Developed for Epicor

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Microsoft Power BI DashBoards designed for Epicor

Prebuilt Dashboards that plug into your Epicor data.
Works with Epicor Cloud, Epicor in Azure and on-premise installations.
Completely secure and confidential. Information stays in your Microsoft M365 tenant.
Reduce the added cost, complexity, and security risks of multiple solutions.
Scales from individuals to the organization as a whole.
Pre-built, custom data connector.
Industry-leading data security capabilities including sensitivity labeling, end-to-end encryption, and real-time access monitoring.

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

The Materials Review template focuses on everything around materials management. It highlights:

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

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

The vendor scorecard is designed to focus on a single vendor for analysis on the following metrics in more detail: