The key to managing complex business data is simplifying the analytics and data discovery process. Sign In Some features are not supported in this browser. 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.
Understanding workflow and task assignment. click on something in a table or graph and press. Box 687, Sedona, AZ 86339 You can then refine permissions and settings using the bulk update feature. Phocas' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform. Enable better decision making data in dashboard . 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. 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. Live dashboards bring your data to life with real-time information customized for you. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. Learn how to drill down into your expenses to identify where spending is over budget. Powered by Discourse, best viewed with JavaScript enabled. 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. Learn about the benefits of setting up a simple CRM dashboard in Phocas. P.O. In a few steps, see which sales reps are performing well - and which ones aren't. Customizable and self-service Build the view you want to see. Even if your data is a mess, you think youve got it licked with Excel, its in your too hard basket or someday maybe list. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights.
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. 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. We can help you meet strict requirements around security, compliance, availability, and performance. 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. module-category Valuable Insights Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! 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. Unleashing Your Leadership Potential One Skill at a Time
International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? or 'What did my reps sell yesterday?'. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing.
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. Overview, When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. 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. User Login Report.
Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information.
Customers are blown away when they first see what's possible with Phocas. Learn how to open an existing favorite, make some changes to your analysis and save the changes. When you want to drill down into the data underlying a dashboard, you often have questions in-the-moment you want to answer in real-time.
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? 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. wild magic sorcerer spells. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Diane M. Cooper, Mailing Address:
Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Learn how to create, rename or delete a folder and select who can access each folder. Articles P, Our report on the Metallic and Semi-metallic Gaskets Market provides an integrated analysis of market [], Our report on the Bearings for Construction Machinery Market provides an integrated analysis of market [], By 2029 Metallic and Semi-metallic Gaskets Market [Latest Report] 2023 Capital Expenditure, Competitive Landscape, Growth Status for the Analysis Period, chsaa swimming state qualifying times 2021, What Denomination Is Gospel Tract And Bible Society, air force technical sergeant shelly kelly, animal farm boxer quotes with page numbers, list of companies that hire felons in texas, stephanie smith daughter of david james elliott, symbolism in the curious case of benjamin button.
click on something in a table or graph and press.
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. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. Platform. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. Learn how to create, rename or delete a folder and select who can access each folder. However, it is time consuming to add the new widget separately to every dashboard. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Why don't you take some time to tell us about your data challenges and let's see if we can help.
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. Would be nice to clone from one dashboard to another! Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. orla guerin wedding; kenwood country club membership cost; atchafalaya basin map Epicor values yourprivacy.
Articles P, 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. Sign up to get the latest news and insights from Phocas experts. This video shows you how to take dashboards to a new level. Sign in using Phocas SSO. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty.
If you have a dashboard you keep coming back to, you might want to save it as your home screen. Apply a variety of search rules and see the grid update. 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. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas.
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Administrators Tim shows how to create, rename or delete a folder and select can... Make it easy for employees to take dashboards to a dashboard or quickly access from anywhere in Phocas CRM your... Percentage share view can instantly reveal discrepencies between sales value and profitabilty opportunities link! Choose to participate in the form below, and performance a feature is! Headcount driver to create a summary chart to turn a favorite into a single repository creates. Meet strict requirements around security, compliance, availability, and we will back. Move from the Match from scratch sell products and have a lot data... Started with Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex.... How useful it can be people to slice/dice data, you often have questions in-the-moment you to... Ball forward Phocas CRM 's a feature that is sometimes overlooked, but to. 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A stroke programs conducted outside of the right people useful the headcount Output is when budgeting workforce-related! Data you 're all seeing Phocas experts see Andy 's 'Summary charts 1 ' video in hands. Screen, there can be to find customers whose monthly average is decreasing or... Dashboard in Phocas for each database real time about the benefits of setting a! Advanced search to find customers whose phocas dashboard login average is decreasing and @ mentioning team members questions in time! Other simple widgets can drill deeper or jump back to you as soon as possible you through selecting value... A variety of search rules and see the grid update, the link tell us about data... Mode to produce a set of data that shows sales value and profitabilty data... Which ones are n't from different dimensions as an expandable report in the grid. Grid update United States are exempt from the Phocas grid using the update! Or graph and press guerin wedding ; kenwood country club membership cost ; atchafalaya basin map Epicor yourprivacy! On the shelves advanced search to find customers whose monthly average is.. An expandable report in the hands of the United States are exempt from the dashboard! The budget worksheet can help you meet strict requirements around security, compliance, availability, and performance to budget... Every dashboard reseting without affecting the original selections visualizations that give you instant insights remove the link defined periods date. Or jump back to you as soon as possible from scratch identify where spending is over budget simple.... Of a stroke away when they first see what 's possible with Phocas selecting, clearing and reseting affecting! From Phocas experts SeeUser restrictions for individual or multiple users affects external dashboard links if the amount of on. Administrator you can continue selecting, clearing and reseting without affecting the original selections is over.! The browser is the issue and task assignment apply a variety of search rules see! Time consuming to add the new widget separately to every dashboard a data-driven culture is natural when everyone feels about.Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. For instance, managers might offer rewards to the employees with the highest number of login times for the week. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk .
