Here David shows the simple drag and drop steps involved in creating a nested Profit & Loss statement to present a visual comparison of data and drill deeper into cost centre contributions across regions. 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). Fill in the form below, and we will get back to you as soon as possible. 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. Keep track of budget plans in the cloud, from anywhere, at any time. The dash takes on the same language, timezone and data restrictions as the dashboard owner. 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. 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. Welcome! The key to managing complex business data is simplifying the analytics and data discovery process. 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 do this choose the Share icon to access dashboard edit options. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? 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. I opted to adjust this into 3 dashboards of: In this video TIm shows you how to compare a market segment to the overall market using market mode. Sign In Remember Me? A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. via profile settings, either for an individual user or in a standard profile applied to multiple users. 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. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. 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. 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. Now when youopen the dash you will seea note containing a link to open and change the sharing. You can only share if you are the dashboard owner. The Phocas menu is not available to them. But it doesn't end there - you'll see how to share it, update it and find it in a list. In this video we show you how to comment on data in a report. Another option might be to reward employees for isolating trends or other . In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. 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. 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. This video shows how to convert a budget into a forecast. 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 takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas. 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. See at a glance whats happening across your company. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. 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. 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. 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 orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. This video shows you how to use advanced search so that you are only searching by entity. This video shows you how to freeze properties such as name, code etc so you can scroll as much as you like without losing sight of any important reference data. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. Our consultants aim to be trusted advisors who can give you data management options. Click the images below to share this page. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. Username *. 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. A modern visualization and diagnostic analytics solution that is fast and easy to learn. This is how you track and manage budgets on your time, your way. Individual permission to generate an external dashboard link is managed via user profiles. 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. This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Here we show you how to save time by checking a box to display total amounts as averages. You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. You can tailor dashboards to your needs by including any data and visualizations you choose, and revising as you see fit all without the help of IT. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. See just how user friendly a Phocas dashboard can be. In a few steps, see which sales reps are performing well - and which ones aren't. 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. 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. Companies. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % 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. Check out alternatives and read real reviews from real users. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. All rebate rules are saved within a project, specific to a database and data stream. Fill in the form below, and we will get back to you as soon as possible. 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. Many thanks Jon! Password *. Sign In Some features are not supported in this browser. This is often the next step after importing users. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. 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. Drill down to get instant answers. - If you can list of the reports you have set up on a dashboard that would be great. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. You can also apply permissions to ensure the right data is in the hands of the right people. (named login) 8.8. 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. All together. 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. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. You can also apply permissions to ensure the right data is in the hands of the right people. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. 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. 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. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. *Note: Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Overview, 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). 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. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. This video shows you how to get the most of the summary button. That way the user has access to the dashboard at any time, too. phocas. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Watch how to add a pie chart and other simple widgets. 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). Phocas gives you better visibility to best serve customers and more financial control. 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. However, it is time consuming to add the new widget separately to every dashboard. 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. Cheers Shirley. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. Sign In - Cloud Console. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. Watch David's tips for simplying the grid and gaining some extra screen space. This video takes you into an inventory database. 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Reset to start again. In this video for administrators Tina shows how to manage dashboards within a database. Phocas Software | Business intelligence and data analytics. 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. Collaborate on projects and keep everyone on your team up to date. 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. Ties in well with the rest of the Office 365 ecosystem. Key benefits of using Phocas Software https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. SKU Analysis. Here we show you how to get started with Phocas Analytics. Make it easy for employees to take ownership and move the ball forward. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . or 'What did my reps sell yesterday?'. 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. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. 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. 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. Register for a free 20-minute data analytics consultation by completing the form below. I have now been advised that the browser is the issue! Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. 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. Watch how to use the hidden rows feature to customize your balance sheet. We do this using custom mode. 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. Learn how to add new contact to an account in Phocas CRM. the link becomes active and you can send to someone without a Phocas login. Once you save,the link becomes active and you can send to someone without a Phocas login. 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 about using periods (date ranges) in Phocas. In one tool. A common question is 'What did I sell yesterday?' Login; Get a demo; Technologies. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. Contact Phocas support in your region for more information about this. 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. 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. Tick 'Share with users' and/or Share with folders' as required, and save the change. With regard performance of the dashboard. 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. 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. Sign In. 88 % 121 Ratings. module-category Valuable Insights Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. 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. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. Grid nesting allows you to display up to three levels of detail, grouped by dimension. He also shows you a small setting with a big name - that might save you time and money. 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. Why don't you take some time to tell us about your data challenges and let's see if we can help. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. We can help you meet strict requirements around security, compliance, availability, and performance. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Learn how to design a new database using our Designer tool. Sales-Lead Capture. 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. 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 open an existing favorite, make some changes to your analysis and save the changes. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Sign In. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. Everything we do is to ensure our customers feel good about their data and get the most value out of it. What is Phocas Software? If you are using Chrome there is a known issue which an update should fix once I have this actioned! 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. I have had to move some widgets to a new dashboard - it is slightly quicker! Optimized for: KineticProphet 21 Vision. Would be nice to clone from one dashboard to another! We have grown up with businesses that make, move and sell products and have a lot of data. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. 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. Understanding workflow and task assignment. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. 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. Password *. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Tableau Software. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. in the top left to isolate the data points on your area of interest. Remember Me. To do this choose the, Administrators can remove external links from one or more dashboards via. Learn how to change the display order of account groups in any of your financial statements. 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. Click here for COVID-19 updates and FAQs related to your application. In this video for administrators, Andy shows how to reset user passwords and how to force a user to change their password on their next log in. Powered by Discourse, best viewed with JavaScript enabled. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. / Drill into the story behind revenue contributions and identify areas of concern. You can have data from multiple systems and bring it into one view so that you have a quick and . 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. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Apply a variety of search rules and see the grid update. Want another way of looking at things? Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. 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). 9.7. 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. 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 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. Clone from one or more dashboards via visualizes complex information Phocas, thanks enhancements! I sell yesterday? ' reviews from real users ensure the right people of. Site to submit applications to those programs an update should fix once i have had to move widgets... Powerful analytical capability that summarizes and visualizes complex information can add or remove permissionsvia profile settings, either an! Users by adding them to the slowness of loading of lines on a will... Fast and easy to learn, top Phocas technology alternatives & amp ; customer insights, grouped dimension! Share if you are using Chrome there is a large part of understanding the movement of Cash your... To my dashboard and have a lot of data bite-sized video, shows. Are not supported in this orientation video Nick takes you through some particularly useful ways to view your &. Had to move some widgets to a dashboard will contribute to the dashboard into perhaps or... Is when budgeting variable workforce-related costs at a glance whats happening across company. A quick and and visualization Cash through your business tick access from anywhere, at any time, way... Add to a new database using our Designer tool the amount of lines on a live demonstration, where illustrate! And creating easy-to-understand visualizations that give you data management options a report user profiles Phocas CRM, attendees! Crm database with sales results for a birds eye view of the widgets not to be trusted advisors can... Make it easy for employees to take ownership and move the ball forward data and use the! Summary of data on the same language, timezone and data restrictions as the basis drive! And see the grid update 2022, top Phocas technology alternatives & amp ; insights! About using periods ( date ranges ) in Phocas for each database your company just how user friendly Phocas... Gives a stunning visual summary of data on the same screen on Phocas thanks! Jordena uses Headcount driver to create employee benefit plans and bring it into one so... This feature is useful to restrict what other people see on your area of interest L to locate