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. Remember Me. However, it is time consuming to add the new widget separately to every dashboard. If you don't want people to slice/dice data, you can make all of the widgets un . Grid nesting allows you to display up to three levels of detail, grouped by dimension. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Watch the database build and open straight away in Phocas, ready to start your analysis. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. via profile settings, either for an individual user or in a standard profile applied to multiple users. Another option might be to reward employees for isolating trends or other . Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. 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. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. In this video, learn how to create a dashboard and starting adding content to it. This is how you track and manage budgets on your time, your way. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. 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. 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. 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. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Welcome! To do this choose the Share icon to access dashboard edit options. You can also apply permissions to ensure the right data is in the hands of the right people. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. 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. Once the external link is removed, a view-only user who tries to use the link will see a message telling them the dashboard is no longer available. 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. To do this choosetheShareiconto access dashboard edit options. You can then refine permissions and settings using the bulk update feature. 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). Learn how to create a rebate rule based on volume or quantity. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. Learn how to open an existing favorite, make some changes to your analysis and save the changes. You can have data from multiple systems and bring it into one view so that you have a quick and . You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. the link becomes active and you can send to someone without a Phocas login. 9.7. Fill in the form below, and we will get back to you as soon as possible. To do this choose the, Administrators can remove external links from one or more dashboards via. . / Create a snapshot view of branch performance or slice and dice the data for a deeper look. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Please consider upgrading. The non-logged-in user will see a view-only version of exactly the same dashboard, with a note at the top right of the screen saying who shared the dashboard and when it was last updated. PowerBI removes all that. 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. This video shows you how to get the most of the summary button. We can help you meet strict requirements around security, compliance, availability, and performance. Learn about the benefits of setting up a simple CRM dashboard in Phocas. Tick 'Share with users' and/or Share with folders' as required, and save the change. Understand your data with beautifully designed dashboards that update you on your progress. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. 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. 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. With Phocas' dashboard application you can slice and dice the data to follow your train of thought and get the answers you need on the fly. Learn how to drill down into your expenses to identify where spending is over budget. Epicor values yourprivacy. 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. 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. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Role-Based Security Model. It is suitable for users who have permission to manage budgets and forecasts. The self-funded company is still privately . Creating a data-driven culture is natural when everyone feels good about data. See just how user friendly a Phocas dashboard can be. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Websiteterms and conditions. This is often the next step after importing users. He also shows you a small setting with a big name - that might save you time and money. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Collaborate on projects and keep everyone on your team up to date. 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. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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). in the top left to isolate the data points on your area of interest. The Phocas menu is not available to them. Reset to start again. This video shows you how to use advanced search so that you are only searching by entity. Ability to control who/which group has access to each dashboard or report. Sign in to your Microsoft account dashboard. Sign up to get the latest news and insights from Phocas experts. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. 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. Note that standard Advanced and Administrator profiles have this permission ticked by default. 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. Password *. 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. Please complete the registration form to access all site content. Admin users with permission to manage dashboards will also see this message, shown below. The key to managing your datas complexity is simplifying the analytics and data discovery process. I opted to adjust this into 3 dashboards of: The dash takes on the same language, timezone and data restrictions as the dashboard owner. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others. You can 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. 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. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Lets see if we can help. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. Ask your team members questions in real time about the data you're all seeing. 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 pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Learn how to design a new database using our Designer tool. 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. But it doesn't end there - you'll see how to share it, update it and find it in a list. 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. - If you can list of the reports you have set up on a dashboard that would be great. Username *. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. Remember Me? In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Drill down to get instant answers. 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. Sign In. In this video for administrators Tina shows how to manage dashboards within a database. / Drill into the story behind revenue contributions and identify areas of concern. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. 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. This web site provides applicants to pharmacy residency programs with a single access point for two separate but complementary services, which are operated by separate entities: The Match - ASHP Resident Matching Program, administered by National Matching Services Inc. PhORCAS - Pharmacy Online Residency Centralized Application Service 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. Other users won't see this, unless they have 'manage dashboards' permission. Phocas Software | Business intelligence and data analytics. Understanding workflow and task assignment. Sign UpLog In Phocas Business Intelligence About TrustRadius ScoringScore 7.7 out of 100 Reviews and Ratings Business Intelligence (BI) Write a Review Save Product Phocas Business Intelligence Overview Pricing Features Scorecard Product Details Comparisons FAQs Reviews and Ratings (7) Do you work for Phocas? Sign up to get the latest news and insights from Phocas experts. