Real-time financial dashboards

Purpose

1.1. Automate the real-time aggregation, visualization, and reporting of financial data for a boxing club, providing instant insights into revenues, expenses, membership dues, event ticketing, merchandise sales, and trainer payrolls.
1.2. Ensure management and staff can access up-to-date financial information for rapid decision-making and compliance, eliminating manual reporting processes.
1.3. Enable data-driven automatable actions (budgeting, alerts, audits) by centralizing feeds from various sources and automating data refreshes.

Trigger Conditions

2.1. New transaction recorded in POS or booking system (automates dashboard update).
2.2. Scheduled time intervals (e.g., hourly, daily) automatedly trigger data sync.
2.3. File uploads or receipt of financial document emails automates ingestion of new data.
2.4. Webhook event from payment processor or accounting system automates real-time updates.
2.5. Manual trigger by authorized users for instant refresh or troubleshooting automation.

Platform Variants

3.1. Stripe
• Feature/Setting: "Payments API" — automate pulling transaction and payout data in real time via GET /v1/charges, GET /v1/balance.
3.2. Xero
• Feature/Setting: "Accounting API" — automate reading invoices, expenses, and bank feeds using GET /Invoices, GET /Reports.
3.3. QuickBooks Online
• Feature/Setting: "Reports API" — automate fetching P&L and Cash Flow reports via GET /v3/company/{companyId}/reports.
3.4. Google Sheets
• Feature/Setting: "Sheets API" — automate live updating of dashboard cells or ranges via spreadsheets.values.update.
3.5. Microsoft Power BI
• Feature/Setting: "Push Datasets" — automate inbound data feeds and real-time tile refresh with rows.AddRows API.
3.6. Tableau
• Feature/Setting: "REST API" — automate publishing new datasource extracts or refreshing schedules using POST /sites/{siteId}/datasources.
3.7. Zoho Books
• Feature/Setting: "API" — automate reading automatable revenue, expense, and inventory data via GET /invoices, /expenses.
3.8. FreshBooks
• Feature/Setting: "Reports API" — automate pulling income statement, expense, and client data via GET /reports.
3.9. PayPal
• Feature/Setting: "Transaction API" — automate fetching event payments using /v1/reporting/transactions endpoint.
3.10. Square
• Feature/Setting: "Transactions API" — automate extracting sales and settlement info via /v2/transactions.
3.11. Pipedrive
• Feature/Setting: "Deals API" — automate monitoring membership revenue deals with GET /deals, for sales pipeline integration.
3.12. Sage Intacct
• Feature/Setting: "General Ledger API" — automate syncing GL accounts, journals, and reports.
3.13. WooCommerce
• Feature/Setting: "Orders API" — automate ingesting eCommerce sales for club merchandise via GET /wp-json/wc/v3/orders.
3.14. Shopify
• Feature/Setting: "Admin API" — automate product sales, refunds, and payout data reporting via /admin/api/2023-10/orders.json.
3.15. Oracle NetSuite
• Feature/Setting: "SuiteTalk Web Services" — automate syncing P&L, balance sheets, and budgets.
3.16. SAP Business One
• Feature/Setting: "Service Layer API" — automate fetching journal entries and financial statements.
3.17. Monday.com
• Feature/Setting: "Boards API" — automate real-time expense tracking by updating finance boards.
3.18. Airtable
• Feature/Setting: "Airtable API" — automate dashboarding by connecting finance bases to live widgets.
3.19. Notion
• Feature/Setting: "Notion API" — automate embedding real-time financial tables into pages.
3.20. Slack
• Feature/Setting: "Incoming Webhooks" — automate financial alert notifications and live updates for staff.
3.21. Klipfolio
• Feature/Setting: "REST/SQL Data Sources" — automate data ingestion directly into club’s automated dashboard visuals.
3.22. Databox
• Feature/Setting: "Custom Data Push API" — automate regularly pushing new metrics and KPIs to live dashboards.

Benefits

4.1. Automates manual data collection, saving admin time.
4.2. Enables automatable, data-driven decision-making using live insights.
4.3. Reduces risk of human error by automating updates and synchronization.
4.4. Supports instant responses—automation triggers alerts for anomalies or low balances.
4.5. Improves transparency across club operations and reporting to stakeholders automatedly.
4.6. Scales easily, with automators adding new data sources without new manual workflows.
4.7. Supports compliance and audit needs through automated reporting histories.
4.8. Boosts member trust with financial automation transparency and reliability.