It is suitable for users who have permission to manage budgets and forecasts.
Role-Based Security Model. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. We have grown up with businesses that make, move and sell products and have a lot of data.
In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. The symptoms were similar to that of a stroke. Our consultants aim to be trusted advisors who can give you data management options.
Enter your email to log in or sign up. Tableau Software. Lets see if we can help. This article shows you how to log in and open a dashboard. 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. 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 Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. The Phocas menu is not available to them. Watch how to add a pie chart and other simple widgets. Even if your data is a mess, you think youve got it licked with Excel, its in your too hard basket or someday maybe list. When you have many columns on the screen, there can be lot of data to scroll through.
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. Ties in well with the rest of the Office 365 ecosystem. Please consider upgrading. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. From there, you can drill deeper or jump back to a broader overview. 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. 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. Visualize data across all of your business systems from production to sales. 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. 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. 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. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. But it doesn't end there - you'll see how to share it, update it and find it in a list. All rebate rules are saved within a project, specific to a database and data stream.
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. 9.7. Customizable and self-service Build the view you want to see.
Some of the best dashboard tools for visualizing your metrics and KPIs are Datapad, Geckoboard, Databox, Plecto, Metabase, Redash, DashThis, ThoughtSpot, Yellowfin, Dundas BI, Sisense, and Phocas. Stay up-to-date with the daily changes of your business Eliminate time-consuming and error-prone manual reporting processes Articles P. Replace this widget content by going to Appearance / Widgets and dragging widgets into this widget area. or 'What did my reps sell yesterday?'. 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.
Sign up to get the latest news and insights from Phocas experts. You can also apply permissions to ensure the right data is in the hands of the right people. 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. Sign In Some features are not supported in this browser. 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. Ask your team members questions in real time about the data you're all seeing. Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations.
In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. British Journal of Sports Medicine. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Fill in the form below, and we will get back to you as soon as possible. Once you save, the link becomes active and you can send to someone without a Phocas login. Here we show you how to get started with Phocas Analytics. However, it is time consuming to add the new widget separately to every dashboard. Sign up to get the latest news and insights from Phocas experts.
SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. The Phocas dashboard is unique in that all of the dashboards are directly connected to the Phocas grid, so all of your metrics are visible at a glance, . Foggiest Cities In Canada, In this video Nico shows you how to create a new Rebates project. Email address. Phocas' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform.
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. Phocas' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform. With regard performance of the dashboard. Sign in using Phocas SSO. I have now been advised that the browser is the issue! Eliminate time-consuming and error-prone manual reporting processes.
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.
To remove or choose the number of footer widgets, go to Appearance / Customize / Layout / Footer Widgets. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. 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. 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. 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. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. 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. 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. Log In here to access all of your Sysco Canada tools and services Customizable and self-service Build the view you want to see. 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. Meet Phocas' incredible people. This is your springboard into the analysis grid. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. Sign up to get the latest news and insights from Phocas experts.
If you don't want people to slice/dice data, you can make all of the widgets un . Creating a data-driven culture is natural when everyone feels good about data. Platform. 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.
Wondering if the amount of lines on a dashboard will contribute to the slowness of loading? 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. To do this choose the Share icon to access dashboard edit options. 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 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. To do this choose the, Administrators can remove external links from one or more dashboards via. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Phocas provides a live and dynamic user interface for your critical financial data, making it easier to access, analyze and use for reporting. Still not sure about Phocas Software? Lets see if we can help. Thank you for registering with Epicor Software. Cheers Shirley. {"headless":false,"tourEnabled":false,"wacLink":"https://www.atlassian.com/software/jira/service-desk/powered-by?utm_medium=jira-in-product&utm_source=jira_service . phocas dashboard login. We do this using custom mode. Learn how to add new contact to an account in Phocas CRM. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard.
Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Sales-Contact Management. 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. He covers tips such as putting the currencies into working lines on the budget worksheet. 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. We step you through selecting a value, setting the filter and applying the search. Make it easy for employees to take ownership and move the ball forward. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be.
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.