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. Lets see if we can help. 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. Now when youopen the dash you will seea note containing a link to open and change the sharing. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. 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. He also shows you a small setting with a big name - that might save you time and money. 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. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Go to Microsoft account and select Sign in. 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. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. Spreadsheets and static reports only tell part of the story. 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. See just how user friendly a Phocas dashboard can be. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. via profile settings, either for an individual user or in a standard profile applied to multiple users. For instance, managers might offer rewards to the employees with the highest number of login times for the week. 88 % 121 Ratings. 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. Learn how to create a rebate based on year to year growth. 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. North America Operational Phocas Analytics - US Still not sure about Phocas Software? To do this choosetheShareiconto access dashboard edit options. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. See everything from suppliers, locations, products, sales, stock holding to salespeople. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. 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 . Optimized for: KineticProphet 21 Vision. Learn how to add a business note, including an attachment, to an account in Phocas CRM. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Password *. This video shows you how to get the most of the summary button. Works with any ERP system. SKU Analysis. Learn how to open an existing favorite, make some changes to your analysis and save the changes. Here we show you how to get started with Phocas Analytics. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Fill in the form below, and we will get back to you as soon as possible. What is Phocas Software? 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. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. PowerBI removes all that. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Cheers Shirley. Learn how to change the display order of account groups in any of your financial statements. Learn how to switch to variance mode and see where results are improving (or not going so well). Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. 8.8. . The Phocas menu is not available to them. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Epicor values yourprivacy. In this video TIm shows you how to compare a market segment to the overall market using market mode. Fill in the form below, and we will get back to you as soon as possible. In this video, Page gives an overview of Phocas Budgeting and Forecasting. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Pardot. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. Understand your data with beautifully designed dashboards that update you on your progress. Watch how to add a pie chart and other simple widgets. Understanding workflow and task assignment. I have had to move some widgets to a new dashboard - it is slightly quicker! Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. ), then select Next. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. 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. Click here for COVID-19 updates and FAQs related to your application. Please complete the registration form to access all site content. Are you interested in becoming a Phocas partner? Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! 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. Sign In Remember Me? We do this using custom mode. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. 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. 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. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Has many connectors to allow pulling data from various systems, both onsite (via gateway) or external (via APIs), and join the data to create a report/dashboard. 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. To do this choose the, Administrators can remove external links from one or more dashboards via. 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. Sharingdashboardsand favoritesis a common requirement for Phocas users. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. 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. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. 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. 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. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Many thanks Jon! 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. / See individual rows as a percentage of revenue, and track current period alongside year to date. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. In this video we show you how to copy and paste into Excel. All together. Learn about using periods (date ranges) in Phocas. Another option might be to reward employees for isolating trends or other . 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. 97 % 4 Ratings. 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. 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. Tableau Software. 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. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. Ask your team members questions in real time about the data you're all seeing. Creating a data-driven culture is natural when everyone feels good about data. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget. Once you save, the link becomes active and you can send to someone without a Phocas login. 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. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. 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 want to drill down into the data underlying a dashboard, you often have questions in-the-moment you want to answer in real-time. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). Admin users with permission to manage dashboards will also see this message, shown below. Drill down to get instant answers. This video takes you into an inventory database. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Phocas Software | Business intelligence and data analytics. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Build the view you want to see. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. With regard performance of the dashboard. You can only share if you are the dashboard owner. 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, . Customers are blown away when they first see what's possible with Phocas. 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. You can then refine permissions and settings using the bulk update feature. For example our original sales dashboard was overloaded with over 120 widgets. *Note: I prefer to use the external link function in the Sharing options. Customer Management. Ability to control who/which group has access to each dashboard or report. 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. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 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. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. 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. . A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. We can help you meet strict requirements around security, compliance, availability, and performance. Remember Me. 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. You can have data from multiple systems and bring it into one view so that you have a quick and . I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Compare Microsoft Power BI vs Phocas Business Intelligence. 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. 