Power BI Sales Review Template for Epicor Users
In this video, we will showcase one of our powerful Power BI report templates, which was developed to help manufacturers analyze data from the Epicor ERP system.
0:53 Skip Intro
In This Video:
Sales Review Template: We dive into how this template helps track sales orders and quotes effectively.
Interactive Features: Discover how to navigate sales analysis, order details, and quote analysis, utilizing filtering options for customized insights.
Customer Mapping: See how location-based data visualization can inform your sales strategies.
Key Highlights:
Monthly and yearly sales trends
Top customers and territorial breakdowns
Export options for data analysis
Win percentage metrics for quotes
📞 Contact Us: For any inquiries or to learn how we can implement these templates in your environment, email us at [email protected] or call 262-686-5070.
Try It Out: Visit the link below to test a live version of one of our templates on our website!
🔗 https://2wtech.com/data-analytics/
Other template demo videos are coming soon!
Materials Review: Detailed analysis relevant to inventory and procurement. • Power BI Materials Review Template for Epi...
Production Review: Insights into production performance and efficiency. • Power BI Production Review Template for Ep...
Executive Overview: This template focuses on crucial metrics like invoices, open accounts receivable, and accounts payable. • Power BI Executive Summary Template for Ep...
Vendor Scorecard: Designed to focus on a single vendor.
Shipping Performance: Designed to focus on pulling data around factors affecting shipping including.
• Power BI Shipping Performance Template for...
Connect with us: https://linktr.ee/2wtech
Thank you for watching! Like, Subscribe, and don’t forget to hit the notification bell for future updates!