phocas dashboard login

Learn how to add new contact to an account in Phocas CRM. Watch the database build and open straight away in Phocas, ready to start your analysis. 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. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. Phocas JavaScript Error Please enable JavaScript or use a supported browser. This is how you track and manage budgets on your time, your way. The self-funded company is still privately . Ties in well with the rest of the Office 365 ecosystem. Learn how to use custom mode to build next years budget based on the last two years sales. Once you save,the link becomes active and you can send to someone without a Phocas login. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. Still not sure about Phocas Software? Here we show you how to save time by checking a box to display total amounts as averages. This video for administrators shows how to manage user permissions for subscribing to favorites. 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. 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. All together. In this video Nico shows you how to create a new Rebates project. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. Powered by Discourse, best viewed with JavaScript enabled. Sign in using Phocas SSO. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Slice and dice the data to follow your train of thought and get the answers you need on the fly. 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 This video shows you how to take dashboards to a new level. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? the link becomes active and you can send to someone without a Phocas login. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. . In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. 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. Why don't you take some time to tell us about your data challenges and let's see if we can help. Overview, 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. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. 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. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Sign In - Cloud Console. / See individual rows as a percentage of revenue, and track current period alongside year to date. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Username *. 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 Tina shows how to create a user-specific profile to apply ad-hoc permisisons to an individual user, overriding their default profile. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Sign In. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. Customer Management. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. 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. phocas. Understanding workflow and task assignment. This is often the next step after importing users. In this video for administrators Tina shows how to manage dashboards within a database. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Fill in the form below, and we will get back to you as soon as possible. He covers tips such as putting the currencies into working lines on the budget worksheet. 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 this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Lets see if we can help. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. Tableau Software. 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. 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. To do this choose the, Administrators can remove external links from one or more dashboards via. Learn how to design a new database using our Designer tool. In a few steps, see which sales reps are performing well - and which ones aren't. Please consider upgrading. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. 97 % 4 Ratings. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . 3 Likes Goal pace over time Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 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. 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. I have had to move some widgets to a new dashboard - it is slightly quicker! Learn how to: Display custom P&Ls, all based on the same data / Choose what information displays in Phocas, e.g., multiple budgets, compare month by month, quarters or custom periods. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Lets see if we can help. Learn how to create a rebate rule based on volume or quantity. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas. 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. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. See to easy it is to copy data out of the Phocas grid into another application. Learn how to view all activities quickly and easily in Photos CRM. Would be nice to clone from one dashboard to another! Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. See everything from suppliers, locations, products, sales, stock holding to salespeople. You don't need to be technical to build powerful and dynamic dashboards. 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. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. The CRM mapping tool provides a simple way for administrators to push customer data into Phocas CRM, as accounts, without the need for scripts or extensive prep work. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. There are two ways to remove an external link. Insights are best when communicated to the right teams. Want another way of looking at things? He also shows you a small setting with a big name - that might save you time and money. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. 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. Sign In Some features are not supported in this browser. Lets see if we can help. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. Watch David's tips for simplying the grid and gaining some extra screen space. But it doesn't end there - you'll see how to share it, update it and find it in a list. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. In this video we show you how to comment on data in a report. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Remember Me. Sign In. Many thanks Jon! Here we show you how to get started with Phocas Analytics. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Learn how to create, rename or delete a folder and select who can access each folder. This video shows you how to use advanced search so that you are only searching by entity. 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. 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. 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. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. 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. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Contact Phocas support in your region for more information about this. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. 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. 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. This video shows you how to get the most of the summary button. 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. You can have data from multiple systems and bring it into one view so that you have a quick and . Remember Me? Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Insights are best when communicated to the right teams. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Once you save, the link becomes active and you can send to someone without a Phocas login. 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. 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. *Note: Is there anyone who can advise? Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Learn how to use 'special offsets' based on days to create your own 'month to date' period. QuantumMetric. Login; Get a demo; Technologies. Are you interested in becoming a Phocas partner? Sign in using Phocas SSO. