Epicor P21 is advanced ERP (Enterprise Resource Planning) software designed specifically for the manufacturing, distribution, and service industries. One of the key features of the software is the ability to provide dashboards tailored to the individual needs of B2B customers. These dashboards are designed to give businesses a comprehensive view of their customer data, helping them make informed decisions and deliver better customer service. In this article, we’ll take a closer look at the different options Epicor P21 offers for dashboards tailored to the individual needs of B2B customers.

First, let’s look at what B2B client-specific dashboards are. Simply put, they are visual representations of data tailored to the needs of a specific customer. These dashboards are created using real-time data from various sources such as sales, inventory, and production. They enable companies to track key performance indicators (KPIs) and analyze customer behavior, ultimately improving customer relationships and profitability.

Epicor P21 offers several options for companies looking to create dashboards tailored to the needs of B2B customers. One of the most popular features is customizable dashboards, which allow companies to choose the layout, design, and data elements they want to include. This flexibility makes it easier for companies to create dashboards that are relevant to their industry and customer needs.

Another option is PowerView, which provides ready-to-use dashboards, reports, and KPIs focused on specific industries such as manufacturing, distribution, and services. These dashboards are designed to give businesses a holistic view of customer data, including sales orders, open invoices, open quotes, and more. They also offer customizable filters so companies can drill down into specific data points and gain deep insight.

Epicor P21 also offers a mobile app so companies can access customer-specific dashboards wherever they are. This enables real-time data viewing and analysis, making it easier for companies to stay up to date with customer needs and make decisions quickly.

In addition to these options, Epicor P21 also offers companies the ability to integrate external data sources into their dashboards. This means companies can integrate data from other systems, such as CRM software or customer surveys, to get a more complete picture of their customers’ behavior.