FastCharts · Dashboards & KPIs

Transform FastClose reports into dashboards automatically.

FastCharts transforms existing FastClose reports into dashboards as KPI tiles and charts — no second data model required, no BI project, no data warehouse. And every figure on the dashboard still drills to the ERP transaction behind it.

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Automatic scheduled refresh · Epicor · SAP Business One · Nextworld

FastCharts KPI Hub dashboard showing vendor exposure, margin and AR sections
Why not just use Power BI

A dashboard project is really a second version of your reporting logic.

Somebody has to model the data, understand the relationships, restate the hierarchies, rebuild the account mappings and then keep it all in step forever. FastCharts skips that: the report is the data model.

Nothing to scope or queue

No project, no consultant days, no waiting for a slot on the BI roadmap. Build a chart from a report in minutes.

One definition of the number

Change the report and the dashboard changes. There is no second definition of a gross margin to reconcile.

No warehouse to build or maintain

The FastClose Scheduler refreshes each dashboard automatically at the times you set, through Core — so dashboards are ready for users without anyone manually running reports, extracting data or updating spreadsheets.

Drill survives the chart

A KPI tile is a doorway, not a dead end — click through to the report and on to the journal or transaction.

Automatic Dashboards

FastCharts: your FastClose reports, turned into dashboards automatically.

FastCharts is an automatic charting, dashboard and analysis solution that works with FastClose templates, solutions and reports. Unlike traditional BI tools, there's no need to design complex relationships or re-define measures and dimensions before you can start analysing your data — FastCharts understands the structure of a FastClose report, automatically identifying measures and dimensions, and uses this to generate meaningful visualisations, charts and KPIs from the get-go.

Three steps, no modelling.

If you can build a FastClose report, you can build a FastCharts dashboard.

STEP 01

Point at a report

Pick any published FastClose report — management P&L, AR ageing, job closing, OTIF. Its rows, columns, filters and hierarchies come with it.

STEP 02

Choose the visual

KPI tile, column, line, stacked, bridge, gauge or table. Set the measure, the comparison and the dimension to break it down by.

STEP 03

Repeat

FastCharts can combine data from multiple reports by allowing important KPIs and charts to be brought together into a Master KPI Dashboard — combining information from different areas of Epicor into a single management view, so users get an immediate picture of the health and performance of the business.

FastCharts AR Aging report with dashboard controls, filters and breakdown-by-customer chart

Financial and operational, on the same board.

Because Core understands the whole ERP structure, a dashboard isn't limited to the general ledger.

Finance boards
Revenue, margin and overhead against budget
Cash, debtor days and AR ageing profile
Group performance by company and currency
Rolling 12-month trend on any GL line
Operations boards
OTIF delivery performance by customer
Job margin and WIP ageing
Stock value and movement by warehouse
Order book and material availability

Our operational content is deepest in the Epicor realm. But if you have a standard operational reporting requirement we haven't yet met in Epicor or any of our other ERPs we will build it out with you, free of charge.

From FastClose report to dashboard, automatically

FastCharts takes the information already available within FastClose and turns it into interactive business analytics. There's no need to recreate the logic that already exists in your reports.

If you've built a Sales, Purchasing, Inventory, Finance or Operational report in FastClose, FastCharts can use that report as the foundation for the analysis — so users can move rapidly from data, to report, to visual analysis, without having to involve IT or build a separate BI model.

Sales Purchasing Inventory Finance Operational
FastCharts
Dashboards & KPIs

One view of your business

FastCharts goes beyond individual reports by allowing important KPIs and charts to be brought together onto a Master KPI Dashboard — combining information from different areas of Epicor into a single management view, so users get an immediate picture of the health and performance of the business. A dashboard could bring together:

Revenue & margin Orders & order intake Inventory & stock performance Purchasing Accounts Receivable & Payable Cash & working capital Manufacturing & operational KPIs Profit & Loss performance

From KPI to the underlying detail

A dashboard shouldn't just tell you what happened — it should help you understand why. Using FastClose Web Read & Drill, users move from a high-level FastCharts KPI or chart back to the original FastClose report, then drill through to the detailed Epicor transactions behind the number.

KPI
A single number on a dashboard tile
Chart
The trend or breakdown behind it
FastClose Report
The full report the KPI was built from
Epicor Transactions
The individual records behind the number

Built for your ERP

Purpose-built connectors for six ERPs. Epicor and SAP Business One are our richest but Nextworld, Acumatica, Business Central and SAP Business ByDesign are fully supported on the financial core — other standard content we build out with you, free.

Epicor Kinetic
Financial and operational charting · deepest content library · public cloud + on-prem
Primary →
SAP Business One
Financial charting, including across separate instances
Primary →
Nextworld
Financial core + some operational reporting · FastCharts
Acumatica
Financial core · GL, AR, AP, SOP, POP
Business Central
Financial core · GL, AR, AP, SOP, POP
SAP Business ByDesign
Financial core · GL, AR, AP

?Common questions about FastCharts

Do we still need Power BI?

For ERP financial and operational dashboards, no — FastCharts replaces that work, and removes the data model you would otherwise have to build and maintain. Teams that use Power BI for non-ERP sources can of course keep doing so; the two can coexist. And FastClose is an excellent datasource for Power BI as well.

Where does FastCharts get its data?

From FastClose reports via Core's virtual OLAP layer. The FastClose Scheduler refreshes each dashboard automatically at the times you configure, so there is no cube to build, no manual extract and no spreadsheet to update.

Can viewers drill from a chart to the transaction?

Yes. A KPI tile or chart element opens the report behind it, and that report drills on to the journal, invoice or job detail in the ERP.

Who can build a dashboard?

Anyone with FastClose Designer access — typically a finance power user. No SQL, no BAQ and no IT ticket is required.

How is access controlled?

Not by user within FastCharts itself — viewers authenticate with FastClose Server as normal, and see the reports and data they're already permitted to see there.

See your own report become a dashboard.

Bring a report you already run — we'll chart it on the call.

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