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Power BI for Epicor Templates: Executive Summary

Every business needs a central source of data so everyone within the organization can view the same metrics based on the latest information. Power BI is a business analytics service by Microsoft aiming to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards. 2W Tech wants to make it easier for your business to get the right data out of your Epicor ERP system by creating Power BI for Epicor templates. Power BI for Epicor Templates: Executive Summary.

This template does exactly what it sounds like, it provides a high level overview of the most important KPIs for your business. It highlights:

  • Open accounts receivable/payable grouped by aging, customer, and vendor
  • Total open orders
  • Booked orders
  • Shipped orders
  • High level reports for Executives to receive a daily overview of business operations

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

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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