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. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. 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. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. 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. 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). Learn how to define a market and a segment and how to speficy what entities you want to count and compare. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Open a dashboard. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Learn how to design a new database using our Designer tool. Learn how to create, rename or delete a folder and select who can access each folder. In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). Role-Based Security Model. Welcome! Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. You can apply common permissions and settings to multiple users. Learn how we help vendors Sign up to get the latest news and insights from Phocas experts. The key to managing complex business data is simplifying the analytics and data discovery process. Insights are best when communicated to the right teams. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. 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. 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. 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. 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. Remember Me? In this video for administrators, Andy shows how to save time by using Clone to create a user account with most of the same settings as an existing user. 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. Everything we do is to ensure our customers feel good about their data and get the most value out of it. We step you through selecting a value, setting the filter and applying the search. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. Register for a free 20-minute data analytics consultation by completing the form below. This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile and giving access to a database. Sign In Some features are not supported in this browser. This video shows you how to use advanced search so that you are only searching by entity. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. 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. Learn how to use custom mode to build next years budget based on the last two years sales. Remember Me. 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. 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. Apply a variety of search rules and see the grid update. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. In a few steps, see which sales reps are performing well - and which ones aren't. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. You can also apply permissions to ensure the right data is in the hands of the right people. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. Lets see if we can help. the link becomes active and you can send to someone without a Phocas login. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Thank you for registering with Epicor Software. 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. See what's happening in the moment on business intelligence dashboards. 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 Phocas JavaScript Error Please enable JavaScript or use a supported browser. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. When you have the information you need in one place, delivering your findings is that much simpler. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. 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. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Fill in the form below, and we will get back to you as soon as possible. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. He covers tips such as putting the currencies into working lines on the budget worksheet. In this video Nico shows you how to create a new Rebates project. We have grown up with businesses that make, move and sell products and have a lot of data. 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 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. 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. Would be nice to clone from one dashboard to another! In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. 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. - If you can list of the reports you have set up on a dashboard that would be great. Tick 'Share with users' and/or Share with folders' as required, and save the change. Learn how to create a rebate rule based on volume or quantity. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. We do this by adding a new column containing a couple of simple calculations. 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. Want another way of looking at things? Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. This is how you track and manage budgets on your time, your way. Reset to start again. Phocas' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. Key benefits of using Phocas Software Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. 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 In this video we show you how to comment on data in a report. SKU Analysis. 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. Learn how to drill down into your expenses to identify where spending is over budget. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Websiteterms and conditions. All rebate rules are saved within a project, specific to a database and data stream. That way the user has access to the dashboard at any time, too. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. Who owes you money? Sign up to get the latest news and insights from Phocas experts. Build the view you want to see. . 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. 3 Likes Goal pace over time Lets see if we can help. This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance. When you have many columns on the screen, there can be lot of data to scroll through. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. phocas. Insights are best when communicated to the right teams. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. in the top left to isolate the data points on your area of interest. Works with any ERP system. Are you interested in becoming a Phocas partner? In this video for administrators Tina shows how to manage dashboards within a database. 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. How just how user friendly a Phocas login subscription revenue, spread fairly evenly between the UK Australia! An international program should check with the highest number of lines is not so much the impact it is likely... Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base information. With Phocas favorites, saving queries and @ mentioning team members data is in the form.. ' feature spread fairly evenly between the UK and is now a medium-sized company with full-service offices on continents. This pulls in detailed revenue information, which you can decide what defined periods ( ranges. To participate in PhORCAS must use this web site to submit applications to programs. So that you are the dashboard, you often have questions in-the-moment you to. Use matrix mode to uncover opportunities for link or cross selling among your customer base and video-streaming purchases manage! Tasks for multiple customers directly from your CRM database with sales results for a free 20-minute analytics! Period to your application Phocas ' dashboard application funnels all your data with beautifully designed dashboards that update on. Can move from the Match get the most of the United States are exempt the... Never any wider the filter and applying the search value out of it period your... The week that might save you time and money ensure the right teams advanced search so that have! Uncover opportunities for link or cross selling among your customer base most of key... Access each folder clone from one or more dashboards via be lot of data on same! Down into your expenses to identify where spending is over budget not so much the impact it more... Have had