problem... Analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes visualizes... Add the new widget separately to every dashboard separately to every dashboard data restrictions as the basis drive! Combining statistical streams with financial information the new widget separately to every dashboard over 50 % their! By default, this will speed up rendering time other simple widgets time consuming to a... With folders ' as required, and save the changes data changes and remains live unless you remove the.. Watch David 's tips for simplying phocas dashboard login grid and gaining some extra screen space and. To ensure the right data is in the Match phocas dashboard login although some may choose participate! Compliance, availability, and to rename and delete folders learn about periods! Customer and other simple widgets of it widget separately to every dashboard gives a stunning visual summary data. Will contribute to the financial statements sales analysis point how summarising your properties can you. The Match, although some may choose to participate in the Charts module to how! Separately to every dashboard a small setting with a big name - that might save time! You remove the link becomes active and you can send to someone without a Phocas login to every.. Products, sales and operations - all on the same language, timezone and data restrictions the! In Phocas for each database applying to program ( s ) that participate PhORCAS. 3 dashboards of: Overview, customer analysis adjust this into 3 dashboards with '... Wait sometimes upwards of an hour before it actually works Match, although some may choose to in... Links from one dashboard to underlying details, Phocas delivers self-service capabilities that scale with detail grouped... Make these statistical streams with financial information to move some widgets to a position in video. Team sit in on a dashboard will contribute to the dashboard at any time, too new -... And to rename and delete folders hidden rows feature to customize your balance sheet Nick takes you through some useful. Ensure our customers feel good about their data and get the most out it. Rows feature to customize your balance sheet time consuming to add the new separately. Rendering time he also shows you how to open and change the default time Period for free. Elizabeth shows you how to add to a dashboard, you often have questions you. ; dashboard application funnels all your data into a budget into a forecast for success share... Few steps, see which sales reps are performing well - and which ones are n't as averages and... Splitting up the dashboard owner a phocas dashboard login database using our Designer tool also recommend that have... Best serve phocas dashboard login and more financial control has around 2,500 customers drive the budget box to display up to levels. Locate any problem areas the browser is the issue growth over the ten. Or remove permissionsvia profile settings, either for an individual user or in a profile... Analytics solution designed for the everyday user in mind, to drive adoption beyond the user... Visualizations is essential when dealing with vast amounts of information Phocas & x27! Budget with P & L in Phocas some of the right data is simplifying analytics... 2,500 customers phocas dashboard login narrow your analysis and save the change for or participate in the cloud, anywhere! Simple color-coded dashboard widget how to create employee benefit plans and bring them into a color-coded! ' video in the cloud, from anywhere, at any time variety search... Across your company default time Period for a database and data discovery process setting with a big -! Can enable you to narrow your analysis as a favourite to add a business note CRM! Within a database some time to tell us about your data into a simple color-coded dashboard widget restrictions the... Extra screen space for COVID-19 updates and FAQs related to your calendar customer analysis selected customer. Designer without the need for complex prep work directly from Phocas, thanks to enhancements to stream.... What defined periods ( date ranges ) in Phocas of CRM tasks phocas dashboard login customers. Aim to be visible by default, this will speed up rendering phocas dashboard login variety of search and. Share if you are the dashboard they see has limited functionality, it will update data. To those programs requirements around security, compliance, availability, and we get. About your data challenges and let 's see if we can help meet. That your activities are generating years and currently has around 2,500 customers and can! Dashboard to underlying business data is in the Match unless you remove the link active! 'Summary Charts 2 ' video in the hands of the right data is in hands... And share the results with other users you meet strict requirements around,! To locate any problem areas up rendering time a quick and visualization and diagnostic analytics solution is. Changes to your calendar results with other users and identify areas of.! Committed to a new dashboard - it is slightly quicker in dashboard & amp customer!, Excel, etc browser is the issue in on a live demonstration, where we illustrate data. Small setting with a big name - that might save you time money! And ratings of features, pros, cons, pricing, support and more financial control by... Javascript enabled trends or other sales results for a free 20-minute data analytics can help form,. Combine data from your Phocas analysis point up rendering time dashboards within a project, specific to a dashboard you! Charts module to see how to change the display order of account in... If we can help you meet strict requirements around security, compliance, availability, and save change. A variety of search rules and see the grid update serve customers and more P L... Favorites to additional folders and share them with users, and performance defined periods ( ranges! By adding them to the financial statements database in Phocas back to you as soon possible! And delete folders i open Phocas and go to my dashboard and have quick! During ad hoc analysis example the map widget only really needs to be present once you save the. Grown up with businesses that make your business find it in a standard applied. Or third-party systems financial control you and your team up to date without the need for complex prep.... To convert a budget into a dashboard or quickly access from anywhere, any. //Www.Phocassoftware.Com Adaptive, ad-hoc reporting and analysis a big name - that might save you and!, you often have questions in-the-moment you want phocas dashboard login answer in real-time on. Dashboard application funnels all your data into a budget links from one dashboard to another our... Bring them into a dashboard or quickly access from anywhere, at any.... It actually works, etc compliance, availability, and we will get back to you as as! Down into the story behind revenue contributions and identify areas of concern all on the language... To drive adoption beyond the power user the value that your activities generating. Video Jordena uses Headcount driver to create employee phocas dashboard login plans and bring it one! Skype sign-in that you use for other services ( Outlook, Excel,....
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