Small Business
SquareGoogle SheetsGmail

Your Sales Numbers, Delivered Every Morning — No Dashboard Logins

Connect Square and get a daily revenue breakdown by item, category, and payment method — automatically organized in Google Sheets and emailed to you before you open the store.

Adaptiveadaptive
I own a coffee shop and I check Square every morning to see what we did yesterday. Can you just send me a summary instead?

Absolutely. Let me connect to your Square account so I can pull your sales data automatically.

Square POS connected

Bright Cup Coffee · 2 locations

Nice. I want to see total revenue, top selling items, and a breakdown by payment type — cash vs card. And put it in a Google Sheet so my business partner can see it too.

Done. I've created a Sheet with three tabs — daily summary, item-level breakdown, and payment types. It updates every night at midnight. Here's yesterday's data already populated.

Google Sheets — Sales Dashboard

Daily Summary · Items · Payment Types

Perfect. Can you also email me the highlights every morning around 7am? Just the total, top 3 items, and how we compare to last week.

You'll get an email at 7am every day with your daily total, top 3 sellers, and a week-over-week comparison. If revenue drops more than 15% versus the same day last week, I'll flag it in the subject line so you see it immediately.

Daily email summary enabled

7:00 AM · Mon–Sun · with week-over-week comparison

Ask Adaptive

How to set up your Square sales dashboard

1

Connect Square

Link your Square POS account with one click. Adaptive pulls your sales history and starts syncing transactions automatically.

2

Tell Adaptive what you want to track

Describe it in plain English — "show me daily revenue by item and payment type in a Google Sheet, and email me a summary every morning at 7am."

3

Review your dashboard

Adaptive creates the Sheet and populates it with your data. Check that everything looks right, adjust any categories or groupings, and you are set.

4

Get daily insights on autopilot

Your dashboard updates every night and you get a morning email summary. Change anything anytime by asking Adaptive in plain English.

Everything you need to track daily sales

Automatic data sync

Square transaction data flows into your dashboard every night. No manual exports or CSV uploads needed.

Item-level breakdowns

See exactly which products or menu items are selling and which ones are not — updated daily.

Payment type tracking

Track cash versus card versus mobile payment trends over time to optimize your checkout experience.

Week-over-week comparisons

Spot trends instantly. Your morning email highlights how today compares to the same day last week.

Shareable Google Sheet

Your business partner, accountant, or manager can access the live dashboard anytime — no extra logins.

Anomaly alerts

Big drops in revenue or unusual refund activity get flagged in your morning email so you catch problems early.

Frequently asked questions

Common questions about daily sales summary & revenue dashboard.

Adaptive connects to your Square POS and pulls sales data automatically every night. It organizes the data into a Google Sheet and emails you a summary each morning. There are no CSV exports, no manual formatting, and no spreadsheet formulas to maintain.

The most effective approach is an automated dashboard that pulls directly from your POS system. Adaptive connects to Square, breaks down sales by item, category, and payment method, and delivers a morning email with highlights and week-over-week trends. Your data is always current and shareable.

Yes. Adaptive populates a Google Sheet that anyone with access can view in real time. Your partner or accountant sees the same daily-updated revenue data without needing a Square login or any technical setup.

Adaptive compares each day to the same day last week automatically and flags significant changes. If Monday revenue drops 20% versus last Monday, you see it in your morning email before you even open the register.

Adaptive lets you describe what you want in plain English — like "show me daily revenue by item in a Google Sheet and email me every morning." It builds and maintains the entire dashboard for you. No code, no formulas, no developer needed.

Ready to try it?

Describe what you need in plain English. Adaptive builds it for you in minutes — no code, no consultants, no waiting.

Get started

Explore more use cases