Automated sales reporting and analytics distribution

**Purpose**

1.1. Automate collation, generation, and multi-channel distribution of detailed sales reports and analytics for wholesale textile cotton exporters.
1.2. Automate integrating diverse data streams (ERP, CRM, e-commerce, logistics) to generate insight reports for management and customers.
1.3. Automate scheduled or real-time analytics packaging (formatting, visualization, summarization) for decision support and compliance.
1.4. Automate custom report routing—internal teams, regional sales managers, and client executives—using preferred delivery channels and formats.

**Trigger Conditions**

2.1. Automated hourly, daily, weekly, or monthly schedules.
2.2. Automate report generation upon ERP/CRM sales entry or update event.
2.3. Automate based on reaching sales thresholds, achievement of targets, or triggered manually via dashboard.
2.4. Automate conditional triggers, e.g., abnormal trends or variances outside benchmarks.

**Platform Variants**

3.1. Microsoft Power BI
- Automate report generation: "Power BI REST API - exportToFile" for scheduled dashboards.
3.2. Google Sheets
- Automate extraction: "Apps Script Triggers" to auto-generate and update analytics sheets.
3.3. Salesforce
- Automate output: "Reports and Dashboards API" to schedule and deliver analytics.
3.4. SAP
- Automate data pull: "SAP OData Service" for automated sales data extraction.
3.5. Tableau
- Automate analytics: "Tableau REST API - Get Views" for regular analytics exports.
3.6. Zoho Analytics
- Automate distribution: "Zoho Analytics Reporting API - Export Reports" set to run at intervals.
3.7. QuickBooks Online
- Automate financial data: "Reports API" for pulling and mailing relevant sales reports.
3.8. Mailchimp
- Automate email: "Campaigns API – Create and Send" for report emailing.
3.9. Slack
- Automate alert/posting: "chat.postMessage" to team sales channels.
3.10. Microsoft Teams
- Automate sharing: "Incoming Webhook Connector" to sales groups.
3.11. Notion
- Automate write: "Pages API – Append Block Children" to automatically archive sales reports.
3.12. Airtable
- Automate sync: "Airtable API – Create Records" for logging analytics snapshots.
3.13. Dropbox
- Automate archive: "Files Upload" for scheduled report deposit.
3.14. Google Drive
- Automate storage: "Drive API – Files: create" for report saving/sharing automations.
3.15. SendGrid
- Automate distribution: "Mail Send" API for high-volume report emailing.
3.16. Twilio SMS
- Automate mobile alert: "Messages API – Create" for SMSing sales KPI summaries.
3.17. Monday.com
- Automate boards: "Items API – Create Item" for automated report-driven task creation.
3.18. Trello
- Automate update: "Cards API – Create Card" for auto-reporting to project boards.
3.19. HubSpot
- Automate analytics push: "Reports API – Get Reports" and "Engagements API – Create" for CRM notes.
3.20. Dropbox Paper
- Automate documentation: "Paper API – docs/create" for collaborative sales analytics notes.

**Benefits**

4.1. Automating eliminates manual reporting, reduces errors, and ensures timely analytics.
4.2. Automates multi-department alignment by distributing sales intelligence instantly.
4.3. Automated tracking supports compliance, performance benchmarking, and customer transparency.
4.4. Automates scaling—handling volume increases without additional admin effort.
4.5. Automating enables decision-makers to act rapidly on fresh, data-driven insights.