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. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. 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. Customer Analysis Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. For example our original sales dashboard was overloaded with over 120 widgets. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. 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). See just how user friendly a Phocas dashboard can be. module-category Valuable Insights Works with any ERP system. Many thanks Jon! To do this choose the Share icon to access dashboard edit options. Learn how to use 'special offsets' based on days to create your own 'month to date' period. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. SKU Analysis. Learn how to create a rebate based on year to year growth. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. North America Operational Phocas Analytics - US 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. Ability to control who/which group has access to each dashboard or report. See to easy it is to copy data out of the Phocas grid into another application. Want another way of looking at things? 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. 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. / Drill into the story behind revenue contributions and identify areas of concern. Sign up to get the latest news and insights from Phocas experts. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. A modern visualization and diagnostic analytics solution that is fast and easy to learn. I have had to move some widgets to a new dashboard - it is slightly quicker! In this video, learn how to create a dashboard and starting adding content to it. 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. 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). 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). In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. Websiteterms and conditions. 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. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Sales-Lead Capture. With regard performance of the dashboard. 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. 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 video shows how to open the chart pane, configure a chart and add a chart to a dashboard. QuantumMetric. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. Open a dashboard. Learn how to view all activities quickly and easily in Photos CRM. Who owes you money? Works with any ERP system. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Understand your data with beautifully designed dashboards that update you on your progress. Make it easy for employees to take ownership and move the ball forward. Individual permission to generate an external dashboard link is managed via user profiles. 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. Learn how to create a rebate based on a percentage of the amount spent (value). Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. 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. 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. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Password *. Register for a free 20-minute data analytics consultation by completing the form below. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Apply a variety of search rules and see the grid update. Learn how to open an existing favorite, make some changes to your analysis and save the changes. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. You can apply common permissions and settings to multiple users. 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. I prefer to use the external link function in the Sharing options. See everything from suppliers, locations, products, sales, stock holding to salespeople. I have now been advised that the browser is the issue! Once you save, the link becomes active and you can send to someone without a Phocas login. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. (named login) 8.8. 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. In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. Remember Me. In this video TIm shows you how to compare a market segment to the overall market using market mode. Another option might be to reward employees for isolating trends or other . Insights are best when communicated to the right teams. 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. We'll reach out to schedule a convenient time for the demo, and ask a few questions to make sure we provide an experience tailored to your needs. You can have data from multiple systems and bring it into one view so that you have a quick and . Creating a data-driven culture is natural when everyone feels good about data. See at a glance whats happening across your company. To do this choose the, Administrators can remove external links from one or more dashboards via. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Click the images below to share this page. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Go to Microsoft account and select Sign in. The dash takes on the same language, timezone and data restrictions as the dashboard owner. 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. Cheers Shirley. Still not sure about Phocas Software? 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. 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. 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. Is there anyone who can advise? Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. 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. In the meantime I have used Firefox and the speed is super speedy!! Are you interested in becoming a Phocas partner? Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. 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. 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 display information for specific accounts in your financial statements, using the Account [acc] function to create calculations that reference single accounts within a statement. Sharingdashboardsand favoritesis a common requirement for Phocas users. Once you save,the link becomes active and you can send to someone without a Phocas login. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. With Phocas' dashboard application you can slice and dice the data to follow your train of thought and get the answers you need on the fly. If you have a dashboard you keep coming back to, you might want to save it as your home screen. 9.7. Remember Me. Fill in the form below, and we will get back to you as soon as possible. Learn about the benefits of setting up a simple CRM dashboard in Phocas. Lets see if we can help. 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. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. 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. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. Sign In - Cloud Console. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Username *. 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. 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. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Watch David's tips for simplying the grid and gaining some extra screen space. Lets see if we can help. Learn how to change the display order of account groups in any of your financial statements. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. When you have many columns on the screen, there can be lot of data to scroll through. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Other users won't see this, unless they have 'manage dashboards' permission. Fill in the form below, and we will get back to you as soon as possible. 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. This video provides an introduction to the different types of activity (business note, phone log, task and meeting) that can be added against an account in Phocas CRM. But it doesn't end there - you'll see how to share it, update it and find it in a list. 97 % 4 Ratings. Learn how we help vendors Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 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 Slice and dice the data to follow your train of thought and get the answers you need on the fly. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. The key to managing complex business data is simplifying the analytics and data discovery process. 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. 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. He covers tips such as putting the currencies into working lines on the budget worksheet. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain. Learn how to switch to variance mode and see where results are improving (or not going so well). Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. 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. ), then select Next. Please consider upgrading. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. Login; Get a demo; Technologies. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! See what's happening in the moment on business intelligence dashboards. In this video for administrators, Andy shows how to save time by using Clone to create a user account with most of the same settings as an existing user. Remember Me? And take the forecasting further with a look at individual reps and their product classes. Learn how to add new contact to an account in Phocas CRM. 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. You can then refine permissions and settings using the bulk update feature. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). 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 Sales-Contact Management. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. the link becomes active and you can send to someone without a Phocas login. 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. *Note: 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. . User Login Report - Phocas user group Phocas user group User Login Report SparkyMarky June 7, 2019, 8:28am #1 I've had a request from a user to have a report that shows the username and last login of users within a specific territory. See as a list, or switch to calendar to view by week, month or narrow down to just one day. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. 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. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. Customizable and self-service Build the view you want to see. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. The Phocas dashboard is unique in that all of the dashboards are directly connected to the Phocas grid, so all of your metrics are visible at a glance, . Understanding workflow and task assignment. 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. Sign In Some features are not supported in this browser. 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. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! 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. In this video Nico shows you how the pro rata option in Phocas Rebates allows you to estimate at various times during the year what rebates you are likely to pay or receive later on, based on results part-way through the year. You can only share if you are the dashboard owner. This is how you track and manage budgets on your time, your way. Powered by Discourse, best viewed with JavaScript enabled. 3 Likes Goal pace over time 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).*. Check out alternatives and read real reviews from real users. Learn how to create, rename or delete a folder and select who can access each folder. We do this by adding a new column containing a couple of simple calculations. 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. Sign In - Cloud Console. 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 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. Sign In Remember Me? Note that standard Advanced and Administrator profiles have this permission ticked by default. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. 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. We live by our data in these forms and I do not want to have to split the dashboards if I can avoid it, thanks! I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. 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. Click here for COVID-19 updates and FAQs related to your application. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. We do this using custom mode. 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. via profile settings, either for an individual user or in a standard profile applied to multiple users. For example our original sales dashboard was overloaded with over 120 widgets. 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. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. 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. That way the user has access to the dashboard at any time, too. Please complete the registration form to access all site content. Sign in using Phocas SSO. We step you through selecting a value, setting the filter and applying the search. In a few steps, see which sales reps are performing well - and which ones aren't. PowerBI removes all that. Phocas JavaScript Error Please enable JavaScript or use a supported browser. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Sign up to get the latest news and insights from Phocas experts. In this video for administrators Andy shows how to create a working days calendar. 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. Ties in well with the rest of the Office 365 ecosystem. We have grown up with businesses that make, move and sell products and have a lot of data. In this video for administrators Tina shows how to create a user-specific profile to apply ad-hoc permisisons to an individual user, overriding their default profile. If you don't want people to slice/dice data, you can make all of the widgets un . Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Live dashboards bring your data to life with real-time information customized for you. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. Easy to use for businesspeople and accountants.
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