You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. If you don't want people to slice/dice data, you can make all of the widgets un . Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. We have grown up with businesses that make, move and sell products and have a lot of data. 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. Slice and dice the data to follow your train of thought and get the answers you need on the fly. 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. 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. 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. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. This is often the next step after importing users. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. Here David shows the simple drag and drop steps involved in creating a nested Profit & Loss statement to present a visual comparison of data and drill deeper into cost centre contributions across regions. 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Live dashboards bring your data to life with real-time information customized for you. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. 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. Individual permission to generate an external dashboard link is managed via user profiles. 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. See at a glance whats happening across your company. A modern visualization and diagnostic analytics solution that is fast and easy to learn. phocas. 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. 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. 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. 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. Sales-Lead Capture. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. We do this by adding a new column containing a couple of simple calculations. Drill down to get instant answers. In this video Nico shows you how the pro rata option in Phocas Rebates allows you to estimate at various times during the year what rebates you are likely to pay or receive later on, based on results part-way through the year. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. If you are using Chrome there is a known issue which an update should fix once I have this actioned! The Phocas menu is not available to them. 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. 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. 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. In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month. Works with any ERP system. Customer Management. Keep track of budget plans in the cloud, from anywhere, at any time. Learn how to drill down into your expenses to identify where spending is over budget. Is there anyone who can advise? 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. 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, . Please consider upgrading. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Another option might be to reward employees for isolating trends or other . SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. 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. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. Everything we do is to ensure our customers feel good about their data and get the most value out of it. 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. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. Are you interested in becoming a Phocas partner? PowerBI removes all that. Username *. Here we show you how to save time by checking a box to display total amounts as averages. You don't need to be technical to build powerful and dynamic dashboards. This video shows you how to get the most of the summary button. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. Powered by Discourse, best viewed with JavaScript enabled. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. 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). For example our original sales dashboard was overloaded with over 120 widgets. 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. Watch David's tips for simplying the grid and gaining some extra screen space. 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. (named login) 8.8. Sign in using Phocas SSO. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. Sign In. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. Lets see if we can help. 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 use matrix mode to uncover opportunities for link or cross selling among your customer base. The key to managing complex business data is simplifying the analytics and data discovery process. 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. 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. Websiteterms and conditions. Reset to start again. Sign up to get the latest news and insights from Phocas experts. 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. module-category Valuable Insights I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. 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 create, rename or delete a folder and select who can access each folder. Sign In - Cloud Console. Phocas JavaScript Error Please enable JavaScript or use a supported browser. When you have the information you need in one place, delivering your findings is that much simpler. 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. 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. It is suitable for users who have permission to manage budgets and forecasts. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Sign in using Phocas SSO. Learn about using periods (date ranges) in Phocas. 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. Who owes you money? In one tool. This video provides an introduction to the different types of activity (business note, phone log, task and meeting) that can be added against an account in Phocas CRM. SKU Analysis. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. You can also apply permissions to ensure the right data is in the hands of the right people. 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. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). *Note: Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Tableau Software. or 'What did my reps sell yesterday?'. not much but a bit! This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. Learn how to drill down to transactions on a particular date, for a particular person, region or product. SKU Analysis. Username *. From there, you can drill deeper or jump back to a broader overview. 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 In this video TIm shows you how to compare a market segment to the overall market using market mode. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . I have had to move some widgets to a new dashboard - it is slightly quicker! . 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. 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. 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. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. 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. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Remember Me. Understanding workflow and task assignment. Learn how to use 'special offsets' based on days to create your own 'month to date' period. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. Role-Based Security Model. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Key benefits of using Phocas Software Phocas Software | Business intelligence and data analytics. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. 1337 verified user reviews and ratings of features, pros, cons, pricing, support and more. Thank you for registering with Epicor Software. Note that standard Advanced and Administrator profiles have this permission ticked by default. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. 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. 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. Overview, 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.
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