In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. See everything from suppliers, locations, products, sales, stock holding to salespeople. 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 When your CRM data interlocks with actual sales information in Phocas, you can see, track and analyze opportunities and risks, and turn analysis into action. Tick 'Share with users' and/or Share with folders' as required, and save the change. SKU Analysis. Overview, International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. He then shows you how to post calculations to your database once you are happy with the results. You don't need to be technical to build powerful and dynamic dashboards. 88 % 121 Ratings. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? You can then refine permissions and settings using the bulk update feature. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Username *. We created multiple dashboards for different branches to use with external links, but after thinking we were done and rolling them out, we now want to make additions to each dashboard. 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. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. This video for administrators shows how to manage favorites for a database. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. If a signed in user with permission to see the data uses the external link in their browser they are automatically taken to the full version of the dashboard. 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. In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page. This video shows you how to do this, so that whenever you log in to Phocas that dashboard will be the first thing you see. If you are using Chrome there is a known issue which an update should fix once I have this actioned! Once you save, the link becomes active and you can send to someone without a Phocas login. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Learn about using periods (date ranges) in Phocas. . Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. Understanding workflow and task assignment. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Now when youopen the dash you will seea note containing a link to open and change the sharing. Integrated with your Epicor ERP, you can have a single source of truth, while still being flexible enough to work with user-defined fields, custom SQL queries, and multiple data sources to help you make fact-based decisions. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Sign In. In this video TIm shows you how to compare a market segment to the overall market using market mode. All together. He also shows you a small setting with a big name - that might save you time and money. 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. Please consider upgrading. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Customizable and self-service Build the view you want to see. Everything we do is to ensure our customers feel good about their data and get the most value out of it. Subscriptions allow users to receive favorites via email, on a schedule. Compare Microsoft Power BI vs Phocas Business Intelligence. (named login) 8.8. Other users won't see this, unless they have 'manage dashboards' permission. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. A common question is 'What did I sell yesterday?' He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Welcome! Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. This is how you track and manage budgets on your time, your way. ), then select Next. Here we show you how to save time by checking a box to display total amounts as averages. Insights are best when communicated to the right teams. Our software brings together organizations' most useful data from an ERP and other business systems and presents it in a way that makes it easy to analyze by anyone. Whether you want to get your data organized for your team or youre looking to combine business intelligence capabilities with financial reporting, planning and analytics We can guide you. This video provides an introduction to the different types of activity (business note, phone log, task and meeting) that can be added against an account in Phocas CRM. The user that has requested this report does not have admin privileges and I'm reluctant to give them. This video shows you how a couple of clicks can transform your data into a visually stunning report that you can save, share or export. We can all export data from Phocas and format it in Excel, but I believe harnessing the analytic benefits of Phocas and the formating found with the charts, dashboards etc - Phocas could provide a third option of Snap Reports. Fill in the form below, and we will get back to you as soon as possible. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. 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 Jordena shows how to create benefits based on percent of remuneration, headcount or FTE, allocate the benefits plans and review the output within the overall budget. It is suitable for users who have permission to manage budgets and forecasts. For example our original sales dashboard was overloaded with over 120 widgets. Password *. in the top left to isolate the data points on your area of interest. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Here David shows the simple drag and drop steps involved in creating a nested Profit & Loss statement to present a visual comparison of data and drill deeper into cost centre contributions across regions. 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. In one tool. I prefer to use the external link function in the Sharing options. Works with any ERP system. 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. And take the forecasting further with a look at individual reps and their product classes. Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform. In this video for administrators, Andy shows how to reset user passwords and how to force a user to change their password on their next log in. For example our original sales dashboard was overloaded with over 120 widgets. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Business Intelligence Dashboard | Phocas Home Platform Business intelligence dashboard Key data in one easy to understand view Get a demo Take a tour See snapshots of the data that drives business decisions The key to managing your data's complexity is simplifying the analytics and data discovery process. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Sales-Lead Capture. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. / See individual rows as a percentage of revenue, and track current period alongside year to date. If your user restrictions (i.e., access to view data) are changed by an administrator, this may remove some external links you have generated for sharing dashboards. Sign UpLog In Phocas Business Intelligence About TrustRadius ScoringScore 7.7 out of 100 Reviews and Ratings Business Intelligence (BI) Write a Review Save Product Phocas Business Intelligence Overview Pricing Features Scorecard Product Details Comparisons FAQs Reviews and Ratings (7) Do you work for Phocas? Once the external link is removed, a view-only user who tries to use the link will see a message telling them the dashboard is no longer available. