Learn about the benefits of setting up a simple CRM dashboard in Phocas. Tableau Software. 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. 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. A common question is 'What did I sell yesterday?' 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. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. / See individual rows as a percentage of revenue, and track current period alongside year to date. This is how you track and manage budgets on your time, your way. Ask your team members questions in real time about the data you're all seeing. To do this choosetheShareiconto access dashboard edit options. Customer Management. Tick 'Share with users' and/or Share with folders' as required, and save the change. In this video we show you how to comment on data in a report. Ties in well with the rest of the Office 365 ecosystem. Easy to use for businesspeople and accountants. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. *Note: You can also apply permissions to ensure the right data is in the hands of the right people. 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. Username *. Login; Get a demo; Technologies. See everything from suppliers, locations, products, sales, stock holding to salespeople. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Welcome! 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, . This video shows you how to use advanced search so that you are only searching by entity. Check out alternatives and read real reviews from real users. 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. Other users won't see this, unless they have 'manage dashboards' permission. PowerBI removes all that. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. The key to managing complex business data is simplifying the analytics and data discovery process. Remember Me? Lets see if we can help. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. phocas. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. 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. For instance, managers might offer rewards to the employees with the highest number of login times for the week. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Remember Me. That way the user has access to the dashboard at any time, too. We do this using custom mode. But it doesn't end there - you'll see how to share it, update it and find it in a list. Still not sure about Phocas Software? Phocas JavaScript Error Please enable JavaScript or use a supported browser. 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. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. 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. Learn how to create a rebate based on a percentage of the amount spent (value). Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Learn how to open an existing favorite, make some changes to your analysis and save the changes. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. 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. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. 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 you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. 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. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Customers are blown away when they first see what's possible with Phocas. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. The Phocas menu is not available to them. Sign in to your Microsoft account dashboard. Applicants can enter data into their applications through PhORCAS prior to registering for the Match, but applications cannot be sent to programs that participate in PhORCAS until the applicant has registered for the Match. 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. See to easy it is to copy data out of the Phocas grid into another application. 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 copy and paste into Excel. North America Operational Phocas Analytics - US International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. 88 % 121 Ratings. Learn how to create a rebate rule based on volume or quantity. 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. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. / Drill into the story behind revenue contributions and identify areas of concern. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. Sign In Some features are not supported in this browser. Sign in using Phocas SSO. (named login) 8.8. the link becomes active and you can send to someone without a Phocas login. 97 % 4 Ratings. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. 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. If you have a dashboard you keep coming back to, you might want to save it as your home screen. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. Learn how to switch to variance mode and see where results are improving (or not going so well). Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. SKU Analysis. 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 this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. In this video for administrators Andy shows how to create a working days calendar. - If you can list of the reports you have set up on a dashboard that would be great. 9.7. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Many thanks Jon! Apply a variety of search rules and see the grid update. In this video for administrators Tina shows how to manage dashboards within a database. 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. Sign in using Phocas SSO. This video shows how to convert a budget into a forecast. In this video TIm shows you how to compare a market segment to the overall market using market mode. Learn how to add a business note, including an attachment, to an account in Phocas CRM. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Learn how to use 'special offsets' based on days to create your own 'month to date' period. 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. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. 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 share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. 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. 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? 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. 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. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. We step you through selecting a value, setting the filter and applying the search. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others. Individual permission to generate an external dashboard link is managed via user profiles. Build the view you want to see. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Watch how to use the hidden rows feature to customize your balance sheet. 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. Sign up to get the latest news and insights from Phocas experts. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. What is Phocas Software? Set a dashboard as your home page If you have a dashboard you keep coming back to, you might want to save it as your home screen. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Keep track of budget plans in the cloud, from anywhere, at any time. There are two ways to remove an external link. . 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. Is there anyone who can advise? Creating a data-driven culture is natural when everyone feels good about data. 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. 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. He covers tips such as putting the currencies into working lines on the budget worksheet. 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. 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. via profile settings, either for an individual user or in a standard profile applied to multiple users. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Thank you for registering with Epicor Software. Password *. 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. 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 apply user restrictions to specify what data individuals or groups can see in Phocas. See what's happening in the moment with Phocas' intuitive dashboards. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. We do this by adding a new column containing a couple of simple calculations. 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. If a signed in user with permission to see the data uses the external link in their browser they are automatically taken to the full version of the dashboard. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. click on something in a table or graph and press. Learn how to drill down into your expenses to identify where spending is over budget. Watch the database build and open straight away in Phocas, ready to start your analysis. All together. 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. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. Sign In. not much but a bit! Fill in the form below, and we will get back to you as soon as possible. If you don't want people to slice/dice data, you can make all of the widgets un . Please complete the registration form to access all site content. 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. Insights are best when communicated to the right teams. QuantumMetric. 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. Works with any ERP system. Lets see if we can help. 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. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. See everything from suppliers, locations, products, sales, stock holding to salespeople. 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. It is suitable for users who have permission to manage budgets and forecasts. If your user restrictions (i.e., access to view data) are changed by an administrator, this may remove some external links you have generated for sharing dashboards. You can only share ifyouare the dashboardowner. 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. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Sign In. . In the meantime I have used Firefox and the speed is super speedy!! We have grown up with businesses that make, move and sell products and have a lot of data. Username *. Another option might be to reward employees for isolating trends or other . Phocas Software | Business intelligence and data analytics. Once you save, the link becomes active and you can send to someone without a Phocas login. Reset to start again. Make it easy for employees to take ownership and move the ball forward. 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. in the top left to isolate the data points on your area of interest. 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. This video for administrators shows how to manage favorites for a database. From there, you can drill deeper or jump back to a broader overview. In this video, learn how to create a dashboard and starting adding content to it. If you have a dashboard you keep coming back to, you might want to save it as your home screen. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. Our consultants aim to be trusted advisors who can give you data management options. Live dashboards bring your data to life with real-time information customized for you. 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. 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. Note that standard Advanced and Administrator profiles have this permission ticked by default. 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. See as a list, or switch to calendar to view by week, month or narrow down to just one day. 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. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. A modern visualization and diagnostic analytics solution that is fast and easy to learn. 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. Learn how to drill down to transactions on a particular date, for a particular person, region or product. module-category Valuable Insights Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. For example our original sales dashboard was overloaded with over 120 widgets. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. 8.8. . 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 Sign In Remember Me? In this video Nico shows you how to create a new Rebates project. 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). 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. To do this choose the Share icon to access dashboard edit options. Click the images below to share this page. Remember Me. 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. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). ), then select Next. Are you interested in becoming a Phocas partner? In a few steps, see which sales reps are performing well - and which ones aren't. 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. See just how user friendly a Phocas dashboard can be. 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. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer 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.

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