HomeSales reporting and analytics dashboard updatesSales & Ecommerce AutomationSales reporting and analytics dashboard updates

Sales reporting and analytics dashboard updates

Purpose

1.1. Enable automatic, real-time, and scheduled updates of sales performance, SKU analytics, stock levels, and revenue trends to dashboard systems for executive, purchasing, and marketing teams.
1.2. Consolidate sales data from POS, ecommerce, and marketplace sources for granular and summary analysis.
1.3. Eliminate manual report generation and empower proactive business decisions with up-to-date sales metrics, custom alerts, and graphical analytics.

Trigger Conditions

2.1. New order placed via ecommerce website or POS.
2.2. Scheduled interval (e.g., hourly, daily, or weekly triggers).
2.3. Manual trigger via admin dashboard.
2.4. Stock level or threshold breach.
2.5. Refunds or order cancellations processed.

Platform Variants

3.1. Shopify
• API: "Admin REST API – Orders/Reports" — Configure webhooks on order creation/update to send data.
3.2. WooCommerce
• API: "REST API – GET /orders, /reports" — Schedule polling for recent sales.
3.3. Square
• API: "Transactions API – ListTransactions" — Poll completed transactions, push updates.
3.4. Stripe
• Event: "payment_intent.succeeded" webhook — Auto-forward transactional data.
3.5. PayPal
• API: "Reports API – Transaction Detail" — Fetch transaction lists on a timed schedule.
3.6. QuickBooks Online
• API: "SalesReceipt and Invoice endpoints" — Monitor financial record changes.
3.7. Vend
• API: "Sales API – GET /sales" — Pull sales events at intervals.
3.8. Wix Stores
• API: "onOrderPaid event" — Sync paid orders with dashboard endpoints.
3.9. BigCommerce
• API: "v3 Orders API – GET /orders" — Set scheduler for pulling sale records.
3.10. Google Sheets
• Feature: "Apps Script Trigger or API – Append Row" — Insert sales row on trigger event.
3.11. Airtable
• API: "Create Record endpoint" — Add sales data on new order event.
3.12. Tableau
• Feature: "Web Data Connector" — Schedule import from relevant APIs.
3.13. Power BI
• Feature: "API Push Dataset" — Push JSON data via REST API as events occur.
3.14. Looker
• API: "Data Import endpoint" — Setup ETL for periodic sales feed.
3.15. Klipfolio
• Feature: "Push API" — Configure to receive batched sales payloads at intervals.
3.16. Domo
• API: "Data Upload API" — Use for automatic data piping from sales channels.
3.17. Zoho Analytics
• API: "Add Row API" — Insert sales and refund records instantly.
3.18. Xero
• API: "Invoices/Sales Transactions endpoint" — Detect and post sales into analytics.
3.19. NetSuite
• API: "Sales Order API" — Integrate for real-time report updates.
3.20. Microsoft Dynamics 365
• Feature: "Common Data Service Flow" — Configure flows to export/import sales.
3.21. SAP Business One
• API: "Service Layer – SalesOrdersService_GetList" — Automate report sync.
3.22. Magento
• API: "Sales Order endpoint" — Poll or webhook for new sales to update dashboards.
3.23. Slack
• Feature: "Incoming Webhooks" — Alert team channels with sales highlights.
3.24. Trello
• API: "Create Card" — Add high-value order summary as cards.

Benefits

4.1. Provides immediate visibility into sales performance and inventory for quick action.
4.2. Reduces manual reporting errors and the operational overhead.
4.3. Drives data-informed inventory, marketing, and purchasing decisions.
4.4. Enables timely alerts and interventions for sales targets or low-stock.
4.5. Increases agility by centralizing sales analytics for airbrushing supply retailers.

Leave a Reply

Your email address will not be published. Required fields are marked *