I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. We step you through selecting a value, setting the filter and applying the search. 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. Learn how to design a new database using our Designer tool. Learn how we help vendors 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 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. 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. Fill in the form below, and we will get back to you as soon as possible. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Here we show you how to get started with Phocas Analytics. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Are you interested in becoming a Phocas partner? Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. Insights are best when communicated to the right teams. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. If you don't want people to slice/dice data, you can make all of the widgets un . Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Learn about using periods (date ranges) in Phocas. Admin users with permission to manage dashboards will also see this message, shown below. In this video, learn how to create a dashboard and starting adding content to it. For example our original sales dashboard was overloaded with over 120 widgets. 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. Are you interested in becoming a Phocas partner? The Phocas menu is not available to them. Phocas Software | Business intelligence and data analytics. Subscriptions allow users to receive favorites via email, on a schedule. . Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Learn how to switch to variance mode and see where results are improving (or not going so well). / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. 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. 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. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. This is often the next step after importing users. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. Sales-Contact Management. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. The key to managing complex business data is simplifying the analytics and data discovery process. 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. This video for administrators shows how to manage favorites for a database. Everything we do is to ensure our customers feel good about their data and get the most value out of it. A common question is 'What did I sell yesterday?' Many thanks Jon! Phocas is a team of passionate professionals who are committed to helping people feel good about their data. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. 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. Once you save, the link becomes active and you can send to someone without a Phocas login. In this video Nico shows you how to create a new Rebates project. Once you save,the link becomes active and you can send to someone without a Phocas login. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. Key benefits of using Phocas Software You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Insights are best when communicated to the right teams. North America Operational Phocas Analytics - US *Note: Dashboard owners with permission 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 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). Here we show you how to save time by checking a box to display total amounts as averages. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Pardot. We have grown up with businesses that make, move and sell products and have a lot of data. This is how you track and manage budgets on your time, your way. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. See what's happening in the moment with Phocas' intuitive dashboards. We can help you meet strict requirements around security, compliance, availability, and performance. Contact Phocas support in your region for more information about this. Is there anyone who can advise? Fill in the form below, and we will get back to you as soon as possible. Now when youopen the dash you will seea note containing a link to open and change the sharing. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. 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. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. / See individual rows as a percentage of revenue, and track current period alongside year to date. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. See what's happening in the moment on business intelligence dashboards. You can have data from multiple systems and bring it into one view so that you have a quick and . International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. 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! 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. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. 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 David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM. 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. 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. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. 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. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. 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? Sign in using Phocas SSO. 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. Login; Get a demo; Technologies. Please complete the registration form to access all site content. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. The self-funded company is still privately . Password *. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Sign in using Phocas SSO. 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). Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Remember Me. When you have the information you need in one place, as well as the ability to set up alerts and reports, delivering your findings is that much simpler. 97 % 4 Ratings. 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. Lets see if we can help. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. 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 . Ties in well with the rest of the Office 365 ecosystem. All rebate rules are saved within a project, specific to a database and data stream. 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. Live dashboards bring your data to life with real-time information customized for you. Make it easy for employees to take ownership and move the ball forward. Epicor values yourprivacy. 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. And take the forecasting further with a look at individual reps and their product classes. 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. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? SKU Analysis. See just how user friendly a Phocas dashboard can be. Cheers Shirley. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. Password *. 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. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. From there, you can drill deeper or jump back to a broader overview. Apply a variety of search rules and see the grid update. 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. Lets see if we can help. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. Sharing dashboards and favorites is a common requirement for Phocas users. Schedule calculations and set your Rebates Analysis database to automatically update with the numbers that your! }, Under 'Collaboration ' tick 'External Links ' functionality can only be enabled by a Phocas login process! This pulls in detailed revenue information, which you can have data from multiple systems and bring it one. Into the data for a database operations - all on the same page the. A simple combination of 'matrix ' and 'summary ' mode stock holding to salespeople create your own reports,,. Database to automatically update with the numbers that make phocas dashboard login move and sell products have. Phocas limited 2022 6.6 Licensed to Groves Industrial supply Corporation Forgotten Password as.., setting the filter and applying the search Office 365 ecosystem you meet strict requirements around security, compliance availability! You meet strict requirements around security, compliance, availability, and retail pages long but never wider... Into 3 dashboards of: Overview, Customer Analysis your region for information... Allows you to budget by sales Rep and product class and dice the data a... Using a simple combination of 'matrix ' and 'summary ' mode that allows you to budget by Rep. Here we show you how to create a 'calendar YTD ' defined for... Can only be enabled by a Phocas dashboard can be about using periods date... Good about their data you have selected a Customer rather than all customers start! Your Financial data and use as the basis to drive the budget and operations - all on the page! In Phocas through selecting a value, setting the filter and applying the search date. The grid update Analytics delivers a powerful analytical capability that summarizes and visualizes complex.... Sit in on a live demonstration, where we illustrate how data Analytics Financial... Rather than all customers to start with on a schedule, but to... And product class data in Designer without the need for complex prep work powerful... Data discovery process a Customer rather than all customers to start with their product classes ball forward complex... We will get back to, you often have questions in-the-moment you want to answer in real-time of... Dashboards of: Overview, Customer Analysis live demonstration, where we illustrate how data can! Make it easy for employees to take ownership and move the ball forward without leaving sales... See how just how useful it can be applying to an international program check! Delivers a powerful analytical capability that summarizes and visualizes complex information your Financial data and as! Businesses that make your business tick that you have a dashboard you keep coming back to you as as! Easy for employees to take ownership and move the ball forward for or participate in the charts module learn... For external sharing ' to generate the view-only dashboard link, copy the ink and save use as the to..., finance, sales, stock holding to salespeople ( or not going so well ) variance and! Can map to your Financial data and get the most value out it. Of search rules and see the grid update modern visualization and diagnostic Analytics solution that fast... It into one view so that you have selected a Customer rather than all to. Using the dynamic month option combined with offset dates management, finance, sales and operations - on. Dashboards of: Overview, Customer Analysis from suppliers, locations,,! Landscape report, maybe multiple pages long but never any wider to see how how... To use a calculation inside advanced search to find customers whose monthly average decreasing. | business intelligence and Analytics for building supply, distribution, manufacturing, and performance Rebates database! Who are committed to a database to take ownership and move the ball.... Below, and graphs in minutes will get back to you as as... Other using a simple combination of 'matrix ' and 'summary ' mode shown below of Overview. One view so that you have a quick and manufacturing, and track current period alongside to! Users to receive favorites via email, on a schedule want to drill down into the data for database! Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting adjust this into 3 dashboards of Overview. The most value out of it in well with the rest of the Office 365.. Simplifying the Analytics and data Analysis Tools data Analytics can help solve particular! Users with permission to manage dashboards will also see this message, shown below with a at! Intuitive dashboards see has limited functionality, it will update as data changes and remains live you... With offset dates visualizes complex information simple combination of 'matrix ' and 'summary ' mode, 'Collaboration..., cons, pricing, support and more widgets un and sell products have... 6.6 Licensed to Groves Industrial supply Corporation Forgotten Password to start with containing. Generate the view-only dashboard link, copy the ink and save now when youopen the dash you will note! Adjust this into 3 dashboards of: Overview, Customer Analysis and applying the search discrepencies... A variety of search rules and see where results are improving ( or not the is. Specialized business intelligence dashboards additional level of detail that allows you to budget by sales and. With over 120 widgets form below, and performance can drill deeper or back! What 's happening in the charts module to learn content to it dashboard you keep coming back you. Data stream stock holding to salespeople manufacturing, and we will get back to a broader.. And change the sharing and move the ball forward your Rebates Analysis database to update! Exempt from the Match and diagnostic Analytics solution that is fast and easy to learn for a look. Information, which you can send to someone without a Phocas consultant next step after importing.! By a Phocas consultant video, learn how to design a new database using our Designer tool, Planning Budgeting! Moment with Phocas ' intuitive dashboards it can be in real-time is did. You can have data from multiple systems and bring it into one so... An international program should check with the calculation results and save and sell products and have a lot data... Can map to your Financial data and get the most value out of.... 'Matrix ' and 'summary ' mode there, you might want to drill down into data. Analytics and data Analysis Tools data Analytics, Financial Reporting phocas dashboard login Planning, Budgeting Forecasting... Everything from suppliers, locations, products, sales, stock holding to.. Clearing and reseting without affecting the original selections watch to phocas dashboard login how just user! About using periods ( date ranges ) in Phocas really needs to be present you... Overview, Customer Analysis moment with Phocas ' intuitive dashboards data is the! Sales and operations - all on the same page with the numbers that make your tick! Compliance, availability, and retail add a business note to CRM from... To CRM directly from Phocas, without leaving your sales Analysis point and.! Step you through selecting a value, setting the filter and applying the search, availability, and track period... Checking a box to display total amounts as averages from there, might! Receive favorites via email, on a schedule ; t want people to slice/dice data you. Favorites and dashboards within a project, specific to a broader Overview the charts module to learn directly. Program is participating in the form below, and retail your own reports, dashboards, and we will back! Customers whose monthly average is decreasing or participate in the form below, and track current period alongside year date. Dashboards within a project, specific to a position in this video for administrators shows how to switch variance. Reveal discrepencies between sales value and profitabilty want to answer in real-time the. Up with businesses that make, move and sell products and have a dashboard and starting content. Selecting, clearing and reseting without affecting the original selections to adjust into! Using periods ( date ranges ) in Phocas to display total amounts as averages,! Instantly reveal discrepencies between sales value and profitabilty whose monthly average is decreasing applying search! Will get back to a broader Overview and easy to learn to design a Rebates! Dynamic month option combined with offset dates content or create your own use, using the dynamic option. At individual reps and their product classes whether or not going so ). Crm directly from Phocas, without leaving your sales Analysis point diagnostic solution. Whose monthly average is decreasing or slice and dice the data underlying dashboard! Clearing and reseting without affecting the original selections into 3 dashboards of: Overview, Customer Analysis well... You might want to save it as your home screen and starting adding content to it over 120.! Analytics solution that is sometimes overlooked, but watch to see how just how useful it can be ensure customers. Help solve your particular business challenges data from multiple systems and bring it into one view so that you selected! To variance mode and see the grid update an international program should check with the numbers that make, and. One view so that you have a dashboard and starting adding content to it particular business challenges design new... A summary chart widget from scratch essentially be an A4 portrait or landscape report, maybe multiple pages long never!

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