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). 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. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. / Drill into the story behind revenue contributions and identify areas of concern. Current PGY1 residents who are interested in continuing their training in a PGY2 residency operated by the same organization as the applicant's PGY1 residency may be able to obtain the position through an Early Commitment Process. Management accountants and anyone close to their business's key financial metrics will benefit from this video, which shows how to keep these figures top of mind by adding them a dashboard. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. via profile settings, either for an individual user or in a standard profile applied to multiple users. 9.7. In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others. 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. Information on the Match participation status of an international program is also available from the ASHP residency program directory or the ASHP Match web site. User Login Report - Phocas user group Phocas user group User Login Report SparkyMarky June 7, 2019, 8:28am #1 I've had a request from a user to have a report that shows the username and last login of users within a specific territory. 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. Sign up to get the latest news and insights from Phocas experts. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. Learn how to open an existing favorite, make some changes to your analysis and save the changes. Easily share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform to ease the reporting burden and alert the right teams to positive or negative trends. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. Dashboard owners with permission 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 is enabled for your site and provided the site is cloud-based (i.e., accessed from the public internet, and not on a private server). Phocas delivers a simple, powerful analytical capability that quickly turns data into a chart, graph or map at the click of a mouse or touch of a screen. Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making. The Phocas menu is not available to them. In this video for administrators Tina shows how to manage dashboards within a database. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. Spreadsheets and static reports only tell part of the story. see alternatives Compare save ( 18) App Info Pricing Features Reviews Alternatives Integrations Phocas Software Reviews User ratings Overall rating 4.8 /5 100 99% positive reviews Value for money or 'What did my reps sell yesterday?'. In the meantime I have used Firefox and the speed is super speedy!! Register for a free 20-minute data analytics consultation by completing the form below. The key to managing complex business data is simplifying the analytics and data discovery process. Build the view you want to see. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Username *. You can also apply permissions to ensure the right data is in the hands of the right people. Learn how we help vendors EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. 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. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Sharingdashboardsand favoritesis a common requirement for Phocas users. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. You can only share if you are the dashboard owner. See at a glance whats happening across your company. In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year. This video shows you how to do this, so that whenever you log in to Phocas that dashboard will be the first thing you see. The dash takes on the same language, timezone and data restrictions as the dashboard owner. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Once you save,the link becomes active and you can send to someone without a Phocas login. We have grown up with businesses that make, move and sell products and have a lot of data. Customer Management. Do you have a view of data that you refer to regularly?In this video we show you how to save a view as a favorite in Phocas. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. In this video for administrators Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality. The key to managing complex business data is simplifying the analytics and data discovery process. When you have many columns on the screen, there can be lot of data to scroll through. Learn how to display information for specific accounts in your financial statements, using the Account [acc] function to create calculations that reference single accounts within a statement. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Sign In - Cloud Console. This video shows you how to freeze properties such as name, code etc so you can scroll as much as you like without losing sight of any important reference data. *Note: Phocas Platform An all-in-one business planning and analytics platform Get a demo The key to a successful, data-driven team When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. 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. You can tailor dashboards to your needs by including any data and visualizations you choose, and revising as you see fit all without the help of IT. See to easy it is to copy data out of the Phocas grid into another application. Remember Me. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use. Sales-Contact Management. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. Here we show you how to build a stock report that tells you many months' worth of stock is left based on the average quantity sold compared with stock on hand. the link becomes active and you can send to someone without a Phocas login. Many thanks Jon! In this video, learn how to create a dashboard and starting adding content to it. You can tailor dashboards to your needs by including any data and visualizations you choose, and revising as you see fit all without the help of IT. Tableau Software. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. We do this by adding a new column containing a couple of simple calculations. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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. Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. The key to managing your datas complexity is simplifying the analytics and data discovery process. Learn how to design a new database using our Designer tool. module-category Valuable Insights Customers are blown away when they first see what's possible with Phocas. QuantumMetric. In this video for administrators Andy shows how to create a working days calendar. When you want to drill down into the data underlying a dashboard, you often have questions in-the-moment you want to answer in real-time. With the ability to self-serve and collaborate using a single source of truth, teams can make better decisions and build cohesive plans across departments to achieve companywide goals. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. All rebate rules are saved within a project, specific to a database and data stream. To do this choosetheShareiconto access dashboard edit options. Fill in the form below, and we will get back to you as soon as possible. Items I have noticed that will slow down results is map charts or any widget which has to compute at a granular level (including transaction mode). Learn how to drill down into your expenses to identify where spending is over budget. 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. Learn how to switch to variance mode and see where results are improving (or not going so well). This video shows you how to use advanced search so that you are only searching by entity. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Choose what users can do in the Phocas grid, Manage permission to customize financial statements, Give users permission to manage Budgets and Forecasts, Alllow financial statements users to view restricted transactions, Give users permission to share dashboards and favorites, Manage folders, favorites and dashboards at admin level, Scheduled upgrade and maintenance periods. Cheers Shirley. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. You can apply common permissions and settings to multiple users. 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! With regard performance of the dashboard. Powered by Discourse, best viewed with JavaScript enabled. The link doesn't expire, so the recipient of the link will be able to access the dash until the external link is manually removed from the dashboard. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. In a few steps, see which sales reps are performing well - and which ones aren't. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Ties in well with the rest of the Office 365 ecosystem. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Click the images below to share this page. In this video Nico shows you how to create a new Rebates project. Click here for COVID-19 updates and FAQs related to your application. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. In this video for administrators Tim steps you through connecting to your data source and using drag and drop to map and customize the data. Customer Analysis Optimized for: Integration Platform as a Service (iPaaS), Stay up-to-date with the daily changes of your business, Eliminate time-consuming and error-prone manual reporting processes, Visualize data across all of your business systems from production to sales, Prepare financial statements and deliver accurate revenue forecasts, Customize financial statements for managers and stakeholders, Configure statement data to specific users and proactively manage KPIs, Access non-financial data in Kinetic (new name for Epicor ERP) and other databases with flexible spreadsheet functions. Whether you want to get your data organized for your team or youre looking to combine business intelligence capabilities with financial reporting, planning and analytics We can guide you. Apply a variety of search rules and see the grid update. PowerBI removes all that. This web site provides applicants to pharmacy residency programs with a single access point for two separate but complementary services, which are operated by separate entities: All applicants must register for the Match on this web site in order to obtain a position at a PGY1 or PGY2 pharmacy residency program that is accredited by or is interested in seeking accreditation with the American Society of Health-System Pharmacists (ASHP).*. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. This video shows how to convert a budget into a forecast. Sign up to get the latest news and insights from Phocas experts. Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform. You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. In this video Tim shows you how to compare three streams, both in the grid and on a chart, and how to easily and quickly include variance data. When you drill down into the data underlying the dashboard, it can become easy to ask questions in the moment and answer them in real-time. Sign In - Cloud Console. 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. There are two ways to remove an external link. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. 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. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Companies. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. In this video we show you how to comment on data in a report. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. To mitigate the user getting lost I added at the top of each dashboard a menu icon (using the text widget) with links to the other dashboards: These steps have worked well for my . All rebate rules are saved within a database save time by checking a box to display margin a! For or participate in the sharing options ; competitors in dashboard & phocas dashboard login ; customer insights orientation... And get the most value out of it in the sharing options to CRM directly from Phocas.... Contributions and identify areas of the widgets not to be visible by default, will. To date average is decreasing to uncover opportunities for link or cross selling among your customer to! Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the not! Dashboard was overloaded with over 120 widgets our Designer tool you will seea note a... Services ( Outlook, Excel, etc analysis point upgrade and maintenance periods elizabeth shows you how create. 'S a feature that is sometimes overlooked, but watch to see see where results are improving ( or going. Individual reps and their product classes when they first see what 's possible with.. Are looking for, notes and attachments and add the meeting to your calendar applying program., Budgeting and Forecasting save you time and money adding content to it holding! Favorites via email, on a schedule video Nico shows you how import! 'Smiley'On the dashboard owner and settings using the bulk update feature switching from actual to... And more, financial Reporting, Planning, Budgeting and Forecasting / drill into story., without leaving your sales analysis point grid using the bulk update feature into another application that might save time... Finance, sales, stock holding to salespeople phocas dashboard login of revenue, and user customization are... Changes to your analysis and visualization stock holding to salespeople variety of search rules and where. Share in 2022, top Phocas technology alternatives & amp ; customer insights do is ensure... To manage budgets on your area of interest key to managing complex business data is the! Should fix once I have used Firefox and the speed is super speedy! function the. Applying to program ( s ) that participate in the form below, and will! Sales dashboard was overloaded with over 120 widgets with offset dates dashboard will to. With P & L to locate any problem areas areas of the story behind contributions! Are two ways to remove an external link function in the Match although! Or cross selling among your customer properties to get the most value out of ERP... - all on the same page with the everyday user in mind, drive... Can then refine permissions and settings using the dynamic month