Reporting and Analytics AutomationPurpose
1.2. Detect unreliable suppliers, delays, product returns, and compliance issues.
1.3. Deliver performance dashboards, exception alerts, and long-term trend reports to management.
1.4. Streamline decision-making on vendor renewals, penalty invoicing, and tier optimization.
Trigger Conditions
2.2. New supplier delivery logged or completed in inventory system.
2.3. Product return or defect entry in POS or CRM.
2.4. Supplier contract data change or update notice.
2.5. Threshold breach on KPIs (delivery SLA, defect rate, fill rate).
Platform Variants
3.1. Microsoft Power BI
• Feature: Dataflow Scheduled Refresh — configure scheduled refresh of supplier tables and visual KPI cards.
3.2. Tableau
• Setting: Web Data Connector — scheduled extraction from vendor log files, display in supplier performance dashboard.
3.3. Amazon QuickSight
• Function: SPICE Dataset Update — import supplier CSVs via S3 daily, auto-dashboard refresh.
3.4. Google Sheets (via Google Apps Script)
• Script: Time-driven Trigger — pull data from ERP API, run analytics, and email report.
3.5. Zapier
• App: Schedule by Zapier — triggers on schedule, parses ERP or CSV files, posts analytics to Slack or Email Digest.
3.6. Power Automate
• Feature: Recurrence Trigger — fetch supplier rating data, push results to reporting channels.
3.7. Google Data Studio
• Connector: Scheduled Extract from sheets or MySQL, show live supplier charts.
3.8. Looker (Google Cloud)
• Function: LookML Scheduler — program periodic SQL runs, email summary of supplier KPIs.
3.9. Salesforce Analytics
• API: Report Scheduler — schedule “Supplier Performance” report export to management.
3.10. SAP Analytics Cloud
• Option: Live Data Connection with scheduling for auto-refresh supplier scorecards.
3.11. Smartsheet Automation
• Bot: Automated Workflow — auto-aggregate quality and timeliness data, email summaries.
3.12. Airtable
• Automation: Scheduled Scripts — roll up supplier delivery records and email alerts on exceptions.
3.13. Slack
• API: Incoming Webhook — instant push of failed supplier deliveries summary.
3.14. Monday.com
• Integration: Automation Recipe “When status changes, send summary” for supplier updates.
3.15. HubSpot
• Workflow: Scheduled Reporting Automation — trigger email of supplier error rates to staff.
3.16. Trello
• Butler Automation: Calendar trigger for reporting checklist to review suppliers.
3.17. Notion
• Automation: Notion API + cron job — periodic supplier ranking table updates.
3.18. Asana
• Rule: Recurring Task Automation — assign monthly review tasks based on supplier analytics.
3.19. Oracle Analytics Cloud
• Job: BI Scheduler — configure daily supplier trends delivery to management inbox.
3.20. Domo
• DataFlow: Scheduled ETL for supplier metrics, dashboard auto-update.
3.21. Freshdesk
• Automation: Time-triggered reports of supplier issues based on tickets tagged ‘supplier.’
3.22. Klipfolio
• Data Connector: Auto data-pull from ERP, visualize lagging suppliers with scheduled refresh.
3.23. Mailchimp
• Automation: Weekly campaign with dynamic supplier scorecard sent to stakeholders.
3.24. Pipedrive
• Workflow: Auto-create supplier performance activity and notify assigned manager.
Benefits
4.2. Rapid detection and response to problematic suppliers.
4.3. Enables data-driven renegotiation and contract escalation.
4.4. Centralizes supplier insights, improving visibility for procurement and management.
4.5. Ensures ongoing compliance and reduction of operational risks.