But it doesn't end there - you'll see how to share it, update it and find it in a list. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. 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).*. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. 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. Sign In. Password *. Customers are blown away when they first see what's possible with Phocas. Ask your team members questions in real time about the data you're all seeing. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. 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. SKU Analysis. Sign up to get the latest news and insights from Phocas experts. Username *. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Make it easy for employees to take ownership and move the ball forward. Sharingdashboardsand favoritesis a common requirement for Phocas users. There are two ways to remove an external link. 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. 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 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 In - Cloud Console. Username *. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. All together. Pardot. 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. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. Collaborate on projects and keep everyone on your team up to date. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. 3 Likes Goal pace over time 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. Grid nesting allows you to display up to three levels of detail, grouped by dimension. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. Everything we do is to ensure our customers feel good about their data and get the most value out of it. Build the view you want to see. You can add or remove permissions via profile settings, either for an individual user or in a standard profile applied to multiple users.. To give a user permission to share, either: Go to Administration > Profile to change a standard profile, or; Go to Administration > Users and select a specific user. Sales-Contact Management. 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. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. 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. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. The key to managing your datas complexity is simplifying the analytics and data discovery process. Insights are best when communicated to the right teams. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Our consultants aim to be trusted advisors who can give you data management options. Learn how to create a rebate rule based on volume or quantity. To do this choose the Share icon to access dashboard edit options. 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 Nico shows you how to create a new Rebates project. 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. Learn how to use 'special offsets' based on days to create your own 'month to date' period. 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. 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. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class. Fill in the form below, and we will get back to you as soon as possible. If you have a dashboard you keep coming back to, you might want to save it as your home screen. 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. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. Contact Phocas support in your region for more information about this. 88 % 121 Ratings. 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. 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. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. ), then select Next. See what's happening in the moment with Phocas' intuitive dashboards. In one tool. 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. That way the user has access to the dashboard at any time, too. / See individual rows as a percentage of revenue, and track current period alongside year to date. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. Sign in using Phocas SSO. You can only share if you are the dashboard owner. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. Admin users with permission to manage dashboards will also see this message, shown below. 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. We do this by adding a new column containing a couple of simple calculations. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. 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. 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. Still not sure about Phocas Software? 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. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Another option might be to reward employees for isolating trends or other . 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? Tableau Software. 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. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Lets see if we can help. 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. Compare Microsoft Power BI vs Phocas Business Intelligence. 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. 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. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. 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. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. 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. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. Are you interested in becoming a Phocas partner? Learn how to create, rename or delete a folder and select who can access each folder. See to easy it is to copy data out of the Phocas grid into another application. Insights are best when communicated to the right teams. Works with any ERP system. 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. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. Fill in the form below, and we will get back to you as soon as possible. Apply a variety of search rules and see the grid update. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. 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. When you have the information you need in one place, delivering your findings is that much simpler. In this video for administrators Andy shows how to create a working days calendar. Welcome! You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. Epicor values yourprivacy. Build the view you want to see. Is there anyone who can advise? To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. 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. QuantumMetric. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. This video shows you how to get the most of the summary button. In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. In this video David shows how to customize a Cash Flow statement in Phocas Financial Statements, mapping accounts to a newly created line and refining a calculation. Learn how to create a rebate based on year to year growth. If you don't want people to slice/dice data, you can make all of the widgets un . Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Now when youopen the dash you will seea note containing a link to open and change the sharing. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Learn how to add new contact to an account in Phocas CRM. Sign in to your Microsoft account dashboard. 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. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Ties in well with the rest of the Office 365 ecosystem. Subscriptions allow users to receive favorites via email, on a schedule. Remember Me. This video takes you into an inventory database. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Sign in using Phocas SSO. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Websiteterms and conditions. in the top left to isolate the data points on your area of interest. 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. Shown below and video-streaming purchases, manage your account, and graphs in minutes specifically designed the for. For isolating trends or other ad-hoc reporting and analysis create employee benefit plans and bring them into budget... Three continents is to ensure our customers feel good about their data and get the most of the grid. 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