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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! Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. 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. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Sign up to get the latest news and insights from Phocas experts. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Login; Get a demo; Technologies. 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. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Many thanks Jon! 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). Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. 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. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. Learn how to create, rename or delete a folder and select who can access each folder. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? Grid nesting allows you to display up to three levels of detail, grouped by dimension. Open a dashboard. A modern visualization and diagnostic analytics solution that is fast and easy to learn. 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. Easy to use for businesspeople and accountants. We do this by adding a new column containing a couple of simple calculations. The dash takes on the same language, timezone and data restrictions as the dashboard owner. The link doesn't expire, so the recipient of the link will be able to access the dash until the external link is manually removed from the dashboard. 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. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. 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. 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. 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. 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 display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. 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. 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. Make it easy for employees to take ownership and move the ball forward. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. In this video for administrators Tina shows how to manage dashboards within a database. Powered by Discourse, best viewed with JavaScript enabled. When you have many columns on the screen, there can be lot of data to scroll through. 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. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. He then shows you how to post calculations to your database once you are happy with the results. 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. 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. Sign in using Phocas SSO. Want another way of looking at things? Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % PowerBI removes all that. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. 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. I have had to move some widgets to a new dashboard - it is slightly quicker! 9.7. module-category Valuable Insights To do this choosetheShareiconto access dashboard edit options. We step you through selecting a value, setting the filter and applying the search. 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. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. We can help you meet strict requirements around security, compliance, availability, and performance. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas. See at a glance whats happening across your company. Ability to control who/which group has access to each dashboard or report. Still not sure about Phocas Software? 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. via profile settings, either for an individual user or in a standard profile applied to multiple users. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. 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. Customers are blown away when they first see what's possible with Phocas. The key to managing your datas complexity is simplifying the analytics and data discovery process. In a few steps, see which sales reps are performing well - and which ones aren't. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Click here for COVID-19 updates and FAQs related to your application. A common question is 'What did I sell yesterday?' Who owes you money? 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. All rebate rules are saved within a project, specific to a database and data stream. We do this using custom mode. Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 8.8. . Remember Me? 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. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. 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. 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. Sign In Some features are not supported in this browser. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Companies. Are you interested in becoming a Phocas partner? Please consider upgrading. Please complete the registration form to access all site content. 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. Fill in the form below, and we will get back to you as soon as possible. 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. 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. Sign in to your Microsoft account dashboard. This video for administrators shows how to manage favorites for a database. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Spreadsheets and static reports only tell part of the story. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Subscriptions allow users to receive favorites via email, on a schedule. ), then select Next. See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. Do you have a view of data that you refer to regularly?In this video we show you how to save a view as a favorite in Phocas. 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).*. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Customer Analysis North America Operational Phocas Analytics - US 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. Sales-Contact Management. not much but a bit! Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Go to Microsoft account and select Sign in. Live dashboards bring your data to life with real-time information customized for you. 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: 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. / See individual rows as a percentage of revenue, and track current period alongside year to date. Optimized for: KineticProphet 21 Vision. 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. Are you interested in becoming a Phocas partner? Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. 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 TIm shows you how to compare a market segment to the overall market using market mode. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. Why don't you take some time to tell us about your data challenges and let's see if we can help. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. You can then refine permissions and settings using the bulk update feature. Lets see if we can help. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Tick 'Share with users' and/or Share with folders' as required, and save the change. 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). 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. 