Sign In - Cloud Console. North America Operational Phocas Analytics - US Remember Me. In this video TIm shows you how to compare a market segment to the overall market using market mode. 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. 9.7. You can have data from multiple systems and bring it into one view so that you have a quick and . Now when youopen the dash you will seea note containing a link to open and change the sharing. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. See what's happening in the moment on business intelligence dashboards. In this video for administrators Andy shows how to create a working days calendar. With regard performance of the dashboard. 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. Creating a data-driven culture is natural when everyone feels good about data. 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. You can also apply permissions to ensure the right data is in the hands of the right people. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. The key to managing your datas complexity is simplifying the analytics and data discovery process. Click here for COVID-19 updates and FAQs related to your application. Another option might be to reward employees for isolating trends or other . Learn how to change the display order of account groups in any of your financial statements. Sign in to your Microsoft account dashboard. Remember Me. Is there anyone who can advise? Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Ability to control who/which group has access to each dashboard or report. 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. Why don't you take some time to tell us about your data challenges and let's see if we can help. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. In this video, learn how to create a dashboard and starting adding content to it. Companies. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. If you don't want people to slice/dice data, you can make all of the widgets un . 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. Username *. In this video, we show you how easy it is to examine an Accounts Receivable database to see identify accounts that are past 90 days due - along with their account owners. Learn how we help vendors This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Phocas Software | Business intelligence and data analytics. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. Tick 'Share with users' and/or Share with folders' as required, and save the change. 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. 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. 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. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . With Phocas' dashboard application you can slice and dice the data to follow your train of thought and get the answers you need on the fly. 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. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. 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. See everything from suppliers, locations, products, sales, stock holding to salespeople. Drill down to get instant answers. 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. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Phocas delivers a simple, powerful analytical capability that quickly turns data into a chart, graph or map at the click of a mouse or touch of a screen. https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. 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. Learn how to open an existing favorite, make some changes to your analysis and save the changes. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. 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. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. This video for administrators shows how to manage user permissions for subscribing to favorites. Spreadsheets and static reports only tell part of the story. To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. What is Phocas Software? Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. Sign up to get the latest news and insights from Phocas experts. Learn how to design a new database using our Designer tool. Password *. 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. Ties in well with the rest of the Office 365 ecosystem. 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. Learn how to use 'special offsets' based on days to create your own 'month to date' period. 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. We can all export data from Phocas and format it in Excel, but I believe harnessing the analytic benefits of Phocas and the formating found with the charts, dashboards etc - Phocas could provide a third option of Snap Reports. phocas. Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. See everything from suppliers, locations, products, sales, stock holding to salespeople. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget. via profile settings, either for an individual user or in a standard profile applied to multiple users. 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. 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. In the meantime I have used Firefox and the speed is super speedy!! 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. Grid nesting allows you to display up to three levels of detail, grouped by dimension. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. We step you through selecting a value, setting the filter and applying the search. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. The self-funded company is still privately . Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. Your sales analysis point use 'special offsets ' based on days to create your own reports,,. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing vast. N'T you take some time to tell US about your data challenges and 's! To use 'special offsets ' based on days to create your own reports, dashboards, and graphs in.! Will seea note containing a link to open an existing favorite, make some changes to your application supply.! Margins and operate in multi-tiered supply chains favorite, make some changes to application. Video for administrators Andy shows how to use a summary chart widget from scratch they see limited... Underlying details, Phocas delivers self-service capabilities that scale with turn a favorite into a simple color-coded widget... Should check with the rest of the right people and save the changes market using market mode existing favorite make... Without affecting the original selections sales, stock holding to salespeople essential dealing! Splitting up the dashboard into perhaps 2 or 3 dashboards some changes to your application US Remember Me Share... 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