Labor vs. sales report automation

Purpose

1.1. Automate the generation, compilation, and delivery of labor versus sales reports, ensuring real-time visibility into labor efficiency, cost management, and compliance for American cuisine restaurants.
1.2. Reduce manual report errors, speed up decision-making, and facilitate benchmarking against labor cost targets and sales performance.
1.3. Enable seamless report archiving, management, and auditability for regulatory and internal review requirements.

Trigger Conditions

2.1. Scheduled time (e.g., daily/weekly/monthly close-of-business).
2.2. Sales data submission in POS platform.
2.3. Labor record update or timesheet approval in workforce management system.
2.4. Low/high labor-to-sales ratio threshold met for exception reporting.

Platform Variants

3.1. Square POS
• API: Retrieve transaction sales data via `/v2/transactions` endpoint; configure webhook for data sync.
3.2. ADP Workforce Now
• Feature: Run payroll/labor summary export; use Scheduled Reports with SFTP push to shared folder.
3.3. QuickBooks Online
• API: Use `GET /v3/company/{companyId}/reports/ProfitAndLoss` for sales, and Timesheet endpoints for labor.
3.4. Toast POS
• API: Automate sales report extraction via `/reports/sales` endpoint.
3.5. Deputy
• API: Use `/v1/resource/employee/` for labor hours; schedule report export as CSV.
3.6. Microsoft Power BI
• Feature: Set up "Scheduled Refresh" for auto-ingestion and visualization of report datasets.
3.7. Google Sheets
• Feature: Use Apps Script to trigger reports using sales/labor sheets as data sources.
3.8. SAP SuccessFactors
• API: Extract work schedule and time account via OData API (e.g., `/odata/v2/Attendance`).
3.9. Oracle HCM Cloud
• API: Scheduled extraction of time and labor data to CSV using REST endpoints.
3.10. BambooHR
• API: Access approved timesheets via `/reports/custom` endpoint.
3.11. HubSpot
• API: Use workflow automation to post metrics to reports; optional integration with POS or payroll.
3.12. Xero
• API: Pull sales (Invoices endpoint) and employee time tracking via Projects API.
3.13. Paychex Flex
• Feature: Configure labor export and integrate with reporting script using their API.
3.14. Slack
• Feature: Automated report delivery via Incoming Webhook; message scheduled at close-of-business.
3.15. Dropbox
• API: Scheduled upload of report files using `/files/upload` endpoint for team access.
3.16. Microsoft Outlook
• API: Send compiled reports via `SendMail` Graph API on schedule.
3.17. Tableau
• Feature: "Extract Refresh Schedules" for report dashboards displaying labor vs. sales metrics.
3.18. Jira
• API: Create reporting tickets/tasks automatically if exception thresholds are breached.
3.19. Salesforce
• API: Log sales and labor KPIs in custom objects via REST API for manager review.
3.20. Amazon S3
• API: Store and archive report CSVs via `PutObject` for long-term retention.

Benefits

4.1. Continuous, error-free labor vs. sales tracking and archiving for compliance.
4.2. Instant delivery of actionable insights for managers via preferred platforms.
4.3. Automated exception and threshold alerts prevent overspending and boost efficiency.
4.4. Seamless integration with existing POS, payroll, BI, and communication platforms.
4.5. Supports regulatory audit requirements and reduces admin workload.