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. Learn how to add a business note, including an attachment, to an account in Phocas CRM. 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. Sign In Remember Me? For instance, managers might offer rewards to the employees with the highest number of login times for the week. He covers tips such as putting the currencies into working lines on the budget worksheet. In the meantime I have used Firefox and the speed is super speedy!! In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. Many thanks Jon! Phocas Software | Business intelligence and data analytics. Optimized for: KineticProphet 21 Vision. Customizable and self-service Build the view you want to see. 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. 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. We have grown up with businesses that make, move and sell products and have a lot of data. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. 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. 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. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Grid nesting allows you to display up to three levels of detail, grouped by dimension. 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. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. You can also apply permissions to ensure the right data is in the hands of the right people. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. I opted to adjust this into 3 dashboards of: Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. 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 display information for specific accounts in your financial statements, using the Account [acc] function to create calculations that reference single accounts within a statement. Sign In. *Note: Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. 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. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . 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. Companies. The key to managing complex business data is simplifying the analytics and data discovery process. Works with any ERP system. 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. Sales-Lead Capture. 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. Cheers Shirley. Thank you for registering with Epicor Software. Sign in using Phocas SSO. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. 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. 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 this video for administrators Tina shows how to manage dashboards within a database. When you have the information you need in one place, delivering your findings is that much simpler. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Make it easy for employees to take ownership and move the ball forward. 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. Ties in well with the rest of the Office 365 ecosystem. Learn about using periods (date ranges) in Phocas. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. / Drill into the story behind revenue contributions and identify areas of concern. Learn how to create a rebate rule based on volume or quantity. . I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. phocas. 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. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. This is how you track and manage budgets on your time, your way. 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. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Sign up to get the latest news and insights from Phocas experts. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. Everything we do is to ensure our customers feel good about their data and get the most value out of it. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. You can have data from multiple systems and bring it into one view so that you have a quick and . Build the view you want to see. 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. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Customer Analysis Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. 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. - If you can list of the reports you have set up on a dashboard that would be great. 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. From there, you can drill deeper or jump back to a broader overview. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. For example our original sales dashboard was overloaded with over 120 widgets. 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. Open a dashboard. Sign up to get the latest news and insights from Phocas experts. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. 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 Trying to find the "phocas" Portal and you want to access it then these are the list of the login portals with additional information about it. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. See what's happening in the moment on business intelligence dashboards. not much but a bit! Remember Me? Learn how to create a rebate based on year to year growth. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. ), then select Next. With regard performance of the dashboard. 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. 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. Sharingdashboardsand favoritesis a common requirement for Phocas users. Click here for COVID-19 updates and FAQs related to your application. 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. Phocas Platform An all-in-one business planning and analytics platform Get a demo The key to a successful, data-driven team When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Once you save, the link becomes active and you can send to someone without a Phocas login. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. Phocas gives you better visibility to best serve customers and more financial control. 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 Another option might be to reward employees for isolating trends or other . SKU Analysis. Insights are best when communicated to the right teams. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Click the images below to share this page. Sharing dashboards and favorites is a common requirement for Phocas users. 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. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Lets see if we can help. Easy to use for businesspeople and accountants. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. See just how user friendly a Phocas dashboard can be. Remember Me. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Understand your data with beautifully designed dashboards that update you on your progress. The viewer can focus on data on the dashboard, minimize/maximise widgets andaccess the Phocas Help site, but they can't open any widget to analyze further, or navigate anywhere using the Phocas logo. To do this choose the Share icon to 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. PowerBI removes all that. Learn how we help vendors See what's happening in the moment with Phocas' intuitive dashboards. See at a glance whats happening across your company. 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. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. 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. or 'What did my reps sell yesterday?'. This video shows you how to freeze properties such as name, code etc so you can scroll as much as you like without losing sight of any important reference data. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. Fill in the form below, and we will get back to you as soon as possible. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. The self-funded company is still privately . You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. 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? Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. Watch how to use the hidden rows feature to customize your balance sheet. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. 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. Tick 'Share with users' and/or Share with folders' as required, and save the change. The dash takes on the same language, timezone and data restrictions as the dashboard owner. Sign In Some features are not supported in this browser. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. To do this choosetheShareiconto access dashboard edit options. To open a database from anywhere in Phocas, select the Phocas menu and then choose Dashboards to display a shortcut list of databases.. From here select a database to open, or select Manage dashboards to see a list all databases you have permission to view.If you are an administrator with permission, you will also see a New database option in the menu. Would be nice to clone from one dashboard to another! 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