Real-time insights into top-selling and low-performing items

Purpose

1.1. Automate the extraction, aggregation, and visualization of real-time sales data for both top-selling and low-performing menu items in rice specialty restaurants.
1.2. Automatedly identify items needing promotion or replacement and spotlight bestsellers for menu and stock optimization.
1.3. Drive data-driven, actionable insights to management, financial stakeholders, and kitchen staff via automated workflows.
1.4. Automating routine reporting and alerting to reduce manual reporting and accelerate decision-making processes.

Trigger Conditions

2.1. Automated triggers on every new transaction or sale recorded in POS.
2.2. Scheduled automation (e.g., every hour, daily, weekly) for ongoing insight refresh.
2.3. Threshold-based automation (e.g., item falls below sales baseline or enters top 5 by volume).
2.4. Manual triggers for ad hoc reporting when required.

Platform Variants

3.1. Square POS
• Feature/Setting: Sales Data Webhook — configure webhook to automate itemized sales event sending.
3.2. Shopify
• Feature/Setting: Orders API — automate retrieval of order line-items for data insights.
3.3. Toast POS
• Feature/Setting: Reporting API — automate scheduled export of menu item sales breakdowns.
3.4. Lightspeed
• Feature/Setting: Analytics API — automate ingestion of live and historical sales reports for analysis.
3.5. Xero
• Feature/Setting: Invoice Item Accounting API — automate integration for financial reporting of popular or slow-moving dishes.
3.6. QuickBooks
• Feature/Setting: Sales Receipts Endpoint — automate itemized transaction feeds for insights.
3.7. Google Sheets
• Feature/Setting: Sheets API Append — automate insertion of sales records for real-time charts.
3.8. Microsoft Power BI
• Feature/Setting: API Push Dataset — automate feeding item performance data for dashboard visualization.
3.9. Tableau
• Feature/Setting: Hyper Data API — automate scheduled uploads from POS/exported data for live reporting.
3.10. Zapier
• Feature/Setting: Data Formatter and Webhooks — automate pathways between POS, sales data, and notifications.
3.11. Slack
• Feature/Setting: Incoming Webhooks — automate real-time alerts for trending or underperforming menu items.
3.12. Trello
• Feature/Setting: API Card Creation — automate generating task cards for items needing action.
3.13. Mailchimp
• Feature/Setting: Campaign API — automate emails to management about item insights.
3.14. Notion
• Feature/Setting: Database API — automate logging of item performance for review and collaboration.
3.15. Monday.com
• Feature/Setting: API Item Creation — automate workflow tasks about top/low performing items.
3.16. Zoho Analytics
• Feature/Setting: Data Push API — automate updates from sales data for analytical reports.
3.17. Looker Studio
• Feature/Setting: Scheduled Data Connectors — automate performance dashboard updates.
3.18. Oracle NetSuite
• Feature/Setting: REST Sales Order API — automate integration into inventory and sales analysis modules.
3.19. Amazon RDS/MySQL/Postgres
• Feature/Setting: Database Scheduled Queries — automate extraction and aggregation for reporting.
3.20. Twilio SMS
• Feature/Setting: Programmable SMS API — automate real-time SMS alerts for critical items.

Benefits

4.1. Automate actionable, real-time insights that facilitate rapid menu adjustments and inventory control.
4.2. Automatedly reduce manual reporting time, freeing staff for revenue-generating tasks.
4.3. Automating notification to relevant stakeholders ensures immediate action on low all-time performers or sudden bestsellers.
4.4. Automation improves accuracy in financial forecasts, menu engineering, and resource allocation.
4.5. Automatable workflows minimize errors and centralize reporting, making decision-making seamless and data-driven.