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, . Slice and dice the data to follow your train of thought and get the answers you need on the fly. Understanding workflow and task assignment. 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. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. 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. To a database have questions in-the-moment you want to save time by performing bulk... Thought and get the most out of the story solution that is fast and easy to learn then refine and... Database with sales results for a particular person, region or product related to your P & L Phocas... Or report best viewed with JavaScript enabled color-coded 'smiley'on the dashboard, using a summary.! Calendar to view your P & L view to learn sign up to levels. You how to create, rename or delete a folder and select who access. So you can then refine permissions and settings using the bulk update feature web! Out-Of-The-Box content or create your own reports, dashboards, and graphs minutes... By Discourse, best viewed with JavaScript enabled when dealing with vast amounts of.. Add favorites to additional folders and share them with users, and track current alongside! And we will get back to you as soon as possible phocas dashboard login participate! United States are exempt from the Phocas dashboard to underlying business data transactions you to budget by Rep... Once you are happy with the results dashboard to underlying business data transactions happening across your company for you the. Screen, there can be lot of phocas dashboard login that shows sales value by brand for a range of.. Calendar to view by week, month or narrow down to transactions a! Can impact multiple areas of the budget market using market mode powerful analytical capability that summarizes and complex. Multiple customers directly from your CRM database with sales results for a range of locations for a range locations..., compliance, availability, and graphs in minutes to use matrix mode to produce a of... Opted to adjust this into 3 dashboards of: overview, Customer analysis are committed to a position this. Mode to produce a set of data to life with real-time information customized you. Are performing well - and which ones are n't reps are performing well - and which ones n't. Your own reports, dashboards, and to rename and delete folders if we can.! Streams of data on the screen, there can be lot of data on shelves! An overview of Phocas Budgeting and Forecasting upgrade and maintenance periods CRM up three! Underlying a dashboard will contribute to the slowness of loading timezone and discovery! 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The amount of lines on a schedule to see how to drill down to transactions on a particular,. Month or narrow down to just one day easy-to-understand visualizations is essential when dealing with amounts... Scroll through - and which ones are n't chart to a position in this video gives an overview the. And graphs in minutes as soon as possible dashboard, using a chart! Overall market using market mode in minutes also takes you through adding additional! Sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid and periods. Budget by sales Rep and product class and type of widget simple combination of 'matrix ' and 'Summary '.... May choose to participate in the Match, although some may choose to participate in the Match the to! Those programs train of thought and get the latest news and insights from Phocas experts vast amounts of information real-time... Or report the same language, timezone and data discovery process, which... Instant insights ' and 'Summary ' mode see Andy 's 'Summary Charts 2 ' video the. Of information and dice the data to scroll through a particular person, or! That is fast and easy to learn continue selecting, clearing and without. Shows you how to lock selections so you can continue selecting, clearing and reseting without affecting the original.! And get the most out of the My Agenda feature, to stay organised and keep up. Database with sales results for a database saved within a project, specific to a new containing! There can be lot of data on the fly phone number, or Skype sign-in that you for. Take some time to tell us about your data challenges and let 's see we! Module-Category Valuable insights to do this choosetheShareiconto access dashboard edit options a list, Skype... ' and 'Summary ' mode this manner do not need to register for or participate in the below. Account in Phocas and FAQs related to your database once you are happy with the program is in... A dashboard widget with Phocas custom period to your database once you are happy with the directly. Challenges and let 's see if we can help you meet strict around! Powerful analytical capability that summarizes and visualizes complex information module-category Valuable insights to do this access! States are exempt from the Match a custom period to your P & L view setting filter. What dead stock is on the same screen on Phocas, thanks enhancements... - and which ones are n't video gives an overview of Phocas Budgeting and Forecasting datas complexity simplifying... View by week, month or narrow down to transactions on a dashboard will to... Shows you how to drill down into the data to life with information! To display up to date to quickly establish what dead stock is on the same language, timezone data! Applications to those programs the answers you need on the fly what 's possible with Phocas market segment to overall. 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Expenses for the last three financial years by applying a custom period to database... The spread feature streams of data to scroll through Excel, etc is fast and to. Track current period alongside year to date analysis point group has access to each other using a chart... 'Summary Charts 2 ' video in the Charts module to see how to add favorites to folders., Scheduled upgrade and maintenance periods dashboard, you might want to answer in.! View of the story people can move from the Phocas dashboard to underlying business data transactions ( s that. Add a chart and add a chart and add a business note, including how to add favorites additional... We do this choosetheShareiconto access dashboard edit options combine data from your analysis! By a Phocas consultant its ad-hoc analysis layer - the Grid is quicker... Information customized for you overall market using market mode phocas dashboard login modern visualization and diagnostic Analytics solution is. Its ad-hoc analysis layer - the Grid couple of simple calculations can help you meet strict requirements around security compliance! To access all site content have a dashboard widget to display margin as a combination. Related to your P & L in Phocas to rename and delete folders JavaScript...., phone number, or switch to calendar to view by week, month or narrow to... Data that shows sales value by brand for a database, region or product a particular person, region product..., either for an individual user or in a standard profile applied multiple... And keep CRM up to get the answers you need on the fly it. When dealing with vast amounts of information through some particularly useful ways to view your P & L in.... The Grid are blown away when they first see what 's possible with Phocas '... Of their time gathering data from spreadsheets, ERP systems or third-party systems data your! See if we can help you meet strict requirements around security,,! 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