I would like to know if somebody knows how we could get a “first page” when logging into Epicor, where we could see as the first thing in the morning the most important indicators (just as example: sales this month; backlog; amount of orders; etc) and preferrably in a visual way and not only numerics. I think we have sometimes been told this is possible, but we really did never get that far yet.
If this is possible, I guess this would have to be in the new Kinetic version or when using Epicor via the web, am I right?
Most probably! Then the next question: how do I get data there? I mean things that are of interest to our company: not just a generic page with “little bit of everything”. In this case I mean dashboards we have created and the like.
you’ll need to build your own dashboard to include those views. I have not explored much in this area yet, perhaps some other members here could provide you with those insights.