WHY YOUR EPICOR DASHBOARD ISN’T USEFUL (AND HOW EPICFORCE TECH CAN FIX IT)

Why Your Epicor Dashboard Isn’t Useful (And How Epicforce Tech Can Fix It)

Why Your Epicor Dashboard Isn’t Useful (And How Epicforce Tech Can Fix It)

Blog Article

Introduction: Dashboards Should Drive Decisions—Not Frustration

Epicor® dashboards are supposed to give you clarity, speed, and insight. But too often, they end up unused, misunderstood, or simply too slow to matter. If your dashboards aren’t helping your team make smarter decisions, faster—then something’s broken.

At Epicforce Tech, we help organizations transform underperforming dashboards into real-time, role-based, and actionable decision-making tools. This post explains why so many Epicor dashboards fall short—and exactly how we fix them.

Section 1: Signs Your Epicor Dashboard Isn’t Useful

Before you start rebuilding dashboards or blaming user adoption, first ask: Is the dashboard actually serving the user’s needs?

Here are the most common red flags:

1. Users Still Export Data to Excel

If your team copies data out of the dashboard to manipulate it manually, the dashboard isn’t doing its job.

2. Load Times Are Too Long

If a dashboard takes more than 10 seconds to load, users will stop trusting it—or avoid it altogether.

3. No One Knows How to Use It

If your dashboard has too many filters, widgets, or unclear labels, your team won't engage.

4. It’s Not Aligned with Business Goals

A dashboard that tracks the wrong KPIs, or provides too much generic data, creates noise—not clarity.

5. Nobody Takes Action Based on It

If decisions don’t change after looking at a dashboard, it’s probably not giving useful or timely information.

Section 2: The Root Causes Behind Ineffective Dashboards

So why are these issues so common in Epicor dashboards?

Poorly Designed BAQs

Most dashboards rely on Business Activity Queries (BAQs). When BAQs are inefficient or overloaded, dashboards become sluggish and unresponsive.

No Runtime Filters

Dashboards that pull data without filtering by user, date, department, or role load massive datasets—slowing down performance and flooding users with irrelevant information.

Lack of Role-Based Views

Too often, dashboards are designed with a "one-size-fits-all" mentality. The result? No one sees what they actually need.

Outdated or Inaccurate Data

If users can’t trust the numbers, they’ll go around the dashboard entirely—back to manual reports or gut decisions.

Missing Context and Actions

A good dashboard not only reports information—it prompts action. If it’s unclear what to do with the data, it doesn’t support decisions.

Section 3: How Epicforce Tech Fixes Broken Epicor Dashboards

At Epicforce Tech, we take a structured approach to identifying what's wrong and then rebuilding dashboards that actually work.

✅ Dashboard Audit & Usage Review

We start by reviewing your existing dashboards:

  • Which ones are used?

  • Who uses them?

  • How fast do they load?

  • Do they support business workflows?

We identify underused dashboards, broken BAQs, and redundant elements.

✅ BAQ Optimization for Performance

We rebuild or refactor BAQs to:

  • Remove unnecessary joins

  • Apply runtime filters

  • Use calculated fields efficiently

  • Align with Epicor schema best practices

This step often results in dashboards that load 80–90% faster.

✅ Role-Based Redesign

We rebuild dashboards around specific user roles, such as:

  • Sales reps

  • Finance managers

  • Production planners

  • Executives

Each dashboard includes only the KPIs and tools relevant to that user’s daily decisions.

✅ Actionable Design

We add the features most dashboards lack:

  • Conditional formatting for KPIs (red/yellow/green)

  • Drill-downs into transaction-level data

  • Embedded action buttons (e.g., create PO, flag issue)

  • Hyperlinked rows for immediate follow-up

Now the dashboard becomes more than just a display—it becomes a control center.

✅ Real-Time Alerts & Integration

Dashboards alone can’t catch everything. We integrate BPM alerts that:

  • Notify users when a threshold is crossed

  • Link directly to dashboards or transaction screens

  • Ensure your team doesn’t miss urgent updates

This turns passive data into proactive intelligence.

Section 4: Real Example – From Useless to Essential

Client: Multi-site manufacturer
Issue: Their executive dashboard had over 25 widgets, took 18 seconds to load, and showed outdated KPIs.

Epicforce Tech’s Solution:

  • Removed 60% of non-essential widgets

  • Created separate dashboards by department

  • Optimized BAQs with runtime filters

  • Added alerts for overdue orders and low stock

  • Embedded visual KPIs with drill-through capability

Results:

  • Dashboard usage increased 300%

  • Decision meetings now start with dashboards, not spreadsheets

  • Load time dropped to 4 seconds

Section 5: Why Epicforce Tech Is the Right Partner

Unlike general Epicor consultants, we specialize in dashboard performance, usability, and adoption. Our team blends business process understanding with technical expertise in:

  • BAQ optimization

  • Epicor personalization

  • BPM alerts

  • Executive KPI reporting

  • End-user training and support

We don’t just make dashboards faster—we make them valuable.

Final Thoughts: You Deserve Dashboards That Work

If your Epicor dashboards aren’t being used, aren’t driving action, or simply aren’t fast enough—then they’re not delivering ROI.

Epicforce Tech helps you fix what’s broken and unlock the full power of Epicor reporting. We turn static screens into smart tools your team actually uses.

Let’s Talk Dashboards

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Epicforce Tech — Helping you build dashboards that work as hard as you do.

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