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Microsoft power bi

Empower team members to discover insights hidden in your data with Microsoft BI.

Reduce the added cost, complexity, and security risks of multiple solutions.
Scales from individuals to the organization as a whole.
Hundreds of data visualizations, built-in AI capabilities, tight Excel integration, and pre-built and custom data connector.
Industry-leading data security capabilities including sensitivity labeling, end-to-end encryption, and real-time access monitoring.

Power BI DashBoards designed for Epicor

Executive Summary 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 CLICK HERE TO VIEW THE EXECUTIVE SUMMARY TEMPLATE
Materials Review The Materials Review template focuses on everything around materials management. It highlights: Tracking deliveries Managing purchase orders Managing inventory Monitoring on-time delivery percentages Analyzes vendor spending and purchase price variances click here to view the materials review Template
Production Review The Production Review template focuses on pulling the data around labor and jobs out of Epicor. It highlights: How each employee is spending their time in regard to direct vs. indirect tasks Every employee’s capacity so it can be used in forecasting bandwidth and labor for upcoming jobs Job review. It monitors jobs to see whether they went over/under their estimated hours on a job Revenue per hour and how that compares to their goal CLICK HERE TO VIEW THE PRODUCTION REVIEW TEMPLATE
Sales Review The Sales Review 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 converted into sales? Order Details: View the specifics of each order Customer Map – Location-based analytics around customers CLICK HERE TO VIEW THE SALES REVIEW TEMPLATE
Shipping Performance The Shipping Performance template is designed to focus pulling data around factors affecting shipping including: On-time releases Shipping history Open Orders Past Due Days to Ship Ship to Customers Map CLICK HERE TO VIEW THE SHIPPING PERFORMANCE TEMPLATE
Vendor Scorecard The vendor scorecard is designed to focus on a single vendor for analysis on the following metrics in more details: On-time delivery % Total spend Purchase price variance Average Lead Time Click here to view the Vendor Scorecard Template