Sharing dashboards and favorites is a common requirement for Phocas users. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Build the view you want to see. 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. 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. Have a play click on something in a table or graph and press Focus in the top left to isolate the data points on your area of interest. 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. The self-funded company is still privately . Many thanks Jon! Click the images below to share this page. You can add or remove permissions via profile settings, either for an individual user or in a standard profile applied to multiple users.. To give a user permission to share, either: Go to Administration > Profile to change a standard profile, or; Go to Administration > Users and select a specific user. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Sign up to get the latest news and insights from Phocas experts. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. Watch the database build and open straight away in Phocas, ready to start your analysis. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. This is often the next step after importing users. Sign up to get the latest news and insights from Phocas experts. All together. Works with any ERP system. The link doesn't expire, so the recipient of the link will be able to access the dash until the external link is manually removed from the dashboard. Watch how to add a pie chart and other simple widgets. Our consultants aim to be trusted advisors who can give you data management options. 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. Sharingdashboardsand favoritesis a common requirement for Phocas users. 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 video for Phocas administrators Tina shows how to create a brand new period with a simple 'offset' date range to ensure the period updates dynamically, or to simply choose from a list of pre-built periods. Username *. 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. I have had to move some widgets to a new dashboard - it is slightly quicker! 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. With Phocas' dashboard application you can slice and dice the data to follow your train of thought and get the answers you need on the fly. Ask your team members questions in real time about the data you're all seeing. ), then select Next. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. Fill in the form below, and we will get back to you as soon as possible. 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. 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. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. This is how you track and manage budgets on your time, your way. 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. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. Learn how to create a rebate based on a percentage of the amount spent (value). 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. Go to Microsoft account and select Sign in. This video shows how to convert a budget into a forecast. 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). Sign in using Phocas SSO. Login; Get a demo; Technologies. Click here for COVID-19 updates and FAQs related to your application. Remember Me. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). Phocas Software | Business intelligence and data analytics. 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? Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? However, it is time consuming to add the new widget separately to every dashboard. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Remember Me. Watch David's tips for simplying the grid and gaining some extra screen space. Key benefits of using Phocas Software 8.8. . Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Ties in well with the rest of the Office 365 ecosystem. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Grid nesting allows you to display up to three levels of detail, grouped by dimension. With the ability to self-serve and collaborate using a single source of truth, teams can make better decisions and build cohesive plans across departments to achieve companywide goals. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Username *. Tableau Software. A common question is 'What did I sell yesterday?' Other users won't see this, unless they have 'manage dashboards' permission. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can'tshare a dashboard containing data about Branch X with someone who only has permissionto view Branch Y. Dashboard owners with permission can sharea 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). As well as sharingdashboardswith 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. 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 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. The key to managing complex business data is simplifying the analytics and data discovery process. Keep track of budget plans in the cloud, from anywhere, at any time. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. This video for administrators shows how to manage favorites for a database. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. 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, learn about show others, show average and hide total - one-touch features that help satisfy your curiosity by presenting your data dfferently. Learn about the benefits of setting up a simple CRM dashboard in Phocas. 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. see alternatives Compare save ( 18) App Info Pricing Features Reviews Alternatives Integrations Phocas Software Reviews User ratings Overall rating 4.8 /5 100 99% positive reviews Value for money It is suitable for users who have permission to manage budgets and forecasts. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Lets see if we can help. 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. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. In this video for administrators Tina shows how to manage dashboards within a database. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. In a few steps, see which sales reps are performing well - and which ones aren't. We do this by adding a new column containing a couple of simple calculations. 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. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. Learn how to switch to variance mode and see where results are improving (or not going so well). I opted to adjust this into 3 dashboards of: Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. 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). Optimized for: KineticProphet 21 Vision. Easy to use for businesspeople and accountants. To do this choosetheShareiconto access dashboard edit options. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. 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. - If you can list of the reports you have set up on a dashboard that would be great. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. Sales-Contact Management. 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. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. 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. Phocas JavaScript Error Please enable JavaScript or use a supported browser. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Still not sure about Phocas Software? Everything we do is to ensure our customers feel good about their data and get the most value out of it. Understand your data with beautifully designed dashboards that update you on your progress. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. 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. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. See to easy it is to copy data out of the Phocas grid into another application. 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. phocas. Sign In. 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 International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. We have grown up with businesses that make, move and sell products and have a lot of data. Please complete the registration form to access all site content. Role-Based Security Model. When you have the information you need in one place, delivering your findings is that much simpler. Another option might be to reward employees for isolating trends or other . 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. in the top left to isolate the data points on your area of interest. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Sign up to get the latest news and insights from Phocas experts. Sign in using Phocas SSO. In this video Nico shows you how to create a new Rebates project. Phocas gives you better visibility to best serve customers and more financial control. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Customer Management. See at a glance whats happening across your company. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. Overview, This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Learn how to drill down to transactions on a particular date, for a particular person, region or product. 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. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. In this video, learn how to create a dashboard and starting adding content to it. 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. Powered by Discourse, best viewed with JavaScript enabled. See what's happening in the moment with Phocas' intuitive dashboards. Are you interested in becoming a Phocas partner? 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. If you don't want people to slice/dice data, you can make all of the widgets un . Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. Learn how to open an existing favorite, make some changes to your analysis and save the changes. Understanding workflow and task assignment. Admin users with permission to manage dashboards will also see this message, shown below. 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. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. 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. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. There are two ways to remove an external link. Drill down to get instant answers. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. To do this choose the Share icon to access dashboard edit options. Pardot. Ability to control who/which group has access to each dashboard or report. This video for administrators shows how to manage user permissions for subscribing to favorites. 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. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Spreadsheets and static reports only tell part of the story. Websiteterms and conditions. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! via profile settings, either for an individual user or in a standard profile applied to multiple users. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others. 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. North America Operational Phocas Analytics - US In this video we show you how to comment on data in a report. In this video for administrators, Andy shows how to reset user passwords and how to force a user to change their password on their next log in. 88 % 121 Ratings. 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. Note that standard Advanced and Administrator profiles have this permission ticked by default. 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. And take the forecasting further with a look at individual reps and their product classes. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. The Phocas menu is not available to them. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. Salesforce CRM. What is Phocas Software? You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. Make it easy for employees to take ownership and move the ball forward. 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. Open a dashboard. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. (named login) 8.8. Now when youopen the dash you will seea note containing a link to open and change the sharing. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Register for a free 20-minute data analytics consultation by completing the form below. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. module-category Valuable Insights We step you through selecting a value, setting the filter and applying the search. In this video for administrators, Andy shows how to save time by using Bulk update when you need to update settings for more than one user. Learn how to view all activities quickly and easily in Photos CRM. In this video for administrators Andy shows how to create a working days calendar. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Once you save, the link becomes active and you can send to someone without a Phocas login. or 'What did my reps sell yesterday?'. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Sign up to get the latest news and insights from Phocas experts. In this video we show you how to copy and paste into Excel. Epicor values yourprivacy. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. the link becomes active and you can send to someone without a Phocas login. 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 . Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making. Items I have noticed that will slow down results is map charts or any widget which has to compute at a granular level (including transaction mode). Learn how to add new contact to an account in Phocas CRM. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Tick 'Share with users' and/or Share with folders' as required, and save the change. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. 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. He then shows you how to post calculations to your database once you are happy with the results. Compare Microsoft Power BI vs Phocas Business Intelligence. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. 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. Creating a data-driven culture is natural when everyone feels good about data. This video shows you how to use advanced search so that you are only searching by entity. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. Watch how to use the hidden rows feature to customize your balance sheet. 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. From there, you can drill deeper or jump back to a broader overview. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. 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. 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. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! To do this choose the, Administrators can remove external links from one or more dashboards via. Learn how to create a rebate rule based on volume or quantity. PowerBI removes all that. 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. Sign In - Cloud Console. Contact Phocas support in your region for more information about this. 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