This video shows you how to get the most of the summary button. 9.7. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. From there, you can drill deeper or jump back to a broader overview. Contact Phocas support in your region for more information about this. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. 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. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Works with any ERP system. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. 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. 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. module-category Valuable Insights Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Username *. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. 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. Collaborate on projects and keep everyone on your team up to date. 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. But it doesn't end there - you'll see how to share it, update it and find it in a list. Make it easy for employees to take ownership and move the ball forward. See just how user friendly a Phocas dashboard can be. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. Sharing dashboards and favorites is a common requirement for Phocas users. We can help you meet strict requirements around security, compliance, availability, and performance. . 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). In this video, Page gives an overview of Phocas Budgeting and Forecasting. For example our original sales dashboard was overloaded with over 120 widgets. 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. 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. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Ask your team members questions in real time about the data you're all seeing. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. That way the user has access to the dashboard at any time, too. With regard performance of the dashboard. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. It is suitable for users who have permission to manage budgets and forecasts. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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 gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. 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. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Once you save,the link becomes active and you can send to someone without a Phocas login. In one tool. Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % 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. 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. What is Phocas Software? See at a glance whats happening across your company. Customer Analysis 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. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. 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. 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. 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. To do this choose the Share icon to access dashboard edit options. All rebate rules are saved within a project, specific to a database and data stream. No more waiting for changes and reports so you can get on with making smart moves today and planning a more certain future for your business. Learn how to create a rebate based on year to year growth. 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 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. (named login) 8.8. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. 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: All applicants must register for the Match on this web site in order to obtain a position at a PGY1 or PGY2 pharmacy residency program that is accredited by or is interested in seeking accreditation with the American Society of Health-System Pharmacists (ASHP).*. 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). 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. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. - If you can list of the reports you have set up on a dashboard that would be great. The dash takes on the same language, timezone and data restrictions as the dashboard owner. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. 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. Report in the Charts module to see how to use turn a into. 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