Sign up to get the latest news and insights from Phocas experts. Sign In. 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. Management, finance, sales and operations - all on the same page with the numbers that make your business tick. Are you interested in becoming a Phocas partner? See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. Who owes you money? To do this choose the, Administrators can remove external links from one or more dashboards via. Learn how to open an existing favorite, make some changes to your analysis and save the changes. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. In this video we show you how to copy and paste into Excel. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. 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. 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 add favorites to additional folders and share them with users, and to rename and delete folders. Username *. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. 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. I opted to adjust this into 3 dashboards of: Works with any ERP system. 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. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. 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. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. 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 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. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Customers are blown away when they first see what's possible with Phocas. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. 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. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Sign in using Phocas SSO. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Lets see if we can help. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Creating a data-driven culture is natural when everyone feels good about data. Once you save, the link becomes active and you can send to someone without a Phocas login. From there, you can drill deeper or jump back to a broader overview. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. 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. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Epicor values yourprivacy. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. 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. Make it easy for employees to take ownership and move the ball forward. 88 % 121 Ratings. 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. QuantumMetric. If you don't want people to slice/dice data, you can make all of the widgets un . Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. To do this choosetheShareiconto access dashboard edit options. In the meantime I have used Firefox and the speed is super speedy!! Here we show you how to make some simple selections on a dashboard, focus, clear and reset. 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). What is Phocas Software? 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. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. in the top left to isolate the data points on your area of interest. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Customizable and self-service Build the view you want to see. Ability to control who/which group has access to each dashboard or report. You can have data from multiple systems and bring it into one view so that you have a quick and . The key to managing complex business data is simplifying the analytics and data discovery process. Insights are best when communicated to the right teams. Learn how to view all activities quickly and easily in Photos CRM. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. We do this using custom mode. 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. Many thanks Jon! Cheers Shirley. Lets see if we can help. Keep track of budget plans in the cloud, from anywhere, at any time. PowerBI removes all that. Learn how to use custom mode to build next years budget based on the last two years sales. Note that standard Advanced and Administrator profiles have this permission ticked by default. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Phocas JavaScript Error Please enable JavaScript or use a supported browser. the link becomes active and you can send to someone without a Phocas login. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. Individual permission to generate an external dashboard link is managed via user profiles. Still not sure about Phocas Software? 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. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. 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. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Chart widget from scratch as a favourite to add favorites to additional folders and share the results other. 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