Automated daily sales and revenue reporting

Purpose

1.1. Automate the daily collection, aggregation, and distribution of sales and revenue data for a computer desk retail operation.
1.2. Provide accurate and real-time analytics for sales trends, inventory turnover, product performance, and revenue streams, automating manual data collation and reducing errors.
1.3. Automated reporting enhances visibility for management, enables timely decisions, automates accountability with historical comparisons, and meets compliance needs for regular financial summaries.

Trigger Conditions

2.1. Time-based: Automate report generation at a specific time (e.g., 8 AM daily).
2.2. New transaction: Automatedly triggered by sales or revenue entries in the POS or e-commerce platform.
2.3. Threshold events: Initiate automation when daily revenue exceeds defined limits.
2.4. Manual override: Admin can manually automate triggering for ad-hoc reporting.

Platform variants

3.1. Shopify
• Feature/Setting: Orders API — automate pulling all transactions using the “GET /admin/api/2023-01/orders.json?status=any&created_at_min=” endpoint.

3.2. WooCommerce
• Feature/Setting: Reports API — use “GET /wp-json/wc/v3/reports/sales” to automate daily summary extraction.

3.3. Square
• Feature/Setting: Sales Reports — automate “GET /v2/reports/sales” for automated data retrieval.

3.4. Stripe
• Feature/Setting: Balance Transactions API — automate: “GET /v1/balance_transactions?created[gte]=timestamp”.

3.5. Google BigQuery
• Feature/Setting: Scheduled Queries — automate SQL jobs to aggregate sales and revenue, then export results.

3.6. Microsoft Power BI
• Feature/Setting: Data Refresh — automate daily dataset updates and trigger dashboard email subscriptions.

3.7. QuickBooks Online
• Feature/Setting: Reports API — automate “GET /v3/company/{companyId}/report/SalesByProduct”.

3.8. Xero
• Feature/Setting: Reports API — use “GET /api.xro/2.0/Reports/Sales”.

3.9. Salesforce
• Feature/Setting: Reports API — automate with “GET /services/data/vXX.X/analytics/reports/ID”.

3.10. Zoho Books
• Feature/Setting: Sales Report API — automate daily querying with “GET /salesorders”.

3.11. HubSpot
• Feature/Setting: Deal Reporting API — automate “GET /crm/v3/objects/deals” with filters for daily sales.

3.12. Slack
• Feature/Setting: Incoming Webhooks — automate formatted report summary to a channel at schedule.

3.13. Microsoft Teams
• Feature/Setting: Webhooks — automate reporting message sent to chosen group/channel.

3.14. Gmail
• Feature/Setting: SMTP/Send API — automate report distribution to stakeholders’ inboxes.

3.15. Dropbox
• Feature/Setting: Create File API — automate saving of daily reports in a structured location.

3.16. Google Drive
• Feature/Setting: Drive API (Files: create) — automate filing of sales report PDFs or sheets.

3.17. Airtable
• Feature/Setting: Records API — automate updating and archiving new sales records per day.

3.18. Tableau Cloud
• Feature/Setting: Schedule Extracts — automate daily data source refresh and email delivery of snapshots.

3.19. SAP Business One
• Feature/Setting: Service Layer API — automate “GET /SalesOrders” for analysis and reporting.

3.20. FreshBooks
• Feature/Setting: Reports Endpoint — automate “GET /api/2.1/reports/sales” for revenue analytics.

3.21. Monday.com
• Feature/Setting: API v2 — automate board updates for tracked sales and push daily summaries.

3.22. Google Sheets
• Feature/Setting: Sheets API (append/update) — automate logging, calculating, and distributing sales metrics daily.

Benefits

4.1. Automates repetitive and manual sales collation tasks, cutting processing time.
4.2. Automation delivers real-time, error-free data for improved decision making.
4.3. Enables automatable benchmarking and trend analysis across periods.
4.4. Ensures stakeholders automatedly receive relevant insights without delays.
4.5. Streamlines compliance with automator-ready, consistent reporting outputs.
4.6. Automated reporting automates actionable notifications for anomalies or highlights in sales activity.