Daily/weekly sales and booking reports

Purpose

1.1. Automate the collection, aggregation, and delivery of sales and booking data across all aromatherapy services on a daily and weekly basis.
1.2. Enable automated tracking of key metrics: session count, revenue per service, top-performing therapists, and booking sources.
1.3. Facilitate real-time decision-making and operational visibility by auto-generating structured reports distributed to management and relevant teams.
1.4. Reduce manual intervention and automate error-prone tasks in the reporting workflow for increased accuracy and efficiency.

Trigger Conditions

2.1. Scheduled triggers: automate report runs daily at 7:00 AM and every Monday at 7:00 AM.
2.2. Event-based triggers: automate on new booking, sale finalization, or data entry in POS/booking system.
2.3. Manual override trigger available to automate on-demand reporting.

Platform variants

3.1. Square POS
• Feature/Setting: Configure Webhooks for sales/export API – automate real-time data export when transaction closes.
3.2. Mindbody
• Feature/Setting: Use Mindbody API for automated pulling of booking and sales reports via /sale endpoint.
3.3. Shopify
• Feature/Setting: Automate scheduled exports via Reports API or webhook on order completion.
3.4. Google Sheets
• Feature/Setting: Automate data aggregation using Apps Script triggers or Sheets API; output as .CSV/.XLSX.
3.5. Excel Online (Microsoft 365)
• Feature/Setting: Automate Power Automate flows with “When a row is added” and “Get rows” actions.
3.6. Zapier
• Feature/Setting: Automate with prebuilt automators between booking apps and Gmail/Slack/Sheets.
3.7. Airtable
• Feature/Setting: Automate data sync using Airtable Automations and REST API.
3.8. QuickBooks Online
• Feature/Setting: Automate pulling sales by day/week via Reports API or scheduled exports.
3.9. HubSpot
• Feature/Setting: Automate engagement data using Workflows or API “Get Deals” and “Get Activities.”
3.10. Stripe
• Feature/Setting: Automate financial reports via Scheduled Reports API and event webhooks for new charges.
3.11. Salesforce
• Feature/Setting: Automate using Scheduled Reports, SOQL queries, or REST API endpoints.
3.12. Notion
• Feature/Setting: Automate report databases using API, auto-create entries with booking/sales info.
3.13. Slack
• Feature/Setting: Automate scheduled report delivery using Incoming Webhooks or Slack API chat.postMessage.
3.14. Trello
• Feature/Setting: Automate report cards using Power-Ups or Board API for daily/weekly summaries.
3.15. Pipedrive
• Feature/Setting: Automate sales pipeline reports via Deals API and webhooks.
3.16. Mailchimp
• Feature/Setting: Automate email report sends using Campaign API for subscribers/staff.
3.17. Google Data Studio
• Feature/Setting: Automate dashboards using data connectors and scheduled email PDFs.
3.18. Monday.com
• Feature/Setting: Automate board summaries with Integrations Center and API.
3.19. Freshdesk
• Feature/Setting: Automate ticket and booking reports using Freshdesk API export features.
3.20. Zoho CRM
• Feature/Setting: Automate reports using Reports module and REST API for daily/weekly scheduling.
3.21. Dropbox
• Feature/Setting: Automate report file uploads using Dropbox API and scheduled triggers.
3.22. Outlook
• Feature/Setting: Automate the sending of report emails using Microsoft Graph API or Flow.
3.23. Intercom
• Feature/Setting: Automate parsing new bookings/messages for inclusion in daily automated reports.

Benefits

4.1. Automatedly reduces manual reporting labor and risk of errors.
4.2. Automates faster and accurate decision-making with instant access to sales and booking analytics.
4.3. Enhances operational efficiency by automating routine report distribution.
4.4. Ensures consistency, scalability, and reliability in automated data workflows.
4.5. Enables real-time response to trends and booking fluctuations through automation.