Case Study: Loeb Electric spots trends and boosts sales insights with Phocas

Loeb Electric spots trends using data analytics

Loeb Electric is a 100-year-old, third-generation family-owned distributor with 250 employees across four satellite locations and a Columbus distribution center, managing over 10,000 SKUs and shipping more than 100,000 items annually. As the business grew, Excel and CRM-based reporting couldn’t keep up with rising data inquiries and the need for timely analysis and forecasting across local and national sales teams.

Loeb implemented Epicor Data Analytics (EDA) powered by Phocas, integrated with its Epicor Eclipse ERP, giving sales, IT and management a single analytics platform. Daily users now leverage custom dashboards, historical analysis, an override-tracking feature and SQL-connected homegrown systems to spot trends, compare store performance, create “aha” insights for sales, and improve visibility into orders, margins and customer movements—driving better decision-making and operational adaptability.

Loeb Electric

Adrian Sparks

Strategic Pricing Manager