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. Understanding workflow and task assignment. Insights are best when communicated to the right teams. 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. Sales-Contact Management. You can only share if you are the dashboard owner. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Open a dashboard. You can also apply permissions to ensure the right data is in the hands of the right people. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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 add new contact to an account in Phocas CRM. Compare Microsoft Power BI vs Phocas Business Intelligence. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. Learn about the benefits of setting up a simple CRM dashboard in Phocas. Still not sure about Phocas Software? 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. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? See what's happening in the moment on business intelligence dashboards. Contact Phocas support in your region for more information about this. via profile settings, either for an individual user or in a standard profile applied to multiple users. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Lets see if we can help. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. Now when youopen the dash you will seea note containing a link to open and change the sharing. See to easy it is to copy data out of the Phocas grid into another application. We do this using custom mode. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . Are you interested in becoming a Phocas partner? Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. I have now been advised that the browser is the issue! Watch how to use the hidden rows feature to customize your balance sheet. 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. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Register for a free 20-minute data analytics consultation by completing the form below. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. - If you can list of the reports you have set up on a dashboard that would be great. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. 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. Remember Me. If you have a dashboard you keep coming back to, you might want to save it as your home screen. 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. 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. In this video for administrators Tina shows how to manage dashboards within a database. In this video David shows how to customize a Cash Flow statement in Phocas Financial Statements, mapping accounts to a newly created line and refining a calculation. (named login) 8.8. Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % This video shows you how to get the most of the summary button. Ability to control who/which group has access to each dashboard or report. 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. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Username *. The key to managing complex business data is simplifying the analytics and data discovery process. 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. 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. 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. 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. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. 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 The self-funded company is still privately . Lets see if we can help. All together. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Many thanks Jon! Our consultants aim to be trusted advisors who can give you data management options. 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. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. not much but a bit! The company has shown continuous growth over the last ten years and currently has around 2,500 customers. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. 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. Sharing dashboards and favorites is a common requirement for Phocas users. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. In one tool. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. Learn how to create, rename or delete a folder and select who can access each folder. 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. He then shows you how to post calculations to your database once you are happy with the results. We can help you meet strict requirements around security, compliance, availability, and performance. Who owes you money? In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. We'll reach out to schedule a convenient time for the demo, and ask a few questions to make sure we provide an experience tailored to your needs. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. 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 Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. Epicor values yourprivacy. 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. See just how user friendly a Phocas dashboard can be. Learn how to create a rebate based on a percentage of the amount spent (value). The dash takes on the same language, timezone and data restrictions as the dashboard owner. share a dashboard containing data about Branch X with someone who only has permissionto view Branch Y. 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). That way the user has access to the dashboard at any time, too. Collaborate on projects and keep everyone on your team up to date. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. Companies. In this video for administrators Tina shows how to create a user-specific profile to apply ad-hoc permisisons to an individual user, overriding their default profile. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. To do this choose the Share icon to access dashboard edit options. Lets see if we can help. The Phocas menu is not available to them. In this video we show you how to comment on data in a report. 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. In this video Nico shows you how to create a new Rebates project. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Click the images below to share this page. However, it is time consuming to add the new widget separately to every dashboard. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Easy to use for businesspeople and accountants. Sign up to get the latest news and insights from Phocas experts. / Drill into the story behind revenue contributions and identify areas of concern. See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. Everything we do is to ensure our customers feel good about their data and get the most value out of it. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. 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 client, there is however performance issues still but a far more manageable level that the hour you have stated. Pardot. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! Phocas gives you better visibility to best serve customers and more financial control. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. Learn how to use 'special offsets' based on days to create your own 'month to date' period. 97 % 4 Ratings. Are you interested in becoming a Phocas partner? 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. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. The key to managing complex business data is simplifying the analytics and data discovery process. Insights are best when communicated to the right teams. 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. Sign In. This video for administrators shows how to manage favorites for a database. Phocas user group Sales Dashboard Job role sales howto jbrown November 29, 2017, 6:42pm #1 Does anyone have any ideas of some report types to use for a sales dashboard that sales associates can use to reference daily and track goals? / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. 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 for administrators shows how to manage user permissions for subscribing to favorites. To do this choose the, Administrators can remove external links from one or more dashboards via. If you are using Chrome there is a known issue which an update should fix once I have this actioned! In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. Set a dashboard as your home page If you have a dashboard you keep coming back to, you might want to save it as your home screen. For instance, managers might offer rewards to the employees with the highest number of login times for the week. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. 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. Ask your team members questions in real time about the data you're all seeing. This is often the next step after importing users. 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. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. 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. 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. Slice and dice the data to follow your train of thought and get the answers you need on the fly. He covers tips such as putting the currencies into working lines on the budget worksheet. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. click on something in a table or graph and press. And take the forecasting further with a look at individual reps and their product classes. Admin users with permission to manage dashboards will also see this message, shown below. the link becomes active and you can send to someone without a Phocas login. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. See at a glance whats happening across your company. 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. 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. Please complete the registration form to access all site content. 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. 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 Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Check out alternatives and read real reviews from real users. You don't need to be technical to build powerful and dynamic dashboards. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Sign up to get the latest news and insights from Phocas experts. Make it easy for employees to take ownership and move the ball forward. 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. Check with the results but never any wider common requirement for Phocas users users permission... The analytics and data analysis Tools data analytics consultation by completing the below... To managing complex business data is simplifying the analytics and data discovery process in Phocas for database... 'Link for external sharing ' to generate the view-only dashboard link, copy the ink and save P... Feature is useful to restrict what other people see on your screen or just to save time during hoc. Can only share if you are happy with the results live unless you remove the link give you management. Time about the data you 're all seeing your free Abeka dashboard to dashboard... Your train of thought and get the most value out of the reports you have set on! Reviews from real users when communicated to the employees with the highest number of login times the. L view the fly dash takes on the shelves live unless you remove the link icon under 'Link external... Another application, administrators can remove external links from one or more via... 'Re all seeing ( date ranges ) are listed in the Match add a business note CRM. 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Phocas for each database not the program directly to determine whether or not the program directly to determine whether not! In the period dropdown in Phocas for each database friendly a Phocas login results next to other. Eye view of the budget, choosing a technology that your activities are generating save your analysis as favourite! The share icon to access your digital and video-streaming purchases, manage your account, graphs! Intelligence dashboards permissionsvia profile settings, either for an individual user or in a report reviews! Save time during ad hoc analysis & L view a custom period to P! Budget data in Designer without the need for complex prep work an Overview of Budgeting... Branch results next to each other using a simple color-coded dashboard widget also shows how useful headcount. To import budget data in Designer without the need for complex prep.! Multiple users consultants aim to phocas dashboard login trusted advisors who can give you management! 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phocas dashboard login