Power BI for Epicor: Shipping Performance at a Glance
In today’s manufacturing and distribution landscape, shipping performance is not just a back-office metric, it is a competitive differentiator. Customers expect fast, accurate, and transparent delivery. Vendors expect timely communication. Executives expect real-time insight. And operations teams need a clear, data-driven way to keep everything moving.
For organizations running Epicor ERP, 2W Tech’s Microsoft Power BI Shipping Performance Template delivers exactly that: a modern, intuitive analytics experience that transforms raw shipping data into actionable intelligence.
Why Shipping Analytics Matter More Than Ever
Shipping performance touches nearly every corner of the business:
- Customer satisfaction and retention
- Production scheduling and capacity planning
- Inventory accuracy
- Vendor reliability
- Cash flow and revenue timing
Yet many organizations still rely on static reports or manual exports to understand what is happening. Power BI changes that, and 2W Tech’s template takes it even further.
Purpose-Built for Epicor ERP
2W Tech designed the Shipping Performance template specifically for Epicor users, leveraging deep ERP expertise and Microsoft Power BI’s advanced visualization capabilities. The result is a dashboard that surfaces the metrics that matter most, without requiring custom development or complex configuration.
The template focuses on the core factors affecting shipping performance, including:
- On-time releases
- Shipping history
- Open orders
- Past due shipments
- Days to ship
- Ship-to customer mapping
Each of these elements helps teams quickly identify bottlenecks, uncover trends, and make informed decisions that improve throughput and customer experience.
Key Insights Delivered by the Template
- On-Time Release Tracking
See how consistently orders are being released for shipment. This helps pinpoint upstream issues — from production delays to material shortages before they cascade into customer dissatisfaction.
- Shipping History & Trend Analysis
Visualize historical shipping performance to understand seasonal patterns, recurring delays, or improvements over time.
- Open Orders & Past Due Visibility
Quickly identify which orders are at risk. This is especially valuable for customer service teams who need real-time answers.
- Days-to-Ship Metrics
Measure the actual time it takes to ship orders, compare them against internal targets, and uncover process inefficiencies.
- Customer Location Mapping
A geographic view of shipments helps teams understand regional demand, optimize logistics, and identify delivery hotspots.
Why Power BI Makes the Difference
Microsoft Power BI brings a modern analytics layer to Epicor data:
- Hundreds of visualization options
- Built-in AI capabilities
- Tight Excel integration
- Enterprise-grade security
- Real-time access monitoring
- Scalable from individuals to enterprise teams
2W Tech’s template leverages all of this while eliminating the heavy lifting. It is ready to deploy, easy to customize, and built with manufacturing and distribution workflows in mind.
Built by an Epicor Platinum Elite Partner
As an Epicor Platinum Elite Partner and Microsoft Tier 1 Cloud Services Partner, 2W Tech brings unmatched expertise to the intersection of ERP and analytics. The Shipping Performance template is part of a broader suite of Power BI dashboards, including Executive Summary, Materials Review, Production Review, Sales Review, and Vendor Scorecard, all designed to help organizations gain a new perspective on their operations.
If your organization relies on Epicor ERP and wants to improve shipping performance, reduce delays, and strengthen customer satisfaction, 2W Tech’s Power BI Shipping Performance Template is a powerful, ready-to-use solution. It turns your shipping data into a strategic asset, one that helps you operate smarter, faster, and with greater confidence.
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