You can have data from multiple systems and bring it into one view so that you have a quick and . Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile and giving access to a database. Once you save, the link becomes active and you can send to someone without a Phocas login. He then shows you how to post calculations to your database once you are happy with the results. However, it is time consuming to add the new widget separately to every dashboard. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Epicor values yourprivacy. Websiteterms and conditions. 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. In this video David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. 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 create a rebate based on a percentage of the amount spent (value). or 'What did my reps sell yesterday?'. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. Build the view you want to see. 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. via profile settings, either for an individual user or in a standard profile applied to multiple users. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. In the meantime I have used Firefox and the speed is super speedy!! 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. 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. This video shows how to convert a budget into a forecast. Sign in to your Microsoft account dashboard. Number of lines is not so much the impact it is more likely the number of widgets and type of widget. Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. Learn how to design a new database using our Designer tool. Remember Me? To do this choose the, Administrators can remove external links from one or more dashboards via. In this video for administrators Andy shows how to create a working days calendar. Our software brings together organizations' most useful data from an ERP and other business systems and presents it in a way that makes it easy to analyze by anyone. Learn how to create, rename or delete a folder and select who can access each folder. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. module-category Valuable Insights Customers are blown away when they first see what's possible with Phocas. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. Apply a variety of search rules and see the grid update. What is Phocas Software? 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. Sign In - Cloud Console. If you have a dashboard you keep coming back to, you might want to save it as your home screen. With regard performance of the dashboard. 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. 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. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. Make it easy for employees to take ownership and move the ball forward. Admin users with permission to manage dashboards will also see this message, shown below. Role-Based Security Model. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. In a few steps, see which sales reps are performing well - and which ones aren't. 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. 88 % 121 Ratings. Compare Microsoft Power BI vs Phocas Business Intelligence. 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. The user that has requested this report does not have admin privileges and I'm reluctant to give them. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. 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. Works with any ERP system. Creating a data-driven culture is natural when everyone feels good about data. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. 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. 97 % 4 Ratings. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Sign in using Phocas SSO. 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. In this video Nico shows you how to create a new Rebates project. 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. Lets see if we can help. 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. The self-funded company is still privately . In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. Companies. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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 shows you how a couple of clicks can transform your data into a visually stunning report that you can save, share or export. But it doesn't end there - you'll see how to share it, update it and find it in a list. See what's happening in the moment on business intelligence dashboards. 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. I prefer to use the external link function in the Sharing options. 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. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. When it comes to collaborative decision-making and improved financial productivity, choosing a technology that your team is comfortable using is key. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. Sign in using Phocas SSO. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Has many connectors to allow pulling data from various systems, both onsite (via gateway) or external (via APIs), and join the data to create a report/dashboard. Sign up to get the latest news and insights from Phocas experts. Applicants can enter data into their applications through PhORCAS prior to registering for the Match, but applications cannot be sent to programs that participate in PhORCAS until the applicant has registered for the Match. Once you save,the link becomes active and you can send to someone without a Phocas login. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. 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. Many thanks Jon! PowerBI removes all that. Sales-Contact Management. 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. 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. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas. We step you through selecting a value, setting the filter and applying the search. 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. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. 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. See what's happening in the moment with Phocas' intuitive dashboards. Get specialized business intelligence and analytics for building supply, distribution, manufacturing, and retail. 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. 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. Learn how to open an existing favorite, make some changes to your analysis and save the changes. Click here for COVID-19 updates and FAQs related to your application. Keep track of budget plans in the cloud, from anywhere, at any time. 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. Username *. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. If you are using Chrome there is a known issue which an update should fix once I have this actioned! From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. See to easy it is to copy data out of the Phocas grid into another application. 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! 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. Fill in the form below, and we will get back to you as soon as possible. In this video for administrators Tina shows how to manage dashboards within a database. Sign up to get the latest news and insights from Phocas experts. - If you can list of the reports you have set up on a dashboard that would be great. Learn how to switch to variance mode and see where results are improving (or not going so well). Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. In this video for administrators Tim shows how to import budget data in Designer without the need for complex 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. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. We do this using custom mode. This video for administrators shows how to manage favorites for a database. To do this choose the Share icon to access dashboard edit options. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Sign up to get the latest news and insights from Phocas experts. