Name
Grow BI Tips and Tricks for Kinetic Customers (also held on Thursday at 3:15 - 4:05 pm)
Date & Time
Wednesday, May 7, 2025, 2:00 PM - 2:50 PM
Description

Join our Grow Solutions Engineers for an insightful session on Grow BI Tips and Tricks. This session will cover a range of advanced techniques and best practices to help you maximize the potential of Grow BI. Whether you're looking to enhance your data visualization, streamline your data management, or leverage advanced features, this session has something for everyone. Learning objectives:

  • Conditional Formatting — Learn how to apply conditional formatting to your data to highlight key metrics and trends.
  • Filterable Metrics — Discover how to create and use filterable metrics to customize your data views.
  • Deep Linking — Understand the process of deep linking to connect your Grow dashboards and metrics with Kinetic, such as linking back to invoices.
  • Using Epicor Prism with Grow — Explore the capabilities of the Multi-Modal Agent to analyze and provide insights from your Grow dashboards and metrics.
  • And More! — Additional tips and tricks to enhance your Grow BI experience.
Session Level
Beginner
Solutions
Kinetic, Epicor Grow
Industry
Distribution
Audience
Finance, IT, Operations, Other, Sales
Session Type
Success Strategies
Topics 2025
BI - Analytics and Reporting