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Hospitality$750+ Annual Savings

Automated Sales Tracking System

The Cowboy Saloon Case Study

Automated daily sales reports that eliminated manual spreadsheet work

1The Challenge

The Cowboy Saloon's owner was spending the first hour of every morning the same way: pulling numbers from their point-of-sale system, typing them into a spreadsheet, and calculating how the previous day went. Daily sales, broken down by category. Compared to the same day last week, last month, last year. It was tedious but necessary. You can't manage what you don't measure.

The bigger problem was visibility. Between running the floor, managing staff, and handling the hundred other things that come with owning a bar, those spreadsheets often fell behind. A bad week might not get noticed until it became a bad month. Seasonal trends were hard to spot when you're always playing catch-up on data entry.

The accountant needed monthly reports in a specific format. More manual work: exporting data, reformatting it, double-checking the numbers. Tax time was a scramble to make sure everything reconciled.

2The Solution

We connected directly to The Cowboy Saloon's POS system. Every night, after close, our system automatically pulls the day's sales data. By the time the owner wakes up, there's a clean report waiting: total sales, breakdown by category (food, beer, liquor, etc.), comparison to the same day in previous periods, and any notable trends.

The dashboard gives real-time insight into how the business is performing. Which nights are strongest? Is happy hour actually driving sales or just discounting drinks people would buy anyway? The data answers questions that used to be gut feelings.

Monthly reports for the accountant now generate with one click. The format is exactly what they need, no reformatting, no manual exports. Everything reconciles automatically because it's all coming from the same source of truth.

3The Results

  • Daily manual reporting eliminated (saved 1+ hour per day)
  • Real-time sales visibility from any device
  • Automatic comparison to historical performance
  • One-click accountant-ready monthly exports
  • Identified underperforming nights for targeted promotions
  • Caught a POS reporting error that had been undercounting sales

Project Details

Timeline

2 weeks

Industry

Hospitality

Services Used

POS System IntegrationAutomated ReportingCustom Dashboard

Annual Savings

$750+

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