He covers tips such as putting the currencies into working lines on the budget worksheet. I have had to move some widgets to a new dashboard - it is slightly quicker! Optimized for: KineticProphet 21 Vision. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. In this video David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM. Learn how we help vendors In this video, learn about show others, show average and hide total - one-touch features that help satisfy your curiosity by presenting your data dfferently. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. Many thanks Jon! Join the Phocas team Platform Platform Business Planning and Analytics Data-driven decision-making is simple with PhocasLearn more Technology Integrations Products Analytics Access, see and dive into the data that makes your business tick Financial Statements Unshackle finance teams from the grind of static reporting or 'What did my reps sell yesterday?'. See what's happening in the moment with Phocas' intuitive dashboards. Learn how to use Rebates 'near miss' analysis to view Rebates performance and see at a glance the potential to target your spend more effectively or, if you pay rebates, enable you to target customer purchasing to maximise benefits. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Ease the burden of reporting burden on your team with the ability to set up alerts and reports, so the right team members get the right information on positive or negative trends. Make it easy for employees to take ownership and move the ball forward. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. Remember Me. In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. In one tool. We live by our data in these forms and I do not want to have to split the dashboards if I can avoid it, thanks! In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Have a play click on something in a table or graph and press Focus in the top left to isolate the data points on your area of interest. Would be nice to clone from one dashboard to another! Sales-Contact Management. You can only share ifyouare the dashboardowner. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. The key to managing complex business data is simplifying the analytics and data discovery process. click on something in a table or graph and press. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Part 2 in the Financial Statements orientation series explains how to take your view of the P&L to the next level by interrogating results for individual branches within a business. Build the view you want to see. In this video Nico shows you how the pro rata option in Phocas Rebates allows you to estimate at various times during the year what rebates you are likely to pay or receive later on, based on results part-way through the year. In this video, we show you how easy it is to examine an Accounts Receivable database to see identify accounts that are past 90 days due - along with their account owners. To open a database from anywhere in Phocas, select the Phocas menu and then choose Dashboards to display a shortcut list of databases.. From here select a database to open, or select Manage dashboards to see a list all databases you have permission to view.If you are an administrator with permission, you will also see a New database option in the menu. Contact Phocas support in your region for more information about this. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. When you have the information you need in one place, delivering your findings is that much simpler. In this video learn how to establish a benchmark for selected product groups, identify customers whose purchases fall outside of the benchmark and locate any business you might be missing out on - using matrix share mode. With a few simple moves you can get dashboard widgets interacting with each other, make selections, focus and filter down to a fine level - all without leaving the dashboard. Dashboards Reporting Visualizations Solutions Use Cases Business planning Adopt a data-driven approach to planning and decision-making Performance management Give your team focus and make better business decisions Sales analytics Elevate your sales with real-time customer and product data Financial planning & analysis Number of lines is not so much the impact it is more likely the number of widgets and type of widget. For example our original sales dashboard was overloaded with over 120 widgets. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. In this video for administrators, Andy shows how to save time by using Bulk update when you need to update settings for more than one user. Live dashboards bring your data to life with real-time information customized for you. With so much important information in one comprehensive, visual view, your business will wonder how it was possible to make decisions and view data before dashboards. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Phocas Software | Business Intelligence and Data Analysis Tools It's time for intuitive BI and financial reporting Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Learn how to switch to variance mode and see where results are improving (or not going so well). Sign in using Phocas SSO. You can also apply permissions to ensure the right data is in the hands of the right people. In this video, Page gives an overview of Phocas Budgeting and Forecasting. in the top left to isolate the data points on your area of interest. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. For example our original sales dashboard was overloaded with over 120 widgets. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. In this video for Phocas administrators Tina shows how to create a brand new period with a simple 'offset' date range to ensure the period updates dynamically, or to simply choose from a list of pre-built periods. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Insights are best when communicated to the right teams. Ties in well with the rest of the Office 365 ecosystem. See how to take advantage of financial and other drivers (e.g., sales or purchasing) already in your ERP or Phocas environment and learn about user-friendly workflows. Sign in Join Business Intelligence Phocas Software Reviews Learn why GetApp is free Phocas Software 4.8 (100) Write a review Feel good about using data. This video takes you into an inventory database. As well as sharingdashboardswith other users you can share a view-only version of a dashboard with someone who doesn't have a Phocas login, via a generated link, if this function has been enabled for your site. No more waiting for changes and reports so you can get on with making smart moves today and planning a more certain future for your business. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. See everything from suppliers, locations, products, sales, stock holding to salespeople. with other users you can share a view-only version of a dashboard with someone who doesn't have a Phocas login, via a generated link, if this function has been enabled for your site. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. I opted to adjust this into 3 dashboards of: If you have a dashboard you keep coming back to, you might want to save it as your home screen. The non-logged-in user will see a view-only version of exactly the same dashboard, with a note at the top right of the screen saying who shared the dashboard and when it was last updated. SKU Analysis. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. You can only share if you are the dashboard owner. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. module-category Increased Mobility A cloud and browser-based Business Intelligence solution that supports business analysts and any leaders by delivering powerful reports with drill-downs and dash-boarding, on any device. With regard performance of the dashboard. Username *. In this video, learn how to create a dashboard and starting adding content to it. Slice and dice the data to follow your train of thought and get the answers you need on the fly. Phocas Software | Business intelligence and data analytics. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Learn about the benefits of setting up a simple CRM dashboard in Phocas. Phocas gives you better visibility to best serve customers and more financial control. Go to Microsoft account and select Sign in. Who owes you money? In this video David takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas. Has many connectors to allow pulling data from various systems, both onsite (via gateway) or external (via APIs), and join the data to create a report/dashboard. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. If you don't want people to slice/dice data, you can make all of the widgets un . Learn how to use 'special offsets' based on days to create your own 'month to date' period. Even if your data is a mess, you think youve got it licked with Excel, its in your too hard basket or someday maybe list. Sign In. Learn how to add a budget stream to your sales analysis, enabling you to drill into your sales figures to see how your budget is tracking. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. 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