Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. *Note: 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. 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. Build the view you want to see. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. You don't need to be technical to build powerful and dynamic dashboards. 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).*. Password *. The key to managing your datas complexity is simplifying the analytics and data discovery process. 88 % 121 Ratings. Learn how to design a new database using our Designer tool. Sharing dashboards and favorites is a common requirement for Phocas users. And take the forecasting further with a look at individual reps and their product classes. 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. Lets see if we can help. Grid nesting allows you to display up to three levels of detail, grouped by dimension. not much but a bit! via profile settings, either for an individual user or in a standard profile applied to multiple users. 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). Go to Microsoft account and select Sign in. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. Watch the database build and open straight away in Phocas, ready to start your analysis. You can have data from multiple systems and bring it into one view so that you have a quick and . Sign up to get the latest news and insights from Phocas experts. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. Slice and dice the data to follow your train of thought and get the answers you need on the fly. If you have a dashboard you keep coming back to, you might want to save it as your home screen. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. 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 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. Learn how to create a rebate rule based on volume or quantity. 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. Learn how to use 'special offsets' based on days to create your own 'month to date' period. In one tool. Learn how to create, rename or delete a folder and select who can access each folder. Build the view you want to see. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. Collaborate on projects and keep everyone on your team up to date. 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. See at a glance whats happening across your company. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. 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. In this video for administrators Andy shows how to create a working days calendar. 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. Here we show you how to get started with Phocas Analytics. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. 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. Remember Me. Still not sure about Phocas Software? Sign in using Phocas SSO. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Make it easy for employees to take ownership and move the ball forward. Learn how we help vendors Even if your data is a mess, you think youve got it licked with Excel, its in your too hard basket or someday maybe list. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Please consider upgrading. Note that standard Advanced and Administrator profiles have this permission ticked by default. Key benefits of using Phocas Software Other users won't see this, unless they have 'manage dashboards' permission. If you have a dashboard you keep coming back to, you might want to save it as your home screen. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. Another option might be to reward employees for isolating trends or other . You can only share ifyouare the dashboardowner. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. If you are using Chrome there is a known issue which an update should fix once I have this actioned! 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. 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. In this video TIm shows you how to compare a market segment to the overall market using market mode. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Watch David's tips for simplying the grid and gaining some extra screen space. Fill in the form below, and we will get back to you as soon as possible. We have grown up with businesses that make, move and sell products and have a lot of data. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. Sign In - Cloud Console. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. Easily share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform to ease the reporting burden and alert the right teams to positive or negative trends. 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. Live dashboards bring your data to life with real-time information customized for you. Learn about using periods (date ranges) in Phocas. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. We do this using custom mode. Dashboard owners with permission 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 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). 97 % 4 Ratings. . 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 user that has requested this report does not have admin privileges and I'm reluctant to give them. 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. 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. Is there anyone who can advise? (named login) 8.8. With regard performance of the dashboard. This video takes you into an inventory database. In this video for administrators Tina shows how to manage dashboards within a database. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. When you have many columns on the screen, there can be lot of data to scroll through. Salesforce CRM. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Lets see if we can help. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. See as a list, or switch to calendar to view by week, month or narrow down to just one day. In a few steps, see which sales reps are performing well - and which ones aren't. Customers are blown away when they first see what's possible with Phocas. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. 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 create a rebate based on year to year growth. 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. Everything we do is to ensure our customers feel good about their data and get the most value out of it. 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' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. 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. The Phocas menu is not available to them. All rebate rules are saved within a project, specific to a database and data stream. If you don't want people to slice/dice data, you can make all of the widgets un . 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. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. This video shows how to convert a budget into a forecast. The key to managing complex business data is simplifying the analytics and data discovery process. Who owes you money? All together. See to easy it is to copy data out of the Phocas grid into another application. Remember Me? Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Optimized for: KineticProphet 21 Vision. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Powered by Discourse, best viewed with JavaScript enabled. There are two ways to remove an external link. 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. 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. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Contact Phocas support in your region for more information about this. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. This is how you track and manage budgets on your time, your way. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. Apply a variety of search rules and see the grid update. Ability to control who/which group has access to each dashboard or report. Role-Based Security Model. Websiteterms and conditions. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Want another way of looking at things? 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 drill down to transactions on a particular date, for a particular person, region or product. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. He also shows you a small setting with a big name - that might save you time and money. Easy to use for businesspeople and accountants. Learn how to use custom mode to build next years budget based on the last two years sales. Please complete the registration form to access all site content. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Learn how to create a rebate based on a percentage of the amount spent (value). Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Compare Microsoft Power BI vs Phocas Business Intelligence. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. 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. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Understand your data with beautifully designed dashboards that update you on your progress. / See individual rows as a percentage of revenue, and track current period alongside year to date. Sign In Some features are not supported in this browser. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. 8.8. . Fill in the form below, and we will get back to you as soon as possible. Watch how to use the hidden rows feature to customize your balance sheet. Sign In - Cloud Console. Sign In Remember Me? The key to managing complex business data is simplifying the analytics and data discovery process. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Admin users with permission to manage dashboards will also see this message, shown below. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. See what's happening in the moment with Phocas' intuitive dashboards. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. 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. SKU Analysis. However, it is time consuming to add the new widget separately to every dashboard. QuantumMetric. 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. Sign In. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Sign up to get the latest news and insights from Phocas experts. 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. A common question is 'What did I sell yesterday?' Drill down to get instant answers. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Once you save,the link becomes active and you can send to someone without a Phocas login. Sign in to your Microsoft account dashboard. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Sign up to get the latest news and insights from Phocas experts. 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 view all activities quickly and easily in Photos CRM. And I & # x27 ; dashboard application funnels all your data a. Database into folders to CRM directly from Phocas, Scheduled upgrade and maintenance.! Dealing with vast amounts of information Intelligence and data analysis Tools data analytics solution for... `` requestCorrelationId '': `` 8c50086b1acbe5e2 '' }, Under 'Collaboration ' tick 'external links ' into. 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