See everything from suppliers, locations, products, sales, stock holding to salespeople. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. To do this choosetheShareiconto access dashboard edit options. In this video Nico shows you how to create a new Rebates project. Learn how to create a rebate rule based on volume or quantity. Sign In Some features are not supported in this browser. 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. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Other users won't see this, unless they have 'manage dashboards' permission. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Go to Microsoft account and select Sign in. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. 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. Remember Me? Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. 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. You don't need to be technical to build powerful and dynamic dashboards. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Now when youopen the dash you will seea note containing a link to open and change the sharing. 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. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. 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. 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 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. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. Phocas gives you better visibility to best serve customers and more financial control. Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. Role-Based Security Model. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Admin users with permission to manage dashboards will also see this message, shown below. However, it is time consuming to add the new widget separately to every dashboard. Learn how to create a rebate based on a percentage of the amount spent (value). This video shows how to convert a budget into a forecast. Is there anyone who can advise? This video takes you into an inventory database. 88 % 121 Ratings. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Lets see if we can help. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. And take the forecasting further with a look at individual reps and their product classes. Password *. 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. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. But it doesn't end there - you'll see how to share it, update it and find it in a list. 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. Collaborate on projects and keep everyone on your team up to date. For example our original sales dashboard was overloaded with over 120 widgets. 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. 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. 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. Want another way of looking at things? Learn about the benefits of setting up a simple CRM dashboard in Phocas. 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. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. In this video for administrators Tina shows how to manage dashboards within a database. 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 The self-funded company is still privately . 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. Here we show you how to save time by checking a box to display total amounts as averages. Watch the database build and open straight away in Phocas, ready to start your analysis. 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. Watch how to use the hidden rows feature to customize your balance sheet. Live dashboards bring your data to life with real-time information customized for you. We step you through selecting a value, setting the filter and applying the search. This is often the next step after importing users. Many thanks Jon! Remember Me. He covers tips such as putting the currencies into working lines on the budget worksheet. Epicor values yourprivacy. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Apply a variety of search rules and see the grid update. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. 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 TIm shows you how to compare a market segment to the overall market using market mode. Learn how we help vendors I prefer to use the external link function in the Sharing options. Check out alternatives and read real reviews from real users. Note that standard Advanced and Administrator profiles have this permission ticked by default. Learn how to drill down to transactions on a particular date, for a particular person, region or product. Learn how to view all activities quickly and easily in Photos CRM. All together. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. Who owes you money? Fill in the form below, and we will get back to you as soon as possible. Insights are best when communicated to the right teams. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Sales-Lead Capture. 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. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas. In this video for administrators Andy shows how to create a working days calendar. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. or 'What did my reps sell yesterday?'. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. No more waiting for changes and reports so you can get on with making smart moves today and planning a more certain future for your business. Powered by Discourse, best viewed with JavaScript enabled. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. Sign in to your Microsoft account dashboard. Learn how to use custom mode to build next years budget based on the last two years sales. The CRM mapping tool provides a simple way for administrators to push customer data into Phocas CRM, as accounts, without the need for scripts or extensive prep work. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Subscriptions allow users to receive favorites via email, on a schedule. This video shows you how to get the most of the summary button. Click here for COVID-19 updates and FAQs related to your application. 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). 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 pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. 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).*. 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. Sharingdashboardsand favoritesis a common requirement for Phocas users. 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. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Optimized for: KineticProphet 21 Vision. When you have many columns on the screen, there can be lot of data to scroll through. Sign in using Phocas SSO. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Watch how to add a pie chart and other simple widgets. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. Works with any ERP system. 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. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. QuantumMetric. Welcome! Sign In - Cloud Console. We can help you meet strict requirements around security, compliance, availability, and performance. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Business Intelligence Dashboard | Phocas Home Platform Business intelligence dashboard Key data in one easy to understand view Get a demo Take a tour See snapshots of the data that drives business decisions The key to managing your data's complexity is simplifying the analytics and data discovery 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. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. ), then select Next. Build the view you want to see. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. 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. This video for administrators shows how to manage favorites for a database. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Learn how to switch to variance mode and see where results are improving (or not going so well). See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment. 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. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. 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. Integrated with your Epicor ERP, you can have a single source of truth, while still being flexible enough to work with user-defined fields, custom SQL queries, and multiple data sources to help you make fact-based decisions. 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. Spreadsheets and static reports only tell part of the story. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. Pardot. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key.
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