phocas dashboard login

EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Tableau Software. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Spreadsheets and static reports only tell part of the story. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Learn about using periods (date ranges) in Phocas. He covers tips such as putting the currencies into working lines on the budget worksheet. not much but a bit! Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. You can apply common permissions and settings to multiple users. 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. Drill down to get instant answers. 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. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Ask your team members questions in real time about the data you're all seeing. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. See what's happening in the moment with Phocas' intuitive dashboards. Join the Phocas team Platform Platform Business Planning and Analytics Data-driven decision-making is simple with PhocasLearn more Technology Integrations Products Analytics Access, see and dive into the data that makes your business tick Financial Statements Unshackle finance teams from the grind of static reporting Applicants who are committed to a position in this manner do not need to register for or participate in the Match. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. This video shows you how to get the most of the summary button. This is how you track and manage budgets on your time, your way. 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. Another option might be to reward employees for isolating trends or other . In this video David takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas. 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. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. 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 Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? 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! Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. 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. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. Password *. Phocas gives you better visibility to best serve customers and more financial control. 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. Welcome! Learn how we help vendors 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. / Drill into the story behind revenue contributions and identify areas of concern. Click the images below to share this page. Fill in the form below, and we will get back to you as soon as possible. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . 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. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. Sharing dashboards and favorites is a common requirement for Phocas users. To do this choosetheShareiconto access dashboard edit options. 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. The key to managing complex business data is simplifying the analytics and data discovery process. I have now been advised that the browser is the issue! Make it easy for employees to take ownership and move the ball forward. Other users won't see this, unless they have 'manage dashboards' permission. Click here for COVID-19 updates and FAQs related to your application. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. 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. 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. Are you interested in becoming a Phocas partner? Remember Me. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. In this video we show you how to comment on data in a report. - If you can list of the reports you have set up on a dashboard that would be great. Customers are blown away when they first see what's possible with Phocas. Watch how to add a pie chart and other simple widgets. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. 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). 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. 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).*. via profile settings, either for an individual user or in a standard profile applied to multiple users. Learn how to open an existing favorite, make some changes to your analysis and save the changes. 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 was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. Sign in using Phocas SSO. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. 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 . We do this by adding a new column containing a couple of simple calculations. 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. Customizable and self-service Build the view you want to see. with other users you 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 has been enabled for your site. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. 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 switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty. 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. 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. Role-Based Security Model. 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. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. 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. Ability to control who/which group has access to each dashboard or report. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Here we show you how to save time by checking a box to display total amounts as averages. A common question is 'What did I sell yesterday?' Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. 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. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. See what's happening in the moment on business intelligence dashboards. Sign In - Cloud Console. / View branch results next to each other using a simple combination of 'matrix' and 'summary' 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. You can then refine permissions and settings using the bulk update feature. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Our consultants aim to be trusted advisors who can give you data management options. See to easy it is to copy data out of the Phocas grid into another application. Learn how to add new contact to an account in Phocas CRM. When you have the information you need in one place, as well as the ability to set up alerts and reports, delivering your findings is that much simpler. You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. Tick 'Share with users' and/or Share with folders' as required, and save the change. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. You can also apply permissions to ensure the right data is in the hands of the right people. To do this choose the Share icon to access dashboard edit options. Would be nice to clone from one dashboard to another! Sign up to get the latest news and insights from Phocas experts. 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). 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). 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. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. Insights are best when communicated to the right teams. Watch David's tips for simplying the grid and gaining some extra screen space. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date.

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