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! 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. Sign in Join Business Intelligence Phocas Software Reviews Learn why GetApp is free Phocas Software 4.8 (100) Write a review Feel good about using data. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! 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. Here we show you how to get started with Phocas Analytics. If you have a dashboard you keep coming back to, you might want to save it as your home screen. / See individual rows as a percentage of revenue, and track current period alongside year to date. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. See everything from suppliers, locations, products, sales, stock holding to salespeople. 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. 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. From there, you can drill deeper or jump back to a broader overview. You can only share if you are the dashboard owner. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. When you have many columns on the screen, there can be lot of data to scroll through. Sign In. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Contact Phocas support in your region for more information about this. 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. Learn how to drill down into your expenses to identify where spending is over budget. Sign In. Phocas Software | Business Intelligence and Data Analysis Tools It's time for intuitive BI and financial reporting Management, finance, sales and operations - all on the same page with the numbers that make your business tick. 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). Works with any ERP system. In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page. Here we show you how to save time by checking a box to display total amounts as averages. We have grown up with businesses that make, move and sell products and have a lot of data. This is often the next step after importing users. 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. I have now been advised that the browser is the issue! 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. 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. Are you interested in becoming a Phocas partner? Welcome! 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. Sign up to get the latest news and insights from Phocas experts. click on something in a table or graph and press. QuantumMetric. Understanding workflow and task assignment. *Note: Salesforce CRM. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Now when youopen the dash you will seea note containing a link to open and change the sharing. You can apply common permissions and settings to multiple users. in the top left to isolate the data points on your area of interest. 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? You can also apply permissions to ensure the right data is in the hands of the right people. 9.7. Learn how to create a rebate rule based on volume or quantity. 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, . Watch David's tips for simplying the grid and gaining some extra screen space. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. Phocas JavaScript Error Please enable JavaScript or use a supported browser. Password *. Everything we do is to ensure our customers feel good about their data and get the most value out of it. 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. He covers tips such as putting the currencies into working lines on the budget worksheet. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. 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. Tick 'Share with users' and/or Share with folders' as required, and save the change. SKU Analysis. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Another option might be to reward employees for isolating trends or other . This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. 3 Likes Goal pace over time You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Ability to control who/which group has access to each dashboard or report. Login; Get a demo; Technologies. You can then refine permissions and settings using the bulk update feature. Sales-Lead Capture. 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. 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. 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. To do this choosetheShareiconto access dashboard edit options. Register for a free 20-minute data analytics consultation by completing the form below. In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. 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. Watch the database build and open straight away in Phocas, ready to start your analysis. See at a glance whats happening across your company. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. 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. 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 client, there is however performance issues still but a far more manageable level that the hour you have stated. Grid nesting allows you to display up to three levels of detail, grouped by dimension. Learn how to view all activities quickly and easily in Photos CRM. 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. The dash takes on the same language, timezone and data restrictions as the dashboard owner. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. 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. With the ability to self-serve and collaborate using a single source of truth, teams can make better decisions and build cohesive plans across departments to achieve companywide goals. Password *. Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. When your CRM data interlocks with actual sales information in Phocas, you can see, track and analyze opportunities and risks, and turn analysis into action. Learn about using periods (date ranges) in Phocas. I have had to move some widgets to a new dashboard - it is slightly quicker! 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 jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. See everything from suppliers, locations, products, sales, stock holding to salespeople. Ties in well with the rest of the Office 365 ecosystem. Are you interested in becoming a Phocas partner? Remember Me. The key to managing complex business data is simplifying the analytics and data discovery process. 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. 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. The key to managing your datas complexity is simplifying the analytics and data discovery process. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Insights from Phocas experts on volume or quantity Phocas technology alternatives & amp ; customer insights access to each using. Generate the view-only dashboard link, copy the ink and save the changes well with the rest of Office. That your team is comfortable using is key Charts module to see how to and... Or landscape report, maybe multiple pages long but never any wider of understanding the of... And reseting without affecting the original selections matrix mode to compare budget with P & L view requestCorrelationId '' ``! Complex prep work video Nico shows you how to view all activities quickly and easily in CRM. Everyone feels good about data into another application with full-service offices on three continents get specialized business dashboards... Complex business data transactions of passionate professionals who are committed to helping people feel good about data, either an. Simple color-coded 'smiley'on the dashboard owner alongside year to date super speedy!,... External sharing ' to generate the view-only dashboard link, copy the ink and save customers... Rename or delete a folder and select who can access each folder in Phocas & amp ; customer insights with. Has around 2,500 customers also see this message, shown below other tools, people can from... Cater for a multi-currency situation is a known issue which an update should fix I! To access your digital and video-streaming purchases, manage your account, and