You can then refine permissions and settings using the bulk update feature. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. SKU Analysis. Learn about using periods (date ranges) in Phocas. 3 Likes Goal pace over time 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. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. To do this choosetheShareiconto access dashboard edit options. Apply a variety of search rules and see the grid update. Password *. Watch the database build and open straight away in Phocas, ready to start your analysis. See what's happening in the moment on business intelligence dashboards. Sign In. Sign in using Phocas SSO. 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. That way the user has access to the dashboard at any time, too. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. 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. 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. Join the Phocas team Platform Platform Business Planning and Analytics Data-driven decision-making is simple with PhocasLearn more Technology Integrations Products Analytics Access, see and dive into the data that makes your business tick Financial Statements Unshackle finance teams from the grind of static reporting . 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. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % The dash takes on the same language, timezone and data restrictions as the dashboard owner. The user that has requested this report does not have admin privileges and I'm reluctant to give them. Contact Phocas support in your region for more information about this. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. This is how you track and manage budgets on your time, your way. The non-logged-in user will see a view-only version of exactly the same dashboard, with a note at the top right of the screen saying who shared the dashboard and when it was last updated. The key to managing your datas complexity is simplifying the analytics and data discovery process. He then shows you how to post calculations to your database once you are happy with the results. Learn how to use custom mode to build next years budget based on the last two years sales. 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. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. Fill in the form below, and we will get back to you as soon as possible. When you drill down into the data underlying the dashboard, it can become easy to ask questions in the moment and answer them in real-time. 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. Still not sure about Phocas Software? Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! I opted to adjust this into 3 dashboards of: In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Lets see if we can help. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Works with any ERP system. 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. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. via profile settings, either for an individual user or in a standard profile applied to multiple users. From there, you can drill deeper or jump back to a broader overview. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. 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. Once you save,the link becomes active and you can send to someone without a Phocas login. Ability to control who/which group has access to each dashboard or report. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. The key to managing complex business data is simplifying the analytics and data discovery process. 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. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. 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. 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. 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. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. But it doesn't end there - you'll see how to share it, update it and find it in a list. Fill in the form below, and we will get back to you as soon as possible. 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, . Is there anyone who can advise? If you have a dashboard you keep coming back to, you might want to save it as your home screen. Powered by Discourse, best viewed with JavaScript enabled. 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. In this video, learn how to create a dashboard and starting adding content to it. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Customer Management. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. Subscriptions allow users to receive favorites via email, on a schedule. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. All rebate rules are saved within a project, specific to a database and data stream. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. QuantumMetric. Learn how to change the display order of account groups in any of your financial statements. Websiteterms and conditions. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 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. 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. 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 the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Works with any ERP system. Insights are best when communicated to the right teams. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Username *. 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Phocas gives you better visibility to best serve customers and more financial control. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? Watch how to add a pie chart and other simple widgets. Remember Me. 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? Welcome! This video for administrators shows how to manage user permissions for subscribing to favorites. Dashboard they see has limited functionality, it will update as data changes and remains live unless you the. More financial control most out of the United States are exempt from Match... Standard profile applied to multiple users more information about this is straightforward but what sets Phocas apart... 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