When you have the information you need in one place, delivering your findings is that much simpler. You can also apply permissions to ensure the right data is in the hands of the right people. Learn how to add a business note, including an attachment, to an account in Phocas CRM. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Insights are best when communicated to the right teams. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. 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. Why don't you take some time to tell us about your data challenges and let's see if we can help. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. 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. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. Learn how to change the display order of account groups in any of your financial statements. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. 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. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. This video takes you into an inventory database. Sign up to get the latest news and insights from Phocas experts. We step you through selecting a value, setting the filter and applying the search. Learn how to switch to variance mode and see where results are improving (or not going so well). SKU Analysis. See just how user friendly a Phocas dashboard can be. Pardot. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Learn how to create a rebate rule based on volume or quantity. Here we show you how to build a stock report that tells you many months' worth of stock is left based on the average quantity sold compared with stock on hand. Learn how we help vendors 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. Are you interested in becoming a Phocas partner? In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. The viewer can focus on data on the dashboard, minimize/maximise widgets andaccess the Phocas Help site, but they can't open any widget to analyze further, or navigate anywhere using the Phocas logo. Check out alternatives and read real reviews from real users. You can only share if you are the dashboard owner. I have had to move some widgets to a new dashboard - it is slightly quicker! Keep track of budget plans in the cloud, from anywhere, at any time. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. *Note: 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). Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Contact Phocas support in your region for more information about this. phocas. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. 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. Sign In Remember Me? Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Learn how to view all activities quickly and easily in Photos CRM. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. 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. Optimized for: KineticProphet 21 Vision. 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. In this video for administrators, Andy shows how to save time by using Clone to create a user account with most of the same settings as an existing user. 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. 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. 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 add favorites to additional folders and share them with users, and to rename and delete folders. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Easy to use for businesspeople and accountants. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. 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. 88 % 121 Ratings. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. From there, you can drill deeper or jump back to a broader overview. And take the forecasting further with a look at individual reps and their product classes. Welcome! 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. 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, . PowerBI removes all that. Sign In Some features are not supported in this browser. Sign In. Phocas' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. He also shows you a small setting with a big name - that might save you time and money. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. In this video we show you how to comment on data in a report. The Phocas menu is not available to them. For example our original sales dashboard was overloaded with over 120 widgets. 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. 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 Our consultants aim to be trusted advisors who can give you data management options. We have grown up with businesses that make, move and sell products and have a lot of data. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. . {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. He then shows you how to post calculations to your database once you are happy with the results. 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. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. Learn how to add new contact to an account in Phocas CRM. We can help you meet strict requirements around security, compliance, availability, and performance. Companies. 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. 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. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Insights are best when communicated to the right teams. 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. Password *. In this video we show you how to copy and paste into Excel. Learn how to drill down to transactions on a particular date, for a particular person, region or product. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. 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. This is often the next step after importing users. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Who owes you money? Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! Customers are blown away when they first see what's possible with Phocas. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. 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. The self-funded company is still privately . 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).*. Other users won't see this, unless they have 'manage dashboards' permission. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. The user that has requested this report does not have admin privileges and I'm reluctant to give them. Customer Analysis All together. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. 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. 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 combine inventory and sales values to quickly establish what dead stock is on the shelves. 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. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. 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. 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 . 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? You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. Go to Microsoft account and select Sign in. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Lets see if we can help. Ask your team members questions in real time about the data you're all seeing. Tableau Software. Is there anyone who can advise? Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. North America Operational Phocas Analytics - US Creating a data-driven culture is natural when everyone feels good about data. 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. 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. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. 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. or 'What did my reps sell yesterday?'. 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. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. 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. / Drill into the story behind revenue contributions and identify areas of concern. Username *. the link becomes active and you can send to someone without a Phocas login. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Sign in to your Microsoft account dashboard. 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. 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. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. See as a list, or switch to calendar to view by week, month or narrow down to just one day. 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. You can then refine permissions and settings using the bulk update feature. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. In one tool. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Role-Based Security Model. Sign In - Cloud Console. This video shows how to convert a budget into a forecast. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. 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). Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. This video shows you how to take dashboards to a new level. Cheers Shirley. Epicor values yourprivacy. 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. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. In the meantime I have used Firefox and the speed is super speedy!! Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. In this video, learn about show others, show average and hide total - one-touch features that help satisfy your curiosity by presenting your data dfferently.

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