HOW EPICFORCE TECH BUILDS ROLE-BASED DASHBOARDS YOUR TEAMS WILL ACTUALLY USE

How Epicforce Tech Builds Role-Based Dashboards Your Teams Will Actually Use

How Epicforce Tech Builds Role-Based Dashboards Your Teams Will Actually Use

Blog Article

ERP systems can gather incredible volumes of business data—but data alone doesn’t drive action. The real value comes from turning that data into clear, role-specific insights your teams can trust and act on.

That’s why at Epicforce Tech, we design and deliver role-based dashboards in Epicor® that are more than just screens—they’re decision-making tools, purpose-built for real people doing real work.

In this guide, we’ll walk through:

  • What makes dashboards actually useful

  • Why role-based design matters

  • How Epicforce Tech approaches dashboard strategy

  • Real results our clients achieve with tailored dashboards

Let’s explore how your ERP reporting can become a daily driver of performance—not just an afterthought.

Why Most ERP Dashboards Fail to Deliver Value

Many ERP users are overwhelmed by dashboards that are either too generic, too technical, or too cluttered. The result? Users don’t trust them, don’t use them, or rely on spreadsheets instead.

Common issues include:

  • One-size-fits-all layouts that serve no one well

  • Irrelevant KPIs or excessive data points

  • Poor performance due to heavy queries

  • Inconsistent filters and outdated metrics

  • Lack of real-time visibility

Dashboards should answer the specific daily questions of each role—not just display information. That’s the foundation of the Epicforce Tech approach.

What Is a Role-Based Dashboard?

A role-based dashboard is a focused, customized view designed for a specific job function, such as:

  • A production manager tracking on-time job completions

  • A CFO monitoring cash flow and AP aging

  • A sales manager reviewing open opportunities and order fulfillment

  • A buyer checking supplier delivery rates and price variances

Each user sees only what they need, how they need it, and when they need it—nothing more, nothing less.

The Epicforce Tech Approach: From Generic to Job-Ready

At Epicforce Tech, we believe dashboards should be:

  1. Purpose-built for the user’s job function

  2. Interactive and real-time

  3. Tied directly to measurable business outcomes

  4. Easy to navigate, filter, and trust

Here’s our process for building dashboards your teams will actually use:

Step 1: Understand Your Business Roles and KPIs

We begin by working with department leads, functional users, and executive sponsors to define:

  • What are their daily and weekly responsibilities?

  • Which KPIs matter most for their decisions?

  • What are common bottlenecks, questions, or pain points?

Rather than starting with data—we start with business goals and workflows. That ensures every metric has context and value.

Step 2: Map Data Sources and Logic

Once we understand what’s needed, our consultants map out:

  • The relevant Epicor data sources (e.g., jobs, invoices, inventory, customers)

  • Filters and parameters based on role (e.g., territory, department, product line)

  • Logic for calculations (e.g., margin %, lead time, fill rate)

We ensure the dashboards are built on clean, validated queries—not patched-together reports or outdated BAQs.

Step 3: Design Focused, Intuitive Layouts

Each dashboard is designed to be:

  • Visual: Charts, gauges, heat maps—not long tables

  • Minimalist: No clutter, no distractions, no extra fields

  • Actionable: Every widget supports a decision or task

  • Fast: Optimized to load quickly with real-time or near-real-time data

At Epicforce Tech, we follow usability principles to ensure dashboards are easy to scan, even during busy workdays.

Step 4: Test With Real Users

Before final rollout, we conduct live testing with end users to:

  • Validate the accuracy of metrics

  • Ensure filters and drilldowns behave as expected

  • Confirm that each user understands how to use the dashboard

  • Gather feedback for improvement

This testing ensures adoption, not just deployment. If people don’t trust the data, they won’t use it.

Step 5: Train and Document for Long-Term Success

Even the best dashboards need user education. That’s why Epicforce Tech provides:

  • Role-specific user guides

  • Short internal training sessions

  • Dashboard walkthroughs during implementation

  • Ongoing support and refinement based on feedback

We help build dashboard champions within your teams—so reporting becomes part of your culture, not a chore.

Types of Dashboards We Commonly Build

Our role-based dashboards span across departments and industries. Examples include:

Department Sample Dashboards
Finance Cash Flow, Budget Variance, AP/AR Aging, P&L Overview
Sales Pipeline Status, Orders by Region, Win/Loss Ratio
Operations Job Progress, Capacity Utilization, Scrap Rate, OEE
Inventory Stock Aging, Fast/Slow Movers, Reorder Alerts
Procurement Supplier Scorecards, PO Delays, Cost Changes
Executive Company Health Summary, Departmental KPIs, Top Opportunities

Each one is built to align with your specific Epicor modules, business rules, and user roles.

Why Role-Based Dashboards Drive Better Decisions

When dashboards are designed with real users and business goals in mind, the impact is immediate:

  • Reduced manual reporting or Excel dependency

  • Faster decision-making at all levels

  • Higher visibility into performance trends

  • Fewer support requests or data confusion

  • More confident, empowered employees

At Epicforce Tech, we’ve seen clients go from underused dashboards to daily operational alignment in just weeks.

Real Client Results

  • A manufacturing client reduced reporting time by 75% across departments

  • A CFO gained daily cash position updates, replacing monthly reports

  • A plant manager cut scrap-related issues by 30% using real-time metrics

  • A sales leader increased forecast accuracy by 40% with pipeline visibility

These results didn’t come from more data—they came from better dashboard design, built by Epicforce Tech.

Epicor Dashboards Are Powerful—If Built With Purpose

Epicor provides a solid foundation for dashboards, BAQs, and reporting tools. But too often, companies try to build dashboards in isolation—without a real strategy.

Epicforce Tech closes that gap.

We bring the expertise, business understanding, and Epicor platform knowledge needed to make dashboards truly functional, scalable, and easy to adopt.

Let’s Build Dashboards Your Teams Will Actually Use

Whether you’re starting from scratch or trying to improve underused dashboards, Epicforce Tech can help.

Our consultants will work directly with your team to turn unclear reports into clear action—custom-built for each role, aligned with your goals, and ready for real impact.

Get started today.

???? Call: (888) 280-5585
???? Email: info@epicforcetech.com
???? Learn more: https://epicforcetech.com

Report this page