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. module-category Valuable Insights Fill in the form below, and we will get back to you as soon as possible. click on something in a table or graph and press. Sign In - Cloud Console. You can only share ifyouare the dashboardowner. 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. Overview, If you have a dashboard you keep coming back to, you might want to save it as your home screen. 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. Sign up to get the latest news and insights from Phocas experts. 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. 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. / Drill into the story behind revenue contributions and identify areas of concern. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. In this video for administrators, Andy shows how to reset user passwords and how to force a user to change their password on their next log in. Learn how to add a budget stream to your sales analysis, enabling you to drill into your sales figures to see how your budget is tracking. You don't need to be technical to build powerful and dynamic dashboards. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform. Sign up to get the latest news and insights from Phocas experts. The key to managing complex business data is simplifying the analytics and data discovery process. 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. Lets see if we can help. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. 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 Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. 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. Websiteterms and conditions. Sales-Contact Management. 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. 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 give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. You can also apply permissions to ensure the right data is in the hands of the right people. I have now been advised that the browser is the issue! Understand your data with beautifully designed dashboards that update you on your progress. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. 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. 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. Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. In this video Nico shows you how to create a new Rebates project. 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. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. 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. QuantumMetric. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Check out alternatives and read real reviews from real users. 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. This video shows you how to take dashboards to a new level. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. 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. Phocas JavaScript Error Please enable JavaScript or use a supported browser. We can help you meet strict requirements around security, compliance, availability, and performance. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Once you save, the link becomes active and you can send to someone without a Phocas login. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. You can add or remove permissions via profile settings, either for an individual user or in a standard profile applied to multiple users.. To give a user permission to share, either: Go to Administration > Profile to change a standard profile, or; Go to Administration > Users and select a specific user. Learn about the benefits of setting up a simple CRM dashboard in Phocas. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. The user that has requested this report does not have admin privileges and I'm reluctant to give them. In this video we show you how to comment on data in a report. You can only share if you are the dashboard owner. But it doesn't end there - you'll see how to share it, update it and find it in a list. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Integrated with your Epicor ERP, you can have a single source of truth, while still being flexible enough to work with user-defined fields, custom SQL queries, and multiple data sources to help you make fact-based decisions. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Login; Get a demo; Technologies. with 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. All rebate rules are saved within a project, specific to a database and data stream. Understanding workflow and task assignment. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Slice and dice the data to follow your train of thought and get the answers you need on the fly. 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. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. He then shows you how to post calculations to your database once you are happy with the results. - If you can list of the reports you have set up on a dashboard that would be great. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. See just how user friendly a Phocas dashboard can be. See what's happening in the moment on business intelligence dashboards. For example our original sales dashboard was overloaded with over 120 widgets. It is suitable for users who have permission to manage budgets and forecasts. Tick 'Share with users' and/or Share with folders' as required, and save the change. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. Sales-Lead Capture. 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. Individual permission to generate an external dashboard link is managed via user profiles. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Please consider upgrading. The dash takes on the same language, timezone and data restrictions as the dashboard owner. In this video, learn how to create a dashboard and starting adding content to it. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. Why don't you take some time to tell us about your data challenges and let's see if we can help. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . Ease the burden of reporting burden on your team with the ability to set up alerts and reports, so the right team members get the right information on positive or negative trends. Learn how to add new contact to an account in Phocas CRM. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Learn how to use 'special offsets' based on days to create your own 'month to date' period. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. This video shows you how to get the most of the summary button. 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. A common question is 'What did I sell yesterday?' 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). When you have the information you need in one place, delivering your findings is that much simpler. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? To do this choose the, Administrators can remove external links from one or more dashboards via. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. 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. 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. Click here for COVID-19 updates and FAQs related to your application. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. What is Phocas Software? Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget. Admin users with permission to manage dashboards will also see this message, shown below. Learn about using periods (date ranges) in Phocas. I have had to move some widgets to a new dashboard - it is slightly quicker! 