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POWER BI FOR EPICOR TEMPLATE:
SALES REVIEW
Menomonee Falls, WI

Get the right data out of your Epicor ERP system

Proudly serving Menomonee Falls for over 10 years

2W Tech is a long-standing Epicor partner in the Menomonee Falls, WI area, with over 30 years’ experience working with Epicor ERP systems. We’ve developed a Power BI for Epicor custom Sales Review template to help your business to get the right data out of your Epicor ERP system. Contact us today to learn more.

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If you are using Epicor or another type of ERP system, you are most likely running SSRS or other types of static reports that you are required to manually run. These reports typically aren’t very flexible when it comes to changing metrics and KPIs, which makes it difficult for your business to evolve. Power BI is a business analytics service developed by Microsoft which provides interactive visualizations and business intelligence capabilities with a simple and flexible interface. Here at 2W Tech, we took it a step further and created Power BI for Epicor templates.

Power BI for Epicor Template: Sales Review. This template focuses on pulling data around sales orders and quotes from Epicor. It highlights:

  • Sales Trends: Who are your top customers? View trends month over month, year over year.
  • Quote Analysis: How much is being quoted? How many quotes are converting into sales?
  • Order Details: View specifics of each order.
  • Customer Map – Location based analytics around customers.

Accompanying the Sales Review template, we also have a handful of other basic templates as well. We can also create new templates to help your business view and monitor the metrics and KPIs most important to your business.

2W Tech is an Epicor Gold Partner, as well as a Microsoft Gold Partner. Contact us today to learn more about how Power BI can help your business make better data driven decisions.

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Selecting the right tools for the job is the most
important decision your business needs to make.

You already made the right decision selecting Epicor Kinetic ERP, but your work is not done.

Visit our Epicor Report Store to view our catalog of prebuilt customized reports designed specially for Epicor Kinetic ERP systems. If you can’t find what you are looking for, just ask. We can customize anything to meet your needs!

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IF YOUR EPICOR KINETIC ERP GOES OFFLINE, SO DOES YOUR BUSINESS

Why settle for anything less than a backup and disaster recovery solution for your Epicor Kinetic ERP System that can get you back online within 20 minutes after a disaster hits? 2W Tech’s Tune-up for Epicor Kinetic doesn’t just backup your data, it gives your organization the ability to access your data in the cloud until your systems can get back up and running (up to 45 days).
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