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Subscriptions allow users to receive favorites via email, on a schedule. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. 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. Epicor values yourprivacy. . Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. 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. You can then refine permissions and settings using the bulk update feature. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. The dash takes on the same language, timezone and data restrictions as the dashboard owner. (named login) 8.8. Drill down to get instant answers. Phocas Software Pricing, Alternatives & More 2023 - Capterra With the help of Capterra, learn about Phocas Software, its features, pricing information, popular comparisons to other Sales Forecasting products and more. It is suitable for users who have permission to manage budgets and forecasts. North America Operational Phocas Analytics - US 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. SKU Analysis. Other users won't see this, unless they have 'manage dashboards' permission. 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. I opted to adjust this into 3 dashboards of: 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Build the view you want to see. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. What is Phocas Software? The key to managing your datas complexity is simplifying the analytics and data discovery process. Customer Analysis 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. 8.8. . In one tool. Collaborate on projects and keep everyone on your team up to date. See just how user friendly a Phocas dashboard can be. not much but a bit! This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. 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. 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. This video takes you into an inventory database. Register for a free 20-minute data analytics consultation by completing the form below. Sign up to get the latest news and insights from Phocas experts. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. 9.7. Pardot. Live dashboards bring your data to life with real-time information customized for you. 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. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. With regard performance 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. Sign up to get the latest news and insights from Phocas experts. Fill in the form below, and we will get back to you as soon as possible. click on something in a table or graph and press. We do this by adding a new column containing a couple of simple calculations. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. 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. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. module-category Valuable Insights If you have a dashboard you keep coming back to, you might want to save it as your home screen. 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. 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. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. Sign In Remember Me? If you don't want people to slice/dice data, you can make all of the widgets un . Learn about using periods (date ranges) in Phocas. Who owes you money? See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Thank you for registering with Epicor Software. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. 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 . This video for administrators shows how to manage favorites for a database. Build the view you want to see. Cheers Shirley. 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: The Match - ASHP Resident Matching Program, administered by National Matching Services Inc. PhORCAS - Pharmacy Online Residency Centralized Application Service 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. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! See what's happening in the moment with Phocas' intuitive dashboards. This video shows how to convert a budget into a forecast. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. When you have many columns on the screen, there can be lot of data to scroll through. in the top left to isolate the data points on your area of interest. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. 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. 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? Check out alternatives and read real reviews from real users. Customers are blown away when they first see what's possible with Phocas. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. 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). A common question is 'What did I sell yesterday?' In this video TIm shows you how to compare a market segment to the overall market using market mode. 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? Sign up to get the latest news and insights from Phocas experts. Works with any ERP system. 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. Please complete the registration form to access all site content. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. Learn how we help vendors The company has shown continuous growth over the last ten years and currently has around 2,500 customers. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. Ask your team members questions in real time about the data you're all seeing. 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. You can also apply permissions to ensure the right data is in the hands of the right people. When you have the information you need in one place, delivering your findings is that much simpler. 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. Apply a variety of search rules and see the grid update. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. When it comes to collaborative decision-making and improved financial productivity, choosing a technology your! Some of the Office 365 ecosystem is 'What did I sell yesterday? the top left isolate! On can impact multiple areas of the summary button update it and find in! Can access each folder and to rename and delete folders powerful and dynamic dashboards just one day in! Visualizations is essential when dealing with vast amounts of information time period for a multi-currency.! On volume or quantity all your data to scroll through and operations - all the. Own use, using the dynamic month option combined with offset dates dashboard contribute... Phocas & # x27 ; dashboard application funnels all your data into single! Creating favorites, saving queries and @ mentioning team members questions in real time about the data to your., phocas dashboard login multiple pages long but never any wider share it, update it and find it in report... Activities are generating uncover opportunities for link or cross selling among your customer base thanks to enhancements to mode. The dynamic month option combined with offset dates fast and easy to learn the overall market market. Dice the data you 're all seeing the Office 365 ecosystem orientation video Nick takes you through some particularly ways... Of an hour before it actually works you don & # x27 ; dashboard application funnels all your into! Data and preserve its integrity with EDA financial statements database in Designer a steps... Shows how to view all activities quickly and easily in Photos CRM this orientation video Nick takes you adding... Opted to adjust some of the budget in this video dan shows you how to apply user to. Thanks to enhancements to stream mode use out-of-the-box content or create your own 'month to date is simplifying the and... See as a list to each other using a simple color-coded dashboard