Power BI Dashboards designed for Epicor
What if Your OPERATIONS Could Run BETTER? Future-proof your Manufacturing Operations
Microsoft Power BI Dashboards designed for Epicor
Discover insights hidden in your Epicor data with Microsoft BI.
Key Highlights
- 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 with sensitivity labeling, encryption, and real-time monitoring.
Executive Summary
- Open accounts receivable/payable grouped by aging, customer, and vendor
- Total open orders
- Booked orders
- Shipped orders
- High-level daily overview reports for executives
Materials Review
Focuses on everything around materials management. It highlights:
- Tracking deliveries
- Managing purchase orders
- Managing inventory
- Monitoring on-time delivery %
- Analyzing vendor spending & price variances
Production Review
Focuses on labor and jobs data from Epicor. It highlights:
- Direct vs. indirect task tracking per employee
- Capacity forecasting for upcoming jobs
- Job monitoring (over/under estimated hours)
- Revenue per hour vs. goal comparison
Sales Review
Focuses on sales orders and quotes from Epicor. It highlights:
- Sales trends (month over month, year over year)
- Quote analysis: conversion rates
- Order details
- Customer map with location-based analytics
Vendor Scorecard
Designed for single-vendor analysis with detailed metrics:
- On-time delivery %
- Total spend
- Purchase price variance
- Average lead time
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