Scheduled reporting on key sales and marketing KPIs

Purpose

1.1. Automate compilation and distribution of sales and marketing KPI reports to stakeholders.
1.2. Consolidate data from multiple sources (CRM, ERP, web analytics, email campaigns).
1.3. Schedule delivery (daily, weekly, monthly) and format (HTML, PDF, spreadsheet).
1.4. Enhance visibility of pipeline health, campaign ROI, sales team productivity, and inventory movement.
1.5. Minimize manual tasks and ensure timely decision support for management.

Trigger Conditions

2.1. Time-based schedule (e.g., every Monday 8:00 a.m.).
2.2. Completion of a business cycle (e.g., month-end close process).
2.3. Data-change events in core platforms (e.g., new sales completed, inventory restocked).

Platform Variants

3.1. Salesforce
• API: /services/data/vXX.X/query
• Extract KPI data via SOQL; schedule report run via Process Builder or Flow.
3.2. HubSpot
• Endpoint: /analytics/v2/reports
• Automated analytics export; scheduled workflows for KPI delivery.
3.3. Microsoft Power BI
• Feature: Scheduled Refresh
• Set dataset refresh and report email subscriptions.
3.4. Google Sheets
• API: spreadsheets.values.get/append/update
• Scheduled App Script triggers to fetch and distribute KPI data.
3.5. Tableau
• Feature: Subscriptions API
• Automate delivery of visual dashboards to user groups.
3.6. Zoho CRM
• API: /crm/v2/Reports
• Scheduled KPI extracts with Workflow automation.
3.7. SAP Business One
• Service Layer: /b1s/v1/Reports
• Timed report generation, automated via workflow engine.
3.8. Oracle Netsuite
• API: /suitetalk/ReportService
• Schedule and email out saved search results.
3.9. Marketo
• Endpoint: /rest/analytics/reports
• Automated campaign and lead KPI exports on a schedule.
3.10. Pardot
• API: /api/report/version/4
• Schedule report exports via Engagement Studio.
3.11. Mailchimp
• API: /reports
• Fetch campaign KPIs and automate scheduled emailing.
3.12. Google Data Studio (Looker Studio)
• Feature: Scheduled Email Delivery
• Configure recurring dashboard exports to team emails.
3.13. Klipfolio
• Feature: KPI Alerts & Scheduled Snapshots
• Automate KPI dashboard distribution.
3.14. Slack
• API: chat.scheduleMessage
• Push scheduled KPI summary posts to relevant channels.
3.15. Microsoft Teams
• Feature: Scheduled Cloud Flow in Power Automate
• Send KPI notifications or files to channel on a schedule.
3.16. QuickBooks
• API: /reports
• Automate extraction of sales financials, scheduled via a third-party scheduler.
3.17. Trello
• Power-Up: Calendar & Reports Export
• Scheduled board statistics and sales activity reporting.
3.18. Jira
• API: /rest/api/3/search
• Automate KPI reporting around case/issue resolution times.
3.19. AirTable
• API: /v0/app/report
• Scheduled KPIs from custom bases pushed to recipients.
3.20. Shopify
• API: /admin/api/2023-01/reports.json
• Automate retail and order KPIs into scheduled reports.

Benefits

4.1. Substantial reduction in reporting time and manual intervention.
4.2. Continuous and consistent data-driven insights for strategic adjustments.
4.3. Improved accuracy and timeliness in disseminating critical business metrics.
4.4. Scalable visibility—relevant data sent to specific departments effortlessly.
4.5. Proactive performance management and early issue detection.