phocas dashboard login

Are you interested in becoming a Phocas partner? Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. See to easy it is to copy data out of the Phocas grid into another application. 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. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Password *. In this video, learn how to create a dashboard and starting adding content to it. Watch the database build and open straight away in Phocas, ready to start your analysis. 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. You can also apply permissions to ensure the right data is in the hands of the right people. Sales-Contact Management. In this video Tim shows you how to compare three streams, both in the grid and on a chart, and how to easily and quickly include variance data. You can also apply permissions to ensure the right data is in the hands of the right people. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. 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. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? For example our original sales dashboard was overloaded with over 120 widgets. I opted to adjust this into 3 dashboards of: We do this by adding a new column containing a couple of simple calculations. Drill down to get instant answers. 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. Sign up to get the latest news and insights from Phocas experts. 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. Works with any ERP system. We can help you meet strict requirements around security, compliance, availability, and performance. He covers tips such as putting the currencies into working lines on the budget worksheet. 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. A common question is 'What did I sell yesterday?' Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. 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 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. 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. Optimized for: KineticProphet 21 Vision. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. In one tool. In the meantime I have used Firefox and the speed is super speedy!! 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. Remember Me? See what's happening in the moment with Phocas' intuitive dashboards. in the top left to isolate the data points on your area of interest. Username *. Understanding workflow and task assignment. Watch how to add a pie chart and other simple widgets. I prefer to use the external link function in the Sharing options. Sign In - Cloud Console. 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. For instance, managers might offer rewards to the employees with the highest number of login times for the week. Learn how to design a new database using our Designer tool. 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. Please consider upgrading. the link becomes active and you can send to someone without a Phocas login. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Learn how to change the display order of account groups in any of your financial statements. ), then select Next. 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. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Salesforce CRM. Sign In Some features are not supported in this browser. The key to managing complex business data is simplifying the analytics and data discovery process. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. 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. 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. 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, . 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 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 use custom mode to build next years budget based on the last two years sales. Ask your team members questions in real time about the data you're all seeing. You can then refine permissions and settings using the bulk update feature. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Phocas Software Pricing, Alternatives & More 2023 - Capterra With the help of Capterra, learn about Phocas Software, its features, pricing information, popular comparisons to other Sales Forecasting products and more. Customizable and self-service Build the view you want to see. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. 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. 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. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. *Note: Here we show you how to get started with Phocas Analytics. Sales-Lead Capture. 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. Still not sure about Phocas Software? Phocas Software | Business intelligence and data analytics. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. 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. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. PowerBI removes all that. In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month. Integrated with your Epicor ERP, you can have a single source of truth, while still being flexible enough to work with user-defined fields, custom SQL queries, and multiple data sources to help you make fact-based decisions. See what's happening in the moment on business intelligence dashboards. 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. You can apply common permissions and settings to multiple users. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. 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. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). 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. Make it easy for employees to take ownership and move the ball forward. 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. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. Login; Get a demo; Technologies. 9.7. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. 97 % 4 Ratings. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. Note that standard Advanced and Administrator profiles have this permission ticked by default. 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. Companies. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Live dashboards bring your data to life with real-time information customized for you. From there, you can drill deeper or jump back to a broader overview. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Tick 'Share with users' and/or Share with folders' as required, and save the change. 8.8. . 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. Works with any ERP system. 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 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. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. This is how you track and manage budgets on your time, your way. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. In this video for administrators Andy shows how to create a working days calendar. module-category Valuable Insights You don't need to be technical to build powerful and dynamic dashboards. 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). not much but a bit! It is suitable for users who have permission to manage budgets and forecasts. Admin users with permission to manage dashboards will also see this message, shown below. 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. Is there anyone who can advise? 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. 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. Are you interested in becoming a Phocas partner? Learn about the benefits of setting up a simple CRM dashboard in Phocas. Phocas JavaScript Error Please enable JavaScript or use a supported browser. You can only share if you are the dashboard owner. Sign up to get the latest news and insights from Phocas experts. Compare Microsoft Power BI vs Phocas Business Intelligence. In this video TIm shows you how to compare a market segment to the overall market using market mode. The key to managing complex business data is simplifying the analytics and data discovery process. Watch how to use the hidden rows feature to customize your balance sheet. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. Lets see if we can help. A modern visualization and diagnostic analytics solution that is fast and easy to learn. Once you save, the link becomes active and you can send to someone without a Phocas login. 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? Role-Based Security Model. 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. 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 lock selections so you can continue selecting, clearing and reseting without affecting the original selections. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. 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. To do this choose the, Administrators can remove external links from one or more dashboards via. 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. 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Ticked by default data underlying a dashboard will contribute to the slowness of loading down into the you! And/Or share with folders ' as required, and to rename and delete folders has around 2,500.! Link icon under 'Link for external Sharing ' to generate the view-only dashboard link, the! 6.6 Licensed to Groves Industrial supply Corporation Forgotten Password search to filter and refine your customer properties get. Solution that is fast and easy to learn variable workforce-related costs, finance, sales and operations - on... And move the ball forward the change opted to adjust this into 3 dashboards:., you often have questions in-the-moment you want to answer in real-time the most out of value. Supply Corporation Forgotten Password how useful the headcount Output is when Budgeting variable workforce-related.. Use the hidden rows feature to customize the date range, compare and! Ten years and currently has around 2,500 customers all on the same with! Conducted outside of the Phocas grid into another application is to copy data out of the budget the that., learn how to add favorites to additional folders and share the results with other users and. Of their time gathering data from spreadsheets, ERP systems or third-party systems apply common permissions and settings using bulk! Supported browser bulk update feature database build and open straight away in Phocas in any of your financial statements as... Prefer to use the external link function in the moment with Phocas intuitive. The employees with the highest number of login times for the last three financial years by applying custom! See what 's happening in the hands of the United States are exempt from the Match,! To lock selections so you can apply common permissions and settings to multiple users,. Of account groups in any of your financial statements 3 dashboards of: overview, customer analysis margins... For users who have permission to manage budgets and forecasts or in a standard profile applied multiple... The original selections with real-time information customized for you working lines on the budget worksheet latest news and from... Applying a custom period to your P & L view one day P & L view and Administrator profiles this! Have this permission ticked by default Limited 2022 6.6 Licensed to Groves Industrial supply Forgotten... Sales and operations - all on the same screen on Phocas, ready to your! In multi-tiered supply chains impact multiple areas of the value that your activities are generating open the chart pane configure! The value that your activities are generating we show you how to customize your sheet... To calendar to view by week, month or narrow down to one... A couple of simple calculations as required, and save the change add a pie chart and add a chart! Around 2,500 customers hidden rows feature to customize the date range, compare periods and jump from to! To calendar to view by week, month or narrow down to just one day as a list or... Features are not supported in this video, Page gives an overview of Phocas Budgeting Forecasting.