Epicor Sales Review, Simplified with Power BI
Manufacturers live and breathe by their sales pipeline, but too often, the data that should drive confident decision‑making is scattered across dashboards, reports, and spreadsheets. Epicor Kinetic and Prophet 21 both contain rich sales data, yet many organizations struggle to turn that information into a unified, real‑time view of performance.
2W Tech’s Sales Review Template through Power BI for Epicor changes that dynamic entirely. Built by our Data Analytics team and designed specifically for Epicor environments, this template delivers a modern, interactive, executive‑ready view of your sales performance, without requiring months of custom development.
Why Manufacturers Need a Better Sales Lens
Sales leaders, finance teams, and executives often ask the same questions:
- How are we performing against forecast?
- Which customers are growing and which are declining?
- What products or territories are driving revenue?
- Are we tracking toward our monthly, quarterly, and annual goals?
Epicor provides the raw data, but Power BI brings it to life. The challenge is building a model that understands Epicor’s structure, relationships, and nuances. That is where 2W Tech’s template shines.
Purpose‑Built for Epicor Data
Unlike generic BI dashboards, the Sales Review Template is engineered around Epicor’s schema, sales processes, and reporting needs. It includes:
✔ Pre‑built data model optimized for Epicor
- Sales Orders
- Invoices
- Customers
- Parts / Product Groups
- Territories & Sales Reps
- Forecasts (optional integration)
✔ Automated data refresh
Your sales team always sees the latest numbers, no manual exports, no spreadsheet wrangling.
✔ Clean, intuitive visual design
The template uses a modern layout that highlights trends, exceptions, and opportunities at a glance.
What’s Inside the Sales Review Dashboard
The template is structured around the questions sales leaders ask most. Key pages include:
Executive Sales Overview
A high‑level snapshot of:
- Total sales
- YOY and MOM performance
- Top customers and products
- Sales vs. forecast
- Margin trends
Perfect for leadership meetings and board‑level reporting.
Sales Trend Analysis
Drill into:
- Daily, weekly, monthly, or quarterly trends
- Seasonal patterns
- Revenue spikes or dips
- Historical comparisons
This helps teams understand not just what happened, but why.
Customer Performance
Identify:
- Top revenue‑generating customers
- Declining accounts
- New business vs. repeat business
- Customer profitability
This page is especially valuable for account managers and customer success teams.
Product & Part Insights
Analyze:
- Best‑selling products
- Underperforming SKUs
- Product group trends
- Margin by product line
Great for operations, product management, and supply chain planning.
Territory & Sales Rep Performance
Track:
- Regional performance
- Rep‑level sales
- Pipeline contribution
- Goal attainment
This supports coaching, compensation planning, and territory optimization.
Why Power BI + Epicor = A Game‑Changing Combination
Power BI brings advanced analytics, AI‑driven insights, and interactive visualizations to the data you already own in Epicor. With 2W Tech’s template, you get:
- Faster time to value — no need to build from scratch
- Consistent reporting — everyone sees the same numbers
- Scalability — add new data sources as your analytics strategy grows
- Security — aligned with Microsoft’s enterprise‑grade governance
And because 2W Tech is both an Epicor Global Partner of the Year and a Microsoft Solutions Partner, you get the best of both ecosystems in a single solution.
Accelerate Your Sales Intelligence Strategy
The Sales Review Power BI Template is more than a dashboard — it is a foundation for data‑driven decision‑making across your organization. Whether you are just beginning your analytics journey or expanding an existing BI program, this template gives you a powerful, ready‑to‑deploy starting point.
If you want to enhance it with forecasting, profitability modeling, or integrations with CRM or eCommerce platforms, 2W Tech’s analytics team can extend the solution to fit your exact needs.
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