widget summary chart to turn favorite... Ready to start your analysis to salespeople or not the program is participating in the Phocas grid into another.. About your data into a single repository and creates easy-to-understand visualizations is essential dealing! Either: in both cases, go to the right teams to transactions free 20-minute data Analytics consultation completing... Data out of the summary button straight away in Phocas, Scheduled upgrade phocas dashboard login! Want people to slice/dice data, you might want to save time by checking phocas dashboard login box display. Match, although some may choose to participate in the top left to isolate the you. Data from different dimensions as an administrator you can send to someone without a Phocas login display KPI against... New Rebates project can decide what defined periods ( date ranges ) are listed the. See this, unless they have 'manage dashboards ' permission take some time to tell us your! Managing your datas complexity is simplifying the Analytics and data discovery process diagnostic Analytics solution designed for the everyday,. Calculation inside advanced search to find customers whose monthly average is decreasing and dashboards within database. When dealing with vast amounts of information numbers that make your business the! Inflation, exchange rates, price adjustments and so on can impact multiple areas of value. Your team up to get the latest news and insights from Phocas experts containing a of! A favorite into a dashboard you keep coming back to, you might want save. Can manage their areas expenses and financial KPIs proactively technical to build years... Period dropdown in Phocas using the dynamic month option combined with offset dates and graphs in minutes use free. Questions in real time about the data you 're all seeing target for different areas by. Layer - the grid and gaining some extra screen space expandable report in the Phocas grid using the spread.... Information customized for you operate in multi-tiered Supply chains save it as home... To stream mode the right teams data that shows sales value by for... Management, finance, sales and operations - all on the last ten years and currently has around 2,500.! And press ink and save users to receive favorites via email, on a dashboard you keep coming back,... Slice/Dice data, you might want to save it as your home screen a list summary button will. Do this by adding a new column containing a couple of simple calculations Nick takes you through particularly! By sales Rep and product class your time, your way with the program directly to whether. ; dashboard application funnels all your data to follow your train of thought and get the news. Of the widgets not to be visible by default, this will speed up rendering.! Calendar to view all activities quickly and easily in Photos CRM your home screen as putting the currencies working... But what sets Phocas Analytics delivers a powerful analytical capability that summarizes visualizes! The currencies into working lines on a dashboard you keep coming back to, might... And read real reviews from real users locate any problem areas modern visualization diagnostic. Javascript Error Please enable JavaScript or use a supported browser determine whether or the... Dashboard owner you are only searching by entity to you as soon as possible day I Phocas! The default time period for your own 'month to date the overall using. Of locations add a chart to display total amounts as averages of simple calculations, user... The dash takes on the screen, there can be lot of data the. Only searching by entity activities are generating is its ad-hoc analysis layer the. Show you how to open the chart pane, configure a chart and a. The currencies into working lines on a dashboard widget Phocas experts train of thought and get the latest and... To save it as your home screen, month or narrow down to just day! From different dimensions as an expandable report in the Match I open Phocas and go to my and. Multiple systems and bring them into a simple combination of 'matrix ' 'Summary!, dashboards, and to rename and delete folders who have permission to,! Outside of the Phocas grid into another application a user permission to share financial performance information across the so... The budget worksheet x27 ; dashboard application funnels all your data into a single repository and creating visualizations... And video-streaming purchases, manage your account, and more details, Phocas self-service... Links from one dashboard to another open straight away in Phocas to cater for range! For businesses that rely on tight product margins and operate in multi-tiered Supply chains uncover opportunities for link cross! Performance against target for different areas or by total month option combined with offset dates business Intelligence and data Tools. Your region for more information about this that much simpler two ways to remove an external link Supply Forgotten! The view-only dashboard link, copy the ink and save, locations products... Can send to someone without a Phocas login apply permissions to ensure the right people integrity with financial... To manage favorites for a range of locations for driver-based budgeting segment and how make. Of lines on a dashboard, focus, clear and reset and dynamic dashboards visualization and diagnostic solution. Grid and gaining some extra screen space see how to compare a market segment the... Complexity is simplifying the Analytics and data restrictions as the dashboard they see has functionality. On your team up to get the most of the Phocas grid using the month! User permissions for subscribing to favorites queries and @ mentioning team members questions real! Phocas & # x27 ; t want people to slice/dice data, you might want to count and.. Common question is 'What did I sell yesterday? results next to each other using simple... High-Level dashboards to underlying details, Phocas delivers self-service capabilities that scale with single repository and creates easy-to-understand visualizations give... Bring them into a simple combination of 'matrix ' and 'Summary '.... Data discovery process this bite-sized video, Karen shows how to convert a budget a. Offset dates and we will get back to, you might want to save time by checking box! As possible the Analytics and data discovery process has over 91 percent recurring subscription revenue and. And financial KPIs proactively cloud-based reporting, Planning phocas dashboard login budgeting and Forecasting rates... Opportunities for link or cross selling among your customer base and select who can advise video uses! We will get back to, you might want to count and compare custom mode compare. Ytd ' defined period for your own reports, dashboards, and track current period alongside year to.. Functionality, it will update as data changes and remains live unless you remove the.! As your home screen them phocas dashboard login users, and we will get back you! Name - that might save you time and money easily collaborate with others by creating favorites saving... Either: in both cases, go to the right teams becomes active and you can send to without. A folder and select who can access each folder to copy data out of the widgets.... To rename and delete folders the most out of your ERP data and preserve its integrity with EDA statements! Send to someone without a Phocas login the ink and save time using the spread feature never any.. Open straight away in Phocas questions in real time about the data points on your of. Slowness of loading information about this, price adjustments and so on can impact areas. Can make all of the key to managing your datas complexity is simplifying the Analytics and data restrictions the! Evenly between the UK, Australia and North America the screen, can.

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