About P21 Next Level
What This Dashboard Does
A live analytics layer on top of Epicor Prophet 21 — turning raw ERP data into decisions your team can act on today.
How it works
P21NextLevel connects directly to your Prophet 21 SQL Server database and surfaces the data your team already has — no exports, no middleware, no stale spreadsheets. Every page pulls live data on each visit and renders it as actionable reports for finance, operations, sales, and executive teams.
Below is every page in the dashboard and what it does for your business.
Executive
Cash Conversion Cycle
/executive-metrics →- Tracks Inventory Age + DSO − DPO in a single view — the most important working-capital metric for a distributor.
- See how many days elapse between spending cash on stock and collecting from customers.
- Live cash balance and open receivables alongside the CCC so finance has everything on one screen.
- A rising CCC signals slow inventory, late collections, or early vendor payments before they drain cash.
Finance
Revenue
/revenue →- Monthly invoiced product sales with trailing-12-month totals and year-over-year % comparison.
- Breaks revenue down by branch and product group so you know exactly where growth is coming from.
- Gross margin % per month surfaces pricing and COGS trends before they hit the income statement.
- Net of tax, freight, and misc charges — the number ties directly to your Sales History view.
AR Trial Balance
/ar-trial-balance →- Open customer invoice balances aged by due date — current, 30, 60, 90, and 90+ day buckets.
- Run monthly to reconcile accounts receivable to the GL without generating a P21 report.
- Instant visibility into how much of your AR is past due and by how much.
AP Trial Balance
/ap-trial-balance →- Open vendor invoice balances aged by due date — same bucket structure as AR.
- Flags disputed vouchers so nothing slips through a month-end close.
- Run monthly to reconcile accounts payable to the GL without exporting from P21.
Sales
Sales Trend Analysis — Leaders & Bleeders
/sales-trends →- Ranks every customer by year-over-year revenue growth — instantly see who is expanding and who is fading.
- Leaders (≥ +10% YoY) and Bleeders (≥ −10% YoY) surface automatically so reps know who to call.
- Includes open pipeline, DSO, and quote conversion rate per customer for a full account health view.
- Catch a customer quietly reducing spend months before it shows up as a lost account.
Who Bought What
/who-bought-what →- Every invoice line for the past 365 days: customer, item, price, COGS, and gross margin.
- Filter by customer or item to spot cross-sell opportunities and margin patterns.
- See exactly which products each customer buys — and which ones they don't.
Sales History
/sales-history →- Full invoice-line detail with revenue, gross profit, and price-override flags for the last 365 days.
- Sliceable by item, customer, product group, and branch — the base dataset for all sales reporting.
- Price override flag identifies lines where a rep manually changed the price, for audit and coaching.
Profit Exception
/profit-exception →- Flags order lines from the last 90 days where gross margin falls outside 20–80%.
- Catches pricing errors, unauthorized discounts, and COGS mispostings before they compound.
- Every flagged line is a question worth asking — below-cost sales, unusually high margins, or data issues.
- Separates below-cost, low-margin, and high-margin exceptions so you prioritize the right ones.
Customers
Customer Aging & DSO
/customer-analysis →- Every customer with an open balance sorted into 30 / 60 / 90 / 120 / 150-day aging buckets.
- Per-customer Days Sales Outstanding (DSO) calculated directly from P21's built-in function.
- A customer on Net 30 terms with a DSO of 55 is paying 25 days late — act before it becomes a write-off.
- Portfolio-level totals at the bottom show AR risk distribution across all customers at once.
Inventory & Operations
Safety Stock
/safety-stock →- Shows the buffer inventory P21 carries for each SKU and the total dollar investment tied up in it.
- Identifies items flagged as critical — high risk of stockout if safety stock is wrong.
- Helps buyers right-size safety stock: reduce carrying costs without increasing service failures.
- Average safety stock days per item reveals where the system is over-hedging on slow movers.
Turn & Earn
/turn-and-earn →- Ranks every item by inventory turns × gross margin — a composite score for inventory ROI.
- Stars (high turn, high margin) deserve shelf priority and purchasing attention.
- Low-turn, low-margin items are candidates for discontinuation, clearance, or supplier renegotiation.
- Gives buyers an objective ranking instead of gut-feel decisions about which SKUs to keep.
Supplier On-Time Delivery
/supplier-on-time →- Compares promised, required, and actual receipt dates across every purchase receipt.
- Scores each supplier by on-time rate % and average days late — objective, data-driven vendor reviews.
- Late suppliers drive stockouts; early suppliers tie up cash. Both show up here.
- Use it in vendor performance reviews or to justify switching to a more reliable source.
Service Orders
/service-orders →- Tracks open and in-progress service jobs from intake through invoicing.
- Shows parts, labor, status, and what is waiting to be billed — nothing falls through the cracks.
- Flags orders that are completed but not yet invoiced so billing stays current.
Production Orders
/production-orders →- All open assembly orders with quantities to build, component shortages, and overdue flags.
- See which orders are past their expected completion date at a glance.
- Component shortages (qty needed > 0) are highlighted so planners can expedite before lines go down.
- Keeps the shop floor visible without opening P21 or running a production report.
Actual vs. Estimate
/actual-vs-estimate →- Compares estimated vs. actual price and cost for service items on production and service orders.
- Surfaces jobs that ran over budget on parts or labor — find estimating patterns that cost margin.
- Over-budget count and revenue variance give managers an immediate read on job profitability.
Under the hood
Live data
Queries run directly against your P21 SQL Server on every page load. No nightly syncs, no data warehouse, no stale exports.
Read-only
Nothing is written back to P21. The dashboard cannot modify, delete, or update any record in your ERP.
One connection
Point it at any P21 database — production or a copy — by updating a single environment variable.
Disclaimer: This website is not affiliated with, endorsed by, or sponsored by Epicor Software Corporation. Epicor and Prophet 21 are trademarks of Epicor Software Corporation. All product names and trademarks are the property of their respective owners.