Sales report generation and distribution to management

Purpose

1. Automate the generation, formatting, and distribution of periodic sales reports to management in a fruit and vegetable wholesaler operation.

2. Reduce manual labor and human error, ensuring accurate, timely reporting and analytics delivery.

3. Integrate automated data collection from multiple sources (ERP, POS, spreadsheets) for consolidated sales views.

4. Facilitate decision-making with real-time, scheduled, and on-demand sales insights directly to stakeholders’ channels (email, dashboards, chat, BI tools).

5. Enable management to track KPIs, product category sales, region-wise outcomes, inventory turnover, and ordering trends in an automatedly orchestrated flow.

Trigger Conditions

1. Scheduled triggers: e.g., every day at midnight or every Monday at 8am.

2. Manual triggers: request via Slack, Microsoft Teams, or web dashboard for an ad hoc period.

3. Event-based triggers: sales database updated, new entry in ERP, or after EOD reconciliation file upload.

4. API call trigger: a management system sends a webhook for automated sales report execution.

Platform Variants

1. Microsoft Power Automate

• Feature/Setting: Use "Recurrence" trigger for scheduling, "Get rows" with Excel, "Send an email (V2)" for automated distribution.
  

2. Zapier

• Feature/Setting: "Schedule" for automation, "Google Sheets – Find Many Spreadsheet Rows," "Gmail – Send Email" flow automator.
  

3. Make (Integromat)

• Feature/Setting: Scheduler module for timing; "Airtable – Watch Records," "Email – Send email" for automated report sending.
  

4. Google Apps Script

• Feature/Setting: Installable triggers for scheduled scripts; "MailApp.sendEmail()" to automate report email delivery.
  

5. AWS Lambda

• Feature/Setting: Scheduled CloudWatch event; Lambda function to aggregate sales, use SES API for emailing.
  

6. Google Cloud Functions

• Feature/Setting: Pub/Sub trigger for automation; BigQuery + Gmail API for generating and emailing sales summary.
  

7. HubSpot Workflows

• Feature/Setting: Workflow automates triggers on closed deals, "Send Internal Email" or Slack integration for report delivery.
  

8. Salesforce Flow

• Feature/Setting: Scheduled Flow, "Get Records," "Email Alert" for automating internal sales report dispatch.
  

9. Smartsheet Automations

• Feature/Setting: Automate "Time-based Workflow" triggers, use "Alert Someone" for emailing sales summaries.
  

10. Slack Workflow Builder

• Feature/Setting: Automate scheduled workflow; "Send a Message" to #management with the report file attached using Bots.
  

11. Microsoft Teams Power Virtual Agents

• Feature/Setting: Bot automates on-demand/scheduled report requests; output sales report to channel via adaptive card.
  

12. Twilio SendGrid

• Feature/Setting: Use "SMTP API" for automating batch email of PDF sales reports; schedule via task runner.
  

13. Tableau Server

• Feature/Setting: "Subscriptions" feature automates report email on schedule; configure recipient management.
  

14. Google Data Studio

• Feature/Setting: "Scheduled email delivery" automates sending dashboard PDF to selected users.
  

15. SAP BusinessObjects

• Feature/Setting: Automate "Publication" module for burst-distributed report emails as per user list and schedule.
  

16. Oracle BI Publisher

• Feature/Setting: "Job Scheduler" automates recurring report generation and emailing directly to distribution lists.
  

17. Freshdesk Automations

• Feature/Setting: "Supervisor Automation" triggers sales data extraction; use webhook to email or notify managers.
  

18. Monday.com Automations

• Feature/Setting: Automate board sales column reporting; "When date arrives, email summary to management."
  

19. Airtable Automations

• Feature/Setting: Time-triggered automation; "Send email" action with filtered/aggregated sales report.
  

20. Notion Automations (Notion API + scheduler)

• Feature/Setting: "Retrieve Database Query," "Create page (for report)", "Share via email/slack" through integration services.
  

Benefits

1. Automates repetitive and error-prone reporting tasks, freeing up operational time for management.

2. Enables automatedly delivered, real-time insights for swift decisions on inventory and ordering.

3. Centralizes report access and automates distribution across platforms, ensuring no management stakeholder misses critical data.

4. Supports data-driven culture with automated, timely, and actionable sales analytics in grocer wholesale.

5. Increases reliability, security, and auditability of sales information via automation across the data pipeline.