phocas dashboard login

phocas. 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? 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. 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 this video for administrators Andy shows how to create a working days calendar. 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. Sign in using Phocas SSO. Are you interested in becoming a Phocas partner? In this video we show you how to copy and paste into Excel. From there, you can drill deeper or jump back to a broader overview. Keep track of budget plans in the cloud, from anywhere, at any time. However, it is time consuming to add the new widget separately to every dashboard. In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. Welcome! 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. Insights are best when communicated to the right teams. I prefer to use the external link function in the Sharing options. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. Here we show you how to get started with Phocas Analytics. See at a glance whats happening across your company. In the meantime I have used Firefox and the speed is super speedy!! (named login) 8.8. When you have many columns on the screen, there can be lot of data to scroll through. He then shows you how to post calculations to your database once you are happy with the results. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. I opted to adjust this into 3 dashboards of: Drill down to get instant answers. Fill in the form below, and we will get back to you as soon as possible. Customers are blown away when they first see what's possible with Phocas. Learn how to drill down into your expenses to identify where spending is over budget. With regard performance of the dashboard. To do this choose the, Administrators can remove external links from one or more dashboards via. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. 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? 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. Sharingdashboardsand favoritesis a common requirement for Phocas users. 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. 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 to switch to variance mode and see where results are improving (or not going so well). Learn how to create a rebate based on a percentage of the amount spent (value). See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. If you are using Chrome there is a known issue which an update should fix once I have this actioned! the link becomes active and you can send to someone without a Phocas login. Andy shows how to export data into Excel from the Phocas grid, or copy a chart or dashboard widget as an image ready to insert into Word or another format. Pardot. Subscriptions allow users to receive favorites via email, on a schedule. 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. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Number of lines is not so much the impact it is more likely the number of widgets and type of widget. This video shows you how to use advanced search so that you are only searching by entity. Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. All together. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. We can all export data from Phocas and format it in Excel, but I believe harnessing the analytic benefits of Phocas and the formating found with the charts, dashboards etc - Phocas could provide a third option of Snap Reports. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Reset to start again. Sign up to get the latest news and insights from Phocas experts. Learn how to add new contact to an account in Phocas CRM. 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). Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 9.7. Customizable and self-service Build the view you want to see. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Compare Microsoft Power BI vs Phocas Business Intelligence. Click the images below to share this page. With the ability to self-serve and collaborate using a single source of truth, teams can make better decisions and build cohesive plans across departments to achieve companywide goals. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Please complete the registration form to access all site content. As well as sharingdashboardswith 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. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Learn how we help vendors In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. Creating a data-driven culture is natural when everyone feels good about data. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. 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. Sign in using Phocas SSO. Would be nice to clone from one dashboard to another! 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. Learn how to use Rebates 'near miss' analysis to view Rebates performance and see at a glance the potential to target your spend more effectively or, if you pay rebates, enable you to target customer purchasing to maximise benefits. 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. 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. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. Check out alternatives and read real reviews from real users. 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. This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. 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. I have had to move some widgets to a new dashboard - it is slightly quicker! He also shows how useful the headcount Output is when budgeting variable workforce-related costs. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. Sign In. 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. Grid nesting allows you to display up to three levels of detail, grouped by dimension. Fill in the form below, and we will get back to you as soon as possible. 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. Learn how to add a budget stream to your sales analysis, enabling you to drill into your sales figures to see how your budget is tracking. 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. 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. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. For example our original sales dashboard was overloaded with over 120 widgets. 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. 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. Sales-Lead Capture. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! Websiteterms and conditions. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Watch David's tips for simplying the grid and gaining some extra screen space. 3 Likes Goal pace over time Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Phocas gives you better visibility to best serve customers and more financial control. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Learn how to add a business note, including an attachment, to an account in Phocas CRM. You can have data from multiple systems and bring it into one view so that you have a quick and . 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).*. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. Sharing dashboards and favorites is a common requirement for Phocas users. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. Insights are best when communicated to the right teams. Cheers Shirley. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. He also shows you a small setting with a big name - that might save you time and money. The Phocas menu is not available to them. Sign In - Cloud Console. 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. Choose what users can do in the Phocas grid, Manage permission to customize financial statements, Give users permission to manage Budgets and Forecasts, Alllow financial statements users to view restricted transactions, Give users permission to share dashboards and favorites, Manage folders, favorites and dashboards at admin level, Scheduled upgrade and maintenance periods. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? This video shows you how to take dashboards to a new level. 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. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared 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 Everything we do is to ensure our customers feel good about their data and get the most value out of it. For instance, managers might offer rewards to the employees with the highest number of login times for the week. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. 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. This is often the next step after importing users. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 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. This video takes you into an inventory database. 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. Ask your team members questions in real time about the data you're all seeing. Login; Get a demo; Technologies. 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. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. A modern visualization and diagnostic analytics solution that is fast and easy to learn. This video for administrators shows how to manage user permissions for subscribing to favorites. 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). Live dashboards bring your data to life with real-time information customized for you. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. 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. Ease the burden of reporting burden on your team with the ability to set up alerts and reports, so the right team members get the right information on positive or negative trends. 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. Watch how to use the hidden rows feature to customize your balance sheet. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. 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. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Note that standard Advanced and Administrator profiles have this permission ticked by default. Learn how to create, rename or delete a folder and select who can access each folder. Learn how to design a new database using our Designer tool. 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. Optimized for: KineticProphet 21 Vision. Lets see if we can help. Our consultants aim to be trusted advisors who can give you data management options. See just how user friendly a Phocas dashboard can be. Lets see if we can help. In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. 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. User Login Report - Phocas user group Phocas user group User Login Report SparkyMarky June 7, 2019, 8:28am #1 I've had a request from a user to have a report that shows the username and last login of users within a specific territory. 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. The key to managing your datas complexity is simplifying the analytics and data discovery process. Sign In Some features are not supported in this browser. 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. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Sales-Contact Management. 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. 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. . All rebate rules are saved within a project, specific to a database and data stream. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. In a few steps, see which sales reps are performing well - and which ones aren't. Slice and dice the data to follow your train of thought and get the answers you need on the fly. The dash takes on the same language, timezone and data restrictions as the dashboard owner. 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, learn about show others, show average and hide total - one-touch features that help satisfy your curiosity by presenting your data dfferently. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. But it doesn't end there - you'll see how to share it, update it and find it in a list. Remember Me? Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. You can then refine permissions and settings using the bulk update feature. via profile settings, either for an individual user or in a standard profile applied to multiple users. Once you save,the link becomes active and you can send to someone without a Phocas login. click on something in a table or graph and press. If a signed in user with permission to see the data uses the external link in their browser they are automatically taken to the full version of the dashboard. Phocas delivers a simple, powerful analytical capability that quickly turns data into a chart, graph or map at the click of a mouse or touch of a screen. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. Spreadsheets and static reports only tell part of the story. I have now been advised that the browser is the issue! SKU Analysis. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. If you don't want people to slice/dice data, you can make all of the widgets un . / Drill into the story behind revenue contributions and identify areas of concern. Other users won't see this, unless they have 'manage dashboards' permission. 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. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. We step you through selecting a value, setting the filter and applying the search. To do this choose the Share icon to access dashboard edit options. 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. 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. That way the user has access to the dashboard at any time, too. This video shows how to convert a budget into a forecast. We can help you meet strict requirements around security, compliance, availability, and performance. Works with any ERP system. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Many thanks Jon! Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Learn how to view all activities quickly and easily in Photos CRM. Sign In - Cloud Console. Sign up to get the latest news and insights from Phocas experts. Fill in the form below, and we will get back to you as soon as possible. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. See to easy it is to copy data out of the Phocas grid into another application. Learn how to use custom mode to build next years budget based on the last two years sales. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. If you have a dashboard you keep coming back to, you might want to save it as your home screen. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. Sign up to get the latest news and insights from Phocas experts. Thank you for registering with Epicor Software. Go to Microsoft account and select Sign in. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant.

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