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Epicor Data Analytics

Turn data stored in your Epicor solution into actionable insights.

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Expedited Implementation

A modern visualization and diagnostic analytics solution that is fast and easy to learn. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes.

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Benefits

Increased Mobility

A cloud and browser-based Business Intelligence solution that supports business analysts and any leaders by delivering powerful reports with drill-downs and dash-boarding, on any device.

 

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Valuable Insights

Integrated with your Epicor ERP, you can have a single source of truth, while still being flexible enough to work with user-defined fields, custom SQL queries, and multiple data sources to help you make fact-based decisions.

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Achieve new levels of business insight

Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making.

  • Stay up-to-date with the daily changes of your business
  • Eliminate time-consuming and error-prone manual reporting processes
  • Visualize data across all of your business systems from production to sales
  • Prepare financial statements and deliver accurate revenue forecasts

Financial Statements

Modern Reporting For Data Efficiencies

Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization.

  • Customize financial statements for managers and stakeholders
  • Configure statement data to specific users and proactively manage KPIs

Budgeting and Forecasting

Cloud Capabilities For Anytime Budgeting

This is how you track and manage budgets on your time, your way. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets.

  • Re-forecast or prepare rolling forecasts with interactive capabilities
  • Access non-financial data in Kinetic (new name for Epicor ERP) and other databases with flexible spreadsheet functions

EDA Rebates, powered by Phocas

EDA Rebates is a cloud-based automated solution for managing multiple rebate programs, both payable and receivable. Empower your team to forecast sales, manage cash flow, and drive strategic purchasing decisions.

  •  Automate rebate calculations to ensure accuracy
  •  Forecast sales with pro-rata analysis
  •  Identify opportunities with near-miss analysis
  •  Manage multiple rebate programs in one platform
  •  Save time with bulk rule creation and editing
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Epicor is proud to be recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, marking three years in a row.

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Capabilities

Collaboration

Collaborate on projects and keep everyone on your team up to date. Make it easy for employees to take ownership and move the ball forward.

Dashboards

Spreadsheets and static reports only tell part of the story. Live dashboards bring your data to life with real-time information customized for you.

Reporting

See at a glance what’s happening across your company. Drill down to get instant answers.

Visualizations

Understand your data with beautifully designed dashboards that update you on your progress.

Technology

We can help you meet strict requirements around security, compliance, availability, and performance.

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Request a Data Analytics Demo
  1. Submit your demo request here.

  2. We'll reach out to schedule a convenient time for the demo, and ask a few questions to make sure we provide an experience tailored to your needs.

  3. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges.

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