Consolidated daily sales
Daily sales from the three stores feed a unified dashboard for a view of individual stores and the business.
The original workflow
Sales data sat in separate point-of-sale systems. Management had to export records, copy them into spreadsheets, and combine each store's figures. Monthly reporting and bank reconciliation required more manual preparation.
Four parts of the automation
Monthly management reports
Reports bring together revenue, store performance, and item-level breakdowns.
Bank reconciliation
The workflow matches transactions and flags exceptions for staff review.
A morning summary
A daily summary brings together sales, advertising spend, and key figures across the stores.
Where staff remain involved
The bank reconciliation workflow flags exceptions for staff review. An automatic match does not replace investigation of an unclear transaction.
If your business has a similar workflow
Start with one recurring report. A scoping review needs the data sources, field definitions, reporting cutoff, and the person who will review the output.
- List each store's sales system and export options.
- Confirm the revenue, store, and item fields to compare.
- Agree on bank matching rules and exception handling.
- Test one reporting cycle before extending the scope.
The integration and scope of a new project depend on your own systems.
Discuss your reporting workflow
Tell us where your data sits and which steps staff repeat to prepare each report.