Introduction: Dashboards Only Work If People Use Them
Epicor® dashboards are powerful tools for delivering insights, improving workflows, and enabling data-driven decisions. But many organizations struggle with a critical gap — user adoption.
Building the dashboard is just the beginning. If your teams don’t know how to access, use, or trust the data in those dashboards, you won’t see the ROI you expect.
That’s why at Epicforce Tech, we don’t just build dashboards — we help your team actually use them. Through customized training, user enablement, and performance-focused design, we ensure your dashboards become a core part of daily operations, not just a screen that goes unused.
In this guide, we’ll share key tips to improve user adoption and show how Epicforce Tech empowers teams to maximize the value of Epicor dashboards.
Why Teams Struggle to Adopt Epicor Dashboards
Before jumping into solutions, it’s important to understand what holds users back from fully adopting dashboards:
- Lack of training or orientation
- Overly complex or irrelevant visualizations
- Slow performance or long load times
- Inconsistent data or lack of trust in numbers
- Limited role-specific customization
When users don’t see value or can’t rely on the tool, they revert to old habits — spreadsheets, outdated reports, or guessing.
Tip 1: Start with Role-Based Design
One of the biggest reasons users ignore dashboards is that they’re too generic.
Epicforce Tech’s approach:
- We design dashboards specifically for user roles — sales reps, planners, finance teams, managers, and executives.
- Each role sees only the data they need, presented in the format they prefer (KPIs, graphs, grids, drill-downs).
- Custom filters and BAQs ensure relevance without overwhelming users.
Result: Users engage more when dashboards speak their language.
Tip 2: Train with Real Scenarios, Not Just Features
Epicor dashboards can be highly intuitive — if users are shown the right way to interact with them.
How Epicforce Tech helps:
- We provide hands-on training sessions based on your actual data and workflows.
- Sessions are tailored by role, so each team learns how to use dashboards to support their decisions.
- We include recorded video walk-throughs and one-page guides for reference after training.
This builds user confidence and encourages regular use.
Tip 3: Make Dashboards the Default Starting Point
Adoption increases dramatically when dashboards are integrated into daily routines.
Our best practices:
- Configure dashboards to launch by default on login or via homepage widgets.
- Link dashboards to Epicor menus and key transactions.
- Add “action buttons” inside dashboards to take the next step (create PO, send alert, etc.).
Epicforce Tech helps configure dashboards as launchpads, not just reports.
Tip 4: Focus on Performance & Load Time
If dashboards are slow, users will abandon them — period.
What Epicforce Tech does:
- Optimize BAQs and subqueries to reduce load time.
- Use filtering at runtime instead of loading all data.
- Leverage Epicor personalization to reduce unnecessary widgets.
- Audit usage logs to see which dashboards are lagging.
A fast dashboard is a used dashboard.
Tip 5: Build Trust with Validated Data
When users doubt the accuracy of data, they won’t engage — even if the visuals are perfect.
How we help build trust:
- Work with department leads to validate key metrics.
- Clearly label data sources and update frequency.
- Align dashboards with existing KPIs and reporting logic.
- Include “last updated” timestamps to increase transparency.
Epicforce Tech ensures your dashboard tells the truth your teams can rely on.
Tip 6: Encourage Feedback and Continuous Improvement
Adoption isn’t a one-time event — it’s an ongoing process.
What we implement:
- Feedback buttons directly on dashboards
- Monthly usage reviews with department heads
- Quarterly dashboard refreshes based on team input
Users are more likely to adopt dashboards when they have a say in how they evolve.
Tip 7: Highlight Quick Wins & Promote Usage
Success drives motivation. Showcase how dashboards are improving results:
- “Sales cycle time dropped by 18% after dashboard rollout”
- “Inventory accuracy increased after new reporting metrics were added”
- “Executives now get real-time P&L views without emailing finance”
At Epicforce Tech, we help our clients measure dashboard ROI and communicate success stories internally.
Bonus: Combine Dashboards with Alerts for Proactive Action
Sometimes, users don’t know when to check dashboards.
Our recommendation:
- Add BPMs or BAQs that trigger alerts when key metrics cross thresholds
- Include links in alert emails that open the relevant dashboard
- Train users to move from reactive reporting to proactive insights
Dashboards + alerts = smarter, faster decisions.
How Epicforce Tech Ensures Epicor Dashboard Adoption
When you work with Epicforce Tech, dashboard adoption isn’t an afterthought — it’s built into our delivery model.
Our services include:
- Role-specific dashboard planning
- Custom training programs (live + recorded)
- Performance tuning and BAQ optimization
- User engagement metrics and adoption tracking
- Continuous improvement roadmap reviews
We don’t just build dashboards. We build data-driven teams who use them daily to move the business forward.
Real Client Example: From Abandoned Dashboards to 90% Adoption
Challenge: A global manufacturer had 30+ dashboards, but less than 10% of users accessed them monthly.
Epicforce Tech Solution:
- Conducted a dashboard audit
- Removed or consolidated outdated dashboards
- Trained each department with real-use examples
- Integrated dashboards into daily workflows
Result:
- 90% active user adoption
- 50% reduction in ad-hoc report requests
- Department heads now rely on dashboards for daily reviews
Final Thoughts: Dashboards Only Add Value When They’re Used
Epicor dashboards are incredibly powerful — but only if they’re adopted, trusted, and embedded into your business workflow.
Don’t let your investment go underutilized. Let Epicforce Tech help you unlock the full value of your Epicor data through targeted training, smart design, and ongoing optimization.
Get Help from Epicforce Tech Today
Call us at (888) 280-5585
Email: info@epicforcetech.com
Visit: https://epicforcetech.com
Epicforce Tech — Helping teams get real value from Epicor® dashboards.
Read More:
From BAQ to Dashboard: How to Turn Queries into Live Business Insights in Epicor®
Building Your First Epicor Dashboard: 7 Practical Steps to Follow
When to Build One Dashboard vs. Many—Our Consultants’ Approach
Epicforce Tech’s Dashboard Design Process: From Wireframe to Live Metrics
How Our Consultants Build Sales Dashboards That Actually Drive Revenue Conversations