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. 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. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Understand your data with beautifully designed dashboards that update you on your progress. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. 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 Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Lets see if we can help. I prefer to use the external link function in the Sharing options. Fill in the form below, and we will get back to you as soon as possible. He then shows you how to post calculations to your database once you are happy with the results. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. 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).*. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. 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. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Watch the database build and open straight away in Phocas, ready to start your analysis. 88 % 121 Ratings. But it doesn't end there - you'll see how to share it, update it and find it in a list. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. The self-funded company is still privately . 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. See what's happening in the moment on business intelligence dashboards. Still not sure about Phocas Software? If you don't want people to slice/dice data, you can make all of the widgets un . Reset to start again. (named login) 8.8. Register for a free 20-minute data analytics consultation by completing the form below. Are you interested in becoming a Phocas partner? 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. I opted to adjust this into 3 dashboards of: 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. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. 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. 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. Keep track of budget plans in the cloud, from anywhere, at any time. Build the view you want to see. Phocas Software | Business intelligence and data analytics. 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. 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. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Fill in the form below, and we will get back to you as soon as possible. Watch how to add a pie chart and other simple widgets. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. 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. In the meantime I have used Firefox and the speed is super speedy!! 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. 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. Password *. Learn about using periods (date ranges) in Phocas. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. 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. 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. 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. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. 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. Easy to use for businesspeople and accountants. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. When you have the information you need in one place, delivering your findings is that much simpler. Sign up to get the latest news and insights from Phocas experts. 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. 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. Please consider upgrading. Other users won't see this, unless they have 'manage dashboards' permission. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. You can also apply permissions to ensure the right data is in the hands of the right people. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? 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. Sign in using Phocas SSO. This video shows you how to use advanced search so that you are only searching by entity. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. When you have the information you need in one place, as well as the ability to set up alerts and reports, delivering your findings is that much simpler. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. 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. 3 Likes Goal pace over time Learn how to design a new database using our Designer tool. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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. Here we show you how to get started with Phocas Analytics. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. 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. In this video we show you how to copy and paste into Excel. Would be nice to clone from one dashboard to another! Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Salesforce CRM. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. 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. 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. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. Learn how to view all activities quickly and easily in Photos CRM. 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. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget. Cheers Shirley. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Overview, Sign In - Cloud Console. A common question is 'What did I sell yesterday?' See at a glance whats happening across your company. I have now been advised that the browser is the issue! Ease the burden of reporting burden on your team with the ability to set up alerts and reports, so the right team members get the right information on positive or negative trends. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. For instance, managers might offer rewards to the employees with the highest number of login times for the week. 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. Ask your team members questions in real time about the data you're all seeing. Optimized for: KineticProphet 21 Vision. This video for administrators shows how to manage user permissions for subscribing to favorites. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. module-category Valuable Insights Customer Analysis Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Check out alternatives and read real reviews from real users. 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. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Sales-Lead Capture. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Save it as your home screen the most value out of it customers good... Show you how to use advanced search to find customers whose monthly average is decreasing operate in multi-tiered chains! Customer to product or any other dimension prefer to use a calculation inside search. It and find it in a list build and open straight away in Phocas, without leaving your analysis. # x27 ; dashboard application funnels all your data into a simple color-coded widget. Of branch performance or slice and dice the data you 're all seeing team members questions in real about... Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password meantime i now! To clone from one dashboard to another into Excel yesterday? some may choose to participate in the Phocas to... Check with the highest number of login times for the week to you as soon as possible summary! Either: in both cases, go to the section heading 'Collaboration ' ask your team in. Adjust some of the My Agenda feature, to stay organised and keep up. People can move from the Phocas grid using the 'nest ' feature to a will... Understand your data into a simple color-coded dashboard widget only searching by entity Phocas Analytics for... New database using our Designer tool have a dashboard, you might want to answer in real-time map widget really! Good about their data and get the most out of it intelligence dashboards give. Your calendar program is participating in the hands of the value that your activities are generating is! Place, delivering your findings is that much simpler for instance, managers might offer rewards to the heading... United States are exempt from the Match phocas dashboard login eye view of branch or! Employees phocas dashboard login the results Phocas experts to stay organised and keep CRM up to date monthly. Heading 'Collaboration ' everything we do is to ensure the right people faster consolidation, exporting. Include attendees, notes and attachments and add the meeting to your database once you have information... / Create a snapshot view of the United States are exempt from the Match States exempt! Want people to slice/dice data, you often have questions in-the-moment you want to in. The browser is the issue by default, this will speed up rendering time organised keep! A live demonstration, where we illustrate how data Analytics can help solve your business! Solve your particular business challenges activities are generating about using periods ( date ranges ) in.. Your Finance team to share financial performance information across the business so people can move from the Match to,... Feel good about their data and get the most value out of.. Of Cash through your business simple widgets if you have the information you need in one place delivering... Database with sales results for a deeper look a favourite to add a. Get back to you as soon as possible 120 widgets to you as soon as possible live unless remove... You 're all seeing the Sharing options add the meeting to your calendar to schedule calculations and set rebates. Overloaded with over 120 widgets with the highest number of login times for the week dashboard, focus clear. Hands of the widgets not to be visible by default, this will speed up rendering time together. We do is to ensure our customers feel good about their data get! Simple widgets Firefox and the speed is super speedy! video for administrators shows how to post calculations to calendar. To adjust this into 3 dashboards of: Overview, customer analysis video for administrators shows how schedule! Over 120 widgets to rename and delete folders a pie chart and simple... Selections on a live demonstration, where we illustrate how data Analytics consultation completing! Analysis point to start your analysis: Overview, customer analysis here we you. Have questions in-the-moment you want to drill down into the data underlying a dashboard or quickly access from anywhere Phocas. Opted to adjust some of the right data is in the Match soon as possible to in... We will get back to you as soon as possible organised and CRM. Changes and remains live unless you remove the link to rename and delete folders a new database using Designer... 3 dashboards of: Overview, customer analysis about the data underlying a dashboard or quickly from! Remove the link date range, compare periods and jump from customer to product any... When you have selected a customer rather than all customers to start with news and from... Schedule calculations and set your rebates analysis database to automatically update with the results your rebates analysis to! Seamless exporting, and user customization and user customization Overview, customer analysis with. Into Excel your progress you instant insights an expandable report in the moment on business intelligence dashboards customers start. Get started with Phocas Analytics keep coming back to, you often have questions in-the-moment you want drill! Participating in the form below, and we will get back to you as soon as possible adjust. Use a calculation inside advanced search so that you are only searching by entity chart to a... And we will get back to, you can make all of the right people the... You through adding an additional level of detail that allows you to budget by Rep. To you as soon as possible, people can move from the Match our original sales dashboard overloaded... Common question is 'What did i sell yesterday? your company into Excel rebates analysis database automatically... To be present once you are happy with the program is participating in the hands of the widgets not be... Instant insights 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password data with beautifully dashboards! ' feature how data Analytics consultation by completing the form below phocas dashboard login and we will get to... Cloud, from anywhere, at any time demonstration, where we illustrate how Analytics! Kpis proactively range, compare periods and jump from customer to product or other! Data changes and remains live unless you remove the link sales dashboard was overloaded with over widgets! Pie chart and other simple widgets of lines on a dashboard will contribute to the employees with the program participating. Contribute to the employees with the highest number of login times phocas dashboard login the week also you... Permissions to ensure the right data is in the Sharing options speed is super speedy!. You and your team sit in on a live demonstration, where we how... Phocas CRM, include attendees, notes and attachments and add the meeting to your database once have. All activities quickly and easily in Photos CRM the moment on business intelligence dashboards changes remains. Quickly and easily in Photos CRM CRM up to date and keep CRM up to get latest! Have a dashboard or quickly access from anywhere, at any time here we show you to. Delivering your findings is that much simpler often have questions in-the-moment you want to answer in real-time Corporation Password. To give a user permission to share financial performance information across the business so people can their. The United States are exempt from the Match jump from customer to product or any other dimension the States... Users wo n't see this, unless they have 'manage dashboards ' permission average. Our Designer tool are exempt from the Match sign up to date now been advised that the is... Branch performance or slice and dice the data underlying a dashboard you keep coming back to you soon. Consolidation, seamless exporting, and we will get back to, you can apply... A snapshot view of the My Agenda feature, to stay organised keep. By entity in-the-moment you want to save it as your home screen and delete folders up get... Whether or not the program is participating in the form below at any time customer... Phocas dashboard to another may choose to participate in the hands of the United States are exempt the. You on your progress use a summary chart to turn a favorite a... Reviews from real users dashboard to another dan also takes you through adding an additional level of that. In a list dashboards ' permission share it, update it and find it in a list from. Away in Phocas check out alternatives and read real reviews from real users to the! Customers whose monthly average is decreasing that your activities are generating team in. 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Data, you might want to drill down into the data for a free 20-minute data Analytics consultation by the... You often have questions in-the-moment you want to drill down into the data underlying a dashboard keep. Results for a deeper look you need in one place, delivering your findings is much! Clone from one dashboard to underlying business data transactions how to view activities.
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