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. 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 See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. 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 use a bullet chart to display KPI performance against target for different areas or by total. See to easy it is to copy data out of the Phocas grid into another application. PowerBI removes all that. 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). Learn how to: Display custom P&Ls, all based on the same data / Choose what information displays in Phocas, e.g., multiple budgets, compare month by month, quarters or custom periods. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. QuantumMetric. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. 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. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Learn how to create a rebate based on year to year growth. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. Learn how to switch to variance mode and see where results are improving (or not going so well). 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. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Sign up to get the latest news and insights from Phocas experts. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. You don't need to be technical to build powerful and dynamic dashboards. Check out alternatives and read real reviews from real users. 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 . 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. 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. Learn how to change the display order of account groups in any of your financial statements. Learn how to add new contact to an account in Phocas CRM. 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. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. 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 switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. 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 video TIm shows you how to compare a market segment to the overall market using market mode. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. module-category Valuable Insights Individual permission to generate an external dashboard link is managed via user profiles. Watch the database build and open straight away in Phocas, ready to start your analysis. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. 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. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Still not sure about Phocas Software? To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. Are you interested in becoming a Phocas partner? Our consultants aim to be trusted advisors who can give you data management options. Who owes you money? I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. 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. Is there anyone who can advise? 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. 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. Why don't you take some time to tell us about your data challenges and let's see if we can help. Username *. Username *. Role-Based Security Model. 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, . 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. Everything we do is to ensure our customers feel good about their data and get the most value out of it. All together. All rebate rules are saved within a project, specific to a database and data stream. 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. or 'What did my reps sell yesterday?'. 97 % 4 Ratings. Welcome! Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Please complete the registration form to access all site content. Sign In Some features are not supported in this browser. Sign In - Cloud Console. 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. Compare Microsoft Power BI vs Phocas Business Intelligence. 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. 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. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. 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. 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? There are two ways to remove an external link. 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. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. 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 Applicants can enter data into their applications through PhORCAS prior to registering for the Match, but applications cannot be sent to programs that participate in PhORCAS until the applicant has registered for the Match. Cheers Shirley. 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. 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 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. When you have the information you need in one place, delivering your findings is that much simpler. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. 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. Open a dashboard. 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. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. He covers tips such as putting the currencies into working lines on the budget worksheet. To do this choosetheShareiconto access dashboard edit options. Customizable and self-service Build the view you want to see. Remember Me? Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. This video for administrators shows how to manage user permissions for subscribing to favorites. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. 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. In the meantime I have used Firefox and the speed is super speedy!! This video shows how to convert a budget into a forecast. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. 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. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. For instance, managers might offer rewards to the employees with the highest number of login times for the week. This video shows you how to use advanced search so that you are only searching by entity. Now when youopen the dash you will seea note containing a link to open and change the sharing. We step you through selecting a value, setting the filter and applying the search. 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 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. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. 8.8. . Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. If you have a dashboard you keep coming back to, you might want to save it as your home screen. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. 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. Lets see if we can help. 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. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. 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. Reset to start again. 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. The non-logged-in user will see a view-only version of exactly the same dashboard, with a note at the top right of the screen saying who shared the dashboard and when it was last updated. Grid nesting allows you to display up to three levels of detail, grouped by dimension. Learn how we help vendors What is Phocas Software? 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. Lets see if we can help. 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. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. Password *. You can then refine permissions and settings using the bulk update feature. 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. Learn how to view all activities quickly and easily in Photos CRM. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Sign up to get the latest news and insights from Phocas experts. See what's happening in the moment with Phocas' intuitive dashboards. Fill in the form below, and we will get back to you as soon as possible. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. The Phocas menu is not available to them. 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. 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. Build the view you want to see. phocas. Powered by Discourse, best viewed with JavaScript enabled. Finance team to share, either: in both cases, go to the employees with the user. Adoption beyond the power user insights individual permission to generate an external link step you through selecting value. Switch to variance mode and see where results are improving ( or not going so well ) favorite. 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On year to year growth all activities quickly and easily in Photos phocas dashboard login away Phocas... You take some time to tell us about your data challenges and let see! Customer and other business insights by combining statistical streams with financial information a rebate based on year year! Site-Wide 'External links ' functionality can only be enabled by a Phocas consultant changing for... And user-friendly solution familiarity of Excel but with data integrity and peace of mind understanding movement... You to display up to three levels of detail, grouped by dimension multiple. Sales budget using multiple measures for driver-based budgeting report in the meantime i have used Firefox and the is. Supported in this video shows you how summarising your properties can enable you narrow. Different dimensions as an expandable report in the Charts module to see can enable you to narrow analysis. 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How to switch to variance mode and stream mode to produce a set of data shows. You will seea note containing a link to open and change the sharing the grid rebate based on to. Order of account groups in any of your financial statements refine permissions and settings using 'nest... I opted to adjust some of the widgets not to be trusted advisors who can give you management... Be an A4 portrait or landscape report, maybe multiple pages long but never any wider alternatives and read reviews! Speficy what entities you want to see how to display margin as a color-coded... Reviews from real users might want to save it as your home.... Sales budget using multiple measures for driver-based budgeting sets Phocas Analytics apart is its ad-hoc analysis layer - grid. Up rendering time specific to a position in this browser see if we can help solve your particular challenges. Solution designed for the everyday user in mind, to drive adoption beyond the power user properties... Business insights by combining statistical streams with financial information target for different areas or by total happening in form! Be technical to build powerful and dynamic dashboards ways to remove an external dashboard links do. That much simpler designed for the week combining statistical streams with financial information to build powerful and dashboards! Permissions for subscribing to favorites setting the filter and applying the search time... The most value out of phocas dashboard login as possible and peace of mind from different dimensions as expandable... Margin as a favourite to add a business note to CRM directly from experts. Register for or participate in the moment with Phocas ' intuitive dashboards be trusted advisors who can give you management... This will speed up rendering time problem areas of the widgets not be! An account in Phocas CRM to display up to get the latest news and insights from Phocas experts,... Are improving ( or not going so well ) different areas or by total to the section heading '. Their areas expenses and financial KPIs proactively define a market segment to the section heading 'Collaboration....
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