Daily reporting of total sales and top dishes

Purpose

1.1. Automate daily sales and menu performance tracking for Chinese restaurants, delivering automated reports of total sales figures and highlighting top-selling dishes to managers or owners.
1.2. Automating reduces manual aggregation, ensures consistency in reporting, and enables data-driven insight into menu optimization, operational decision-making, and performance benchmarking.
1.3. Supports operational efficiency, proactive inventory planning, improved staff allocation, and menu engineering, by automatedly surfacing top sellers and low performers promptly.

Trigger Conditions

2.1. Time-based trigger—automation runs every day at a scheduled time (e.g., 11:59 PM or before opening the following day).
2.2. Data availability trigger—report automation initiates once all sales entries for the day synchronize in the POS or restaurant management system.
2.3. Event-driven—automation initiates upon POS closeout or shift end.

Platform Variants

3.1. Square POS
• Feature/Setting: Sales Reporting API; configure schedule to request daily /v2/reports/sales endpoint.
3.2. Lightspeed Restaurant
• Feature/Setting: Automated Report Export; enable “End-of-Day Sales Summary” auto-email.
3.3. Toast POS
• Feature/Setting: Data Export API; call Orders API with date filters, automate aggregation.
3.4. Revel Systems
• Feature/Setting: Reports API; configure data extraction for ‘Sales Detail’ report.
3.5. Clover
• Feature/Setting: Orders API with filter_by_date; aggregate items by quantity for top dishes.
3.6. SquareSpace
• Feature/Setting: Advanced scheduling workflow; use Order summary export to Google Sheets.
3.7. Shopify POS
• Feature/Setting: REST Admin API (Order endpoint); automate data pull and generate report.
3.8. Oracle MICROS
• Feature/Setting: Reporting & Analytics Cloud; schedule automated daily “Sales by Item”.
3.9. Upserve POS
• Feature/Setting: Scheduled Email Reports; configure daily item sales summary.
3.10. QuickBooks Commerce
• Feature/Setting: Sales Order Reports; schedule auto-emails with sales and product breakdown.
3.11. Google Sheets
• Feature/Setting: App Script automation to aggregate incoming sales data and summarize daily report.
3.12. Airtable
• Feature/Setting: Automation function; trigger at time, summarize daily orders, email results.
3.13. Zapier
• Feature/Setting: Scheduled trigger, aggregator for sales values, webhook or email for report output.
3.14. Slack
• Feature/Setting: Incoming Webhook; automate sending formatted daily report to a channel.
3.15. Microsoft Teams
• Feature/Setting: Automated flow with Power Automate; post sales summary card at set time.
3.16. SendGrid
• Feature/Setting: Email API; automate formatted daily sales report email to stakeholders.
3.17. Twilio SMS
• Feature/Setting: Messaging API; send concise daily sales and top dishes summary via SMS.
3.18. Google Data Studio
• Feature/Setting: Scheduled Email Delivery; automate daily snapshot of sales and top dishes dashboard.
3.19. Mailchimp
• Feature/Setting: Transactional email (Mandrill); trigger with customized automated report template.
3.20. AWS Lambda
• Feature/Setting: Automated script (Python/Node.js) processes POS export & emails the report.
3.21. Power BI
• Feature/Setting: Dataflow automation; scheduled daily refresh & email delivery of sales/top item visuals.
3.22. Notion
• Feature/Setting: API automation; update database with daily sales/top sellers, send notification.

Benefits

4.1. Automates repetitive report generation, reducing staff time.
4.2. Provides real-time or near real-time access to key metrics.
4.3. Ensures automated accuracy, prevents manual errors.
4.4. Delivers actionable insights for product/menu/domain optimization.
4.5. Supports automated data democratization by pushing analytics to relevant teams.
4.6. Enhances consistency by automating timing and delivery.
4.7. Scalable automation adapts to multi-branch growth.