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Power BI for Epicor Template: Sales Review

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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