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. 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. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. 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). It is suitable for users who have permission to manage budgets and forecasts. You don't need to be technical to build powerful and dynamic dashboards. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. Sign In Remember Me? The company has shown continuous growth over the last ten years and currently has around 2,500 customers. 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. Customer Management. See just how user friendly a Phocas dashboard can be. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Here we show you how to save time by checking a box to display total amounts as averages. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. / Drill into the story behind revenue contributions and identify areas of concern. All rebate rules are saved within a project, specific to a database and data stream. 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. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Customers are blown away when they first see what's possible with Phocas. The Phocas dashboard is unique in that all of the dashboards are directly connected to the Phocas grid, so all of your metrics are visible at a glance, . Andy shows how to export data into Excel from the Phocas grid, or copy a chart or dashboard widget as an image ready to insert into Word or another format. He then shows you how to post calculations to your database once you are happy with the results. module-category Valuable Insights 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. Learn how to drill down into your expenses to identify where spending is over budget. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. See everything from suppliers, locations, products, sales, stock holding to salespeople. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Companies. 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. Phocas Software | Business intelligence and data analytics. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Are you interested in becoming a Phocas partner? Use a summary chart to turn a favorite into a simple color-coded dashboard widget. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. That way the user has access to the dashboard at any time, too. QuantumMetric. Learn how to add a business note, including an attachment, to an account in Phocas CRM. Contact Phocas support in your region for more information about this. Overview, Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views. 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. 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. Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % In the meantime I have used Firefox and the speed is super speedy!! 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. To do this choosetheShareiconto access dashboard edit options. 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. Fill in the form below, and we will get back to you as soon as possible. Sign In. 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. We step you through selecting a value, setting the filter and applying the search. 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. Welcome! not much but a bit! See what's happening in the moment with Phocas' intuitive dashboards. And take the forecasting further with a look at individual reps and their product classes. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. He also shows you a small setting with a big name - that might save you time and money. This video shows you how to take dashboards to a new level. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. 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 . Lets see if we can help. 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. Remember Me? Note that standard Advanced and Administrator profiles have this permission ticked by default. Keep track of budget plans in the cloud, from anywhere, at any time. 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. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. 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. Thank you for registering with Epicor Software. 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. *Note: Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! Click here for COVID-19 updates and FAQs related to your application. This is often the next step after importing users. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. ), then select Next. SKU Analysis. Customer Analysis 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. Role-Based Security Model. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Creating a data-driven culture is natural when everyone feels good about data. 8.8. . or 'What did my reps sell yesterday?'. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. For example our original sales dashboard was overloaded with over 120 widgets. Learn about using periods (date ranges) in Phocas. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. 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. Cheers Shirley. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. via profile settings, either for an individual user or in a standard profile applied to multiple users. Build the view you want to see. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. 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. 88 % 121 Ratings. What is Phocas Software? 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 Are you interested in becoming a Phocas partner? 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. 9.7. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. The self-funded company is still privately . Password *. In this video we show you how to copy and paste into Excel. 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. Salesforce CRM. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. PowerBI removes all that. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Tick 'Share with users' and/or Share with folders' as required, and save the change. 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. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Learn how to design a new database using our Designer tool. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! If you have a dashboard you keep coming back to, you might want to save it as your home screen. In this video for administrators Tina shows how to manage dashboards within a database. Sign up to get the latest news and insights from Phocas experts. Remember Me. However, it is time consuming to add the new widget separately to every dashboard. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. You can also apply permissions to ensure the right data is in the hands of the right people. You can only share ifyouare the dashboardowner. 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. To do this choose the Share icon to access dashboard edit options. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. 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. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. You can only share if you are the dashboard owner. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. A common question is 'What did I sell yesterday?' Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. Live dashboards bring your data to life with real-time information customized for you. See what's happening in the moment on business intelligence dashboards. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. See everything from suppliers, locations, products, sales, stock holding to salespeople. Easy to use for businesspeople and accountants. the link becomes active and you can send to someone without a Phocas login. Tableau Software. Sharingdashboardsand favoritesis a common requirement for Phocas users. Please consider upgrading. You can add or remove permissions via profile settings, either for an individual user or in a standard profile applied to multiple users.. To give a user permission to share, either: Go to Administration > Profile to change a standard profile, or; Go to Administration > Users and select a specific user. Understanding workflow and task assignment. 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. For example our original sales dashboard was overloaded with over 120 widgets. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Go to Microsoft account and select Sign in. 97 % 4 Ratings. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. 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. Spreadsheets and static reports only tell part of the story. Works with any ERP system. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. 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. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. If you have a dashboard you keep coming back to, you might want to save it as your home screen. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. 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. There are two ways to remove an external link. Now when youopen the dash you will seea note containing a link to open and change the sharing. Sales-Contact Management. 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. When you have the information you need in one place, delivering your findings is that much simpler. Learn how to create a rebate rule based on volume or quantity. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Password *. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each 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? In one tool. Everything we do is to ensure our customers feel good about their data and get the most value out of it. 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. SKU Analysis. 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). Sharing dashboards and favorites is a common requirement for Phocas users. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. Upgrade Phocas to version to v8.1.23.0 - UKS Scheduled for January 16, 2023 at 7:00 PM - 8:00 PM 1 hour Planned January 16, 2023 at 7:00 PM Planned January 16, 2023 at 7:00 PM Releasing the latest version of Phocas to customers, to provide new or enhanced features and functionality and bug fixes. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. With Phocas' dashboard application you can slice and dice the data to follow your train of thought and get the answers you need on the fly. 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. Watch David's tips for simplying the grid and gaining some extra screen space. 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. The user that has requested this report does not have admin privileges and I'm reluctant to give them. When you have the information you need in one place, as well as the ability to set up alerts and reports, delivering your findings is that much simpler. This video for administrators shows how to manage favorites for a database. Would be nice to clone from one dashboard to another! Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. If you have a dashboard you keep coming back to, you might want to save it as your home screen. 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. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Fill in the form below, and we will get back to you as soon as possible. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). Are you interested in becoming a Phocas partner? 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. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. 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. 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. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Check out alternatives and read real reviews from real users. Applicants who are committed to a position in this manner do not need to register for or participate in the Match.
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