Power BI, Epicor, Epicor Platinum Elite Partner

Developed for Epicor

Gain a new perspective

Power BI, Microsoft Power BI, data analytics, Epicor in Azure, Epicor cloud

Microsoft Power BI DashBoards designed for Epicor

Discover insights hidden in your Epicor data with Microsoft BI.

  • 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.

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

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

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

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

Vendor Scorecard

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

  • On-time delivery %
  • Total spend
  • Purchase price variance
  • Average Lead Time
Click here to view the Vendor Scorecard Template