Daily sales and performance reports sent to management

Purpose

1.1. Automate the compilation, formatting, and delivery of daily sales, KPIs, and operational reports to management, reducing manual effort and ensuring timely, accurate data presentation.
1.2. Centralize sales figures, order counts, best-seller analysis, revenue trends, and staff performance in a single daily summary for informed decision-making.
1.3. Enable proactive shifts in menu, staffing, or marketing based on daily intelligence for continuous operational optimization in Algerian cuisine restaurants.

Trigger Conditions

2.1. End-of-business-day completion (e.g. 11:59 p.m. local time).
2.2. Closure of cash register/POS session.
2.3. Entry of final sales data into POS, ERP, or back-office dashboard.
2.4. Scheduled cron-based timing (midnight or pre-open).
2.5. Receipt of daily reconciliation from accounting software.

Platform Variants

3.1. Square POS
• Feature: Daily sales report via Square API (GET /v2/reports/sales)
• Configuration: Schedule data extraction for format/export.

3.2. Clover
• Feature: Automatic report generation using the Clover Reports API
• Configuration: Set up daily trigger to pull JSON/CSV reports.

3.3. Toast POS
• Feature: Toast Reporting API for sales summaries
• Configuration: API credentials for scheduled extracts.

3.4. Lightspeed
• Feature: Daily transaction data export (Reports API /sales endpoint)
• Configuration: Webhook on register close.

3.5. Vend (now Lightspeed Retail X-Series)
• Feature: Daily sales report via API (GET /sales)
• Configuration: Automate report sending post-aggregate.

3.6. Shopify (for restaurants with online presence)
• Feature: Order and product analytics API (GET /admin/api/orders.json)
• Configuration: Daily pull, filter Algerian Cuisine category.

3.7. Google Sheets
• Feature: Sheets API – Create/Update daily report sheet
• Configuration: Automatically populate sheets with sales, best sellers, staff notes.

3.8. Microsoft Excel Online
• Feature: Graph API – Add rows to Excel file
• Configuration: Scheduled Excel updates, email attachment.

3.9. Gmail
• Feature: Gmail API – Automated delivery (send)
• Configuration: Attach PDF/CSV report, custom email subject (e.g. “Daily Algerian Cuisine Sales”).

3.10. Outlook/Office 365
• Feature: Outlook Graph API – Scheduled mail with attachment
• Configuration: Recurring delivery, Cc/Bcc management.

3.11. Slack
• Feature: Incoming Webhook or Slack API (chat.postMessage)
• Configuration: Push report summary to #management channel.

3.12. Microsoft Teams
• Feature: Teams webhook – Daily message with metrics
• Configuration: Automated card with top KPIs, attachment support.

3.13. Zapier
• Feature: Multi-step zap for data aggregation and report delivery
• Configuration: Triggers on POS closure, connects to chosen output (e.g., email, Slack).

3.14. Make (Integromat)
• Feature: Scenario for multi-platform integration
• Configuration: Extracts from POS, processes data, sends via email/chat.

3.15. Power Automate
• Feature: Automated flow builder
• Configuration: Schedule and route summary report to emails or Teams.

3.16. FreshBooks
• Feature: Invoices & Payments Report via API
• Configuration: Attach key revenue data to daily report.

3.17. QuickBooks
• Feature: Sales Transaction API data
• Configuration: Report generator for daily financial summaries.

3.18. Trello
• Feature: API card creation with summary metrics
• Configuration: Add report as a Trello card in “Management” board.

3.19. Notion
• Feature: API database entry for daily operational overview
• Configuration: Update Notion table with day’s KPIs and commentary.

3.20. Dropbox
• Feature: Automatic report file upload
• Configuration: File export and link sharing to management.

3.21. Google Drive
• Feature: Create and share report docs automatically
• Configuration: Generate and maintain report folder for compliance/archive.

3.22. WhatsApp Business API
• Feature: Automated document/message send
• Configuration: Push sales summary PDF to management group.

3.23. Mailchimp
• Feature: Triggered campaign to management list
• Configuration: Daily automated email with HTML/KPI snapshot.

3.24. Smartsheet
• Feature: Update sheet with API or scheduled report
• Configuration: Collaboration on performance data.

3.25. Tableau
• Feature: REST API automated dashboard refresh
• Configuration: Update sales dashboards with daily auto-publish.

Benefits

4.1. Saves 1–2 hours of manual data consolidation daily.
4.2. Ensures zero-delay, reliable and consistent report delivery to managers.
4.3. Greater accuracy compared to manual data handling.
4.4. Informs rapid, evidence-based culinary and operational adjustments.
4.5. Scalable for growing chains or franchise operations.
4.6. Tracks trends and anomalies for early issue detection in Algerian cuisine performance.
4.7. Enhances transparency and accountability across front and back of house.