Epicor Kinetic is a powerful ERP system built to streamline operations, provide real-time insights, and enable informed decision-making. But for most users, the default out-of-the-box setup only scratches the surface.
What truly elevates the Epicor experience—and unlocks its full business value—is the ability to build and use custom dashboards.
Unfortunately, most standard Epicor training programs either skip dashboard building altogether or touch on it superficially. This gap leaves users underprepared to turn data into action.
That’s why Epicor Kinetic training must include custom dashboard development. And it’s exactly where Epicforce Tech steps in—with a hands-on, real-world training approach that not only teaches how to use dashboards but empowers teams to build, customize, and leverage them for smarter decisions.
In this blog post, we’ll explore:
- Why dashboards are critical to Epicor success
- The gap in conventional training programs
- How Epicforce Tech integrates dashboard development into its training modules
- Real-world benefits of this approach
Why Dashboards Matter in Epicor Kinetic
Dashboards in Epicor Kinetic are more than visual tools—they are real-time decision-making engines. They allow users across departments to:
- Monitor KPIs and performance trends
- Visualize data without running multiple reports
- React quickly to inventory, production, or financial issues
- Eliminate manual data consolidation
The True Power of Dashboards Lies in Customization
Every business is unique. What matters to your production manager may not matter to your finance team. That’s why custom dashboards are essential—they let you surface the metrics that are specific to your workflows, goals, and roles.
With custom dashboards, Epicor users can:
- Combine data from multiple sources (BAQs, calculated fields, etc.)
- Filter views based on user roles
- Trigger actions based on live data
- Embed relevant reports and trackers
The Problem: Most Training Ignores Dashboard Development
Traditional Epicor training—whether provided by implementation partners or online platforms—focuses heavily on:
- Navigating the UI
- Running out-of-the-box reports
- Using modules like Finance, Inventory, or Production
But what’s often missing? Real instruction on how to build, modify, and maintain dashboards tailored to business needs.
Here’s What Users Often Struggle With:
- Understanding what data sources to connect (via BAQs)
- Structuring dashboard layouts for clarity and usability
- Applying filters, charts, and dynamic elements
- Assigning dashboards to different security roles
- Maintaining performance with large datasets
This lack of training results in underused dashboards, poor visibility, and frustrated teams who know the data exists but can’t access it effectively.
Why Epicor Kinetic Training Must Include Dashboard Building
Let’s break down the benefits of incorporating custom dashboards into your training plan:
1. Increases User Adoption
Users are more likely to engage with Epicor when they can see the value in real time. Dashboards provide visual, digestible insights that simplify decision-making.
2. Builds Cross-Functional Skills
Dashboard building teaches users about:
- BAQs (Business Activity Queries)
- Data relationships
- UI design principles
- Role-based access and security
This holistic skillset boosts confidence and enables cross-team collaboration.
3. Enables Proactive Decision-Making
Instead of reacting to problems after they occur, well-trained users can monitor trends and take preemptive action—directly from their dashboards.
4. Reduces Dependence on IT
When business users can build and manage their own dashboards, they reduce reliance on developers or consultants for every data visualization need.
5. Aligns ERP with Business Strategy
With custom dashboards, Epicor becomes a strategic asset. Leaders can track what matters most—revenue, quality control, lead times, etc.—in one central view.
How Epicforce Tech Integrates Dashboard Building into Epicor Kinetic Training
At Epicforce Tech, we believe that dashboards shouldn’t be an add-on—they should be a core part of ERP training.
Here’s how we deliver that in every Epicor Kinetic training engagement:
Step 1: Needs Assessment & Data Discovery
We start by understanding your business goals, key metrics, and the current reporting gaps. This ensures dashboards are tied directly to real-world needs.
Step 2: BAQ Fundamentals & Data Structuring
Before building a dashboard, you need the right data. We train your users on:
- Creating efficient BAQs
- Managing joins and subqueries
- Using calculated fields
- Optimizing performance
Step 3: Hands-On Dashboard Building
Our trainers walk teams through:
- Building dashboards from scratch
- Selecting widgets (charts, lists, gauges)
- Applying filters and conditional formatting
- Embedding reports and linking trackers
We provide live, guided exercises using your actual business data—not demo data—so users can build dashboards they’ll actually use.
Step 4: Role-Based Access & Security Configuration
We ensure users know how to:
- Assign dashboards to specific roles or departments
- Secure sensitive data
- Manage visibility settings
Step 5: Review, Iterate, and Optimize
After initial dashboards are built, we help your team:
- Get user feedback
- Fine-tune performance
- Add enhancements (e.g., dynamic fields, alerts)
We also provide reusable templates and documentation so you can continue expanding your dashboard library independently.
Real-World Example: Dashboard-Driven Efficiency Gains
Client Example: A manufacturing firm using Epicor Kinetic was struggling with order fulfillment visibility. Their team relied on Excel exports and weekly meetings to track bottlenecks.
Epicforce Tech’s Solution:
- We trained their operations and warehouse team to build a real-time order tracking dashboard
- Connected open sales orders, inventory levels, and shipping schedules via BAQs
- Created color-coded visual alerts for delayed items
Outcome:
- Reduced order backlog by 23% in 60 days
- Empowered warehouse managers to self-monitor issues
- Cut manual report generation time by 70%
What Makes Epicforce Tech’s Training Different?
We don’t just teach how to use Epicor—we teach you how to make it yours.
Our approach includes:
- Custom use-case-based training
- Real data integration
- Team-specific dashboards (finance, ops, sales, etc.)
- Follow-up support and knowledge sharing
- Blended learning: live sessions + documentation + sandbox play
We turn your Epicor users into dashboard power users, giving them the tools to unlock real value.
Conclusion
Dashboards are not a luxury in Epicor Kinetic—they’re a necessity. But without training, even the best ERP system can feel like a black box. That’s why Epicor Kinetic training should always include custom dashboard building.
And that’s where Epicforce Tech makes all the difference.
Our team doesn’t just show you what buttons to click—we empower your people to build, own, and evolve dashboards that align with your strategy, roles, and goals.
Ready to turn your data into decisions?
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epicforce tech — Building real expertise, one dashboard at a time.