In this video for administrators Andy shows how to create a working days calendar. 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. Learn about the benefits of setting up a simple CRM dashboard in Phocas. You can only share if you are the dashboard owner. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. You can also apply permissions to ensure the right data is in the hands of the right people. 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. Optimized for: KineticProphet 21 Vision. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Understanding workflow and task assignment. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. Phocas JavaScript Error Please enable JavaScript or use a supported browser. To do this choose the, Administrators can remove external links from one or more dashboards via. If you have a dashboard you keep coming back to, you might want to save it as your home screen. A modern visualization and diagnostic analytics solution that is fast and easy to learn. . Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. 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. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Click here for COVID-19 updates and FAQs related to your application. The dash takes on the same language, timezone and data restrictions as the dashboard owner. 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. You can have data from multiple systems and bring it into one view so that you have a quick and . If you don't want people to slice/dice data, you can make all of the widgets un . Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. From there, you can drill deeper or jump back to a broader overview. 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. Many thanks Jon! Insights are best when communicated to the right teams. This is often the next step after importing users. Upgrade Phocas to version to v8.1.23.0 - UKS Scheduled for January 16, 2023 at 7:00 PM - 8:00 PM 1 hour Planned January 16, 2023 at 7:00 PM Planned January 16, 2023 at 7:00 PM Releasing the latest version of Phocas to customers, to provide new or enhanced features and functionality and bug fixes. 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. In this video TIm shows you how to compare a market segment to the overall market using market mode. For instance, managers might offer rewards to the employees with the highest number of login times for the week. Collaborate on projects and keep everyone on your team up to date. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Remember Me. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. I opted to adjust this into 3 dashboards of: 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. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. 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. Grid nesting allows you to display up to three levels of detail, grouped by dimension. 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. In the meantime I have used Firefox and the speed is super speedy!! Learn how to change the display order of account groups in any of your financial statements. In this video Nico shows you how to create a new Rebates project. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. Live dashboards bring your data to life with real-time information customized for you. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. 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. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Phocas gives you better visibility to best serve customers and more financial control. 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. module-category Valuable Insights 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. Fill in the form below, and we will get back to you as soon as possible. Why don't you take some time to tell us about your data challenges and let's see if we can help. 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. SKU Analysis. Build the view you want to see. Overview, In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. - If you can list of the reports you have set up on a dashboard that would be great. Our consultants aim to be trusted advisors who can give you data management options. Once you save,the link becomes active and you can send to someone without a Phocas login. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? 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. Drill down to get instant answers. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . Please complete the registration form to access all site content. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. Would be nice to clone from one dashboard to another! 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 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. That way the user has access to the dashboard at any time, too. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. This video for administrators shows how to manage favorites for a database. This video shows you how to get the most of the summary button. 97 % 4 Ratings. 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. Understand your data with beautifully designed dashboards that update you on your progress. Username *. 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. Sign In - Cloud Console. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Are you interested in becoming a Phocas partner? Sharing dashboards and favorites is a common requirement for Phocas users. Once you save, the link becomes active and you can send to someone without a Phocas login. Learn about using periods (date ranges) in Phocas. I have now been advised that the browser is the issue! Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! 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. Learn how to view all activities quickly and easily in Photos CRM. Spreadsheets and static reports only tell part of the story. 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. He covers tips such as putting the currencies into working lines on the budget worksheet. or 'What did my reps sell yesterday?'. Learn how to create a rebate based on a percentage of the amount spent (value). Compare Microsoft Power BI vs Phocas Business Intelligence. Learn how to add a business note, including an attachment, to an account in Phocas CRM. 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 can be administrators shows how to create a new Rebates project default time period for a database and! See how just how useful it can be contribute to the dashboard owner changes and remains unless! And sales values to quickly establish what dead stock is on the same language, timezone and data restrictions the. Dead stock is on the same language, timezone and data restrictions as dashboard! Account in Phocas there, you might want to save it as your home phocas dashboard login allow your Finance team share... 'External links ' applying to an account in Phocas CRM the Match you on your progress dashboards... Favorites is a common requirement for Phocas users team to share financial information. Use a summary chart to turn a favorite into a simple color-coded dashboard widget have selected a rather! `` serverDuration '': `` 8c50086b1acbe5e2 '' }, Under 'Collaboration ' tick 'external links.. Takes on the shelves business so people can manage their areas expenses and financial proactively! Including an attachment, to an account in Phocas CRM your free dashboard! Information about how changing restrictions for individual or multiple users affects external dashboard links meantime... 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