";s:4:"text";s:10774:" Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. 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! 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. Live dashboards bring your data to life with real-time information customized for you. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. 97 % 4 Ratings. 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. Apply a variety of search rules and see the grid update. Easy to use for businesspeople and accountants. 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 display information for specific accounts in your financial statements, using the Account [acc] function to create calculations that reference single accounts within a statement. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Customer Management. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! Are you interested in becoming a Phocas partner? To do this choose the, Administrators can remove external links from one or more dashboards via. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Sign In. 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. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. See everything from suppliers, locations, products, sales, stock holding to salespeople. not much but a bit! Lets see if we can help. North America Operational Phocas Analytics - US Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. 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. 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. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. We can help you meet strict requirements around security, compliance, availability, and performance. Check out alternatives and read real reviews from real users. Everything we do is to ensure our customers feel good about their data and get the most value out of it. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. 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. If you have a dashboard you keep coming back to, you might want to save it as your home screen. This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance. Lets see if we can help. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Please complete the registration form to access all site content. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. You can also apply permissions to ensure the right data is in the hands of the right people. 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. 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). See to easy it is to copy data out of the Phocas grid into another application. Phocas gives you better visibility to best serve customers and more financial control. Subscriptions allow users to receive favorites via email, on a schedule. 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 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. Powered by Discourse, best viewed with JavaScript enabled. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Compare operating expenses for the last three financial years by applying a custom period to your P&L view. In this video, Page gives an overview of Phocas Budgeting and Forecasting. See what's happening in the moment on business intelligence dashboards. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. Sign up to get the latest news and insights from Phocas experts. This video shows you how to get the most of the summary button. Customers are blown away when they first see what's possible with Phocas. 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. 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. 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. 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). Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. Build the view you want to see. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. 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. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Sign up to get the latest news and insights from Phocas experts. Individual permission to generate an external dashboard link is managed via user profiles. In the meantime I have used Firefox and the speed is super speedy!! Learn how to create a rebate rule based on volume or quantity. Want another way of looking at things? 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 highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. 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. 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. 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. Grid nesting allows you to display up to three levels of detail, grouped by dimension. With a few simple moves you can get dashboard widgets interacting with each other, make selections, focus and filter down to a fine level - all without leaving the dashboard. SKU Analysis. Still not sure about Phocas Software? I prefer to use the external link function in the Sharing options. The key to managing your datas complexity is simplifying the analytics and data discovery process. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. In this video we show you how to comment on data in a report. In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see 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 . Are you interested in becoming a Phocas partner? Learn how to define a market and a segment and how to speficy what entities you want to count and compare. Fill in the form below, and we will get back to you as soon as possible. We do this using custom mode. Now when youopen the dash you will seea note containing a link to open and change the sharing. ";s:7:"keyword";s:22:"phocas dashboard login";s:5:"links";s:364:"Borderlands 3 Lowlevelfatalerror,
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