What is Phocas Software? This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. 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. Fill in the form below, and we will get back to you as soon as possible. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Grid nesting allows you to display up to three levels of detail, grouped by dimension. Customizable and self-service Build the view you want to see. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Learn how to view all activities quickly and easily in Photos CRM. Learn how to change the display order of account groups in any of your financial statements. Username *. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. Creating a data-driven culture is natural when everyone feels good about 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. Our consultants aim to be trusted advisors who can give you data management options. 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. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. Individual permission to generate an external dashboard link is managed via user profiles. Our software brings together organizations' most useful data from an ERP and other business systems and presents it in a way that makes it easy to analyze by anyone. 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. 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. Learn how to use 'special offsets' based on days to create your own 'month to date' period. If you have a dashboard you keep coming back to, you might want to save it as your home screen. *Note: 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). 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. You can also apply permissions to ensure the right data is in the hands of the right people. 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 Learn how to drill down to transactions on a particular date, for a particular person, region or product. This is often the next step after importing users. 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 a few steps, see which sales reps are performing well - and which ones aren't. See everything from suppliers, locations, products, sales, stock holding to salespeople. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. 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).*. Role-Based Security Model. 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. It is suitable for users who have permission to manage budgets and forecasts. North America Operational Phocas Analytics - US the link becomes active and you can send to someone without a Phocas login. 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. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. Watch David's tips for simplying the grid and gaining some extra screen space. 88 % 121 Ratings. 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. Learn how to create a rebate based on year to year growth. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. He then shows you how to post calculations to your database once you are happy with the results. All together. 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. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. In this video TIm shows you how to compare a market segment to the overall market using market mode. Are you interested in becoming a Phocas partner? 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. Subscriptions allow users to receive favorites via email, on a schedule. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. Admin users with permission to manage dashboards will also see this message, shown below. 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. 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. Sign up to get the latest news and insights from Phocas experts. Compare Microsoft Power BI vs Phocas Business Intelligence. Who owes you money? 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. 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. For example our original sales dashboard was overloaded with over 120 widgets. 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. Part 2 in the Financial Statements orientation series explains how to take your view of the P&L to the next level by interrogating results for individual branches within a business. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. Learn how to use custom mode to build next years budget based on the last two years sales. 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. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? 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. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. Sign in using Phocas SSO. 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. In this video for administrators Tina shows how to manage dashboards within a database. I opted to adjust this into 3 dashboards of: - If you can list of the reports you have set up on a dashboard that would be great. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. A common question is 'What did I sell yesterday?' 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. 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. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. 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. Understanding workflow and task assignment. You can only share if you are the dashboard owner. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information.
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