In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. You can apply common permissions and settings to multiple users. or 'What did my reps sell yesterday?'. / See individual rows as a percentage of revenue, and track current period alongside year to date. 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 Nico shows you how to run a calculation that apples your rebate rules to transactions. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. Insights are best when communicated to the right teams. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. In the meantime I have used Firefox and the speed is super speedy!! Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. The self-funded company is still privately . From there, you can drill deeper or jump back to a broader overview. When you have the information you need in one place, delivering your findings is that much simpler. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Applicants can enter data into their applications through PhORCAS prior to registering for the Match, but applications cannot be sent to programs that participate in PhORCAS until the applicant has registered for the Match. North America Operational Phocas Analytics - US Learn how to design a new database using our Designer tool. 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. 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. Click here for COVID-19 updates and FAQs related to your application. 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? Now when youopen the dash you will seea note containing a link to open and change the sharing. 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. You can only share if you are the dashboard owner. / Drill into the story behind revenue contributions and identify areas of concern. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. module-category Valuable Insights 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. He also shows you a small setting with a big name - that might save you time and money. You can also apply permissions to ensure the right data is in the hands of the right people. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. 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. 9.7. Learn how to use custom mode to build next years budget based on the last two years sales. 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. What is Phocas Software? With a few simple moves you can get dashboard widgets interacting with each other, make selections, focus and filter down to a fine level - all without leaving the dashboard. 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. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. Cheers Shirley. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. 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. 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. 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. Check out alternatives and read real reviews from real users. You can also apply permissions to ensure the right data is in the hands of the right people. 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. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. The user that has requested this report does not have admin privileges and I'm reluctant to give them. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Learn how to add new contact to an account in Phocas CRM. 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. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Ability to control who/which group has access to each dashboard or report. Fill in the form below, and we will get back to you as soon as possible. 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. Lets see if we can help. If you have a dashboard you keep coming back to, you might want to save it as your home screen. If you have a dashboard you keep coming back to, you might want to save it as your home screen. 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. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. 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. 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. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Sign In - Cloud Console. 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. And take the forecasting further with a look at individual reps and their product classes. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. Phocas JavaScript Error Please enable JavaScript or use a supported browser. Sharingdashboardsand favoritesis a common requirement for Phocas users. In this video TIm shows you how to compare a market segment to the overall market using market mode. Sign up to get the latest news and insights from Phocas experts. 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. 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. 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. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. 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. Sign In Some features are not supported in this browser. Ask your team members questions in real time about the data you're all seeing. 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. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. *Note: Learn how to create, rename or delete a folder and select who can access each folder. Understand your data with beautifully designed dashboards that update you on your progress. See to easy it is to copy data out of the Phocas grid into another application. In this video, learn how to create a dashboard and starting adding content to it. He then shows you how to post calculations to your database once you are happy with the results. 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. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. 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). 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, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Optimized for: Integration Platform as a Service (iPaaS), Stay up-to-date with the daily changes of your business, Eliminate time-consuming and error-prone manual reporting processes, Visualize data across all of your business systems from production to sales, Prepare financial statements and deliver accurate revenue forecasts, Customize financial statements for managers and stakeholders, Configure statement data to specific users and proactively manage KPIs, Access non-financial data in Kinetic (new name for Epicor ERP) and other databases with flexible spreadsheet functions. Sign In Remember Me? The Phocas menu is not available to them. Username *. 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. Subscriptions allow users to receive favorites via email, on a schedule. 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. You can have data from multiple systems and bring it into one view so that you have a quick and . 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. Salesforce CRM. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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. SKU Analysis. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. See what's happening in the moment on business intelligence dashboards. 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