Consolidated daily, weekly, and monthly business performance dashboards

Purpose

1. Unify and visualize real-time and historical sales, procurement, inventory, logistics, and supplier performance data for aggregate suppliers in wholesale construction materials.

2. Provide management with granular, period-based insights: daily operational efficiency, weekly sales/replenishment rates, monthly margin and trend analysis.

3. Aggregate sources: ERP, CRM, accounting, third-party supplier data, logistics APIs.

4. Automate data gathering, processing, enrichment, transformation, and secure dashboard delivery to stakeholders.

Trigger Conditions

1. End-of-day/week/month timestamps (scheduled automation).

2. New data availability or ingestion detected in ERP/accounting/database.

3. Manual trigger via email or API endpoint for ad hoc reporting.

4. Performance anomaly detection threshold exceeded (sales drop, overstock, etc.).

Platform Variants

1. Microsoft Power BI

• API: Use Power BI REST API — Dataset Refresh, Report Export.
  
• Setting: Schedule daily refresh for 'Aggregates Performance' dataset; export PDF/XLS.
  

2. Google Data Studio (Looker Studio)

• API: Google Visualization API Query Language; Data Connector config.
  
• Setting: Connect MySQL/Sheets, set auto-refresh, filter for reporting period.
  

3. Tableau

• API: Tableau REST API — Refresh Extract, Publish Workbook.
  
• Setting: Schedule extracts of construction material reports; email stakeholder group.
  

4. Qlik Sense

• API: Qlik Engine JSON API — Automate app reload.
  
• Setting: Trigger ‘Materials Supply Dashboard’ reload on data upload.
  

5. SAP Analytics Cloud

• API: Data Import API; Story Schedule.
  
• Setting: Nightly upload of ERP batch; auto-distribute reports to ops team.
  

6. Zoho Analytics

• API: Zoho Analytics Import & Export API; Schedule function.
  
• Setting: Daily pipeline for supplier and delivery metrics; distribute via email.
  

7. Sisense

• API: Sisense REST API — Data Models/Reports.
  
• Setting: Automate cubes building and dashboard snapshot exports by schedule.
  

8. Domo

• API: Domo Streams API; DataSet API.
  
• Setting: Connect supplier API, trigger dashboards on new data.
  

9. Klipfolio

• API: Klipfolio Data Source Refresh.
  
• Setting: Auto-refresh from Google Sheets/ERP REST sources for daily/weekly rollup.
  

10. AWS QuickSight

• API: QuickSight UpdateDataSet API.
  
• Setting: Nightly data sync; Amazon S3-to-dashboard refresh.
  

11. Databox

• API: Databox API Push; Scheduled Alerts config.
  
• Setting: Push aggregates metrics by endpoint, auto-publish digest.
  

12. Chartio

• API: Chartio Data Source Sync and Reports API.
  
• Setting: Schedule SQL warehouse refresh and email summary.
  

13. Redash

• API: Redash Query Runner; Scheduled Query.
  
• Setting: Automate SQL aggregates for supplier metrics; daily/weekly runs.
  

14. Metabase

• API: Metabase REST API — Card/Collection Execution.
  
• Setting: Endpoint for scheduled card (dashboard) refresh; email on completion.
  

15. Jet Reports (for Microsoft Dynamics)

• API: Jet Hub Scheduler.
  
• Setting: Daily supplier/sales analytics auto-export to XLSX/PDF.
  

16. Smartsheet

• API: Smartsheet Reports API.
  
• Setting: Automate rollup report refresh for inventory and delivery; weekly snapshot.
  

17. Google Sheets

• API: Sheets API — ImportRange, Triggers.
  
• Setting: Script daily cloud source import, dashboard graphs.
  

18. Airtable

• API: Airtable Automations.
  
• Setting: On new record, run aggregates formula, email report.
  

19. Monday.com

• API: Board Views/Widgets API — Automations.
  
• Setting: Update dashboard columns per supplier data at scheduled interval.
  

20. Freshworks Analytics

• API: Freshworks Analytics Schedule API.
  
• Setting: Recurring export of supplier/customer data, automated insights email.
  

21. Notion

• API: Notion API — Databases, Automations via integrations (Zapier).
  
• Setting: Scheduled sync of aggregates data, update dashboard table, notify team.
  

22. IBM Cognos Analytics

• API: Cognos REST API — Report Execution.
  
• Setting: Daily batch job triggers, dedicated ‘Construction Material’ report distribution.
  

Benefits

1. Removes manual report generation, saving significant management time.

2. Reduces errors and ensures all teams access accurate, up-to-date intelligence.

3. Enables immediate detection of trends and operational issues.

4. Supports granular, period-based decision-making aligned with supplier dynamics.

5. Centralizes metrics, allowing rapid comparison and benchmarking across periods or suppliers.