Watch the database build and open straight away in Phocas, ready to start your analysis. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Sign in using Phocas SSO. 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. 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 create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Easy to use for businesspeople and accountants. / See individual rows as a percentage of revenue, and track current period alongside year to date. Click here for COVID-19 updates and FAQs related to your application. 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. See just how user friendly a Phocas dashboard can be. (named login) 8.8. Would be nice to clone from one dashboard to another! 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). This is often the next step after importing users. Are you interested in becoming a Phocas partner? Welcome! In this video for Phocas administrators Tina shows how to create a brand new period with a simple 'offset' date range to ensure the period updates dynamically, or to simply choose from a list of pre-built periods. Watch David's tips for simplying the grid and gaining some extra screen space. Build the view you want to see. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. 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. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. 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. The key to managing complex business data is simplifying the analytics and data discovery process. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Keep track of budget plans in the cloud, from anywhere, at any time. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. 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. 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). 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. 3 Likes Goal pace over time / Drill into the story behind revenue contributions and identify areas of concern. Please consider upgrading. Sign in using Phocas SSO. Are you interested in becoming a Phocas partner? In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. When you have many columns on the screen, there can be lot of data to scroll through. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Many thanks Jon! I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. You don't need to be technical to build powerful and dynamic dashboards. Spreadsheets and static reports only tell part of the story. 9.7. In this video for administrators Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality. Ability to control who/which group has access to each dashboard or report. Grid nesting allows you to display up to three levels of detail, grouped by dimension. Phocas Software | Business Intelligence and Data Analysis Tools It's time for intuitive BI and financial reporting Management, finance, sales and operations - all on the same page with the numbers that make your business tick. 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. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. 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. 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. 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. Sharingdashboardsand favoritesis a common requirement for Phocas users. Customer Analysis 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. Epicor values yourprivacy. For example our original sales dashboard was overloaded with over 120 widgets. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Once you save, the link becomes active and you can send to someone without a Phocas login. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. see alternatives Compare save ( 18) App Info Pricing Features Reviews Alternatives Integrations Phocas Software Reviews User ratings Overall rating 4.8 /5 100 99% positive reviews Value for money Learn how to design a new database using our Designer tool. In the meantime I have used Firefox and the speed is super speedy!! This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Phocas gives you better visibility to best serve customers and more financial control. To do this choosetheShareiconto access dashboard edit options. Learn how to add a business note, including an attachment, to an account in Phocas CRM. Salesforce CRM. Click the images below to share this page. 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. the link becomes active and you can send to someone without a Phocas login. Why don't you take some time to tell us about your data challenges and let's see if we can help. All rebate rules are saved within a project, specific to a database and data stream. Works with any ERP system. He covers tips such as putting the currencies into working lines on the budget worksheet. Phocas JavaScript Error Please enable JavaScript or use a supported browser. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Fill in the form below, and we will get back to you as soon as possible. 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. 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. Are you interested in becoming a Phocas partner? With the ability to self-serve and collaborate using a single source of truth, teams can make better decisions and build cohesive plans across departments to achieve companywide goals. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. 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 bite-sized video, Karen shows how to change the default time period for a database in Phocas. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. 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 delivers a simple, powerful analytical capability that quickly turns data into a chart, graph or map at the click of a mouse or touch of a screen. 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. Here we show you how to save time by checking a box to display total amounts as averages. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views. Easily share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform to ease the reporting burden and alert the right teams to positive or negative trends. 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. Sign In. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Learn how to add a budget stream to your sales analysis, enabling you to drill into your sales figures to see how your budget is tracking. Live dashboards bring your data to life with real-time information customized for you. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Customer Management. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. 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? Learn how to add new contact to an account in Phocas CRM. Individual permission to generate an external dashboard link is managed via user profiles. Register for a free 20-minute data analytics consultation by completing the form below. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. 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. Still not sure about Phocas Software? Sign up to get the latest news and insights from Phocas experts. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Learn about using periods (date ranges) in Phocas. Here we show you how to get started with Phocas Analytics. 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. I have had to move some widgets to a new dashboard - it is slightly quicker! . Role-Based Security Model. 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. Overview, Thank you for registering with Epicor Software. or 'What did my reps sell yesterday?'. We have grown up with businesses that make, move and sell products and have a lot of data. Pardot. Learn how to use custom mode to build next years budget based on the last two years sales. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Remember Me? 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. phocas. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Jordena shows how to create benefits based on percent of remuneration, headcount or FTE, allocate the benefits plans and review the output within the overall budget. Learn how to create a rebate based on a percentage of the amount spent (value). 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. Tick 'Share with users' and/or Share with folders' as required, and save the change. In this video, learn about show others, show average and hide total - one-touch features that help satisfy your curiosity by presenting your data dfferently. In one tool. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Want another way of looking at things? Sign up to get the latest news and insights from Phocas experts. 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. 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. Please complete the registration form to access all site content. SKU Analysis. 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. 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. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. 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. 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. To do this choose the Share icon to access dashboard edit options. 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. Now when youopen the dash you will seea note containing a link to open and change the sharing. The key to managing complex business data is simplifying the analytics and data discovery process. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Make it easy for employees to take ownership and move the ball forward. The key to managing your datas complexity is simplifying the analytics and data discovery process. 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. Key benefits of using Phocas Software Ties in well with the rest of the Office 365 ecosystem. Go to Microsoft account and select Sign in. Sign In Remember Me? Sign In Some features are not supported in this browser. Learn how to switch to variance mode and see where results are improving (or not going so well). 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. In this video, learn how to create a dashboard and starting adding content to it. If you don't want people to slice/dice data, you can make all of the widgets un . Learn how to use a bullet chart to display KPI performance against target for different areas or by total. 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. We do this using custom mode. Subscriptions allow users to receive favorites via email, on a schedule. 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). PowerBI removes all that. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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. Collaborate on projects and keep everyone on your team up to date. *Note: Sales-Lead Capture. This video for administrators shows how to manage favorites for a database. This video for administrators shows how to manage user permissions for subscribing to favorites. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. Lets see if we can help. Reset to start again. I prefer to use the external link function in the Sharing options. 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. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. And take the forecasting further with a look at individual reps and their product classes. Learn how to drill down into your expenses to identify where spending is over budget. 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. 97 % 4 Ratings. 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. But it doesn't end there - you'll see how to share it, update it and find it in a list. 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. Understand your data with beautifully designed dashboards that update you on your progress. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. 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. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. SKU Analysis. 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. 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). 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. Remember Me. This video takes you into an inventory database. The Phocas menu is not available to them. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! 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. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. 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. See what's happening in the moment on business intelligence dashboards. 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. Phocas Software | Business intelligence and data analytics. 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. A common question is 'What did I sell yesterday?' Even if your data is a mess, you think youve got it licked with Excel, its in your too hard basket or someday maybe list. Sign up to get the latest news and insights from Phocas experts. Who owes you money? See what's happening in the moment with Phocas' intuitive dashboards. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . Admin users with permission to manage dashboards will also see this message, shown below. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. 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. To do this choose the, Administrators can remove external links from one or more dashboards via. However, it is time consuming to add the new widget separately to every dashboard. Dashboard - it is more likely the number of lines is not so much the impact is... 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