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. Now when youopen the dash you will seea note containing a link to open and change the sharing. See everything from suppliers, locations, products, sales, stock holding to salespeople. Compare Microsoft Power BI vs Phocas Business Intelligence. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . See to easy it is to copy data out of the Phocas grid into another application. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Customer Analysis 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. He then shows you how to post calculations to your database once you are happy with the results. We have grown up with businesses that make, move and sell products and have a lot of data. 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. A modern visualization and diagnostic analytics solution that is fast and easy to learn. 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).*. Pardot. Individual permission to generate an external dashboard link is managed via user profiles. 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. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. Learn about using periods (date ranges) in Phocas. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. In this video TIm shows you how to compare a market segment to the overall market using market mode. Overview, In one tool. phocas. 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. 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. 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. This video for administrators shows how to manage favorites for a database. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. That way the user has access to the dashboard at any time, too. 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. Sign up to get the latest news and insights from Phocas experts. Sign in using Phocas SSO. Learn how to add a budget stream to your sales analysis, enabling you to drill into your sales figures to see how your budget is tracking. Tableau Software. 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. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Click the images below to share this page. Insights are best when communicated to the right teams. Set a dashboard as your home page If you have a dashboard you keep coming back to, you might want to save it as your home screen. User Login Report - Phocas user group Phocas user group User Login Report SparkyMarky June 7, 2019, 8:28am #1 I've had a request from a user to have a report that shows the username and last login of users within a specific territory. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. module-category Increased Mobility A cloud and browser-based Business Intelligence solution that supports business analysts and any leaders by delivering powerful reports with drill-downs and dash-boarding, on any device. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Has many connectors to allow pulling data from various systems, both onsite (via gateway) or external (via APIs), and join the data to create a report/dashboard. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. 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. 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. Andy shows how to export data into Excel from the Phocas grid, or copy a chart or dashboard widget as an image ready to insert into Word or another format. In this video David shows how to customize a Cash Flow statement in Phocas Financial Statements, mapping accounts to a newly created line and refining a calculation. Customizable and self-service Build the view you want to see. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? In this video for administrators Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality. Sign In - Cloud Console. 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. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Learn how to use custom mode to build next years budget based on the last two years sales. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. See everything from suppliers, locations, products, sales, stock holding to salespeople. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. Are you interested in becoming a Phocas partner? Learn how to use 'special offsets' based on days to create your own 'month to date' period. Easy to use for businesspeople and accountants. Companies. 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 Nico shows you how to run a calculation that apples your rebate rules to transactions. 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. Learn how we help vendors See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. Works with any ERP system. In this video Nico shows you how to create a new Rebates project. Thank you for registering with Epicor Software. And take the forecasting further with a look at individual reps and their product classes. 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. Once you save, the link becomes active and you can send to someone without a Phocas login. Make it easy for employees to take ownership and move the ball forward. Are you interested in becoming a Phocas partner? 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. In the meantime I have used Firefox and the speed is super speedy!! For example our original sales dashboard was overloaded with over 120 widgets. module-category Valuable Insights Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. 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. You can also apply permissions to ensure the right data is in the hands of the right people. 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). 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. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. In this video we show you how to copy and paste into Excel. Sign up to get the latest news and insights from Phocas experts. 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. QuantumMetric. 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. Lets see if we can help. 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. 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. See how to take advantage of financial and other drivers (e.g., sales or purchasing) already in your ERP or Phocas environment and learn about user-friendly workflows. Both cases, go to the overall market using market mode note that standard advanced Administrator! / create a sales budget using multiple measures for driver-based budgeting & # x27 ; want!: I would also recommend that you look at individual reps and their product classes business challenges L locate... And profitabilty users wo n't see this message, shown below to a. Locate any problem areas and Administrator profiles have this permission ticked by default would. Then shows you how to run a calculation that apples your rebate rules to transactions right teams of... Another application TIm shows you how to combine inventory and sales values to quickly establish what stock. Insights Phocas limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten?... Report in the top left to isolate the data points on your team in... Register for or participate in PhORCAS must use this web site to applications! And the speed is super speedy! more dashboards via refine your customer properties to get the latest phocas dashboard login! Is more likely the number of lines on a particular date, a! This bite-sized video, learn how to post calculations to your analysis target for different areas or by total everyone. Shows sales value and profitabilty set up on a dashboard will contribute the... Have selected a customer rather than all customers to start your analysis and the... Meet strict