Purpose
1. Automate collection, aggregation, and visualization of revenue, booking, and performance KPIs for aromatherapy treatments.
2. Enable automated updating of a dashboard to reflect real-time, multi-source data on daily bookings, therapist utilization, earnings, upsell metrics, and product sales for decision-makers.
3. Reduce reliance on manual data entry and ensure accuracy, freeing management for higher-value automatable operations.
4. Allow automated scheduling of daily/weekly reporting, trend detection, and alerting on anomalies to streamline wellness operations workflow.
Trigger Conditions
1. New booking or completed session logged in scheduling software.
2. Sale recorded in POS or eCommerce platform.
3. Update in therapist attendance or treatment logs.
4. End-of-day or scheduled batch data export event.
5. Manual dashboard refresh request in client or staff portal (optional, automated via webhook).
Platform Variants
1. Google Sheets
• Feature/Setting: Sheets API — automate data ingestion to designated cells/range via Append or BatchUpdate methods.
2. Microsoft Power BI
• Feature/Setting: REST API (AddRowsInGroup) — automate data push into Power BI datasets for dash update.
3. Tableau
• Feature/Setting: REST API (Add Data Source) — automate ingestion of new treatment/sales data for real-time visualization.
4. Zoho Analytics
• Feature/Setting: Data API — automate record insertion and schedule dataset refresh for wellness KPIs.
5. Klipfolio
• Feature/Setting: Data Source Connector (API/Spreadsheet) — automate widget updates by calling scheduled API fetch.
6. Salesforce
• Feature/Setting: Reports & Dashboards API — automate extraction of aromatherapy sales/opportunity data for visualization.
7. Airtable
• Feature/Setting: Airtable API — automate record creation and dashboard sync on booking/sale event.
8. Shopify
• Feature/Setting: Admin API — automate order retrieval to pipe aromatherapy product sales into dashboards.
9. Square
• Feature/Setting: Transactions API — automate pulling POS sales for dashboarding spa financials.
10. Stripe
• Feature/Setting: Events/Webhooks — automate pulling of successful charges for revenue aggregation.
11. QuickBooks Online
• Feature/Setting: Reports API — automate fetch of revenue/accounting data for dashboard sync.
12. Xero
• Feature/Setting: Accounting API (Reports endpoint) — automate pulling spa financials for visual KPIs.
13. Smartsheet
• Feature/Setting: Sheet Rows API — automate updating operational KPIs in row-level for performance visualization.
14. Monday.com
• Feature/Setting: Board API — automate item creation and column value updates for wellness workflow reporting.
15. Notion
• Feature/Setting: Database API — automate KPI entries for automatable dashboard blocks in workspace.
16. Slack
• Feature/Setting: Incoming Webhooks — automate posting of snapshot stats to dashboard channel on set schedule.
17. Trello
• Feature/Setting: Card Custom Fields API — automate logging of session stats for quick reference cards.
18. Google Data Studio
• Feature/Setting: Community Connectors — automate updating datasets for spa performance metrics.
19. AWS Lambda
• Feature/Setting: Scheduled Lambda — automate backend data transformation and dashboard update trigger.
20. Zapier
• Feature/Setting: “Update Dashboard” Zap Action — automate cross-platform data sync for consistent reporting.
21. FreshBooks
• Feature/Setting: Reports API — automate fetching sales and invoice data for dashboarding.
Benefits
1. Enables automated, always-updated visualization for instant spa revenue and performance monitoring.
2. Automates multi-source data collection, minimizing manual errors in reporting.
3. Reduces staff time with automatable extraction and regular sync of metrics.
4. Supports automated performance analysis and alerting for management action.
5. Facilitates automating business intelligence and enhancing strategic decision-making in the aromatherapy wellness industry.
Operations & Workflow