Phocas user group Sales Dashboard Job role sales howto jbrown November 29, 2017, 6:42pm #1 Does anyone have any ideas of some report types to use for a sales dashboard that sales associates can use to reference daily and track goals? Want another way of looking at things? Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. To do this choose the Share icon to access dashboard edit options. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. We do this using custom mode. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. 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. not much but a bit! You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. Learn how to design a new database using our Designer tool. 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! Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. The key to managing your datas complexity is simplifying the analytics and data discovery process. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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. Everything we do is to ensure our customers feel good about their data and get the most value out of it. You can also apply permissions to ensure the right data is in the hands of the right people. Learn how to use custom mode to build next years budget based on the last two years sales. It is suitable for users who have permission to manage budgets and forecasts. This video shows you how to take dashboards to a new level. 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. Are you interested in becoming a Phocas partner? 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. See to easy it is to copy data out of the Phocas grid into another application. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). 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. 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. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. Remember Me? in the top left to isolate the data points on your area of interest. 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. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. 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. Other users won't see this, unless they have 'manage dashboards' permission. All rebate rules are saved within a project, specific to a database and data stream. Learn how to create a rebate based on year to year growth. In this video we show you how to copy and paste into Excel. 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. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. You can have data from multiple systems and bring it into one view so that you have a quick and . 88 % 121 Ratings. Note that standard Advanced and Administrator profiles have this permission ticked by default. Learn about the benefits of setting up a simple CRM dashboard in Phocas. Keep track of budget plans in the cloud, from anywhere, at any time. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. 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. via profile settings, either for an individual user or in a standard profile applied to multiple users. 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. Items I have noticed that will slow down results is map charts or any widget which has to compute at a granular level (including transaction mode). Sales-Lead Capture. 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. 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). In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. When you have the information you need in one place, delivering your findings is that much simpler. Would be nice to clone from one dashboard to another! Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. For instance, managers might offer rewards to the employees with the highest number of login times for the week. Spreadsheets and static reports only tell part of the story. 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? 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. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. However, it is time consuming to add the new widget separately to every dashboard. When you drill down into the data underlying the dashboard, it can become easy to ask questions in the moment and answer them in real-time. Tick 'Share with users' and/or Share with folders' as required, and save the change. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. The self-funded company is still privately . Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. 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. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. 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. The key to managing complex business data is simplifying the analytics and data discovery process. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. Are you interested in becoming a Phocas partner? In this video we show you how to comment on data in a report. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. PowerBI removes all that. See everything from suppliers, locations, products, sales, stock holding to salespeople. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Learn how to create a rebate rule based on volume or quantity. You can only share ifyouare the dashboardowner. 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. Build the view you want to see. 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. All together. Many thanks Jon! 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. 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. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. 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. 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. 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. Watch how to add a pie chart and other simple widgets. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. click on something in a table or graph and press. Learn how to drill down into your expenses to identify where spending is over budget. 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. 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 . Sign In Some features are not supported in this browser. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. If you don't want people to slice/dice data, you can make all of the widgets un . Sign In. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. Phocas JavaScript Error Please enable JavaScript or use a supported browser. Role-Based Security Model. Sign in to your Microsoft account dashboard. 8.8. . Watch the database build and open straight away in Phocas, ready to start your analysis. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. Have a play click on something in a table or graph and press Focus in the top left to isolate the data points on your area of interest. Login; Get a demo; Technologies. Username *. 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. In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. See what's happening in the moment on business intelligence dashboards. Is there anyone who can advise? 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. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! Sharingdashboardsand favoritesis a common requirement for Phocas users. phocas. 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. Learn how to drill down to transactions on a particular date, for a particular person, region or product. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. 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. Learn about using periods (date ranges) in Phocas. 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. You can only share if you are the dashboard owner. If you have a dashboard you keep coming back to, you might want to save it as your home screen. 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. Subscriptions allow users to receive favorites via email, on a schedule. He also shows you a small setting with a big name - that might save you time and money. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Sign in using Phocas SSO. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Learn how to add new contact to an account in Phocas CRM. 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). The Phocas menu is not available to them. 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. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. 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