850+ Epicor customers making faster, data driven decisions

Program Level: Beginner

This session demonstrates how modern analytics enables better decision-making for organizations running on any Epicor ERP and will focus on how EDA transforms raw ERP data into clear, actionable insight. Participants will learn how dashboards and scorecards support stronger analysis and more effective business conversations, how to drill from high-level summaries into transactional detail using the grid layer, and how integrating multiple EDA products creates a single, trusted source of truth across all data sources. The session also covers practical collaboration, including sharing reports and insights across teams.

Cost: There is an additional $375 fee to attend this session.

Prerequisites: Basic knowledge of business intelligence concepts is helpful but not required

Audience:

• Executives, Controller, Sales managers

• Operations, Purchasing managers, Commercial managers

• System administrator, IT/Technical staff 

Objectives:

• Navigate EDA confidently and understand how it operates across different modes and data streams
• Creating custom dashboards and databases
• Sharing reports and analysis with internal teams and stakeholders
• Analyze performance across multiple data streams, such as sales vs budget
• Measuring performance against key metrics
• Building targeted customer and operational lists
• Creating charts and visualizations that highlight key business drivers
• Summarize large datasets into a single intuitive interface
• Understanding the role and value of EDA Rebates and Budgets and Forecasts 

In this session, you'll learn how to:

• Identify, visualize, and track trends impacting stock levels — including historic purchasing and sales data, seasonal patterns, OTIF performance, and slow- or no-moving inventory
• Quickly forecast inventory using flexible forecasting modes, months cover analysis, and insight into open POs, stock on hand, open sales orders and quotes
• Integrate sales budgets and forecasts with purchasing plans to project future stock positions and proactively flag potential inventory risks 

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During this hands-on Lab, we’ll deep dive into building powerful, dynamic dashboards that track KPIs and enable integrated business planning, all underpinned by financial performance.

In this session, you'll learn how to:

• Create custom dashboards that integrate data across multiple databases, enabling cross-functional visibility across sales, purchasing, inventory, and finance in a single executive snapshot.

• Slice and dice data using full period, custom periods, and month-to-date analysis to support better decision-making.

• Analyze across databases to build meaningful ratios (including OTIF/DIFOT) and visualize performance through KPI summaries and variance analysis.

• Use rebate management software to optimize revenue and automate manual workflows
• Get the visibility you need to uncover new earning opportunities, from tracking accruals to evaluating programs
• Understand true costs and margins
• Negotiate stronger rebate agreements

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Discover how EDA Financial Statements simplify the creation and management of financial statements — and unlock performance insights for your business.

In this session, you'll learn to:

• Speed up month-end close with accurate, consolidated financial statements

• Analyze live performance over time with consolidated and filtered views for seamless side-by-side comparisons

• Customize management reports for branches, divisions, departments, boards, and more

• Create and track key financial ratios by integrating operational and financial data for deeper insights

• Perform intercompany eliminations or normalize your P&L by shifting large one-off transactions, ensuring accurate consolidations and more meaningful reporting

• Take advantage of AI and data visualization to amplify your financial statements workflows

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Step into the world of a sales team and see how they leverage Epicor Data Analytics and Financials to drive growth, optimize reps’ time and track performance. Experience a week in the life of a sales manager using these tools to forecast accurately and stay ahead of customer trends and activities.

In this session, you'll learn how to:

• Accurately forecast, uncover opportunities and speed up sales cycles

• Easily use segmentation, analytics and AI to spot churn risk, prioritize activity and target high-value accounts

• Address margin gaps and optimize results

• Manage pipeline, track performance and stay on top of critical activity with less manual overhead

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In this hands-on lab, we’ll walk through the fundamentals of building a simple EDA database using Database Designer.

Designed for administrators with ‘Databases’ and ‘Sync’ access, this session will guide you through designing and building a new database using drag-and-drop functionality to create dimensions and measures.

In this session, you'll learn how to:

• Create and name a new database

• Identify and utilize data sources

• Drag and drop fields to populate streams and map data

• Configure and customize database components

• Build and deploy your database

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Join this session to see how EDA Budgeting and Forecasting shortens budgeting cycles and streamlines workflows across your business.

In this session, you'll learn how to:

• Create and connect financial budgets, sales forecasts and workforce planning in one place, across teams

• Re-forecast with live actuals to stay on track

• Confidently forecast cash flow and budget around seasonal trends

• Make your budgeting process more dynamic, interactive and collaborative