Create dashboards tracking KPIs like order speed, customer retention, and food waste

Purpose

1.1. Automate the creation of real-time dashboards tracking core KPIs—order speed, customer retention, and food waste—for sandwich-focused Hoagie restaurants.
1.2. Automated aggregation, visualization, and alerting on data from POS, CRM, inventory, and delivery systems.
1.3. Enable automators to monitor operations, identify process bottlenecks, react to customer trends, and reduce automatable waste through data-driven insights.
1.4. Automate scheduled data pulls, push real-time update notifications, and support rapid decision-making via centralized business intelligence dashboards.

Trigger Conditions

2.1. Automated scheduled sync: Hourly or daily refresh from POS, CRM, kitchen inventory, and delivery integrations.
2.2. Automated event-based: New order placed, customer repeat visit identified, or predefined waste threshold exceeded.
2.3. Manual trigger for custom report generation in real-time scenarios.
2.4. Automated triggers on KPI deviation beyond set benchmarks (e.g., order time exceeds 10 minutes, customer retention dips below 50%).

Platform Variants

3.1. Google Data Studio (Looker Studio)
- Feature/Setting: Automated data connectors to BigQuery or Sheets; automate dashboard refresh and email delivery.
3.2. Tableau
- Feature/Setting: Automate data source extraction using Tableau Prep and scheduled dashboard refresh on Tableau Server.
3.3. Power BI
- Feature/Setting: Automated dataset refresh; configure scheduled and event-based Power Automate triggers.
3.4. Zoho Analytics
- Feature/Setting: Automated data import via Zoho Creator API; configure dashboard alert rules.
3.5. Domo
- Feature/Setting: Configure automated ETL pipelines; set scheduled alerts on KPI cards.
3.6. Sisense
- Feature/Setting: Automated data modeling; widget-driven automated alerts and reporting.
3.7. Qlik Sense
- Feature/Setting: Qlik Data Load Editor for automated pulls; automate reporting tasks.
3.8. Klipfolio
- Feature/Setting: API connector automation for POS/CRM; automate scheduled dashboard updates.
3.9. Metabase
- Feature/Setting: Automated scheduled queries and dashboard email subscriptions.
3.10. Grafana
- Feature/Setting: Automate data source imports; configure automated alerting for threshold breaches.
3.11. Databox
- Feature/Setting: Prebuilt automatable KPI integrations; set up automated mobile alerts.
3.12. Chartio
- Feature/Setting: Scheduled automated data sync and custom trigger rules.
3.13. Monday.com
- Feature/Setting: Automated dashboard widgets driven by API data; automate workflow triggers for analytics.
3.14. Notion
- Feature/Setting: API automation for dashboard database updates; scheduled report generation.
3.15. Airtable
- Feature/Setting: Automate dashboard views using Automations; automate notifications on KPI changes.
3.16. Smartsheet
- Feature/Setting: Configure automated workflows for KPI threshold alerts and sheet updates.
3.17. Microsoft Excel Online
- Feature/Setting: Power Query automation with cloud connectors; automated Power Automate integration for refresh.
3.18. AWS QuickSight
- Feature/Setting: Scheduled refresh automation; alerts on dashboard KPIs.
3.19. Redash
- Feature/Setting: Scheduled queries with email automation on threshold conditions.
3.20. Mode Analytics
- Feature/Setting: Automate report scheduling via API; trigger automated email sharing of dashboards.

Benefits

4.1. Automation accelerates KPI tracking—eliminates delays and reduces manual intervention.
4.2. Automates detection of operational inefficiencies and food waste to optimize resources.
4.3. Automatedly increases visibility for managers via real-time business intelligence.
4.4. Automating alert workflows enables proactive, data-driven decisions.
4.5. Centralized automated dashboards improve cross-team communication and reporting accuracy.
4.6. Scalable automation adapts as business data sources and tracking needs grow.