Operational & Administrative AutomationsPurpose
1.2. Aggregate KPI data across POS, CRM, website, and marketing to monitor business health and inform decision-making.
1.3. Alert stakeholders on anomalies or missed targets for rapid intervention and resource optimization.
1.4. Provide visual dashboards that display trends related to high-value item turnover, top-performing staff, or effective ad channels.
Trigger Conditions
2.2. Inventory adjustment or new antique acquisition logged.
2.3. Employee clocks in or out; performance metrics change.
2.4. Online review or customer feedback received via integrated channel.
2.5. KPI threshold breached (sales dip below target, excess stock age, etc.).
Platform Variants
• Feature/Setting: Use ‘Scheduled Refresh’ with SQL Server, Shopify, and custom REST API connectors for inventory and sales ingestion.
3.2. Google Data Studio
• Feature/Setting: Connect to Google Sheets via Data Connector, auto-fetch POS and website form exports on schedule.
3.3. Tableau
• Feature/Setting: ‘Web Data Connector’ API for live data pull from ERP and e-commerce systems.
3.4. Klipfolio
• Feature/Setting: APIs to connect Shopify, QuickBooks, and social media analytics; configure real-time KPI klips.
3.5. Zoho Analytics
• Feature/Setting: Use Zoho CRM & Books integrations, set up ‘Periodic Import’ for online orders and supplier data.
3.6. Databox
• Feature/Setting: Pre-built Databox API with automatic sync for Mailchimp and Google Ads for marketing KPIs.
3.7. Qlik Sense
• Feature/Setting: Direct PostgreSQL connector for retail databases, custom expression scripting for KPI building.
3.8. Mode Analytics
• Feature/Setting: Python/R Notebooks for merging antique sales, acquisition costs, and web traffic.
3.9. Sisense
• Feature/Setting: REST API connectors to inventory, accounting, and Google Analytics; auto-refresh rules.
3.10. Domo
• Feature/Setting: Create dataflows using CSV uploads via Dropbox API and QuickBooks integrations.
3.11. Smartsheet
• Feature/Setting: Use ‘Data Shuttle’ automation for daily POS sales import, flag overdue orders.
3.12. Looker
• Feature/Setting: Connect through BigQuery and configure persistent dashboards for sales vs. performance goals.
3.13. IBM Cognos Analytics
• Feature/Setting: Data module with Oracle/SQL connectors; schedule anomaly detection.
3.14. SAP Analytics Cloud
• Feature/Setting: Real-time integration to SAP ERP; configure KPI alerts for procurement/inventory delays.
3.15. Airtable
• Feature/Setting: Use Airtable API for live inventory data, set up dashboard views to filter by acquisition type/value.
3.16. Monday.com
• Feature/Setting: Integrate POS CSVs via automations to timeline widgets, flag items by sales age.
3.17. Jet Reports
• Feature/Setting: Connect to Dynamics NAV, auto-refresh antique item turnover metrics.
3.18. Grafana
• Feature/Setting: Connect to MySQL or InfluxDB for time-series tracking of sales metrics.
3.19. ChartMogul
• Feature/Setting: API import of recurring sales data from e-commerce subscriptions; visualize revenue patterns.
3.20. Salesforce
• Feature/Setting: Use ‘Reports & Dashboards’ with Data Loader API to ingest inventory events and closed sales.
3.21. Xero
• Feature/Setting: API to push invoicing and payment events for financial KPI tracking.
3.22. Zapier
• Feature/Setting: Scheduled workflow moves data from POS/ERP apps to dashboarding tools via connectors.
Benefits
4.2. Early warning on sales or cost anomalies; prompt inventory corrective actions.
4.3. Historical trend analysis for better forecasting and purchasing.
4.4. Enhanced staff accountability and reward optimally performing employees.
4.5. Data-driven decisions on marketing spend, product focus, and acquisition strategies.