Staff performance metrics report

Purpose

1.1. Automatically gather, calculate, and deliver individualized and team-based staff performance metrics for a flag store in the gifts & novelties industry.
1.2. Automating the entire process to review KPIs such as sales volumes, customer interactions, order accuracy, speed of service, attendance, and more.
1.3. Enables store managers to receive daily, weekly, and monthly automated performance reports without manual tracking or compiling.
1.4. Supports faster decision-making, recognition, coaching, and corrective action via ongoing automated reporting and trend analysis.

Trigger Conditions

2.1. Automatedly triggered at pre-set intervals (e.g., end of day, end of week).
2.2. Automates on employee shift completion in POS.
2.3. Initiates automation upon submission of timesheets, sales data, or customer feedback forms.
2.4. Can be set to trigger by custom criteria (reaching sales targets, missed targets, lateness, etc.).

Platform Variants

3.1. Shopify
• API: Admin API ‘Orders’, ‘Customers’, and ‘Users’ endpoints — fetch live sales/employee association for metrics automation.
3.2. Lightspeed Retail
• API: Employees Report endpoint — automate report extraction and calculation scripts.
3.3. Square POS
• Feature: ‘Employee Management’ and ‘Shift Reports’ — automate export and callback URL for staff KPIs.
3.4. QuickBooks Time
• Function: ‘Reports’ API — automates staff attendance and activity summaries.
3.5. Gusto
• API: ‘Reports’ (Payroll/attendance) — for automated absence, punctuality, and shift statistic collection.
3.6. Zoho People
• Feature: Performance Management module; API to extract review data for automation.
3.7. BambooHR
• Function:‘Reports’ endpoint — automated retrieval of employee engagement/time data.
3.8. Salesforce
• API: ‘Reports and Dashboards REST API’ — pulls custom metrics based on sales activities per rep automatically.
3.9. Power BI
• API: Push Datasets — automate live metrics dashboard updating.
3.10. Tableau
• API: REST API/Extract API — automate new performance visualizations and scheduled refreshes.
3.11. Microsoft Excel Online
• Graph API: Automate sheet filling and chart generation via workbook update events.
3.12. Airtable
• API: List Records and Automation Rules — for syncing staff metric calculation automatically.
3.13. Google Sheets
• API: Sheets API — automate KPI row/column updating, conditional formatting, and notifications.
3.14. Slack
• Feature: Workflow Builder/Incoming Webhook — automate sending daily metric summaries.
3.15. Trello
• API: Card automation rules for staff progress tracking and completion milestones.
3.16. Notion
• API: Database automation to input metrics and auto-generate reports.
3.17. Asana
• Feature: Automation Rules to create automated tasks based on report outcomes.
3.18. Microsoft Power Automate
• Feature: Scheduled flow to fetch, transform, and deliver metrics automatedly.
3.19. Google Data Studio
• Connector API: Automate linking POS, HR, and customer data for unified metrics dashboards.
3.20. SAP SuccessFactors
• API: OData Services for automated staff evaluation report generation and distribution.

Benefits

4.1. Automates repetitive report generation and distribution, saving management time.
4.2. Promotes staff accountability with transparent, automated, actionable performance visibility.
4.3. Reduces reporting errors with consistent automation logic for data extraction and metrics calculation.
4.4. Enables data-driven HR interventions and training focus based on automatedly tracked trends.
4.5. Provides stores with automatable, scalable, and reliable staff performance analytics.
4.6. Elevates employee morale through transparent, automated recognition of achievements.
4.7. Reduces manual admin time with automation, allowing focus on customer and revenue growth.