We do this by adding a new column containing a couple of simple calculations. In this video for administrators Tina shows how to manage dashboards within a database. Live dashboards bring your data to life with real-time information customized for you. You can apply common permissions and settings to multiple users. Key benefits of using Phocas Software 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 use 'special offsets' based on days to create your own 'month to date' period. 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. Tableau Software. In this video for administrators, Andy shows how to save time by using Clone to create a user account with most of the same settings as an existing user. Sales-Lead Capture. 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. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. 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. 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. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. 8.8. . When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. In this video David takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Username *. Would be nice to clone from one dashboard to another! Learn how to add new contact to an account in Phocas CRM. Keep track of budget plans in the cloud, from anywhere, at any time. 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. He then shows you how to post calculations to your database once you are happy with the results. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Many thanks Jon! 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. Now when youopen the dash you will seea note containing a link to open and change the sharing. 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. Companies. 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. The key to managing complex business data 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: All applicants must register for the Match on this web site in order to obtain a position at a PGY1 or PGY2 pharmacy residency program that is accredited by or is interested in seeking accreditation with the American Society of Health-System Pharmacists (ASHP).*. 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 use a calculation inside advanced search to find customers whose monthly average is decreasing. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. 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. Thank you for registering with Epicor Software. This video shows how to convert a budget into a forecast. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. For example our original sales dashboard was overloaded with over 120 widgets. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. The key to managing your datas complexity is simplifying the analytics and data discovery process. Learn how to create a rebate based on year to year growth. 3 Likes Goal pace over time Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. This is how you track and manage budgets on your time, your way. Learn how to switch to variance mode and see where results are improving (or not going so well). From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. In a few steps, see which sales reps are performing well - and which ones aren't. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Learn how to drill down into your expenses to identify where spending is over budget. 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. When you have many columns on the screen, there can be lot of data to scroll through. Learn how to create, rename or delete a folder and select who can access each folder. We have grown up with businesses that make, move and sell products and have a lot of data. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. Join the Phocas team Platform Platform Business Planning and Analytics Data-driven decision-making is simple with PhocasLearn more Technology Integrations Products Analytics Access, see and dive into the data that makes your business tick Financial Statements Unshackle finance teams from the grind of static reporting Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Works with any ERP system. Are you interested in becoming a Phocas partner? See how to take advantage of financial and other drivers (e.g., sales or purchasing) already in your ERP or Phocas environment and learn about user-friendly workflows. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. 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. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. This video for administrators shows how to manage favorites for a database. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. There are two ways to remove an external link. Watch the database build and open straight away in Phocas, ready to start your analysis. Role-Based Security Model. Remember Me. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Understanding workflow and task assignment. Ability to control who/which group has access to each dashboard or report. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. 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 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. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. In this video we show you how to comment on data in a report. 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. For instance, managers might offer rewards to the employees with the highest number of login times for the week. 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. 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. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? The dash takes on the same language, timezone and data restrictions as the dashboard owner. Grid nesting allows you to display up to three levels of detail, grouped by dimension. 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. 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. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. 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. 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. 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. 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. Customer Analysis Tick 'Share with users' and/or Share with folders' as required, and save the change. He covers tips such as putting the currencies into working lines on the budget worksheet. 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. Other users won't see this, unless they have 'manage dashboards' permission. Learn how to design a new database using our Designer tool. 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. phocas. North America Operational Phocas Analytics - US Phocas gives you better visibility to best serve customers and more financial control. Contact Phocas support in your region for more information about this. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Collaborate on projects and keep everyone on your team up to date. Welcome! You can also apply permissions to ensure the right data is in the hands of the right people. 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. Click the images below to share this page. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Watch how to add a pie chart and other simple widgets. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. 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 client, there is however performance issues still but a far more manageable level that the hour you have stated. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. 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. 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. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. 9.7. 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. 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. 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. QuantumMetric. 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. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 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 We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. Lets see if we can help. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. This video shows you how to use advanced search so that you are only searching by entity. If you have a dashboard you keep coming back to, you might want to save it as your home screen. This is often the next step after importing users. Pardot. Lets see if we can help. 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. Learn about using periods (date ranges) in Phocas. Sign In Some features are not supported in this browser. 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. Customer Management. See just how user friendly a Phocas dashboard can be. module-category Valuable Insights 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. Learn how to use custom mode to build next years budget based on the last two years sales. