Turn Your Epicor Dashboards into Decision-Making Engines with Epicforce Tech

Blog Article

Introduction: Dashboards That Look Good Aren’t Always Useful

Epicor® dashboards promise clarity, speed, and insight—but most businesses only scratch the surface of what they can do.

The real power of an Epicor dashboard lies not in how it looks, but in how it drives action. If your dashboards are static, hard to navigate, or disconnected from your business processes, they’re not supporting strategic decisions—they’re just visual reports.

At Epicforce Tech, we help you go beyond standard dashboards. Our team transforms underutilized reporting tools into real-time decision-making engines that drive business outcomes across departments.

In this post, we’ll show you how to unlock the full potential of your Epicor dashboards—and how Epicforce Tech can help your teams act faster, think smarter, and respond in real time.

What Makes a Dashboard a "Decision-Making Engine"?

A decision-making engine is more than a data display. It’s a system that:

Provides real-time, relevant information
Offers context behind the numbers
Enables users to take immediate action
Tracks metrics that align with business goals

Dashboards that meet these criteria help teams move beyond manual analysis. They become the single source of truth for daily operations, planning, and strategy.

Common Pitfalls That Undermine Dashboard Impact

Here’s what we often see in Epicor environments before optimization:

Overloaded with data — Users can’t find what matters
No clear next step — No embedded actions or alerts
Static reports — Not designed to change with real-time business events
Disconnected metrics — KPIs that don’t align with goals or responsibilities
Lack of training — Teams unsure how to interpret or interact with dashboards

This is where Epicforce Tech brings clarity and structure.

Step 1: Align Dashboards with Business Objectives

Every effective dashboard starts with a business question. At Epicforce Tech, we begin each project by asking:

What decision needs to be made from this data?
Who needs to make it?
What data do they need to support that choice?
How often do they need that insight?

Once we understand your business logic, we design dashboards around real workflows—not raw data.

Step 2: Use Role-Based Design for Targeted Insights

A CFO doesn’t need the same dashboard as a warehouse manager. We build dashboards that are:

Role-specific
Task-driven
Simplified for clarity
Drillable for deeper insights

Epicforce Tech ensures each user sees only what they need—eliminating noise and empowering faster decisions.

Step 3: Integrate Live KPIs That Trigger Action

Dashboards should show more than status—they should point to action.

Here’s how we make that happen:

Highlight KPIs in red/yellow/green with business thresholds
Add action buttons (create PO, flag for approval, etc.)
Include BPM-triggered alerts directly tied to dashboards
Use BAQs that update in near real-time based on transactions

Result: Your team knows what to do, not just what’s wrong.

Step 4: Enable Drill-Downs for Root Cause Analysis

Good dashboards summarize. Great dashboards let you investigate.

We build dashboards that allow users to:

Click into sales by region, rep, or product
Break down late shipments by supplier
Explore labor performance by shift or machine

This transforms dashboards into operational tools—not just executive summaries.

Step 5: Incorporate Forecasts and Trends, Not Just History

Too many Epicor dashboards only show what happened. But great decisions are based on what’s likely to happen next.

Epicforce Tech can help you integrate:

Forecasting models
Rolling averages and trend lines
Variance alerts (actual vs. expected)
Predictive analytics modules via Power BI or external tools

These insights support proactive management.

Step 6: Optimize Performance for Daily Use

Slow dashboards kill adoption. We optimize:

BAQs for fast response times
Data filtering for speed and focus
Widget layout to prioritize high-value insights
Usage logs to identify underperforming dashboards

We make sure your dashboards load fast and stay relevant, even with complex data.

Step 7: Train Users to Think Like Analysts

Dashboards only work if your team understands how to use them.

We offer:

Hands-on training by department
Use-case walkthroughs
Embedded help icons or tutorial links
Recorded guides for onboarding new users

Epicforce Tech builds not just dashboards—but user confidence.

Real-World Example: Transforming Reports into Decisions

Client: Mid-sized electronics manufacturer
Problem: Over 25 dashboards in use—but most managers reverted to spreadsheets
Our Fix:

Audited dashboard relevance and performance
Consolidated and rebuilt dashboards by role
Implemented KPI-based design with drilldowns
Added BPM-triggered alerts for threshold violations

Result:

60% reduction in daily report requests
80% dashboard usage increase in 30 days
Management decisions now made directly in Epicor

Epicforce Tech's Dashboard Transformation Services

When you partner with Epicforce Tech, you get more than clean visuals—you get results.

Our Services Include:

Epicor dashboard audits and redesign
BAQ optimization and load time improvements
Role-specific dashboard planning
KPI strategy and visualization
BPM alert integration
User training and enablement
Ongoing performance monitoring and support

We don’t just report the past—we help you act on the present.

Final Thoughts: Don’t Let Dashboards Be Passive

Your Epicor dashboards have the potential to become daily decision tools—not just weekly reports. But getting there requires alignment, design, optimization, and adoption.

Let Epicforce Tech help you transform your dashboards into engines of action.

Report this page

TURN YOUR EPICOR DASHBOARDS INTO DECISION-MAKING ENGINES WITH EPICFORCE TECH

Turn Your Epicor Dashboards into Decision-Making Engines with Epicforce Tech