Sales report generation and distribution

Purpose

1.1. Automate periodic or on-demand generation of detailed sales reports from GMC vehicle retail data sources.
1.2. Automatically compile sales data, inventory status, and conversion trends for management review.
1.3. Automate secure distribution or sharing of generated reports to internal teams or external partners.
1.4. Automating compliance checks by including relevant records and transactions in the distributed reports.
1.5. Eliminate human error and manual effort in periodic sales analytics and reporting workflows.

Trigger Conditions

2.1. Scheduled (e.g., daily, weekly, monthly) timers set for automated batch report generation.
2.2. Event-driven (e.g., closure of business day or week in POS/ERP systems triggers automated reporting).
2.3. Manual trigger via dashboard interface for on-demand report automation.
2.4. Data update detection from CRM/ERP/databases automatically triggering report compilation.

Platform Variants

3.1. Microsoft Power BI
- Feature/Setting: Scheduled refresh with Power BI REST API to automate report generation; sample – configure refresh API endpoint for GMC sales dataset.
3.2. Tableau
- Feature/Setting: Tableau Server REST API automates report export and distribution; sample – configure schedule extract refresh or subscriptions.
3.3. Google Sheets
- Feature/Setting: Google Sheets API for automated sales data consolidation and export; sample – scheduled Apps Script triggers.
3.4. Zapier
- Feature/Setting: Multi-step Zap for automated gathering and delivery of sales data; sample – trigger: new row, action: email attachment.
3.5. Salesforce CRM
- Feature/Setting: Automated Reports Scheduler & Analytics API; sample – Scheduled Reports distribute GMC sales filtered by date.
3.6. QuickBooks
- Feature/Setting: Reports API for automating generation and email dispatch of sales reports.
3.7. HubSpot
- Feature/Setting: Marketing/Sales Analytics API for scheduled report automation and delivery to teams.
3.8. Slack
- Feature/Setting: Slack Bot automated reporting using Incoming Webhooks; sample – send sales summary to #sales channel.
3.9. Mailchimp
- Feature/Setting: Campaign API for automating email distribution of sales reports.
3.10. AWS Lambda
- Feature/Setting: Automates reporting scripts using triggered AWS Lambda functions.
3.11. Google Drive
- Feature/Setting: File export API for automated deposit of reports in shared drives; sample – create new report file.
3.12. Dropbox
- Feature/Setting: Dropbox API for automated file upload of daily/weekly sales report PDFs.
3.13. SendGrid
- Feature/Setting: Email API automates sales report attachment delivery to recipient lists.
3.14. Twilio
- Feature/Setting: Send automated SMS notifications with sales report links using Messages API.
3.15. Monday.com
- Feature/Setting: API automates attaching and archiving sales reports to boards.
3.16. Notion
- Feature/Setting: Notion API for automated insert/update of sales analytics dashboards.
3.17. Oracle NetSuite
- Feature/Setting: Saved Search automation and SuiteAnalytics Connect for automated sales reporting.
3.18. SAP ERP
- Feature/Setting: SAP Automated Reporting (Batch Jobs) using SAP BTP APIs.
3.19. Microsoft Excel Online
- Feature/Setting: Office Scripts and Graph API for automating sales report refresh and emailing.
3.20. Gmail
- Feature/Setting: Gmail API automates report sending as email attachments to predefined contacts.
3.21. Asana
- Feature/Setting: Rules and integrations for automated posting of report summaries as new tasks or comments.
3.22. Trello
- Feature/Setting: Power-Ups & Trello API automate attachment of sales reports to cards or boards.

Benefits

4.1. Automates repetitive reporting tasks for faster, reliable sales data access.
4.2. Automated report accuracy enhances financial planning and inventory management.
4.3. Instant, automated distribution of sales intelligence to all stakeholders.
4.4. Consistency and compliance through auditable, automatable processes.
4.5. Resource savings by automating manual data extraction, compilation, and communication steps.