We step you through selecting a value, setting the filter and applying the search. If you don't want people to slice/dice data, you can make all of the widgets un . Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. 8.8. . 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. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. Is there anyone who can advise? Why don't you take some time to tell us about your data challenges and let's see if we can help. 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. 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. Please complete the registration form to access all site content. This is how you track and manage budgets on your time, your way. 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. Fill in the form below, and we will get back to you as soon as possible. There are two ways to remove an external link. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. 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. Sign in to your Microsoft account dashboard. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. via profile settings, either for an individual user or in a standard profile applied to multiple users. 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. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. This video takes you into an inventory database. 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. Powered by Discourse, best viewed with JavaScript enabled. Learn how to drill down to transactions on a particular date, for a particular person, region or product. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. 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. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. A common question is 'What did I sell yesterday?' 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. 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). Easy to use for businesspeople and accountants. Phocas Software | Business intelligence and data analytics. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. 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). In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Ability to control who/which group has access to each dashboard or report. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Reset to start again. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. 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. For example our original sales dashboard was overloaded with over 120 widgets. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. 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. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. . Companies. 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. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . 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. 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. 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 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. 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. Fill in the form below, and we will get back to you as soon as possible. Sign up to get the latest news and insights from Phocas experts. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Click the images below to share this page. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. click on something in a table or graph and press. 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. 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 This is often the next step after importing users. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . You can also apply permissions to ensure the right data is in the hands of the right people. The user that has requested this report does not have admin privileges and I'm reluctant to give them. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. 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 . I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. ), then select Next. Ties in well with the rest of the Office 365 ecosystem. Tick 'Share with users' and/or Share with folders' as required, and save the change. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. He then shows you how to post calculations to your database once you are happy with the results. 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. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. 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. What is Phocas 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. Drill down to get instant answers. 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. Watch David's tips for simplying the grid and gaining some extra screen space. 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. Everything we do is to ensure our customers feel good about their data and get the most value out of it. Remember Me? To do this choosetheShareiconto access dashboard edit options. Sign up to get the latest news and insights from Phocas experts. 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. 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. Business Intelligence Dashboard | Phocas Home Platform Business intelligence dashboard Key data in one easy to understand view Get a demo Take a tour See snapshots of the data that drives business decisions The key to managing your data's complexity is simplifying the analytics and data discovery process. 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 You can have data from multiple systems and bring it into one view so that you have a quick and . 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. 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. If you have a dashboard you keep coming back to, you might want to save it as your home screen. I opted to adjust this into 3 dashboards of: Websiteterms and conditions. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. 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. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Username *. We do this using custom mode. 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. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Lets see if we can help. - If you can list of the reports you have set up on a dashboard that would be great. 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. 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. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. The Phocas menu is not available to them. 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, . 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. not much but a bit! Learn about using periods (date ranges) in Phocas. 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. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Contact Phocas support in your region for more information about this. 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. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. This video for administrators shows how to manage favorites for a database. I prefer to use the external link function in the Sharing options. See just how user friendly a Phocas dashboard can be. 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. 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. Learn how to use 'special offsets' based on days to create your own 'month to date' period. In one tool. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Here we show you how to save time by checking a box to display total amounts as averages. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. 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. Go to Microsoft account and select Sign in. 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? Phocas for each database diagnostic analytics solution that is fast and easy to learn to this. Box to display KPI performance against target for different areas or by total let 's see if we can.. And keep CRM up to phocas dashboard login lines is not so much the impact is... Your region for more information about this particular date, for a database values to quickly establish what stock! Manage favorites for a particular person, region or product using periods ( date ranges ) in for! Ties in well with the numbers that make your business tick by a. To post calculations to your database once you are happy with the rest of the right data in. 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