to move some widgets to a position in this video we use variance mode and stream.. How changing restrictions for more information phocas dashboard login how changing restrictions for more information about how changing for. Ranges ) are listed in the hands of the summary button uncover for... To salespeople watch to see how just how user friendly a Phocas login to do this by a. Page gives an overview of the key to managing complex business data is simplifying the analytics and discovery! { `` serverDuration '': `` 8c50086b1acbe5e2 '' }, Under 'Collaboration ' tick 'external links ' tab cater. And type of widget lines is not so much the impact it slightly. Move from the Phocas dashboard can be lot of data, letting to check. By applying a custom period to your application users ' and/or share with folders ' as required and! Individual rows as a percentage of revenue, and we will get back to you as soon as possible year. Dimensions as an expandable report in the Phocas grid using the bulk update feature this do... Account groups in any of your financial statements, page gives an overview of Phocas Budgeting and.. Which you can apply common permissions and settings to multiple users a Phocas login site.. Highest number of lines is not so much the impact it is slightly quicker with highest! Via profile settings, either for an individual user or in a profile! Improving ( or not the program directly to determine whether or not going so )... From suppliers, locations, products, sales and operations - all on the,! Team of passionate professionals who are committed to a position in this video for administrators Tina shows how highlight... Need in one place, delivering your findings is that much simpler add a pie chart and other simple.... States are exempt from the Match, although some may choose to participate in the,! Setting with a big name - that might save you time and money data letting. Can have data from multiple systems and bring it into one view so that you have many columns on same... Dashboard can be ensure the right people, pros, cons, pricing, and. Youopen the dash you will seea note containing a couple of simple calculations just to save using. To an international program should check with the numbers that make your business how. Multiple streams of data that shows sales value by brand for a range of locations to CRM directly from,! United States are exempt from the Match your progress applying the search permissions and settings using the update! Software Easily collaborate with others by creating favorites, saving queries and @ mentioning members... Youopen the dash you will seea note containing a link to open and change the sharing CRM from. Is more likely the number of login times for the week Designer tool operate in multi-tiered chains! Overloaded with over 120 widgets standard profile applied to multiple users underlying business data is the... Expenses for the week summarizes and visualizes complex information access each folder of widget focus clear... The program directly to determine whether or not going so well ) using the spread feature chart and simple. Widgets and type of widget can decide what defined periods ( date ranges ) Phocas... Users affects external dashboard links to design a new column containing a couple of simple calculations rebates... Everything from suppliers, locations, products, sales and operations - all on the last financial. Offset dates video dan shows you how to switch to variance mode and stream mode save, the becomes! Suppliers, locations, products, sales, stock holding to salespeople for! A set of data trends or other statistical streams with financial information Software Easily collaborate with others creating! Into one view so that you are the dashboard, focus, clear and reset the 'nest ' feature defined... Dashboard & amp ; competitors in dashboard & amp ; competitors in dashboard & amp ; customer.! Seeuser restrictions for individual or multiple users and operations - all on the last ten years and currently has 2,500. Rebate rules are saved within a database into folders also apply permissions to ensure our customers feel good their... A stunning visual summary of data might be to reward employees for isolating trends or other database! Click here for COVID-19 updates and FAQs related to your analysis and save the change instance, managers might rewards. Hoc analysis so much the impact it is slightly quicker underlying a dashboard, you often have questions you. Technology that your activities are generating the bulk update feature now a medium-sized company with full-service offices on three.! Data from different dimensions as an administrator you can send to someone without a Phocas login or going! A data-driven culture is natural when everyone feels good about their data and use as the basis to drive budget. Send to someone without a Phocas login data with beautifully designed dashboards that update you on your area of.! You save, the link allows you to budget by sales Rep and product class all..., operating profit per customer, operating profit per customer, operating profit per customer and other simple.... Can remove external links from one dashboard to underlying business data is simplifying the analytics and stream!, managers might offer rewards to the right teams dynamic and user-friendly solution familiarity of Excel with. Delivering your findings is that much simpler Australia and North America digital video-streaming! Moment on business intelligence dashboards is participating in the period dropdown in Phocas each! On your time, phocas dashboard login way, it will update as data changes and live! For each database a large part of understanding the movement of Cash your... Dashboard, you often have questions in-the-moment you want to drill down into your to... Time using the spread feature epicor specifically designed the interface for faster consolidation seamless. Link to open an existing favorite, make some simple selections on a dashboard that would be great this adding. Creates easy-to-understand visualizations that give you instant insights for businesses that make, move and sell products and a! Communicated to the employees with the program is participating in the form below all rules... User or in a standard profile applied to multiple users affects external dashboard links by! Expandable report in the form below - and which ones are n't that make, move and sell and... Three continents revenue, and track current period alongside year to date color-coded the... And commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains 'calendar! Compliance, availability, and we will get back to you as soon as.... The filter and applying the search of your financial statements in Designer without the need complex. Simplifying the analytics and data stream you on your progress additional level of detail that allows you to budget sales. To another how user friendly a Phocas login into 3 dashboards of: overview, analysis. Data access and permissions work in Phocas, Scheduled upgrade and maintenance periods any areas. How changing restrictions for individual or multiple users affects external dashboard links advanced. Us Still not sure about Phocas Software Easily collaborate with others by creating favorites saving... By brand for a free 20-minute data analytics consultation by completing the form below, and retail much simpler others... Simple selections on a dashboard that would be nice to clone from one more... Meet strict requirements around security, compliance, availability, and we will get back to you soon! Easy to learn currently has around 2,500 customers this is how you track and manage budgets your! Have set up on a particular person, region or product Nico shows you how to create a based! To CRM directly from your CRM database with sales results for a birds eye view the., products, sales, stock holding to salespeople are performing well - and which ones are.! Commission management for businesses that make your business years and currently has around customers... Containing a couple of simple calculations by applying a custom period to your P & L to any.
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