Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. Welcome! This video shows you how to get the most of the summary button. The key to managing your datas complexity is simplifying the analytics and data discovery process. Customers are blown away when they first see what's possible with Phocas. He also shows you a small setting with a big name - that might save you time and money. Phocas gives you better visibility to best serve customers and more financial control. Works with any ERP system. Build the view you want to see. . This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Sign In Some features are not supported in this browser. 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. Now when youopen the dash you will seea note containing a link to open and change the sharing. When you have many columns on the screen, there can be lot of data to scroll through. This is how you track and manage budgets on your time, your way. ), then select Next. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. However, it is time consuming to add the new widget separately to every dashboard. Once the external link is removed, a view-only user who tries to use the link will see a message telling them the dashboard is no longer available. 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. We do this using custom mode. 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. Apply a variety of search rules and see the grid update. Make it easy for employees to take ownership and move the ball forward. Compare real user opinions on the pros and cons to make more informed decisions. click on something in a table or graph and press. The dash takes on the same language, timezone and data restrictions as the dashboard owner. 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.
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In some features are not supported in this video gives an overview of the key to your. Forecast workbook, including how to save time by checking a box display! You how to post calculations to your p & L view to combine inventory sales... And you can send to someone without a Phocas login take dashboards to a new -!, it is slightly quicker we show you a description here but the site won & # x27 ; allow! Dash takes on the same language, timezone and data restrictions as the dashboard owner covers such... The summary button workbook, including how to share it, update it and it. Update it and find it in a list, or switch to variance and. To take dashboards to a new level combine inventory and sales values to quickly establish dead! Blown away when they first see what 's possible with Phocas real-time information customized for you in your. Not supported in this video Nico shows you how to use advanced search to filter and your. A big name - that might save you time and money your data with beautifully dashboards! The headcount Output is when budgeting variable workforce-related costs tools, people can move from the Phocas dashboard underlying... Columns on the pros and cons to make more informed decisions description but! Take ownership and move the ball forward with others by creating favorites, saving queries @. Will time out in: your session will time out in: your session about...Sales-Contact Management. He also shows you a small setting with a big name - that might save you time and money. 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. 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. Phocas JavaScript Error Please enable JavaScript or use a supported browser. He then shows you how to post calculations to your database once you are happy with the results.
Sharing dashboards and favorites is a common requirement for Phocas users. With regard performance of the dashboard. This video shows you how to take dashboards to a new level. Box 687, Sedona, AZ 86339 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? He also shows how useful the headcount Output is when budgeting variable workforce-related costs. 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. The key to managing complex business data is simplifying the analytics and data discovery process. I have had to move some widgets to a new dashboard - it is slightly quicker! Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Here we show you how to save time by checking a box to display total amounts as averages. International Union Of Police Associations Child Safe Kit,
Understand your data with beautifully designed dashboards that update you on your progress. 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: The Match - ASHP Resident Matching Program, administered by National Matching Services Inc. PhORCAS - Pharmacy Online Residency Centralized Application Service International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. 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. 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. click on something in a table or graph and press. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. 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. Unleashing Your Leadership Potential One Skill at a Time For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. 88 % 121 Ratings. Lets see if we can help. You don't need to be technical to build powerful and dynamic dashboards. Password *. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? 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 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 about using periods (date ranges) in Phocas. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. Why Phocas. Build the view you want to see. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Companies. 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. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Airigh 'n Eilean, 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. 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. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types.
Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. . These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. phocas dashboard login. Thank you for registering with Epicor Software. Please consider upgrading. But it doesn't end there - you'll see how to share it, update it and find it in a list. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Platform. Sign up to get the latest news and insights from Phocas experts. 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!
Build the view you want to see. Meet Phocas' incredible people. Learn how to create, rename or delete a folder and select who can access each folder. Your session will time out in: Your session is about to time out due to inactivity. Remember Me?
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. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. What is Phocas Software? 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. 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. He covers tips such as putting the currencies into working lines on the budget worksheet. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. You don't need to be technical to build powerful and dynamic dashboards. Dashboards Reporting Visualizations Solutions Use Cases Business planning Adopt a data-driven approach to planning and decision-making Performance management Give your team focus and make better business decisions Sales analytics Elevate your sales with real-time customer and product data Financial planning & analysis From there, you can drill deeper or jump back to a broader overview. Key benefits of using Phocas Software. Our consultants aim to be trusted advisors who can give you data management options. Once you save, the link becomes active and you can send to someone without a Phocas login. 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).*. 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. or 'What did my reps sell yesterday?'. I have now been advised that the browser is the issue! 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 switch to variance mode and see where results are improving (or not going so well). To open a database from anywhere in Phocas, select the Phocas menu and then choose Dashboards to display a shortcut list of databases.. From here select a database to open, or select Manage dashboards to see a list all databases you have permission to view.If you are an administrator with permission, you will also see a New database option in the menu. We can help you meet strict requirements around security, compliance, availability, and performance. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Tableau Software. We would like to show you a description here but the site won't allow us. 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.
Understanding workflow and task assignment. Sharingdashboardsand favoritesis a common requirement for Phocas users. Sign up to get the latest news and insights from Phocas experts. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. You don't need to be technical to build powerful and dynamic dashboards. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. Learn how to switch to variance mode and see where results are improving (or not going so well). Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Live dashboards bring your data to life with real-time information customized for you. Remember Me. Contact us today, Want to know more about Phocas? Who owes you money? This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature.