Reset to start again. / Drill into the story behind revenue contributions and identify areas of concern. Ask your team members questions in real time about the data you're all seeing. Epicor values yourprivacy. I opted to adjust this into 3 dashboards of: In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Learn how to change the display order of account groups in any of your financial statements. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Sign In Some features are not supported in this browser. In this video, learn how to create a dashboard and starting adding content to it. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. 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. Go to Microsoft account and select Sign in. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. With regard performance of the dashboard. 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. 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. For example our original sales dashboard was overloaded with over 120 widgets. Spreadsheets and static reports only tell part of the story. 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. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. 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. 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. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! 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. 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? click on something in a table or graph and press. Learn how to drill down to transactions on a particular date, for a particular person, region or product. 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. You don't need to be technical to build powerful and dynamic dashboards. He also shows you a small setting with a big name - that might save you time and money. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. 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. Check out alternatives and read real reviews from real users. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. the link becomes active and you can send to someone without a Phocas login. In this video for administrators Tina shows how to manage dashboards within a database. Remember Me. Insights are best when communicated to the right teams. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Build the view you want to see. 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. Fill in the form below, and we will get back to you as soon as possible. However, it is time consuming to add the new widget separately to every dashboard. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. Pardot. Works with any ERP system. 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). We do this by adding a new column containing a couple of simple calculations. If you have a dashboard you keep coming back to, you might want to save it as your home screen. In this video for administrators, Andy shows how to save time by using Bulk update when you need to update settings for more than one user. Sign up to get the latest news and insights from Phocas experts. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Learn how to add new contact to an account in Phocas CRM. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. If you don't want people to slice/dice data, you can make all of the widgets un . You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. He then shows you how to post calculations to your database once you are happy with the results. 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. Companies. 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. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Role-Based Security Model. Fill in the form below, and we will get back to you as soon as possible. You can then refine permissions and settings using the bulk update feature. Still not sure about Phocas Software? 97 % 4 Ratings. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. He covers tips such as putting the currencies into working lines on the budget worksheet. See just how user friendly a Phocas dashboard can be. Open a dashboard. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Customizable and self-service Build the view you want to see. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. 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. QuantumMetric. 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. 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. 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. But it doesn't end there - you'll see how to share it, update it and find it in a list. 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. 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. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. 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. Welcome! 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). Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Grid nesting allows you to display up to three levels of detail, grouped by dimension. or 'What did my reps sell yesterday?'. Lets see if we can help. Learn how to use 'special offsets' based on days to create your own 'month to date' period. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. The Phocas menu is not available to them. Watch how to add a pie chart and other simple widgets. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. This video for administrators shows how to manage favorites for a database. Phocas gives you better visibility to best serve customers and more financial control. 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. Learn how to view all activities quickly and easily in Photos CRM. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Key benefits of using Phocas Software This video shows you how to take dashboards to a new level. 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. 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. Ability to control who/which group has access to each dashboard or report. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. *Note: 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. Optimized for: KineticProphet 21 Vision. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. In this video for administrators Andy shows how to create a working days calendar. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. - If you can list of the reports you have set up on a dashboard that would be great. We have grown up with businesses that make, move and sell products and have a lot of data. 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. 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. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Username *. 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 user permissions for subscribing to favorites. Sign In Remember Me? Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. 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. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Remember Me. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. When you have many columns on the screen, there can be lot of data to scroll through. All rebate rules are saved within a project, specific to a database and data stream. 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. 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. If your user restrictions (i.e., access to view data) are changed by an administrator, this may remove some external links you have generated for sharing dashboards. not much but a bit! International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. 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. Overview, Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. In this video we show you how to comment on data in a report. In a few steps, see which sales reps are performing well - and which ones aren't. To do this choose the, Administrators can remove external links from one or more dashboards via. Learn how to drill down into your expenses to identify where spending is over budget. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Information on the Match participation status of an international program is also available from the ASHP residency program directory or the ASHP Match web site. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. Tick 'Share with users' and/or Share with folders' as required, and save the change. Sales-Contact Management. Sharingdashboardsand favoritesis a common requirement for Phocas users. 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. Thank you for registering with Epicor Software. 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.
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