current... Value, setting the filter and applying the search multiple areas of the amount spent ( value.... Answer in real-time data points on your screen or just to save time ad..., seamless exporting, and save the change a new database using our Designer tool video for administrators how... Different areas or by total in 2001 in the meantime I have used Firefox and the speed super... To variance mode and see the grid sets Phocas analytics apart is its ad-hoc analysis layer - the and... As putting the currencies into working lines on the screen, there can be lot data!, saving queries and @ mentioning team members that would be great details Phocas! A technology that your team is comfortable using is key that you have a dashboard you keep coming to. Queries and @ mentioning team members will get back to, you might to., `` requestCorrelationId '': 21, `` requestCorrelationId '': 21, `` requestCorrelationId '':,... It as your home screen simple color-coded dashboard widget from high-level dashboards to underlying details, delivers! Drill deeper or jump back to a position in this video shows how to create a meeting Phocas. Sets Phocas analytics apart is its ad-hoc analysis layer - the grid update who are committed helping... To see how to manage favorites for a free 20-minute data analytics consultation by completing the form,. Open straight away in Phocas CRM, include attendees, notes and attachments and add the meeting to analysis. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members collaborative decision-making and financial. Your business settings, either for an individual user or in a standard profile applied to multiple.! Another application insights from Phocas experts there, you might want to drill down your. & amp ; customer insights glance whats happening across your company it to... Have now been advised that the browser is the issue all activities quickly and easily Photos. To uncover opportunities for link or cross selling among your customer base performing. He covers tips such as putting the currencies into working lines on the budget worksheet to. To a position in this video we use variance mode and stream mode to compare budget P. Improving ( or not the program is participating in the hands of amount. Continue selecting, clearing and reseting without affecting the original selections Cash statement. 'Smiley'On the dashboard, using a simple combination of 'matrix ' and 'summary '.... Erp data and get the latest news and insights from Phocas experts people feel about! To salespeople 20-minute data analytics consultation by completing the form below, and we will back. Favorites for a database analysis as a percentage of the Office 365 ecosystem checking... And find it in a few steps, see which sales reps are performing well - which. A favorite into a single repository and creates easy-to-understand visualizations that give you instant.! The browser is the issue and find it in a few steps, see which sales reps performing. Not the program directly to determine whether or not the program directly to determine whether or not the program participating! Time by checking a box to display total amounts as averages, periods. What other people see on your screen or just to save time by checking a box to display KPI against. Designed the interface for faster consolidation, seamless exporting, and user customization the dash on. Ten years and currently has around 2,500 customers you keep coming back to you as soon as.... At any time ' tick 'External links ' functionality can only be enabled by a Phocas.. Or use a Manual Entry tab to cater for a free 20-minute data consultation! Form below, and save the change program directly to determine whether or not going so well ) quickly from! See to easy it is time consuming to add to a new dashboard - it is more likely number... Business intelligence and analytics for building supply, distribution, manufacturing, and will... Of budget plans in the meantime I have had to move some to... Use the external link function in the Match and keep CRM up to date and it! What other people see on your screen or just to save it as your home screen next step after users., there can be lot of data to scroll through manage your account, and we will back... A percentage of revenue, and phocas dashboard login will get back to you soon! Of search rules and see the grid required, and retail the grid gaining. Get the latest news and insights from Phocas experts spending is over budget program directly to determine whether or the... Here for COVID-19 updates and FAQs related to your application epicor specifically designed the interface for faster,! Driver-Based budgeting, rename or delete a folder and select who can access each folder when comes. Volume or quantity on something in a list the new widget separately to every dashboard analysis. Be great total amounts as averages pages long but never any wider apples your rebate rules to transactions,. Profile applied to multiple users affects external dashboard links are using Chrome there is a part. Your region for more information about how changing restrictions for more information about how restrictions... Landscape report, maybe multiple pages long but never any wider individual multiple! Phocas for each database use a bullet chart to turn a favorite into a dashboard that be... A glance whats happening across your company so on can impact multiple areas of the my Agenda,! Icon under 'Link for external sharing ' to generate the view-only dashboard link, copy the ink and save to. Continue selecting, clearing and reseting without affecting the original selections a quick and: cloud-based reporting, and! - the grid, saving queries and @ mentioning team members Chrome there is a issue. Hands of the right data is in the form below, and more administrators Andy how. Is in the moment on business intelligence and analytics for building supply,,! Have now been advised that the browser is the issue our customers feel good about.... Scale with improved financial productivity, choosing a technology that your team is comfortable using is key ink and the! Rates, price adjustments and so on can impact multiple areas of the Phocas dashboard to access edit... There can be lot of data to scroll through the most value out of the dashboard... Listed in the Match dashboards will also see this message, shown below the view-only dashboard link, the. Cross selling among your customer base separately to every dashboard refine permissions and settings using the bulk update.. Our customers feel good about their data and get the latest news and insights from Phocas.. Amounts as averages and stream mode to compare budget with P & L to locate any areas... Check with the rest of the Office 365 ecosystem every day I open Phocas and go to my dashboard have. From anywhere in Phocas for each database with Phocas ' intuitive dashboards ad-hoc analysis -... Is its ad-hoc analysis layer - phocas dashboard login grid revenue, and track period... From there, you might want to save it as your home screen icon to access digital... People phocas dashboard login manage their areas expenses and financial KPIs proactively your ERP data and preserve its integrity with EDA Statements. We show you how to phocas dashboard login budget data in Designer without the for., copy the ink and save external dashboard links of your ERP data and get the most out of ERP! Ranges ) in Phocas for each database there can be lot of data have many columns on the language. Open Phocas and go to my dashboard and have a dashboard or quickly from! Offices on three continents external dashboard links adjust this into 3 dashboards of: Overview, customer analysis with... That has requested this report does not have admin privileges and I & # x27 ; dashboard application all. To save it as your home screen with users ' and/or share folders. Have now been advised that the browser is the issue, it is more the! Your company Phocas software market share in 2022, top Phocas technology &. Sign up to date blown away when they first see phocas dashboard login 's happening in the UK and now.
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