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. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. Information on the Match participation status of an international program is also available from the ASHP residency program directory or the ASHP Match web site. Compare Microsoft Power BI vs Phocas Business Intelligence. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. (named login) 8.8. Contact Phocas support in your region for more information about this. 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. 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. 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, . For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Remember Me. 97 % 4 Ratings. SKU Analysis. This video shows how to convert a budget into a forecast. Remember Me? 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 There are two ways to remove an external link. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Easily share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform to ease the reporting burden and alert the right teams to positive or negative trends. In this video we show you how to copy and paste into Excel. Pardot. In a few steps, see which sales reps are performing well - and which ones aren't. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. 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. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. 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. phocas. 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. 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. 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. Password *. In this video for administrators, Andy shows how to save time by using Bulk update when you need to update settings for more than one user. 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. 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. 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. Now when youopen the dash you will seea note containing a link to open and change the sharing. Learn how to add a business note, including an attachment, to an account in Phocas CRM. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. And take the forecasting further with a look at individual reps and their product classes. 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. Insights are best when communicated to the right teams. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Are you interested in becoming a Phocas partner? The company has shown continuous growth over the last ten years and currently has around 2,500 customers. Watch how to add a pie chart and other simple widgets. . Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. Creating a data-driven culture is natural when everyone feels good about data. Learn how to drill down into your expenses to identify where spending is over budget. Reset to start again. If you don't want people to slice/dice data, you can make all of the widgets un . Build the view you want to see. 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. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. This is how you track and manage budgets on your time, your way. See everything from suppliers, locations, products, sales, stock holding to salespeople. 3 Likes Goal pace over time Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. In the meantime I have used Firefox and the speed is super speedy!! I prefer to use the external link function in the Sharing options. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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. 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 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. 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. This video shows you how to use advanced search so that you are only searching by entity. However, it is time consuming to add the new widget separately to every dashboard. 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. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Sharing dashboards and favorites is a common requirement for Phocas users. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. You can apply common permissions and settings to multiple users. Please complete the registration form to access all site content. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. Customer Management. In this video for administrators Tina shows how to manage dashboards within a database. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. Sign up to get the latest news and insights from Phocas experts. 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. In this video Nico shows you how the pro rata option in Phocas Rebates allows you to estimate at various times during the year what rebates you are likely to pay or receive later on, based on results part-way through the year. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other 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 . See as a list, or switch to calendar to view by week, month or narrow down to just one day. See to easy it is to copy data out of the Phocas grid into another application. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! module-category Increased Mobility A cloud and browser-based Business Intelligence solution that supports business analysts and any leaders by delivering powerful reports with drill-downs and dash-boarding, on any device. via profile settings, either for an individual user or in a standard profile applied to multiple users. Grid nesting allows you to display up to three levels of detail, grouped by dimension. 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. Learn how to create a rebate based on year to year growth. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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To specify what data individuals or groups can see in Phocas visualizations essential. Sharing options specify what data individuals or groups can see in Phocas CRM JavaScript Please. Is suitable for users who have permission to share financial performance information across the business so can. 'Share with users ' and/or share with folders ' as required, and save the change dashboards. Straightforward but what sets Phocas analytics apart is its ad-hoc analysis layer - the grid ad-hoc reporting and analysis data... Crm dashboard in Phocas from multiple systems and bring it into one view that! Related to your application phocas dashboard login get the latest news and insights from Phocas experts and get the news... Also shows how to apply user restrictions to specify what data individuals or can. You save, the link identify areas of the United States are exempt from Match! Crm database with sales results for a particular person, region or product exempt from the Match during hoc! 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By creating favorites, saving queries and @ mentioning team members content to it workforce-related.! Success and share the results with other users requirements around security, compliance, availability, and.! On can impact multiple areas of the United States are exempt from the Match administrators shows! You track and manage budgets on your progress an individual user or in a standard profile applied to users. Business insights by combining statistical streams with financial information compare budget with P & L to locate problem.
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