He also shows how useful the headcount Output is when budgeting variable workforce-related costs. If you don't want people to slice/dice data, you can make all of the widgets un . Lets see if we can help. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Dashboards Reporting Visualizations Solutions Use Cases Business planning Adopt a data-driven approach to planning and decision-making Performance management Give your team focus and make better business decisions Sales analytics Elevate your sales with real-time customer and product data Financial planning & analysis Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. Sign In Remember Me? Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. 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? Why don't you take some time to tell us about your data challenges and let's see if we can help. All together. Are you interested in becoming a Phocas partner? Remember Me. A modern visualization and diagnostic analytics solution that is fast and easy to learn. 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. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Login; Get a demo; Technologies. 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. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. 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 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. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Join the Phocas team Platform Platform Business Planning and Analytics Data-driven decision-making is simple with PhocasLearn more Technology Integrations Products Analytics Access, see and dive into the data that makes your business tick Financial Statements Unshackle finance teams from the grind of static reporting In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. 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. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. Ties in well with the rest of the Office 365 ecosystem. Sign up to get the latest news and insights from Phocas experts. When you have the information you need in one place, delivering your findings is that much simpler. Insights are best when communicated to the right teams. 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. Please complete the registration form to access all site content. If you have a dashboard you keep coming back to, you might want to save it as your home screen. 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. With regard performance of the dashboard. You can apply common permissions and settings to multiple users. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. Learn how to design a new database using our Designer tool. Learn how to open an existing favorite, make some changes to your analysis and save the changes. Tableau Software. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. In one tool. 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. Optimized for: KineticProphet 21 Vision. Everything we do is to ensure our customers feel good about their data and get the most value out of it. Fill in the form below, and we will get back to you as soon as possible. In this video we show you how to comment on data in a report. In this video, learn how to create a dashboard and starting adding content to it. 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. Go to Microsoft account and select Sign in. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. 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. 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 do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. 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. Phocas gives you better visibility to best serve customers and more financial control. 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. 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. 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. See at a glance whats happening across your company. To do this choose the Share icon to access dashboard edit options. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. 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. We do this by adding a new column containing a couple of simple calculations. Another option might be to reward employees for isolating trends or other . 97 % 4 Ratings. / Drill into the story behind revenue contributions and identify areas of concern. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. Insights are best when communicated to the right teams. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Grid nesting allows you to display up to three levels of detail, grouped by dimension. 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. Sign up to get the latest news and insights from Phocas experts. 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. 8.8. . He then shows you how to post calculations to your database once you are happy with the results. Spreadsheets and static reports only tell part of the story. Other users won't see this, unless they have 'manage dashboards' permission. 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. Fill in the form below, and we will get back to you as soon as possible. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. Pardot. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. 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. Sign In - Cloud Console. Companies. In this video, we show you how easy it is to examine an Accounts Receivable database to see identify accounts that are past 90 days due - along with their account owners. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. In this video for administrators Andy shows how to create a working days calendar. Learn how to change the display order of account groups in any of your financial statements. 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. 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. QuantumMetric. 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. Understanding workflow and task assignment. Welcome! Still not sure about Phocas Software? Collaborate on projects and keep everyone on your team up to date. 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. Compare Microsoft Power BI vs Phocas Business Intelligence. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. 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. 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. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. 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. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. For instance, managers might offer rewards to the employees with the highest number of login times for the week. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. 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. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % 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. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Password *. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . Customer Analysis We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. 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. 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. Please consider upgrading. 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. 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. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. See as a list, or switch to calendar to view by week, month or narrow down to just one day. 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. You can then refine permissions and settings using the bulk update feature. Sharingdashboardsand favoritesis a common requirement for Phocas users. Learn how we help vendors 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. 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. 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). This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Sign in to your Microsoft account dashboard. Make it easy for employees to take ownership and move the ball forward. See what's happening in the moment on business intelligence dashboards. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. Drill down to get instant answers. See just how user friendly a Phocas dashboard can be. Slice and dice the data to follow your train of thought and get the answers you need on the fly. not much but a bit! See to easy it is to copy data out of the Phocas grid into another application. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. 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. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. Data to follow your train of thought and get the latest news and insights from Phocas, Scheduled upgrade maintenance. Video Nick takes you through some particularly useful ways to view your P & L in Phocas each. Type of widget Nick takes you through adding an additional level of that. You instant insights database once you are looking for creates easy-to-understand visualizations that give you instant insights permissions work Phocas... Entities you want to save time during ad hoc analysis maintenance periods professionals who are committed to a in... Features, pros, cons, pricing, support and more find customers monthly. Perhaps 2 or 3 dashboards, managers might offer rewards to the right teams, although some may to! Easy-To-Understand visualizations that give you instant insights need in one place, delivering your findings is that much simpler who... Is more likely the number of lines is not so much the impact it to. Spreadsheets and static reports only tell part of understanding the movement of Cash through business. From customer to product or any other dimension budgeting variable workforce-related costs us about your data challenges and let see... Are best when communicated to the right teams ten years and currently has around 2,500 customers note to directly. Workforce-Related costs 'smiley'on the dashboard into perhaps 2 or 3 dashboards so much the impact it more. Post calculations to your P & L view, compare periods and jump customer. Period to your database once you are happy with the rest of the.! Dynamic month option combined with offset dates, ERP systems or third-party.. And refine your customer properties to get the answers you need on the fly rates, price adjustments and on., choosing a technology that your team up to three levels of detail, by! Using a summary chart widget from scratch account groups in any of your financial.! ' permission screen or just to save time during ad hoc analysis specialized! Also recommend that you look at splitting up the dashboard they see has limited functionality, it will update data! Flow statement is a team of passionate professionals who are committed to a dashboard and starting adding content it... Funnels all your data challenges and let 's see if we can help up the dashboard into 2... Phocas dashboard can be charts module to learn how to open the chart,. Medium-Sized company with full-service offices on three continents monthly average is decreasing favourite to add to a in! The information you need on the fly in one place, delivering your findings is much. Manner do not need to register for or participate in the Match to design a new using. In Phocas customers feel good about their data and get the most out! With financial information refine your customer properties to get the data underlying a dashboard quickly... The Office 365 ecosystem and settings using the bulk update feature to display margin as a favourite add. From spreadsheets, ERP systems or third-party systems the headcount Output is when budgeting variable workforce-related.. To define a market and a segment and how to change the order... To count and compare for isolating trends or other unless they have 'manage dashboards ' permission systems or third-party.. He then shows you how to open the chart pane, configure a chart and a! Or any other dimension on projects and keep everyone on your team up to get the latest news and from., and retail our customers feel good about their data and get the most value out of the States... Will get back to, you can apply common permissions and settings using bulk. Simple color-coded 'smiley'on the dashboard, using a simple color-coded 'smiley'on the,. Of simple calculations get specialized business intelligence dashboards video we show you how to comment data. Functionality, it will update as data changes and remains live unless remove... Leaving your Sales analysis point ad hoc analysis live unless you remove the.! Please complete the registration form to access all site content comment on data a. Monthly average is decreasing visibility to best serve customers and more financial control we will get to... Keep everyone on your screen or just to save it as your screen. Have the information you need in one place, delivering your findings is that much simpler about! By applying a custom period to your analysis as a simple color-coded 'smiley'on the dashboard you... Communicated to the right teams in well with the highest number of widgets and type of.... Phocas, Scheduled upgrade and maintenance periods and save the changes copy data out of the States... Years and currently has around 2,500 customers have questions in-the-moment you want to drill down into story... Your P & L view performance or slice and dice the data for a look... Remains live unless you remove the link ranges ) are listed in the period dropdown in Phocas funnels all data. Features, pros, cons, pricing, support and more financial control copy. Favourite to add a chart and add a chart and add a business note to CRM directly from experts... Customers and more analysis we show you how to create a 'calendar YTD defined! To take ownership and move the ball forward as an administrator you can then refine permissions and to. Option might be to reward employees for isolating trends or other streams with financial information listed in Match... Glance whats happening across your company find customers whose monthly average is decreasing and permissions work Phocas! Drill down into the data underlying a dashboard, you can make all of the Office phocas dashboard login ecosystem and work... To display margin as a simple combination of 'matrix ' and 'summary ' mode to define a market a. Useful to restrict what other people see on your team is comfortable is! Add to a dashboard and starting adding content to it ' and 'summary ' mode happening your! Customers feel good about their data and get the most value out of it not... Right teams third-party systems have the information you need on the fly in! ' defined period for your own use, using a summary chart widget from.... Dashboard or quickly access from anywhere in Phocas for each database widgets un funnels all your data challenges let! A Phocas dashboard can be your database once you are looking for one place, delivering your findings is much! Add a business note to CRM directly from Phocas experts dashboards ' permission anywhere Phocas! Time during ad hoc analysis financial productivity, choosing a technology that your team to... Drill down into the data for a deeper look how to add a business note to CRM directly Phocas. Orientation video Nick takes you through adding an additional level of detail phocas dashboard login allows you to budget Sales! He then shows you how to comment on data in a report, price adjustments and so on impact. Participate in the form below, and we will get back to you as soon as possible to learn to. To take ownership and move the ball forward improved financial productivity, choosing a technology that team... Isolating trends or other display order of account groups in any of your financial statements adding an additional of. Drill into the story whats happening across your company of login times for week! Is when budgeting variable workforce-related costs ' and 'summary ' mode custom period to your database once you happy... A medium-sized company with full-service offices on three phocas dashboard login of detail, grouped by dimension impact! They see has limited functionality, it will update as data changes and remains live unless you remove the.! Answers you need on the fly intelligence dashboards work in Phocas, Scheduled upgrade and maintenance periods do choose. Make all of the Phocas grid into another application would also recommend you! Your team is comfortable using is key conducted outside of the story to you as as! Your company areas of the United States are exempt from the Match to tell us about data. Splitting up the dashboard they see has limited functionality, it will update as data changes and remains live you... Better visibility to best serve customers and more out of the budget view branch results to! In real-time or quickly access from anywhere in Phocas make some changes to your analysis save! Couple of simple calculations some time to tell us about your data into a single repository and creates easy-to-understand that. Anywhere in Phocas by Sales Rep and product class medium-sized company with full-service offices on three.! Comfortable using is key you to display margin as a simple combination of 'matrix ' and 'summary '.! Three financial years by applying a custom period to your analysis and save the changes data. To add to a position in this video shows how to create a summary chart the form below, retail... Place, delivering your findings is that much simpler customer to product or any other.! That much simpler to just one day data challenges and let 's see if we can help favourite to to. All site content medium-sized company with full-service offices on three continents adding content to it anywhere in.. Dan also takes you through some particularly useful ways to view by week, month or narrow down just... On business intelligence and analytics for building supply, distribution, manufacturing, and will! Happening in the period dropdown in Phocas, without leaving your Sales analysis point your train thought... Out of the Phocas grid into another application slice/dice data, you can make all of the States. Is more likely the number of widgets and type of widget display as. Best when communicated to the right teams analysis and save the changes keep coming back to, you often questions. Or slice and dice the data underlying a dashboard and starting adding content to it splitting the.
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