Scheduled generation of best-selling product reports

Purpose

1.1. Automate the scheduled generation of best-selling product reports to monitor top-performing items and optimize inventory/purchasing.
1.2. Automatedly gather sales data for accurate trend forecasting and quick sales insights.
1.3. Automate comparative analysis of product categories to identify best movers for targeted promotions and restocking.
1.4. Automating the delivery of reports enables timely managerial decisions, reducing manual labor and error risk.
1.5. Automator increases visibility for monthly, weekly, or daily sales peaks, supporting dynamic pricing and marketing strategies.

Trigger Conditions

2.1. Automation trigger: Scheduled time intervals (e.g., daily at 7:00 a.m., weekly on Mondays).
2.2. Automatable triggers: End-of-day POS data sync completion.
2.3. Automate report generation upon manual request via dashboard or mobile interface.
2.4. Trigger automation with inventory threshold crossings or sudden sales spikes.

Platform Variants

3.1. Shopify
• API: use /admin/api/2023-01/reports.json to automate fetching best-selling products.
3.2. Square
• Reporting: automate scheduled export via Reports API.
3.3. Lightspeed Retail
• Automated Reporting: configure scheduled Product Performance Report export in the Back Office API.
3.4. Vend (now Lightspeed X)
• Feature: automate Product Sales report with “scheduled export” setting in the backend.
3.5. Clover
• API: automate Sales Analysis endpoint data retrieval on a regular basis.
3.6. Toast POS
• Reporting: automate scheduled sales summary exports using the Toast Reporting API.
3.7. Microsoft Power BI
• Power Automate: set up scheduled refresh to automate best-selling SKUs dashboard update.
3.8. QuickBooks Commerce
• Reporting API: automate fetch of sales by product report.
3.9. Zoho Inventory
• Scheduled Reports: automate “Top-Selling Items” report via Zoho automation settings.
3.10. SAP Business One
• Crystal Reports Scheduler automates report generation and email delivery.
3.11. NetSuite
• SuiteAnalytics Workbook: automate scheduled searches for sales data.
3.12. Salesforce
• Reports & Dashboards: automate scheduled email for top products.
3.13. Google Sheets
• Google Apps Script: automate daily import and filter best-seller data.
3.14. Airtable
• Scheduled automation: configure script block for daily summary generation.
3.15. Tableau
• Tableau Prep Conductor: automate scheduled flow to prep and snapshot report.
3.16. Smartsheet
• Sheet automation: configure formula + schedule to identify and summarize top sellers.
3.17. Mailchimp
• Automate report emailing with scheduled campaign for daily/weekly highlights.
3.18. Slack
• Incoming Webhook: automate posting summarized report to the store’s management channel.
3.19. Trello
• Power-Up: automate card creation for each top product report event.
3.20. Monday.com
• Automation: schedule item update with latest best-selling SKUs using integration recipe.

Benefits

4.1. Automates repetition and reduces manual reporting workload for staff.
4.2. Automation ensures consistent, accurate data delivery, optimizing stock and reordering.
4.3. Automator provides immediate insight for sales and promotional planning.
4.4. Automatedly highlights best and under-performing products for action.
4.5. Automating the process accelerates response to inventory changes and market demand.
4.6. Enhanced data-driven decision-making via automation, increasing competitiveness.