Performance KPIs reporting

Purpose

1.1. Systematically collect, calculate, visualize, and distribute real-time and scheduled key production and operational metrics for beverage manufacturers.
1.2. Increase transparency, enable data-driven decision-making, and promptly identify areas for operational improvement.
1.3. Unify KPI data (e.g., yield, downtime, OEE, losses, batch variances, productivity, and cost per unit) from multiple sources—ERP, SCADA, production logs—into standardized reports for relevant stakeholders.
1.4. Automate managerial insight delivery through dashboards and scheduled communications to minimize manual effort and reporting latency.

Trigger Conditions

2.1. End of scheduled production shift.
2.2. Arrival of new data in ERP or MES system.
2.3. Day-end or week-end scheduled time event.
2.4. Quality compliance event (e.g., deviation logged).
2.5. Exception detection (e.g., KPI below threshold).
2.6. Manual trigger from authorized dashboard.

Platform Variants

3.1. Microsoft Power BI
• API: Power BI REST API; Dataset Refresh endpoint to update reports post-data upload.
3.2. Tableau
• Feature: Tableau Server REST API; use Run Now for Scheduled Extract Refresh.
3.3. Google Data Studio
• API: Community Connector endpoint; automate data push and scheduled report delivery.
3.4. SAP Analytics Cloud
• API: Data Import Service; schedule data pulls from SAP ERP for automatic KPI updates.
3.5. Oracle Analytics Cloud
• Feature: Data Pipeline Builder; set scheduled data ingest for KPI metrics.
3.6. Looker
• API: Looker API 4.0; schedule looks and dashboards, trigger delivery with create_scheduled_plan.
3.7. Sisense
• Feature: Data Alerts; configure triggers for critical KPI thresholds.
3.8. Domo
• Feature: Domo Workbench DataSet API; automate data upload and scheduled report delivery.
3.9. Qlik Sense
• API: Qlik Engine API; set reload tasks to refresh KPI dashboards.
3.10. Zoho Analytics
• API: Import Data; schedule KPI data sync and automate notification mailers.
3.11. Smartsheet
• Feature: Automated Workflows; trigger reports to stakeholders on schedule.
3.12. Google Sheets
• API: Sheets API batchUpdate; automate writing KPI results, trigger email notification via Apps Script.
3.13. Slack
• API: chat.postMessage; push KPI summary to operations channel.
3.14. Microsoft Teams
• API: Graph API sendMessage; programmatically deliver daily/weekly KPI snapshots.
3.15. Salesforce
• Feature: Reports and Dashboards API; schedule exports and notify production leads.
3.16. ServiceNow
• Feature: Scheduled Reports; deliver automation-generated KPI insights to ops managers.
3.17. AWS QuickSight
• API: StartDashboardSnapshotJob; generate and email refreshed KPI dashboards.
3.18. IBM Cognos Analytics
• Feature: Automation Service; schedule production performance report refresh.
3.19. Monday.com
• Feature: Automations Center; trigger KPI notifications on task completions or shifts.
3.20. Trello
• API: Card Creation; auto-create KPI report task cards for weekly review.
3.21. Asana
• Feature: Rules and Reports; create alert and reporting tasks based on operational KPIs.
3.22. Notion
• API: Database update and integration; auto-insert KPI metrics, trigger daily digest pages.

Benefits

4.1. Eliminates manual compilation of performance data.
4.2. Delivers consistent, accurate, and timely reporting to all stakeholders.
4.3. Enables proactive management via customized threshold alerts.
4.4. Scales easily to new metrics and reporting intervals.
4.5. Supports compliance and audit readiness with automated archiving.
4.6. Integrates with current business analytics stack without vendor lock-in.
4.7. Improves operational visibility, reduces delays in corrective action, and enhances cross-departmental alignment.