Analyze This! Actionable Information for Your Managers
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1 Analyze This! Actionable Information for Your Managers Mark McClenahan Product Owner, Development 2016 Epicor Software Corporation
2 Mark McClenahan Product Owner, Development 17 years with Epicor Has experience in customer education, national accounts, sales engineering, sales, and is currently a product owner on the product development team. Prior to joining Epicor, Mark was in farm-supply retail for nearly 7 years Presented at numerous customer training events and national sales presentations Mark s well-rounded experience provides valuable insight for running a retail business in today s competitive environment Epicor Software Corporation Eagle Online Academy 2
3 Analyze This! Actionable Information for Your Managers Mark McClenahan Product Owner, Development 2016 Epicor Software Corporation
4 The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication, April The usage of any Epicor products or services is subject to Epicor s standard terms and conditions then in effect. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Epicor, the EPICOR logo, Eagle, Grow Business, Not Software, are trademarks or registered trademarks of Epicor Software Corporation in the United States, and in certain other countries and/or the EU. Copyright 2016 Epicor Software Corporation. All rights reserved Epicor Software Corporation Eagle Online Academy 4
5 Informing Decisions Information is a source of learning. But unless it is organized, processed, and available to the right people in a format for decision making, it is a burden, not a benefit. - William Pollard 2016 Epicor Software Corporation Eagle Online Academy 5
6 Objectives By the end of this session you will learn The potential of dashboards for business management How to create Queries, Pages, and Layouts for specific managers How to secure your dashboards to the level of desired access for your managers 2016 Epicor Software Corporation Eagle Online Academy 6
7 Agenda 1. Information Delivery vs. Access 2. Creating the Dashboard 3. Roles and Security 4. Client Installation 2016 Epicor Software Corporation 7
8 Do you use dashboards and alerts in your business today? A. Yes, we use them extensively. B. Yes, we use them, but not as well as we d like. C. No, we don t use them, but we d like to learn how! D. No, we don t use them now, and I m not sure of the benefit of using them Epicor Software Corporation Eagle Online Academy 8
9 Information Delivery vs. Action 2016 Epicor Software Corporation Eagle Online Academy 9
10 Alerts vs. Scheduled vs. Dashboards Increase efficiency by leveraging all three: Alerts notify managers of an activity. Automated and timely. Bring awareness to a potential problem. Exception based. Schedule reports for review. Push reports for manager review. Consistent management tools. Key performance metrics and tasks. Dashboards allow investigation. Use dashboards to isolate the root cause of the exception. Create an informed decision with relevant information Can be prebuilt to increase efficiency and solve quickly 2016 Epicor Software Corporation Eagle Online Academy 10
11 Examples: Alerts Item Number Item Description Location QOH PAD NOTE POST-IT 4PKASST 04R MARKER SHARPI FN BLK CS 04R PRO LTX SG INT WHITE GL 04R FERT ROSE&FLWR SYSTMIC2# 04R CHAIR STACK ADIRONDCK WH 04R ADAPTER SOCKET 1/4"X3/8" 04R HANDLE HAMM 14"24OZ VGHN 04R FERT OXYGEN PLUS 16OZ 04R ACID MURIATIC GAL 2-PACK 04R LB. CROSS PEIN HAMMER 04R HEATER WATER 75G NAT GAS 04R AIR CONDTIONER12000 BTU 04R REPELLNT DP WOOD OFF 6OZ 04R SMALL TREE STAND 04R Epicor Software Corporation Eagle Online Academy 11
12 Examples: Dashboards 2016 Epicor Software Corporation Eagle Online Academy 12
13 Examples: Dashboards 2016 Epicor Software Corporation Eagle Online Academy 13
14 Creating the Dashboard 2016 Epicor Software Corporation Eagle Online Academy 14
15 Refining Data Create on the fly filtering with: Look Ups Create custom parameters Data entry or drop down selections Page Context Look Ups for an entire page Apply a single filter to multiple queries Link data fields (multiple dates) 2016 Epicor Software Corporation Eagle Online Academy 15
16 Look Ups vs. Page Context Applies to a specific query. Applies to all queries on a page that contain the selected dimensions Epicor Software Corporation Eagle Online Academy 16
17 Let s take a look Look Ups Build department lookup 2016 Epicor Software Corporation Eagle Online Academy 17
18 Page Context 2016 Epicor Software Corporation Eagle Online Academy 18
19 Maximizing the Layout Organize your information with: Disclosures Tabs Vertically display multiple queries or browsers in a single work area. Horizontally display multiple queries in a single work area Epicor Software Corporation Eagle Online Academy 19
20 Disclosures vs. Tabs Tabs Disclosures 2016 Epicor Software Corporation Eagle Online Academy 20
21 Review 2016 Epicor Software Corporation Eagle Online Academy 21
22 Are you using Graphs and Charts to represent data? A. Yes, we use them all of the time. B. We only use what s already available in pre-built layouts. C. We just use charts, but are interested in knowing more. D. We didn t know you could! 2016 Epicor Software Corporation Eagle Online Academy 22
23 Graphical Data Representation Charts Used to compare values, to show values as a percentage of a whole, to show trends Fully customizable Gauges Used for comparing data. Limited to showing one single Measure and/or one single Dimension at a time Epicor Software Corporation Eagle Online Academy 23
24 Roles and Security 2016 Epicor Software Corporation Eagle Online Academy 24
25 Control Access: Security Create restricted access : Recommended security configuration. Sub System Capability Number Authorized COMPASS Allow viewing of costs and related fields in Compass? 832 Yes COMPASS Allow access to Compass? 833 Yes/No COMPASS Allow access to Compass Analytics Designer View? 834 No COMPASS Allowed to Save Views in Compass applications? 835 No COMPASS Allowed to Delete Views in Compass applications? 836 No COMPASS Allow updating of read-only views in Compass Applications? 837 No COMPASS Allowed to run Compass Analytics database report? 838 No COMPASS Allow access to Compass administrative functions 839 No COMPASS Allow access to Compass Market Basket Affinity Report 979 Yes 2016 Epicor Software Corporation Eagle Online Academy 25
26 Control Access: Roles Setting up Roles is under the Tools Menu. Save Queries/Pages/ Layouts by Role to allow specific groups of employees access to the reports. Managers can now access reports and dashboards specific to them Epicor Software Corporation Eagle Online Academy 26
27 Compass Role Maintenance Let s take a look! Add New Role Apply Roles to Queries & Layouts 2016 Epicor Software Corporation Eagle Online Academy 27
28 Client Installation 2016 Epicor Software Corporation Eagle Online Academy 28
29 Installing the Client Enter Server PCO 2016 Epicor Software Corporation Eagle Online Academy 29
30 Agenda Review 1. Information - Delivery vs. Access 2. Creating the Dashboard 3. Roles and Security 4. Client Installation 2016 Epicor Software Corporation Eagle Online Academy 30
31 For more information on products featured in today s presentation, or to find out how Epicor Professional Services can help you grow your business, please contact your Account Manager at Epicor Software Corporation Eagle Online Academy 31
Know Your Numbers: Doing More with Performance Manager
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