ServicesReporting and Analytics
Reports and dashboards across Sugar, Epicor Kinetic, and AI. See sales and operations in one place.
- Epicor Platinum Partner
- SugarAI Premier Partner
- 100s of Epicor and Sugar implementations across the Americas
Each product reports well on its own data. Nobody reports across both unless the data is connected and someone builds the report. TCP builds the connection, builds the reports, and adds a plain-language layer so your team can ask a question instead of filing a request.
Who this is for
- Sales leaders who want forecasts built on invoiced revenue, not just opportunities.
- Finance leaders who want CRM and ERP numbers to match.
- Operations leaders who want order status and customer data on one screen.
- Executives who want to ask a question and get an answer without waiting for IT.
What the vendor gives you, and what TCP adds
| Sugar and Epicor give you | TCP adds |
|---|---|
| Reports on their own data | Reports that combine both |
| Report builders | The reports built, tested, and scheduled |
| Dashboards per product | One executive dashboard across sales and operations |
| Their AI features | Fluent's plain-language questions across both systems |
Where the data comes from and where it goes
Two sources, four ways to see the data, the people who use it. The connector is what makes the middle possible.
Sources
Sugar
Pipeline, accounts, cases
Epicor Kinetic
Orders, invoices, AR, capacity
The connector
Fluent connector
One reconciled data layer
How you see it
Sugar reports and dashboards
BAQs and Kinetic dashboards
sales-i, Grow and FP&A
Fluent plain-language questions
Who reads it
Sales, finance, operations, leadership
What TCP builds
Sales
- Pipeline against invoiced revenue, side by side.
- Quote conversion: which quotes became orders, how fast, and which did not.
- Account health: order frequency, last order, overdue balance.
- Territory goals and progress.
Finance
- AR aging by rep, territory, or account.
- Revenue by customer across both systems, reconciled.
- Collections views the sales team can see too.
Operations
- Order status by customer.
- Late orders and why.
- Capacity and load.
- Maintenance history by machine.
Leadership
- One executive dashboard: bookings, shipments, invoices, AR, pipeline. Refreshed daily.
The tools and the patterns TCP builds most
For Sugar
The tools and the patterns TCP builds most
- Sugar reports and dashboards, built to the sales leader's Monday morning.
- sales-i: sales analytics on ERP transaction data. Who bought X but not Y. Which accounts are slipping.
- Forecast subpanels driven by invoices, so the forecast shows what shipped.
- Territory goal tracking: goals set once, progress visible every day.
- Collections views: overdue invoices on the account record.
For Epicor Kinetic
Which tool for what
- A daily operational list: BAQ and Kinetic dashboard.
- Trend analysis for managers: Epicor Grow.
- Budgets and financial planning: Epicor FP&A.
- Sales analytics on ERP data: sales-i.
- A question nobody built a report for: Fluent plain-language questions.
For AI agents
Ask the ERP and CRM in plain words
- Which customers ordered less this quarter than last?
- What is our overdue AR by rep?
- How many open orders ship this week for the Midwest?
This replaces most ad-hoc report requests to IT. TCP sets it up, defines what data it may read, and trains the team.
A report is only as good as the connection behind it. If Sugar and Kinetic disagree on who the customer is, the combined report is wrong. TCP fixes the connection first.
Proof
86 yrs
old manufacturer, IT bottleneck removed
Cannon Instrument
A viscosity equipment manufacturer removed its IT bottleneck with AI analytics. Business users now get their own answers.
Read the case study
29
dealers on one set of data
Jayco
Australia's largest RV manufacturer. Head office and 29 dealers on one set of data: campaign results, web inquiries, pipeline, after-sales.
Read the case study
Data-driven transformation
Alico
Data-driven transformation with a strategic plan.
Read the case studyFrequently asked questions
Send TCP the report you cannot get today
Describe it in a sentence or two. TCP will tell you what it takes to build it, whether the data is already there, and a fixed price.