Optimized for: KineticProphet 21 Vision. SKU Analysis. Sharing dashboards and favorites is a common requirement for Phocas users. 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. 3 Likes Goal pace over time SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. 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. 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. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Works with any ERP system. Slice and dice the data to follow your train of thought and get the answers you need on the fly. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. 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. 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. 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. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Once you save,the link becomes active and you can send to someone without a Phocas login. You can have data from multiple systems and bring it into one view so that you have a quick and . Phocas is a team of passionate professionals who are committed to helping people feel good about their data. 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 in the top left to isolate the data points on your area of interest. Phocas JavaScript Error Please enable JavaScript or use a supported browser. 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. Click here for COVID-19 updates and FAQs related to your application. Thank you for registering with Epicor Software. This video shows you how to use advanced search so that you are only searching by entity. Salesforce CRM. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. 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. 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. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? 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. For instance, managers might offer rewards to the employees with the highest number of login times for the week. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Open a dashboard. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. Tableau Software. click on something in a table or graph and press. - If you can list of the reports you have set up on a dashboard that would be great. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. 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 to view all activities quickly and easily in Photos CRM. 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. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . 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. Sign in to your Microsoft account dashboard. 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? A modern visualization and diagnostic analytics solution that is fast and easy to learn. You can apply common permissions and settings to multiple users. Key benefits of using Phocas Software See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. Drill down to get instant answers. 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, . Learn how to drill down into your expenses to identify where spending is over budget. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. This video shows you how to take dashboards to a new level. 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. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Customers are blown away when they first see what's possible with Phocas. 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. Are you interested in becoming a Phocas partner? Sign In - Cloud Console. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Go to Microsoft account and select Sign in. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. He also shows you a small setting with a big name - that might save you time and money. 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 individual rows as a percentage of revenue, and track current period alongside year to date. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Learn how to add new contact to an account in Phocas CRM. Apply a variety of search rules and see the grid update. Phocas Software | Business intelligence and data analytics. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Learn how to design a new database using our Designer tool. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Is there anyone who can advise? Do you have a view of data that you refer to regularly?In this video we show you how to save a view as a favorite in Phocas. ), then select Next. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. not much but a bit! North America Operational Phocas Analytics - US Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? 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. 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. 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 Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. 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. The dash takes on the same language, timezone and data restrictions as the dashboard owner. To do this choose the, Administrators can remove external links from one or more dashboards via. module-category Valuable Insights Many thanks Jon! Get a demo Based on 250+ customer reviews on Drive results with Phocas 0 % Increase in sales via new opportunities 0 % For example our original sales dashboard was overloaded with over 120 widgets. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. The Phocas menu is not available to them. 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 Ask your team members questions in real time about the data you're all seeing. 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. 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. 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. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. This is often the next step after importing users. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Another option might be to reward employees for isolating trends or other . In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. All together. 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). In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Lets see if we can help. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. Role-Based Security Model. 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. Welcome! Sales-Lead Capture. 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. 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. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. From there, you can drill deeper or jump back to a broader overview.
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