Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. 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. share a dashboard containing data about Branch X with someone who only has permissionto view Branch Y. 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). SKU Analysis. 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. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Build the view you want to see. Customers are blown away when they first see what's possible with Phocas. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Subscriptions allow users to receive favorites via email, on a schedule. Learn how to add a business note, including an attachment, to an account in Phocas CRM. the link becomes active and you can send to someone without a Phocas login. 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. The user that has requested this report does not have admin privileges and I'm reluctant to give them. The key to managing complex business data is simplifying the analytics and data discovery process. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. We do this using custom mode. Lets see if we can help. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. North America Operational Phocas Analytics - US Compare operating expenses for the last three financial years by applying a custom period to your P&L view. 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. Learn how to switch to variance mode and see where results are improving (or not going so well). 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. 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. Sign up to get the latest news and insights from Phocas experts. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. He covers tips such as putting the currencies into working lines on the budget worksheet. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. 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). Admin users with permission to manage dashboards will also see this message, shown below. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. 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. To do this choose the, Administrators can remove external links from one or more dashboards via. This video for administrators shows how to manage favorites for a database. Sign up to get the latest news and insights from Phocas experts. Learn how we help vendors 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. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. 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. Once you save,the link becomes active and you can send to someone without a Phocas login. See what's happening in the moment on business intelligence dashboards. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Sign up to get the latest news and insights from Phocas experts. Learn how to add new contact to an account in Phocas CRM. In this video we show you how to copy and paste into Excel. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Learn how to create a rebate rule based on volume or quantity. Username *. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. We can help you meet strict requirements around security, compliance, availability, and performance. 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. All rebate rules are saved within a project, specific to a database and data stream. 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. 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. 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. (named login) 8.8. Role-Based Security Model. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. From there, you can drill deeper or jump back to a broader overview. Watch the database build and open straight away in Phocas, ready to start your analysis. See everything from suppliers, locations, products, sales, stock holding to salespeople. This video shows how to convert a budget into a forecast. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. A common question is 'What did I sell yesterday?' 8.8. . 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. For example our original sales dashboard was overloaded with over 120 widgets. Optimized for: KineticProphet 21 Vision. Remember Me? Tick 'Share with users' and/or Share with folders' as required, and save the change. Build the view you want to see. This is how you track and manage budgets on your time, your way. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. 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. Powered by Discourse, best viewed with JavaScript enabled. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. SKU Analysis. Login; Get a demo; Technologies. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Customer Management. We have grown up with businesses that make, move and sell products and have a lot of data. To do this choosetheShareiconto access dashboard edit options. 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. in the top left to isolate the data points on your area of interest. 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. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. Sales-Contact Management. We can all export data from Phocas and format it in Excel, but I believe harnessing the analytic benefits of Phocas and the formating found with the charts, dashboards etc - Phocas could provide a third option of Snap Reports. 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. Make it easy for employees to take ownership and move the ball forward. And take the forecasting further with a look at individual reps and their product classes. In this video, learn how to create a dashboard and starting adding content to it. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Username *. 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. The link becomes active and you can drill deeper or jump back a! 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