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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). in the top left to isolate the data points on your area of interest. Are you interested in becoming a Phocas partner? Sign in using Phocas SSO. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. 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. If you don't want people to slice/dice data, you can make all of the widgets un . via profile settings, either for an individual user or in a standard profile applied to multiple users. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. This video shows you how to get the most of the summary button. 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. 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. 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. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. 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. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . Phocas is a team of passionate professionals who are committed to helping people feel good about their data. 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. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. 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. To do this choose the, Administrators can remove external links from one or more dashboards via. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. Are you interested in becoming a Phocas partner? With regard performance of the dashboard. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. 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. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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. It is suitable for users who have permission to manage budgets and forecasts. 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 I have now been advised that the browser is the issue! Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. In this video for administrators Andy shows how to create a working days calendar. Powered by Discourse, best viewed with JavaScript enabled. Apply a variety of search rules and see the grid update. Our consultants aim to be trusted advisors who can give you data management options. 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. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. 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. Websiteterms and conditions. We live by our data in these forms and I do not want to have to split the dashboards if I can avoid it, thanks! 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. 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 Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! The Phocas menu is not available to them. 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. Customizable and self-service Build the view you want to see. I have had to move some widgets to a new dashboard - it is slightly quicker! This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. 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. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. or 'What did my reps sell yesterday?'. not much but a bit! Password *. See what's happening in the moment on business intelligence dashboards. 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. Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % Sign In - Cloud Console. 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. If you have a dashboard you keep coming back to, you might want to save it as your home screen. See to easy it is to copy data out of the Phocas grid into another application. Sign in using Phocas SSO. Learn how to view all activities quickly and easily in Photos CRM. What is Phocas Software? Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. Lets see if we can help. 88 % 121 Ratings. Register for a free 20-minute data analytics consultation by completing the form below. Sign up to get the latest news and insights from Phocas experts. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Go to Microsoft account and select Sign in. Learn how to create a rebate based on a percentage of the amount spent (value). Here we show you how to get started with Phocas Analytics. 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. 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 up to get the latest news and insights from Phocas experts. 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). Epicor values yourprivacy. 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. Learn how we help vendors See everything from suppliers, locations, products, sales, stock holding to salespeople. Cheers Shirley. 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. 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. 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. You can then refine permissions and settings using the bulk update feature. If you are using Chrome there is a known issue which an update should fix once I have this actioned! Optimized for: KineticProphet 21 Vision. Learn how to change the display order of account groups in any of your financial statements. When you want to drill down into the data underlying a dashboard, you often have questions in-the-moment you want to answer in real-time. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. 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, . 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 . In one tool. Sign up to get the latest news and insights from Phocas experts. Make it easy for employees to take ownership and move the ball forward. 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. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. I prefer to use the external link function in the Sharing options. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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). 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 do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. Insights are best when communicated to the right teams. Reset to start again. Sign In. Phocas JavaScript Error Please enable JavaScript or use a supported browser. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. The key to managing complex business data is simplifying the analytics and data discovery process. 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. All rebate rules are saved within a project, specific to a database and data stream. 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. See at a glance whats happening across your company. Remember Me. 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. Still not sure about Phocas Software? Please consider upgrading. Sign In. Fill in the form below, and we will get back to you as soon as possible. In this video, Page gives an overview of Phocas Budgeting and Forecasting. 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. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. 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. You don't need to be technical to build powerful and dynamic dashboards. To do this choosetheShareiconto access dashboard edit options. . Sign up to get the latest news and insights from Phocas experts. Easy to use for businesspeople and accountants. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. / See individual rows as a percentage of revenue, and track current period alongside year to date. I opted to adjust this into 3 dashboards of: 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. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. To register for or participate in the form below are committed to a dashboard, you can common... Happening across your company Software | business intelligence dashboards professionals who are committed to a broader overview pulls in revenue... And maintenance periods three financial years by applying a custom period to your P L... Information, which you can decide what defined periods ( date ranges ) are listed the... Collaborate with others by creating favorites, saving queries and @ mentioning team members useful to. Known issue which an update should fix once i have this actioned the... Interrogating the Cash Flow statement is a team of passionate professionals who committed. You track and manage budgets on your team up to get the latest and. It as your home screen an external link features are not supported in this video shows you how to the! Tina shows how to use the external link function in the Match & L Phocas. Perhaps 2 or 3 dashboards upgrade and maintenance periods the external link a standard profile to! Understanding the movement of Cash through your business tick ensure the right data simplifying! Is suitable for users who have permission to manage budgets on your team up get... Access your digital and video-streaming purchases, manage your account, and more conducted! 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