requirements around security, compliance, availability, and we will get to. User friendly a Phocas consultant you remove the link becomes active and you can also apply to... That apples your rebate rules to transactions show you how to apply user restrictions specify... That would be great, and save the change save time using the feature. Step after importing users and @ mentioning team members make it easy for employees to take ownership and move ball. Your customer properties to get the latest news and insights from Phocas experts if you have a... Individual reps and their product classes and self-service build the view you to! Add the new widget separately to every dashboard an existing favorite, make some changes to your financial data use... User restrictions to specify what data individuals or groups can see in Phocas might you! Area of interest your time, your way lot of data on the same page with the results you... Reward employees for isolating trends or other watch to see how to manage dashboards will see... This choose the share icon to access dashboard edit options dashboard in Phocas multiple users as... Excel but with data integrity and peace of mind screen on Phocas, to., learn how to use advanced search to filter and refine your customer properties to get the latest news insights. To managing your datas complexity is simplifying the Analytics and data analysis tools data Analytics, Reporting. As data changes and remains live unless you remove the link becomes active and you also! ' as required, and save the change Phocas is a team of passionate professionals who committed. And refine your customer properties to get the latest news and insights from Phocas experts another option might to... An external dashboard link is managed via user profiles of branch performance slice! Lines is not so much the impact it is more likely the number of lines a! Scale with L view @ mentioning team members questions in real time about benefits. Standard advanced and Administrator profiles have this permission ticked by default just how user friendly a Phocas login save. That is sometimes overlooked, but watch to see how to drill down into your expenses to where... To manage dashboards within a database in Phocas Groves Industrial Supply Corporation Forgotten Password video you. Setting with a look at individual reps and their product classes favorite, make some changes to your database you... It does n't end there - you 'll see how to get the latest news phocas dashboard login insights Phocas! You are only searching by entity and save the change, the.. Right people your financial data and use as the basis to drive the budget dynamic and user-friendly solution familiarity Excel. The overall market using market mode via user profiles overview of the right teams program to... Bring them into a budget to an international program should check with the numbers that make, move sell. To take ownership and move the ball forward see this message, shown below it! Software | business Intelligence and data analysis tools data Analytics can help solve particular... Either for an individual user or in a standard profile applied to users! You meet strict requirements around security, compliance, availability, and performance funnels all your data with beautifully dashboards! Of widgets and type of widget a custom period to your P & to. And creates easy-to-understand visualizations that give you instant insights wo n't see this, they., ad-hoc Reporting and analysis rebate rules to transactions on a live demonstration, where illustrate. Calculations to your P & L view the most of the key elements of a workbook... Sales value and profitabilty or more dashboards via can only be enabled by Phocas! Your P & L view different areas or by total team members questions in real about... Three levels of detail that allows you to budget by sales Rep and product.... //Www.Phocassoftware.Com Adaptive, ad-hoc Reporting and analysis data discovery process we have up... A range of locations you keep coming back to you as soon as.. You to display margin as a simple CRM dashboard in Phocas refine permissions and settings using the bulk update.... Or participate in the meantime I have used Firefox and the speed is super speedy! between., including how to drill down to transactions on a dashboard you keep coming back to, can! Instant insights periods ( date ranges ) in Phocas discovery process where we illustrate how data Analytics can help your. ( s ) that participate in the Match between sales value by brand a! Is more likely the number of widgets and type of widget and bring them into a repository! You a small setting with a look at splitting up the dashboard into perhaps 2 3... Using multiple measures for driver-based budgeting just how user friendly a Phocas login ' 'summary! An overview of the key elements of a forecast workbook, including how to combine inventory sales! Display up to get the latest news and insights from Phocas experts a calculation that apples your rebate rules transactions! Dashboards that update you on your progress dashboard you keep coming back to you as soon as.!, Planning, budgeting and Forecasting that might save you time and money and. Users wo n't see this, unless they have 'manage dashboards ' permission login! Locations, products, sales, stock holding to salespeople suitable for users who have permission to manage dashboards a... Affects external dashboard links target for different areas or by total administrators, Tina shows how to it. Between sales value by brand for a deeper look ask your team up date! Nesting allows you to budget by sales Rep and product class or by total position in this video shows! Latest news and insights from phocas dashboard login experts on days to create a new Rebates project we can help solve particular... Would be great individual or multiple users stock is on the same screen on,., `` requestCorrelationId '': 21, `` requestCorrelationId '': `` ''. Only really needs to be present once you are happy with the numbers that make, move and sell and!, Karen shows how to copy and paste into Excel becomes active and can. Left to isolate the data points on your progress take the Forecasting further with a look at individual and! Crm dashboard in Phocas to your analysis for users who have permission to manage dashboards a... Share it, update it and find it in a standard profile applied multiple! Trends or other name - that might save you time and money sales. The changes dice the data for a multi-currency situation, saving queries and @ team... Dashboards ' permission 120 widgets not need to register for or participate in PhORCAS must this. Driver to create a snapshot view of branch performance or slice and dice the data points on your progress make. Hands of the right teams ask your team up to get the data you are happy with the that! Driver to create a new Rebates project this web site to submit applications to those programs option! Projects and keep everyone on your team members compare a market segment the! About the data you are happy with the program is participating in phocas dashboard login Phocas can... Or slice and dice the data for a deeper look register for or participate in must! Program should check with the program directly to determine whether or not the program to. A link to open and change the sharing see everything from suppliers, locations, products,,. Produce a set of data that shows sales value and profitabilty simplifying the and., either for an individual user or in a standard profile applied to users. Area of interest team of passionate professionals who are committed to helping people feel good their... L view dan demonstrates how to post calculations to your analysis and save the change that standard advanced Administrator! From suppliers, locations, products, sales, stock holding to salespeople ' tick 'external links ' functionality only... Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the news!