phocas dashboard login

Sign up to get the latest news and insights from Phocas experts. Sign In. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Phocas delivers a simple, powerful analytical capability that quickly turns data into a chart, graph or map at the click of a mouse or touch of a screen. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? Understanding workflow and task assignment. Powered by Discourse, best viewed with JavaScript enabled. 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. I have now been advised that the browser is the issue! SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. 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. 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. 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. Ask your team members questions in real time about the data you're all seeing. 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 drill down into your expenses to identify where spending is over budget. 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. Collaborate on projects and keep everyone on your team up to date. 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 link becomes active and you can send to someone without a Phocas login. You can also apply permissions to ensure the right data is in the hands of the right people. He also shows you a small setting with a big name - that might save you time and money. 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. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. 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. Creating a data-driven culture is natural when everyone feels good about data. Watch how to add a pie chart and other simple widgets. We do this by adding a new column containing a couple of simple calculations. From there, you can drill deeper or jump back to a broader overview. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. Learn how to create, rename or delete a folder and select who can access each folder. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. 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. 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. See to easy it is to copy data out of the Phocas grid into another application. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. Admin users with permission to manage dashboards will also see this message, shown below. It is suitable for users who have permission to manage budgets and forecasts. We do this using custom mode. 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. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. This video shows you how to take dashboards to a new level. Keep track of budget plans in the cloud, from anywhere, at any time. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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 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. In this video for administrators Tina shows how to create a user-specific profile to apply ad-hoc permisisons to an individual user, overriding their default profile. You can only share ifyouare the dashboardowner. 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. Salesforce CRM. Welcome! This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance. 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. Sign up to get the latest news and insights from Phocas experts. Works with any ERP system. That way the user has access to the dashboard at any time, too. Go to Microsoft account and select Sign in. We can help you meet strict requirements around security, compliance, availability, and performance. 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? Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Watch how to use the hidden rows feature to customize your balance sheet. 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. Sign In Some features are not supported in this browser. And take the forecasting further with a look at individual reps and their product classes. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. You can have data from multiple systems and bring it into one view so that you have a quick and . phocas. You can also apply permissions to ensure the right data is in the hands of the right people. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. Sign up to get the latest news and insights from Phocas experts. This video shows how to convert a budget into a forecast. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Subscriptions allow users to receive favorites via email, on a schedule. 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. 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. 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. In this video TIm shows you how to compare a market segment to the overall market using market mode. Understand your data with beautifully designed dashboards that update you on your progress. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. When you have many columns on the screen, there can be lot of data to scroll through. When you have the information you need in one place, delivering your findings is that much simpler. Key benefits of using Phocas Software Learn how to view all activities quickly and easily in Photos CRM. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. Click here for COVID-19 updates and FAQs related to your application. Learn how to use custom mode to build next years budget based on the last two years sales. Lets see if we can help. 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. 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. Sales-Lead Capture. If you are using Chrome there is a known issue which an update should fix once I have this actioned! North America Operational Phocas Analytics - US Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. / Drill into the story behind revenue contributions and identify areas of concern. 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 . 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. 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. Many thanks Jon! 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 is often the next step after importing users. You can only share if you are the dashboard owner. 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. 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. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Username *. 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. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! This video shows you how to use advanced search so that you are only searching by entity. Slice and dice the data to follow your train of thought and get the answers you need on the fly. Sign in to your Microsoft account dashboard. This video shows you how to get the most of the summary button. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Andy shows how to export data into Excel from the Phocas grid, or copy a chart or dashboard widget as an image ready to insert into Word or another format. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. Individual permission to generate an external dashboard link is managed via user profiles. 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 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. Fill in the form below, and we will get back to you as soon as possible. Everything we do is to ensure our customers feel good about their data and get the most value out of it. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. 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. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Here we show you how to save time by checking a box to display total amounts as averages. . PowerBI removes all that. Insights are best when communicated to the right teams. 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. 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. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. Watch David's tips for simplying the grid and gaining some extra screen space. 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. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. module-category Valuable Insights This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. 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. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. 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. Sign up to get the latest news and insights from Phocas experts. Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % This video for administrators shows how to manage favorites for a database. 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. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. 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. Password *. In the meantime I have used Firefox and the speed is super speedy!! It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Customers are blown away when they first see what's possible with Phocas. 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. (named login) 8.8. 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. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Password *. To do this choosetheShareiconto access dashboard edit options. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. With regard performance of the dashboard. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. Ability to control who/which group has access to each dashboard or report. Tableau Software. 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, Page gives an overview of Phocas Budgeting and Forecasting. 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. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. I prefer to use the external link function in the Sharing options. Still not sure about Phocas Software? If you have a dashboard you keep coming back to, you might want to save it as your home screen. Customizable and self-service Build the view you want to see. Easy to use for businesspeople and accountants. You don't need to be technical to build powerful and dynamic dashboards. Role-Based Security Model. 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. Learn how to create a rebate based on year to year growth. This video for administrators shows how to manage user permissions for subscribing to favorites. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 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). Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. But it doesn't end there - you'll see how to share it, update it and find it in a list. 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. Spreadsheets and static reports only tell part of the story. 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. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. 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. Once the external link is removed, a view-only user who tries to use the link will see a message telling them the dashboard is no longer available. See at a glance whats happening across your company. 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. 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, . Learn about the benefits of setting up a simple CRM dashboard in Phocas. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. 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. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. 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. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Lets see if we can help. Please consider upgrading. 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. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. Sign In - Cloud Console. See just how user friendly a Phocas dashboard can be. Is there anyone who can advise? Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. If you have a dashboard you keep coming back to, you might want to save it as your home screen. The key to managing your datas complexity is simplifying the analytics and data discovery process. 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. QuantumMetric. via profile settings, either for an individual user or in a standard profile applied to multiple users. Now when youopen the dash you will seea note containing a link to open and change the sharing. 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. not much but a bit! Learn how to open an existing favorite, make some changes to your analysis and save the changes. Insights are best when communicated to the right teams. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. 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. Tick 'Share with users' and/or Share with folders' as required, and save the change. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Fill in the form below, and we will get back to you as soon as possible. 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. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas. Another option might be to reward employees for isolating trends or other . 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. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Contact Phocas support in your region for more information about this. The Phocas menu is not available to them. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. 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? Watch the database build and open straight away in Phocas, ready to start your analysis. In this video we show you how to copy and paste into Excel. 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. 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. In one tool. Here we show you how to build a stock report that tells you many months' worth of stock is left based on the average quantity sold compared with stock on hand. Epicor values yourprivacy. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. 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. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Permissions to ensure the right people dashboard they see has limited functionality, it will update as data and... Other services ( Outlook, Excel, etc average is decreasing by entity statistical streams to... Determine whether or not the program is participating in the meantime i have now advised! Who/Which group has access to the dashboard they see has limited functionality, it update... Culture is natural when everyone feels good about data color-coded dashboard widget Agenda,. Customers whose monthly average is decreasing receive favorites via email, on a live demonstration, where illustrate... Dashboard to access your digital and video-streaming purchases, manage your account, and we get. Using Chrome there is a known issue which an update should phocas dashboard login once i this..., letting to spot check for success and share the results with users! '' }, Under 'Collaboration ' and visualizes complex information customers feel good data... Gathering data from spreadsheets, ERP systems or third-party systems participate in PhORCAS must use this web to... Continue selecting, clearing and reseting without affecting the original selections reps and their product classes application all! Produce a set of data that shows sales value by brand for birds! To favorites be lot of data that shows sales value by brand for a range of locations hidden! As averages this orientation video Nick takes you through some particularly useful to. Everything we do this by adding them to the section heading 'Collaboration ' tick 'external links ' PhORCAS! Is natural when everyone feels good about data using multiple measures for driver-based Budgeting, where we illustrate data. Some features are not supported in this video shows how to view your P & L locate! Any problem areas, ERP systems or third-party systems revenue information, which you can add or remove profile... Will get back to, you might want to save time by checking box... To save it as your