Generation of daily or weekly sales performance reports

Purpose

1.1. Automate the extraction, aggregation, and formatting of daily or weekly sales data from wholesale optical (contact lens) order management systems.
1.2. Automate delivery of structured sales performance reports to management, sales teams, and accounting via customizable schedules.
1.3. Enable real-time, automated insights to track order volumes, revenue trends, customer segments, inventory depletion, and identify deviations or peaks in sales.
1.4. Automator streamlines communication between sales, operations, and finance using predefined report templates, minimizing manual compiling and errors.

Trigger Conditions

2.1. Timer-based automation: daily or weekly schedule set by user.
2.2. Event-based automation: trigger upon completion of daily sales sync, or new large order entry.
2.3. Manual override trigger: authorized users can trigger generation if needed.

Platform Variants

3.1. Salesforce
• Feature/Setting: Reports API, configure REST GET "/services/data/vXX.X/analytics/reports/{reportId}".

3.2. Microsoft Power BI
• Feature/Setting: Power BI REST API “Export To File” endpoint, schedule recurring exports for report IDs.

3.3. Google Sheets
• Feature/Setting: Apps Script triggers (Time-driven), automate scripts to aggregate and email report sheets.

3.4. Zoho Analytics
• Feature/Setting: Data API “exportReports” function with scheduled automation.

3.5. QuickBooks Online
• Feature/Setting: Reports API, use “ProfitAndLoss” report, automate fetch and email.

3.6. SAP Business One
• Feature/Setting: Service Layer “GET /Report” API, automate job scheduling for custom reports.

3.7. Oracle NetSuite
• Feature/Setting: SuiteScript scheduled scripts, automate report generation and email.

3.8. HubSpot
• Feature/Setting: Analytics API “GET /reports/v2/reports/”, automate with workflow.

3.9. Shopify
• Feature/Setting: Admin API “GET /admin/api/2023-01/orders.json”, automate order export and summarization.

3.10. Xero
• Feature/Setting: Reports API, automate “GET /Reports/SalesByItem” for contact lens SKUs.

3.11. Odoo
• Feature/Setting: Automated Actions with “ir.cron” for scheduled custom report sending.

3.12. Klaviyo
• Feature/Setting: Scheduled flows to pull and email sales-performance campaigns via API.

3.13. Pipedrive
• Feature/Setting: Scheduler for “GET /deals/summary”, automate extraction to CSV/PDF.

3.14. Tableau
• Feature/Setting: REST API “/sites/{siteId}/users/{userId}/workbooks/{workbookId}/”, automate response exportation.

3.15. Monday.com
• Feature/Setting: API automates “boards/{boardId}/items/” aggregation with scheduled runs for reporting.

3.16. Airtable
• Feature/Setting: Automations, schedule trigger to run a script on base data and email results.

3.17. FreshBooks
• Feature/Setting: Reports API “GET /reports/sales” with scheduled workflow to email to stakeholders.

3.18. Mailchimp
• Feature/Setting: Automated campaigns, use e-commerce reports API for scheduled report blasts.

3.19. Slack
• Feature/Setting: Scheduled Slackbot message posting with attached sales summary from external report export.

3.20. ClickUp
• Feature/Setting: Automations engine, schedule task to pull daily/weekly metrics via API and notify in workspace.

Benefits

4.1. Automating report generation saves manual labor, eliminates errors, and accelerates insights delivery.
4.2. Automated reports ensure sales teams remain aligned on performance, enabling quick course correction.
4.3. Automation enables scalable, reliable tracking of sales trends, supporting business intelligence and forecasting.
4.4. Automation frees staff from repetitive tasks, increases overall order management automation, and improves morale.
4.5. Automated triggered alerts prompt immediate action if sales performance deviates from targets.