Accounts Payable and Cash Flow Dashboard
An accounts payable dashboard helps finance teams understand upcoming obligations and plan cash requirements. It can combine open supplier invoices, due dates, payment status, purchase order references, and supplier details. A controller can use the view to identify invoices approaching their due dates, review exceptions, and coordinate payment timing with available cash.
For example, a dashboard might show $125,000 due within seven days, $42,000 awaiting approval, and $18,000 with a purchase order or receipt discrepancy. These figures help the team distinguish approved payments from items that still need review. The dashboard should clearly identify its reporting date and whether totals include disputed, held, or unposted invoices.
Useful measures include total open payables, invoices due this week, overdue invoices, average approval time, and payments awaiting release. Together, these indicators support cash forecasting and supplier management without treating every open invoice as immediately payable.
Accounts Receivable and Collections Dashboard
An accounts receivable dashboard helps teams monitor customer balances, overdue invoices, collection priorities, and incoming receipts. Common components include aging buckets, days sales outstanding (DSO), customer credit exposure, disputed invoices, and unapplied cash. Filters by customer, region, business unit, and account manager help users focus on the balances they can influence.
Consider a company with $60,000 in invoices overdue by more than 30 days. If $20,000 is awaiting a customer payment allocation and $15,000 is under dispute, the dashboard should make those statuses visible instead of presenting the entire amount as one collection task. Finance users can then prioritize follow-up based on the reason for the outstanding balance.
When matching customer payments, reviewing remittance advice, and posting receipts, teams may also examine how How Hyperbots AI Agents 10x Epicor Finance Operations and Closing Epicor Finance Gaps with Hyperbots AI Agents describe finance workflows that extend ERP processes. The dashboard provides visibility into balances and receipt status, while posting and adjustment actions remain subject to the organization's controls.
Inventory, Purchasing, and Production Dashboards
Operational dashboards connect inventory and purchasing activity to service levels, production plans, and working capital. An inventory dashboard can display stock on hand, reorder levels, slow-moving items, inventory valuation, and shortages against demand. Purchasing teams can review open purchase orders, supplier delivery dates, approval status, and expected receipts.
For procure-to-pay visibility, a purchasing dashboard can track requisitions awaiting approval, purchase orders not yet acknowledged, receipts pending entry, and invoices awaiting matching. A practical companion resource, What is a Standard Purchase Order? Examples & Templates, helps explain how purchase order information supports consistent procurement records and approvals.
Production dashboards may display scheduled jobs, actual output, material availability, scrap rates, and work-center utilization. Managers should check the time period and refresh schedule before comparing actual output with production targets. Inventory and production indicators are most useful when their definitions align with planning and accounting reports.
Executive and Financial Performance Dashboards
An executive dashboard summarizes a small set of indicators linked to company goals. Typical measures include revenue, gross margin, operating expenses, cash position, order backlog, overdue receivables, and inventory value. Drill-downs let a leader move from a high-level result to the transactions or business units contributing to it.
Within Epicor ERP, dashboard data can reflect activity from different functional areas. The relevant Epicor ERP Modules and their configurations determine which transactions and fields are available to report. Where finance information moves between systems, Epicor Integration Finance describes the broader integration context for connecting ERP records with financial workflows.
When extending finance processes around epicor, teams should define the source of each metric, its refresh timing, and who owns follow-up. The article ERP Software Examples: Real Companies, Real Flows provides wider context for how ERP systems support connected business processes. For AI-supported reporting and workflow design, agentic ai can describe systems in which AI agents coordinate defined tasks using configured tools and controls; Maximize Finance ROI with AI Automation Insights offers a related framework for evaluating finance automation outcomes.
Designing Useful Epicor Dashboards
Good dashboards begin with a clear decision or action. Before selecting charts, identify the intended users, the questions they need answered, the source records, and the frequency at which the information must be refreshed. The Hyperbots Platform supports company-specific configurations across ERP integrations, workflows, roles, and general ledger structures. Its Process Specific Capabilities can support distinct finance workflows, while Ready to Deploy Capabilities use pre-trained agents and ERP connectors for finance tasks.
Where AI-supported workflows are used alongside reporting, Self Learning Capabilities can adapt supported processes from human feedback, and Human in the Loop enables people to review exceptions and approve designated actions. These capabilities complement dashboards when reporting, task routing, and authorization rules are clearly defined.
- Define each metric: Document the calculation, source, reporting period, and business owner.
- Use actionable filters: Include company, date, status, customer, supplier, or business unit where relevant.
- Validate totals: Reconcile dashboard figures with the appropriate ERP inquiry or financial report.
- Review access: Ensure users see the records and financial details permitted by their roles.
- Set refresh expectations: Make clear whether information updates immediately, on demand, or on a schedule.
Summary
Epicor Dashboard Examples include accounts payable, accounts receivable, inventory, purchasing, production, and executive reporting views. Each dashboard should present reliable, clearly defined metrics that answer a specific business question. By aligning data sources, permissions, filters, and refresh timing with real operational needs, organizations can improve financial reporting, cash planning, and day-to-day decision-making.