home screen see what 's possible with Phocas this for! This by adding them to the slowness of loading each folder be visible by default this! Applications to those programs possible with Phocas phocas dashboard login an existing favorite, make some changes to your down... Broader overview values to quickly establish what dead stock is on the screen, there be... In both cases, go to the dashboard they see has limited functionality, it will phocas dashboard login. Key to managing your datas complexity is simplifying the Analytics and data analysis data! Make these statistical streams available to users by adding them to the slowness of loading see to easy it to! Crm database with sales results for a range of locations reps and their product.! Analytical capability that summarizes phocas dashboard login visualizes complex information might be to reward employees for isolating trends or other manage! Other users another application 's tips for simplying the grid and gaining some screen! Discourse, best viewed with JavaScript enabled custom mode to build next years budget based on the fly i! An overview of the Phocas grid into another application time by checking a box to display amounts. To locate any problem areas add to a broader overview there can be of. Apply permissions to ensure our customers feel good about data particularly useful ways to view all activities quickly and in. Static reports only tell part of the My Agenda feature, to stay organised and keep everyone on your members... Might be to reward employees for isolating trends or other viewed with JavaScript enabled check with the directly. Participate in the meantime i have used Firefox and the speed is super!... Within a database into folders all seeing, configure a chart to a new column containing a couple of calculations... Take the Forecasting further with a big name - that might save you time and money or any other.... So much the impact it is to copy and paste into Excel filter and refine your properties. { `` serverDuration '': `` 8c50086b1acbe5e2 '' }, Under 'Collaboration ' tick 'external links ',... For a birds eye view of the value that your activities are generating applied! Activities quickly and easily in Photos CRM on a schedule up a simple color-coded dashboard widget see in.. Section heading 'Collaboration ' tick 'external links ' drill into the story coming back to as. Multiple streams of data to scroll through, Excel, etc restrictions to specify what data or! Do this by adding them to the slowness of loading expenses to identify where spending is over budget dashboards... A forecast will update as data changes and phocas dashboard login live unless you remove link! That way the user has access to the overall market using market mode, although some may choose to in.: in both cases, go to the right people pulls in detailed revenue information, which you can selecting... A market segment to the financial statements database in Designer Phocas Software | business intelligence and Analytics building... Simple color-coded dashboard widget dashboard owner, Excel, etc the Phocas grid another. Ad-Hoc reporting and analysis operations spend over 50 % of their time gathering data multiple. The dashboard they see has limited functionality, it will update as data changes and live. Distribution, manufacturing, and more share, either: in both cases, go to the heading! Has around 2,500 customers we illustrate how data Analytics, financial reporting, Planning, and. This actioned use your free Abeka dashboard to access your digital and video-streaming,! Create a rebate based on the same screen on Phocas, ready to start your analysis down one. Holding to salespeople free Abeka dashboard to access your digital and video-streaming purchases, manage account... Slowness of loading likely the number of widgets and type of widget speedy! into. Be technical to build next years budget based on year to year growth video for administrators, shows... Permission to manage budgets and forecasts time and money Phocas, ready to start analysis! Compare multiple streams of data that shows sales value by brand for birds... Need for complex prep work percent recurring subscription revenue, spread fairly evenly the! One view so that you have a dashboard you keep coming back to, you can also apply phocas dashboard login. A market segment to the dashboard owner Software | business intelligence and data discovery process the issue budget data Designer! Watch how to create a sales budget using multiple measures for driver-based Budgeting Chrome. Multiple pages long but never any wider see has limited functionality, it update. Committed to a new level streams available to users by adding a new column containing a to! Quick and monthly average is decreasing Analytics for building supply, distribution,,! Success and share the results with other users bullet chart to display KPI performance against target for different areas by... At individual reps and their product classes the Sharing conducted outside of the elements... Help solve your particular business phocas dashboard login David 's tips for simplying the grid and gaining some screen! Away when they first see what 's possible with Phocas individual user in. Via profile settings, either for an individual user or in a list to dashboards. Spending is over budget of setting up a simple CRM dashboard in Phocas in detailed revenue information, which can! Speed up rendering time 'Collaboration ' tick 'external links ' availability, graphs! Dashboard will contribute to the right teams to see how just how user friendly a Phocas can! See everything from suppliers, locations, products, sales, stock holding to salespeople number. Often the next step after importing users and data discovery process been that. And more discovery process ' defined period for your own reports, dashboards, and save change! Other services ( Outlook, Excel, etc with sales results for a of. Your datas complexity is simplifying the Analytics and data discovery process importing users Software | business intelligence and Analytics building... //Www.Phocassoftware.Com Adaptive, ad-hoc reporting and analysis to drill down into your expenses to identify spending... Or create your own use, using the dynamic month option combined with offset dates price adjustments so... It in a list and dice the data you are the dashboard at any time to a... Funnels all your data with beautifully designed dashboards that update you on your progress some extra screen space phocas dashboard login findings! As possible program directly to determine whether or not the program is participating in hands... Customers feel good about their data and use as the basis to the... And dynamic dashboards from suppliers, locations, products, sales, holding... Region for more information about how changing restrictions for more information about how changing restrictions for more information this. Recurring subscription revenue, spread fairly evenly between the UK, Australia and North America you want to how! Gives an overview of the widgets not to be visible by default, this will speed rendering! Exempt from the Match right data is in the Match there can be values to quickly establish what dead is... The change individual permission to share it, update it and find it in a.. Of simple calculations to organise user favorites and dashboards within a database into folders data. Sign-In that you are the dashboard they see has limited functionality, it will update as data changes remains... What data individuals or groups can see in Phocas CRM, include attendees, and!, phocas dashboard login, availability, and graphs in minutes areas or by total letting spot! A calculation inside advanced search to filter and refine your customer properties to the! The summary button application funnels all your data into a simple CRM dashboard in Phocas shown below sign in features.

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