Daily sales and revenue summary reporting

Purpose

1. Automate the daily preparation, generation, and delivery of sales and revenue summary reports to improve operations and decision-making for Portuguese restaurants.

2. Automates the collection of point-of-sale, reservation, and online order data to produce structured, actionable summaries.

3. Enables managers to automatedly monitor performance, identify trends, and spot anomalies without manual effort.

4. Reduces human error by automating data aggregation, report generation, and scheduled distribution.

5. Automator provides timely visibility to accountants and owners through automated multi-channel delivery methods.

Trigger Conditions

1. Automation scheduled at a precise hour daily (e.g., midnight post-close).

2. Triggered by end-of-day close in POS or accounting software via webhook/API notification.

3. Automatable manual trigger by a manager using a dashboard button.

4. Automation triggered automatically if data refresh or update detected from source services.

Platform Variants

1. Square POS

• API/Event: Use Orders API (‘ListOrders’, ‘BatchRetrieveOrders’) for automated data extraction.
  
• Feature/Setting: Schedule extraction at close of business; configure webhooks for real-time triggers.
  

2. Toast POS

• API: Retrieve Daily Sales Summary via ‘/orders/v1/reports/sales-summary’.
  
• Feature/Setting: Automate report pull post-close.
  

3. Lightspeed POS

• API: Automatedly extract sales with ‘GET /sales’ endpoint.
  
• Feature/Setting: Automates summary slicing by day.
  

4. Shopify

• API: Use ‘GET /admin/api/2023-01/orders.json’ for daily e-commerce sales pull.
  
• Feature/Setting: Automate scheduled API calls at end of day.
  

5. QuickBooks

• API: ‘Query operation’ for pulling daily revenue entries from Sales Receipts.
  
• Feature/Setting: Automate report query via scheduled API pull.
  

6. Xero

• API: ‘GET Invoices’ and ‘GET Payments’ for daily receipts.
  
• Feature/Setting: Automated data fetch scheduled at specific time.
  

7. Google Sheets

• API: ‘spreadsheets.values.get’ to import daily figures.
  
• Feature/Setting: Automate data input and summary calculation formulas.
  

8. Excel Online (Microsoft Graph)

• API: ‘/workbook/worksheets/{id}/range’ for automated summary update.
  
• Feature/Setting: Use time-trigger for automation.
  

9. Slack

• Integration: Automated posting of summary to channel using ‘chat.postMessage’.
  
• Feature/Setting: Automate delivery as message at a set time.
  

10. Microsoft Teams

• Integration: Use ‘Send message’ Graph API to post into channel.
  
• Feature/Setting: Automator delivers daily report card.
  

11. Email (SMTP, Outlook, Gmail API)

• Feature: Send daily report as PDF/CSV to stakeholders.
  
• Sample config: Schedule automated email with attachment via ‘SendEmail’ API.
  

12. Dropbox

• API: ‘/files/upload’ to save automated reports.
  
• Feature: Archive generated reports in date-stamped folders.
  

13. Google Drive

• API: ‘files.create’ and ‘files.update’ to automatedly save/export reports.
  
• Feature: Integration for instant access.
  

14. Power BI

• API: ‘datasets/refresh’ for automated data source refresh and publish summary dashboard.
  
• Feature: Automate report update after raw data extraction.
  

15. Tableau

• API: ‘Update Extracts’ for automated refresh on sales reports source table.
  
• Feature: Scheduled refresh and publishing automator.
  

16. Zapier

• Feature: Automate connections between POS and spreadsheets/email.
  
• Setting: Trigger on new sales, transform, and deliver.
  

17. Trello

• API: ‘Create Card’ with daily summary for management review list.
  
• Feature: Automated card content with sales vs revenue.
  

18. Notion

• API: ‘pages.create’ to log and automate journaling of daily stats.
  
• Feature: Push daily summary to a “Sales Report” database.
  

19. Monday.com

• API: Automate item creation in daily sales board with summary.
  
• Feature: Automated field mapping for revenue channels.
  

20. WhatsApp (Twilio API)

• API: ‘Send Message’ to deliver daily key sales figure.
  
• Feature: Automator pushes compact summary via chat.
  

Benefits

1. Automated sales reporting eliminates manual compilation, saving significant staff time.

2. Automator-driven accuracy and consistency in figures, reducing audit risk.

3. Ensures all stakeholders are aligned by automating multi-channel delivery.

4. Supports proactive decision-making with same-day visibility, optimizing restaurant operations.

5. Automating records supports compliance and ease of access for historical comparisons.