Go to Microsoft account and select Sign in. Admin users with permission to manage dashboards will also see this message, shown below. You can apply common permissions and settings to multiple users. Login; Get a demo; Technologies. Learn about the benefits of setting up a simple CRM dashboard in Phocas. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. Remember Me. Sign up to get the latest news and insights from Phocas experts. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. 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. 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 For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Drill down to get instant answers. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain. Are you interested in becoming a Phocas partner? We do this using custom mode. Learn how to add new contact to an account in Phocas CRM. *Note: in the top left to isolate the data points on your area of interest. 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. 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. The dash takes on the same language, timezone and data restrictions as the dashboard owner. Many thanks Jon! You can tailor dashboards to your needs by including any data and visualizations you choose, and revising as you see fit all without the help of IT. 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 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. Once you save,the link becomes active and you can send to someone without a Phocas login. 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. This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile and giving access to a database. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. Learn how to create a rebate rule based on volume or quantity. 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. 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. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. In a few steps, see which sales reps are performing well - and which ones aren't. 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. 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. 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. Apply a variety of search rules and see the grid update. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Sign in to your Microsoft account dashboard. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. 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, . Lets see if we can help. 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. Companies. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. The self-funded company is still privately . Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Works with any ERP system. In this video TIm shows you how to compare a market segment to the overall market using market mode. Watch the database build and open straight away in Phocas, ready to start your analysis. Items I have noticed that will slow down results is map charts or any widget which has to compute at a granular level (including transaction mode). See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. 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. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. 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. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. Username *. Welcome! In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. In this video for administrators Tim steps you through connecting to your data source and using drag and drop to map and customize the data. 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. 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. 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. ), then select Next. 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. 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. But it doesn't end there - you'll see how to share it, update it and find it in a list. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. In this video we show you how to copy and paste into Excel. 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 Applicants who are committed to a position in this manner do not need to register for or participate in the Match. In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Sign up to get the latest news and insights from Phocas experts. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? Learn how to view all activities quickly and easily in Photos CRM. 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. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. All together. Thank you for registering with Epicor Software. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. 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. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! This video shows you how to use advanced search so that you are only searching by entity. This is how you track and manage budgets on your time, your way. However, it is time consuming to add the new widget separately to every dashboard. Once you save, the link becomes active and you can send to someone without a Phocas login. 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. Phocas Software | Business intelligence and data analytics. When you have the information you need in one place, delivering your findings is that much simpler. Learn how to use custom mode to build next years budget based on the last two years sales. 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. 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. . Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. 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. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. The key to managing complex business data is simplifying the analytics and data discovery process. Subscriptions allow users to receive favorites via email, on a schedule. 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. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. 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. Click here for COVID-19 updates and FAQs related to your application. Watch how to add a pie chart and other simple widgets. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Customer Analysis A common question is 'What did I sell yesterday?' 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. This video shows how to convert a budget into a forecast. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. To do this choose the Share icon to access dashboard edit options. 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. You can then refine permissions and settings using the bulk update feature. 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 about using periods (date ranges) in Phocas. SKU Analysis. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. In this video Nico shows you how to create a new Rebates project. 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. 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. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. 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). See everything from suppliers, locations, products, sales, stock holding to salespeople. Learn how to drill down into your expenses to identify where spending is over budget. Learn how to create, rename or delete a folder and select who can access each folder. With regard performance of the dashboard. See just how user friendly a Phocas dashboard can be. Learn how we help vendors 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. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use. 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. Learn how to switch to variance mode and see where results are improving (or not going so well). Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Want another way of looking at things? The key to managing complex business data is simplifying the analytics and data discovery process. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. 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 display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. For example our original sales dashboard was overloaded with over 120 widgets. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. You can have data from multiple systems and bring it into one view so that you have a quick and . You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Watch David's tips for simplying the grid and gaining some extra screen space. Are you interested in becoming a Phocas partner? Overview, 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. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. And take the forecasting further with a look at individual reps and their product classes. 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 use matrix mode to produce a set of data that shows sales value by brand for a range of locations. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Ask your team members questions in real time about the data you're all seeing. 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.

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