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.
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
Audience
♦ Executives, Controller, Sales managers
♦ Operations, Purchasing managers, Commercial managers
♦ System administrator, IT/Technical staff
Prerequisites
♦ Basic knowledge of business intelligence concepts is helpful but not required