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Epicor BisTrack's Business Intelligence and Analysis Tools
BisTrack's Business Intelligence and Analysis Tools provide you with clear insights into your building supply business. Easily monitor performance, dive into your data, and take action to improve your bottom line.
Tools to Visualize Your Business Data
BisTrack offers two main ways to see and analyze your business data.
Dashboards offer a high-level, graphical overview of key performance indicators for specific roles in your building supply business. These customizable interfaces act as role-specific homepages, using charts, graphs, and metrics to provide immediate insights into business health and performance, with drill-down capabilities for more detail.
Smart Views present detailed, spreadsheet-like data in a grid format. An intuitive wizard allows any user to easily slice and dice information without technical expertise. While dashboards provide a visual summary, Smart Views enable in-depth examination of raw data, allowing users to sort, filter, and directly work with information for actionable insights.
Benefits
Dashboards
BisTrack offers a library of ready-to-use dashboards tailored to specific job functions within a building supply business.
- Business Advisor Dashboard:
- Holistic view of overall company health.
- Insights into daily cash and sales charges.
- Sales performance analysis.
- Visibility into inventory health.
- Snapshot of accounts receivable aging.
- Sales Manager Dashboard:
- Focuses on metrics relevant to driving sales performance.
- Visualizations of sales team performance.
- Insights into sales trends by product category or customer segment.
- Metrics on sales pipeline and conversion rates.
- Accounts Receivable Dashboard:
- Designed for finance professionals to manage customer payments.
- Clear view of outstanding invoices, categorized by aging.
- Highlights customers with overdue balances.
- Metrics on collection efficiency and days sales outstanding (DSO).
Smart Views
See a detailed, grid-based view of your data, enabling users to examine specific records and take direct action. You can save and reuse layouts to standardize complex analyses across teams.
- Detailed Data Presentation: Provides a grid format for in-depth views of raw numbers.
Ideal for Granular Analysis: Suitable for tasks like analyzing sales order details, inventory transactions, and accounts receivable ledgers. - Flexibility: Users can easily filter, sort, and group data to focus on relevant information and work with it directly.
- Practical Applications: Allows building suppliers to pinpoint profitability and track the movement of building supply materials across different job sites.
Drill-Down Capability
Move from summary data to detailed records with a click.
- Instant Access to Underlying Data: Clicking dashboard elements (data points, chart bars, metrics) opens the corresponding smart view.
- Root Cause Identification: Enables building suppliers to quickly understand the specifics behind trends observed in dashboards (e.g., investigating a sales dip).
- Informed Action: Empowers users to identify issues and take appropriate steps based on detailed insights (e.g., analyzing slow-moving insulation).
External Data Sharing
Share data with stakeholders who may not have direct system access.
- Export to Common Formats: Grid-style data (like smart views) can be exported to .xlsx (Excel), .csv, and .pdf.
- Report Generation: Allows building suppliers to create reports on critical information such as inventory valuation and sales performance.
- Facilitates External Collaboration: Enables sharing reports with external partners, remote management, and non-regular BisTrack users.
Data Management Beyond BisTrack
Grow BI unlocks enhanced data management capabilities, letting you:
- Connect to over 150 external platforms, not just BisTrack.
- Handle everything from data extraction and warehousing to visualization, all in one place.
- Utilize no-code ETL and enjoy unlimited user access for widespread data analysis.
- Leverage advanced predictive analytics for smarter decisions, like inventory forecasting.
Want to Dive Deeper Into BisTrack’s Data Management Tools?
Our eBook covers how you can:
- Boost margins with smarter data
- Get instant insights with dashboards
- Simplify reporting and planning
- Integrate data—no coding needed
- Turn data into growth, fast