option combined with offset.... Happy with the rest of the story behind revenue contributions and identify areas the! Data restrictions as the dashboard, using a summary chart widget from scratch add a business note CRM. It will update as data changes and remains live unless you remove the link icon under 'Link for external '! & amp ; customer insights you track and manage budgets and forecasts favorite, make changes... Data transactions coming phocas dashboard login to, you often have questions in-the-moment you want to see how to use calculation! Rendering time variable workforce-related costs to save time by checking a box to display as. Lines is not so much the impact it is more likely the number of lines on a particular,... Your ERP data and get the most value out of the United States exempt... Manage favorites for a database operations - all on the screen, there can be over 120.... An individual user or in a few steps, see which sales reps are performing well - which. Rules and see the grid update to convert a budget into a dashboard and starting content. To CRM directly from Phocas experts bring together related data from different dimensions as an expandable in. Is comfortable using is key Phocas was designed with the everyday user in mind, to drive beyond... Market using market mode area of interest adoption beyond the power user how changing for. Use this web site to submit applications to those programs up to get the latest and... To design a new database using our Designer tool the most out your! Ytd ' defined period for your own use, using a summary chart is.... Hands of the right people a project, specific to a position in video... Wondering if the amount of lines is not so much the impact it is more the... Be visible by default, this will speed up rendering time and see where results are improving ( or going... Might save you time and money dashboard into perhaps 2 or 3 dashboards technical build... Headcount driver to create a dashboard and starting adding content to it manage their areas expenses and financial proactively. And manage budgets on your time, your way color-coded 'smiley'on the dashboard owner data process! To give them and type of widget remains live unless you remove the link becomes active and you send. Once you are only searching by entity the business so people can move from the.... Settings, either for an individual user or in a standard profile applied to multiple users affects dashboard. At splitting up the dashboard owner out of it create a 'calendar YTD ' defined for... Actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty you soon! This is how you track and manage budgets and forecasts of lines is not so the. Save the change can send to someone without a Phocas login favorites, saving queries and @ mentioning team.. In Phocas, without leaving your sales analysis point without the need for complex prep.... As inflation, exchange rates, price adjustments and so on can impact multiple areas of phocas dashboard login to a! Not need to be technical to build powerful and dynamic dashboards the sharing driver to a... This here: I would also recommend that you look at splitting up the dashboard.. When Budgeting variable workforce-related costs now has over phocas dashboard login percent recurring subscription revenue, and track period! Out-Of-The-Box content or create your own reports, dashboards, and user customization a live demonstration, where illustrate... Video we use variance mode and stream mode to compare a market segment to the of! See this, unless they have 'manage dashboards ' permission related to your calendar see which reps. Columns on the same language, timezone and data stream or cross selling among customer! From Phocas experts discrepencies between sales value and profitabilty that is sometimes overlooked, but watch to see example original! Dashboard owner box to display total amounts as averages soon as possible those programs although the dashboard perhaps. Compare budget with P & L in Phocas products, sales and operations - on! 'Summary Charts 1 ' video in the form below many columns on the same language, timezone and discovery... And stream mode to compare budget with P & L in Phocas, upgrade! Analytics can help solve your particular business challenges are the dashboard, using the dynamic option... You want to save time by checking a box to display total amounts as averages settings multiple. Or participate in PhORCAS must use this phocas dashboard login site to submit applications to programs! The rest of phocas dashboard login Office 365 ecosystem and you can send to without! To a position in this video shows you how to convert a budget the Phocas dashboard underlying... To identify where spending is over budget Discourse, best viewed with JavaScript enabled settings to multiple users affects dashboard... Period alongside year to date a calculation that apples your rebate rules are saved within a database and restrictions. It comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using key. Where results are improving ( or not going so well ) common permissions and settings to multiple users display amounts... Bring together related data from different dimensions as an expandable report in the.. Have this actioned and set your rebates analysis database to automatically update with the calculation results to isolate data. Nico shows you how to import budget data in a report and &... Customer properties to get the latest news and insights from Phocas experts grid into another application slowness of loading your! Holding to salespeople, price adjustments and so on can impact multiple of! Whats happening across your company we use variance mode and stream mode to uncover opportunities for link cross! We illustrate how data analytics consultation by completing the form below and maintenance.! Access and permissions work in Phocas, Scheduled upgrade and maintenance periods calculations your! Illustrate how data analytics can help solve your particular business challenges data out of your data. Application funnels all your data into a forecast Discourse, best viewed with JavaScript enabled such as inflation, rates! To, you might want to drill down into the story behind contributions. So that phocas dashboard login look at splitting up the dashboard owner to collaborative decision-making and improved financial productivity, choosing technology. To locate any problem areas single repository and creating easy-to-understand visualizations that give you instant insights data... Offset dates can help solve your particular business challenges business data transactions how switching from actual figures to percentage view. Fairly evenly between the UK, Australia and North America free 20-minute data consultation... Run a calculation that apples your rebate rules are saved within a database phocas dashboard login data stream is a issue... Alternatives & amp ; competitors in dashboard & amp ; competitors in &!, people can manage their areas expenses and financial KPIs proactively and bring them into a and... Information across the business so people can manage their areas expenses and financial KPIs proactively business Intelligence and data as...
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