Everything we do is to ensure our customers feel good about their data and get the most value out of it. Username *. If a signed in user with permission to see the data uses the external link in their browser they are automatically taken to the full version of the dashboard. When you have the information you need in one place, delivering your findings is that much simpler. 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. 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. 9.7. We do this using custom mode. 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. A common question is 'What did I sell yesterday?' You don't need to be technical to build powerful and dynamic dashboards. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Remember Me? 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. Sign In - Cloud Console. Phocas JavaScript Error Please enable JavaScript or use a supported browser. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. 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). Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. See what's happening in the moment on business intelligence dashboards. Sign In Remember Me? / See individual rows as a percentage of revenue, and track current period alongside year to date. See everything from suppliers, locations, products, sales, stock holding to salespeople. Companies. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. 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, . In this video, learn how to create a dashboard and starting adding content to it. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . 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. 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. 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. All together. 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. The key to managing your datas complexity is simplifying the analytics and data discovery process. For instance, managers might offer rewards to the employees with the highest number of login times for the week. 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: Display custom P&Ls, all based on the same data / Choose what information displays in Phocas, e.g., multiple budgets, compare month by month, quarters or custom periods. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Learn how we help vendors Sign in using Phocas SSO. 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. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Sign In - Cloud Console. To do this choose the Share icon to access dashboard edit options. 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. 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. Are you interested in becoming a Phocas partner? Overview, In this video, Page gives an overview of Phocas Budgeting and Forecasting. QuantumMetric. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. 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. Are you interested in becoming a Phocas partner? In this video for administrators Tina shows how to manage dashboards within a database. Once you save, the link becomes active and you can send to someone without a Phocas login. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. 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. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. The dash takes on the same language, timezone and data restrictions as the dashboard owner. We can help you meet strict requirements around security, compliance, availability, and performance. Still not sure about Phocas Software? The key to managing complex business data is simplifying the analytics and data discovery process. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. Understand your data with beautifully designed dashboards that update you on your progress. That way the user has access to the dashboard at any time, too. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. Many thanks Jon! {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . If you have a dashboard you keep coming back to, you might want to save it as your home screen. not much but a bit! Customer Analysis 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. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. In this video TIm shows you how to compare a market segment to the overall market using market mode. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. This video shows you how to take dashboards to a new level. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. 97 % 4 Ratings. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. In this video we show you how to copy and paste into Excel. Sign in using Phocas SSO. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Build the view you want to see. 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. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. 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). It is suitable for users who have permission to manage budgets and forecasts. Phocas Software | Business intelligence and data analytics. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? In this video for administrators Tina shows how to create a user-specific profile to apply ad-hoc permisisons to an individual user, overriding their default profile. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. Sign up to get the latest news and insights from Phocas experts. 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. This video for administrators shows how to manage favorites for a database. You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. Live dashboards bring your data to life with real-time information customized for you. This video takes you into an inventory database. Optimized for: KineticProphet 21 Vision. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. 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. 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. Spreadsheets and static reports only tell part of the story. 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). Fill in the form below, and we will get back to you as soon as possible. Learn how to create, rename or delete a folder and select who can access each folder. A modern visualization and diagnostic analytics solution that is fast and easy to learn. 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. Learn how to add a business note, including an attachment, to an account in Phocas CRM. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Slice and dice the data to follow your train of thought and get the answers you need on the fly. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. 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. There are two ways to remove an external link. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Lets see if we can help. In this video for administrators, Andy shows how to save time by using Bulk update when you need to update settings for more than one user. Learn how to design a new database using our Designer tool. I prefer to use the external link function in the Sharing options. You can have data from multiple systems and bring it into one view so that you have a quick and . 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. 3 Likes Goal pace over time Want another way of looking at things? Reset to start again. In this video we show you how to comment on data in a report. Other users won't see this, unless they have 'manage dashboards' permission. Fill in the form below, and we will get back to you as soon as possible. Cheers Shirley. 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. Here David shows the simple drag and drop steps involved in creating a nested Profit & Loss statement to present a visual comparison of data and drill deeper into cost centre contributions across regions. (named login) 8.8. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. 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 Powered by Discourse, best viewed with JavaScript enabled. 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. Click the images below to share this page. Remember Me. We step you through selecting a value, setting the filter and applying the search. Ask your team members questions in real time about the data you're all seeing. 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. - If you can list of the reports you have set up on a dashboard that would be great. Ties in well with the rest of the Office 365 ecosystem. To do this choose the, Administrators can remove external links from one or more dashboards via. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. 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. Upgrade Phocas to version to v8.1.23.0 - UKS Scheduled for January 16, 2023 at 7:00 PM - 8:00 PM 1 hour Planned January 16, 2023 at 7:00 PM Planned January 16, 2023 at 7:00 PM Releasing the latest version of Phocas to customers, to provide new or enhanced features and functionality and bug fixes. 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. Tick 'Share with users' and/or Share with folders' as required, and save the change. 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. 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. 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 Individual permission to generate an external dashboard link is managed via user profiles. Learn how to use custom mode to build next years budget based on the last two years sales. 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. Username *. 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. Sign up to get the latest news and insights from Phocas experts. 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. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Collaborate on projects and keep everyone on your team up to date. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Watch David's tips for simplying the grid and gaining some extra screen space. 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. From there, you can drill deeper or jump back to a broader overview. In this video for administrators Andy shows how to create a working days calendar. 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. Help vendors sign in using Phocas SSO to turn a favorite into a single repository and creates easy-to-understand that... The reports you have the information you need in one place, delivering your findings is much! / create a snapshot view of branch performance or slice and dice the data for a range of.! Form below, and graphs in minutes on a dashboard will contribute to overall! You save, the link becomes active and you can have data from different dimensions as expandable! Feature, to stay organised and keep everyone on your team members in... Into one view so that you have a quick and budgets and forecasts to do this here I. User has access to the Financial Statements: cloud-based reporting, analysis and visualization favorites for a look... 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