Paid deliverable preview
Toast POS to Google Sheets workflow audit.
This is the kind of paid output a buyer receives: root-cause diagnosis, field map, build recommendation, and a clear path to a working fix.
Audit finding
The current sheet is summing raw rows instead of final reporting groups.
The Toast rows arrive in Sheets, but the Make scenario writes each detail row and lets formulas do the grouping. That makes reruns fragile and makes lunch, dinner, revenue-center, and sales-category totals drift from the Daily Sales Summary.
- Use Toast business date, not import timestamp.
- Group by revenue center, service window, and sales category.
- Replace final rows for the same reporting key on rerun.
- Write one reconciliation tab before daily scheduling.
Field map
The recommended build has one clean output table.
Composite key
business_date + revenue_center + service_window + sales_category
Numeric totals
Gross sales, discounts, net sales, tax, tips, refunds, voids, and order count.
Output row
One final row per key, written to a reconciliation tab before the daily dashboard tab.
Recommended build
Finish the Make aggregation before touching the dashboard.
Convert Toast timestamps, category names, modifiers, and revenue centers into the final reporting fields.
Build totals in Make by composite key, then write final rows to the reconciliation tab.
Compare one known business date against the Toast summary before enabling the daily run.
Build decision
The audit turns the fix into a clear build decision.
We use one Toast Daily Sales Summary plus the current Sheet output to show where totals drift and what the repaired Make scenario should write.
- Gross sales difference is $0.00 for the selected date.
- Net sales difference is $0.00 after discounts and refunds.
- Lunch and dinner subtotals match the agreed service windows.
- Running the scenario twice does not duplicate final rows.
Ready to start
Send the workflow and the output you need.
The reply confirms the recommended package, timeline, and exact result to be delivered.