/Setting: Automate reporting with Asana API and scheduled email digests.
- Sample: Custom automation for scheduled dashboard summaries.
20. Zapier
- Feature/Setting: Use Schedule trigger plus integrations for automated cross-platform dashboard distributions.
- Sample: Automated alert and dashboard email when KPIs uploaded.
21. Notion
- Feature/Setting: Automate export and scheduled reporting through Notion API and external automator workflows.
- Sample: Monthly summary page exported and shared with executives.
22. HubSpot
- Feature/Setting: Automated reporting with HubSpot Workflows and scheduled dashboards.
- Sample: Automate monthly marketing KPI dashboard to directors.
Benefits
1. Eliminates manual report creation, achieving fully automated delivery of critical Mitsubishi dealership KPIs.
2. Automates error-free distribution and timeliness of management dashboards for faster decisions.
3. Enhances data-driven culture by automatedly pushing consistent analytics to leaders.
4. Ensures scheduled, auditable, and automatable internal reporting for operational transparency.
5. Reduces costs and human effort by automating repetitive analytics and reporting flows.