Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. 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. QuantumMetric. This video for administrators shows how to manage favorites for a database. Understand your data with beautifully designed dashboards that update you on your progress. 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. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Watch the database build and open straight away in Phocas, ready to start your analysis. I opted to adjust this into 3 dashboards of: Use a summary chart to turn a favorite into a simple color-coded dashboard widget. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. 3 Likes Goal pace over time 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. Customizable and self-service Build the view you want to see. 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. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. in the top left to isolate the data points on your area of interest. To do this choosetheShareiconto access dashboard edit options. 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. In this video for administrators Andy shows how to create a working days calendar. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Sign in using Phocas SSO. Lets see if we can help. 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. *Note: This video for administrators shows how to manage user permissions for subscribing to favorites. 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 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). 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. Works with any ERP system. Tick 'Share with users' and/or Share with folders' as required, and save the change. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making. Sign up to get the latest news and insights from Phocas experts. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. 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 But it doesn't end there - you'll see how to share it, update it and find it in a list. Pardot. Password *. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. - If you can list of the reports you have set up on a dashboard that would be great. 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. 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. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Phocas Software | Business intelligence and data analytics. Are you interested in becoming a Phocas partner? Individual permission to generate an external dashboard link is managed via user profiles. We do this using custom mode. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Cheers Shirley. Fill in the form below, and we will get back to you as soon as possible. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Insights are best when communicated to the right teams. . 8.8. . Why don't you take some time to tell us about your data challenges and let's see if we can help. 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. Password *. 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. See to easy it is to copy data out of the Phocas grid into another application. Sign In Remember Me? Sign In - Cloud Console. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Reset to start again. 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. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . Thank you for registering with Epicor Software. 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. Remember Me. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. In this video, learn how to create a dashboard and starting adding content to it. phocas. We have grown up with businesses that make, move and sell products and have a lot of data. Easy to use for businesspeople and accountants. When you have many columns on the screen, there can be lot of data to scroll through. When your CRM data interlocks with actual sales information in Phocas, you can see, track and analyze opportunities and risks, and turn analysis into action. SKU Analysis. You can only share ifyouare the dashboardowner. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Click the images below to share this page. Still not sure about Phocas Software? In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Sharing dashboards and favorites is a common requirement for Phocas users. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. module-category Valuable Insights Collaborate on projects and keep everyone on your team up to date. 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? 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. Ask your team members questions in real time about the data you're all seeing. Learn how to design a new database using our Designer tool. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Learn how to create, rename or delete a folder and select who can access each folder. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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. If you are using Chrome there is a known issue which an update should fix once I have this actioned! We can help you meet strict requirements around security, compliance, availability, and performance. 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. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. 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. This is how you track and manage budgets on your time, your way. 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 share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. We live by our data in these forms and I do not want to have to split the dashboards if I can avoid it, thanks! 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. In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. 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. 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. The dash takes on the same language, timezone and data restrictions as the dashboard owner. Contact Phocas support in your region for more information about this. 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. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. not much but a bit! Ability to control who/which group has access to each dashboard or report. Make it easy for employees to take ownership and move the ball forward. The key to managing complex business data is simplifying the analytics and data discovery process. You can also apply permissions to ensure the right data is in the hands of the right people. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. Tableau Software. Go to Microsoft account and select Sign in. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Sales-Lead Capture. To do this choose the, Administrators can remove external links from one or more dashboards via. Spreadsheets and static reports only tell part of the story. 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. 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. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. We do this by adding a new column containing a couple of simple calculations. In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year. Understanding workflow and task assignment. / See individual rows as a percentage of revenue, and track current period alongside year to date. 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. 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. or 'What did my reps sell yesterday?'. Learn about using periods (date ranges) 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. Sign In. Learn how to add new contact to an account in Phocas CRM. You can then refine permissions and settings using the bulk update feature. Sign in to your Microsoft account dashboard. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. See everything from suppliers, locations, products, sales, stock holding to salespeople. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. Learn how to open an existing favorite, make some changes to your analysis and save the changes. Phocas user group Sales Dashboard Job role sales howto jbrown November 29, 2017, 6:42pm #1 Does anyone have any ideas of some report types to use for a sales dashboard that sales associates can use to reference daily and track goals? Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? 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. All together. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Sign up to get the latest news and insights from Phocas experts. The user that has requested this report does not have admin privileges and I'm reluctant to give them. 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. We created multiple dashboards for different branches to use with external links, but after thinking we were done and rolling them out, we now want to make additions to each dashboard. 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. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. 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. Creating a data-driven culture is natural when everyone feels good about data. Live dashboards bring your data to life with real-time information customized for you. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. Compare Microsoft Power BI vs Phocas Business Intelligence. 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. Sign up to get the latest news and insights from Phocas experts. Epicor values yourprivacy. In this video we show you how to comment on data in a report. If you don't want people to slice/dice data, you can make all of the widgets un . In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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. 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. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . 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. 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. Sign in using Phocas SSO. 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 Here we show you how to save time by checking a box to display total amounts as averages. 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. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. 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. 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. Username *. 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. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Business Intelligence Dashboard | Phocas Home Platform Business intelligence dashboard Key data in one easy to understand view Get a demo Take a tour See snapshots of the data that drives business decisions The key to managing your data's complexity is simplifying the analytics and data discovery process. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. In one tool. Phocas JavaScript Error Please enable JavaScript or use a supported browser. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. You don't need to be technical to build powerful and dynamic dashboards. 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, . Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. 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.
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