Custom sales dashboard for Epicor Eclipse

We built a dashboard that helps sales personnel see their sales performance and estimate the bonus they could receive, using sales data pulled from the Epicor Eclipse ERP API.

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Platform
Epicor Eclipse ERP
Data connection
Eclipse ERP API
Deliverable
Custom sales dashboard
Sales dashboard with performance gauges, sales representative and branch rankings, a monthly sales chart, and territory tracking. Sensitive details are redacted.
Sales performance at a glance, with rankings, monthly trends, and territory tracking. These AI-edited presentation images are based on project screenshots, with company and personnel information redacted. They are not pixel-exact captures. Select any image to view it at full size.

Sales performance and potential bonuses in one view

The dashboard gives sales personnel a dedicated view of their performance alongside an estimate of their potential bonus. Eclipse supplies the sales data through its API.

How the pieces connect

  1. Epicor Eclipse ERP
    The source system for the sales data.
  2. Eclipse ERP API
    The connection between Eclipse and the custom application.
  3. Sales dashboard
    The interface where sales personnel review their performance and potential bonus.

How often the data updates

The application pulls data from the Eclipse API approximately every five minutes, with major data refreshes happening nightly. The dashboard reflects the data available through the API at each pull.

Learn about Eclipse on Epicor's website

From sales performance to potential bonus

Sales personnel can review their performance, see how it relates to bonus tiers, and explore a detailed breakdown of their potential bonus. The displayed estimate may differ from the final payout.

Performance report comparing sales averages, month-to-date actuals and tracking, with payout tiers and an estimated net bonus. Sensitive details are redacted.
Bonus tracking brings performance comparisons, adjustments, and potential payout tiers into one report.
Detailed sales report with a month and year selector, estimated bonus breakdown, actual and tracking sales, gross profit percentages, a performance report card, and bonus tier tables. Sensitive details are redacted.
The detailed report combines a bonus breakdown, sales and gross profit measures, a performance report card, and the tiers behind the estimate.

Have an Eclipse reporting project in mind?

Tell us who needs the report, what they need to see, and how they work today. We'll discuss the data and connections needed for your dashboard.

Discuss your dashboard