Reporting on sales performance and trends

Purpose

1.1. Aggregate, analyze, and visualize sales data to provide actionable insights into performance and trends within an antique retail environment.
1.2. Generate routine and on-demand reports on sales by item, period, source, location, and staff performance.
1.3. Enable data-driven inventory, marketing, and buying decisions by surfacing sales patterns and anomalies.
1.4. Automate reporting delivery to relevant stakeholders via multiple channels for timely decision-making.

Trigger Conditions

2.1. Scheduled intervals (daily, weekly, monthly).
2.2. New sale recorded in POS or e-commerce platform.
2.3. Specific threshold met (e.g., top-selling item, sales goal reached).
2.4. Manual request by authorized staff via dashboard or messaging.

Platform Variants

3.1. Shopify
• Feature/Setting: Use "Orders API" with "GET /admin/api/2024-04/orders.json" for real-time sales extraction; configure webhook for order updates.
3.2. WooCommerce
• Feature/Setting: Set up "webhooks" for order.created/updated; use "Reports API" to pull performance metrics.
3.3. Square
• Feature/Setting: Configure "Sales Reporting API" for itemized and summary reports using "GET /v2/reports/sales-summary".
3.4. Lightspeed
• Feature/Setting: Enable "Sales API" integration; automate with "GET /sales.json" for store-wide performance data.
3.5. Vend (now Lightspeed Retail X)
• Feature/Setting: Use "GET /sales" endpoint; filter by register or user for granular reporting.
3.6. QuickBooks Commerce
• Feature/Setting: Connect to "Reports API" using "GET /reports/sales" for time-based summaries.
3.7. Salesforce
• Feature/Setting: Leverage "Reports and Dashboards API" with scheduled report exports.
3.8. Microsoft Power BI
• Feature/Setting: Ingest data via Power Query; configure scheduled data refresh linked to e-commerce exports.
3.9. Google Data Studio
• Feature/Setting: Use "Google Sheets" or direct connectors as data source; set up auto-refresh for live dashboards.
3.10. Tableau
• Feature/Setting: Connect to sales database or CSV exports; automate daily extract-refresh schedules.
3.11. Zoho Analytics
• Feature/Setting: Auto-fetch sales data using "Zoho Creator" integration; set up report scheduling to email.
3.12. Klipfolio
• Feature/Setting: Use REST API connector to retail data source; configure recurring snapshot scheduling.
3.13. Xero
• Feature/Setting: Access "Reports API" for invoices and payments; automate pulls with "GET /reports/SalesByItem".
3.14. FreshBooks
• Feature/Setting: Schedule "GET /reports/sales" for automated extraction and summary emails.
3.15. Stripe
• Feature/Setting: Use "Balance Transactions API" and detection of new "charge.succeeded" events.
3.16. PayPal
• Feature/Setting: Use "TransactionSearch" endpoint; configure notifications for threshold triggers.
3.17. Mailchimp
• Feature/Setting: Integrate "E-commerce Reports API" scheduled exports and automation emails.
3.18. Slack
• Feature/Setting: Automate "chat.postMessage" to deliver sales reports into channels on schedule or trigger.
3.19. Microsoft Teams
• Feature/Setting: Set up "Incoming Webhook" to post automated sales summaries to group chats.
3.20. Google Sheets
• Feature/Setting: Use "Sheets API" to append sales data and trigger "Apps Script" for daily summary notification.

Benefits

4.1. Rapid identification of sales trends, popular items, and underperformers, improving inventory management.
4.2. Reduction in manual data handling, minimizing errors and saving staff time.
4.3. Enhanced transparency and accountability via automated, consistent report delivery.
4.4. Improved and timely business decisions from real-time or frequent reporting across multiple channels.