Power BI Executive Summary Template for Epicor Users

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  • เผยแพร่เมื่อ 18 ม.ค. 2025
  • In this video, we will showcase one of our powerful Power BI report templates developed to help manufacturers analyze data from the Epicor ERP system.
    1:00 Skip Intro
    Executive Summary Report Overview:
    This template focuses on crucial metrics like invoices, open accounts receivable, and accounts payable.
    Gain insights into total accounts, order summaries, and month-to-date information.
    Interactive features allow filtering by aging buckets, customers, and invoice details to pinpoint outstanding items effectively.
    Quick Features:
    Key Metrics: At-a-glance views of essential financial data.
    Visual Analytics: Breakdown of accounts receivable, payable, and orders.
    Filter Options: Easily segment data by customer, age, and invoice criteria.
    Accessing Reports: If you have a Power BI license assigned, simply log into the Power BI service through Microsoft or Office 365 with your credentials to access these reports.
    📞 Contact Us: For any inquiries or to learn how we can implement these templates in your environment, email us at sales@2wtech.com 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!
    🔗 2wtech.com/dat...
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    Connect with us: linktr.ee/2wtech
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