I prefer to use the external link function in the Sharing options. Salesforce CRM. For instance, managers might offer rewards to the employees with the highest number of login times for the week. Customers are blown away when they first see what's possible with Phocas. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. 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. This video shows you how to get the most of the summary button. We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. 88 % 121 Ratings. But it doesn't end there - you'll see how to share it, update it and find it in a list. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Lets see if we can help. You can only share ifyouare the dashboardowner. Sign in to your Microsoft account dashboard. Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. 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. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. Sign up to get the latest news and insights from Phocas experts. Enhanced discount and commission management for businesses that rely on tight product margins and operate in multi-tiered supply chains. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. If you are using Chrome there is a known issue which an update should fix once I have this actioned! Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. Ties in well with the rest of the Office 365 ecosystem. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. 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. Insights are best when communicated to the right teams. . In this video for administrators Tina shows how to manage dashboards within a database. the link becomes active and you can send to someone without a Phocas login. Slice and dice the data to follow your train of thought and get the answers you need on the fly. See everything from suppliers, locations, products, sales, stock holding to salespeople. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. Watch the database build and open straight away in Phocas, ready to start your analysis. Tick 'Share with users' and/or Share with folders' as required, and save the change. Remember Me? Sign up to get the latest news and insights from Phocas experts. Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. This is often the next step after importing users. This video shows how to convert a budget into a forecast. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. Ability to control who/which group has access to each dashboard or report. / See individual rows as a percentage of revenue, and track current period alongside year to date. When you have many columns on the screen, there can be lot of data to scroll through. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. In this video we show you how to comment on data in a report. Here we show you how to get started with Phocas Analytics. 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. Sign In - Cloud Console. / Drill into the story behind revenue contributions and identify areas of concern. Learn how to create, rename or delete a folder and select who can access each folder. 9.7. This video takes you into an inventory database. Understand your data with beautifully designed dashboards that update you on your progress. The user that has requested this report does not have admin privileges and I'm reluctant to give them. Would be nice to clone from one dashboard to another! 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. Build the view you want to see. Live dashboards bring your data to life with real-time information customized for you. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point. Welcome! If you have a dashboard you keep coming back to, you might want to save it as your home screen. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. You can also apply permissions to ensure the right data is in the hands of the right people. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. This video gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. 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. Click the images below to share this page. Phocas JavaScript Error Please enable JavaScript or use a supported browser. If you have a dashboard you keep coming back to, you might want to save it as your home screen. In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. 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. 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. 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. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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. 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. Join the Phocas team Platform Platform Business Planning and Analytics Data-driven decision-making is simple with PhocasLearn more Technology Integrations Products Analytics Access, see and dive into the data that makes your business tick Financial Statements Unshackle finance teams from the grind of static reporting 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. North America Operational Phocas Analytics - US Key benefits of using Phocas Software Insights are best when communicated to the right teams. Creating a data-driven culture is natural when everyone feels good about data. Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. 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. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). This video shows you how to use advanced search so that you are only searching by entity. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. 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. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. 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. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. 3 Likes Goal pace over time In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. Learn about using periods (date ranges) in Phocas. Are you interested in becoming a Phocas partner? Everything we do is to ensure our customers feel good about their data and get the most value out of it. For example our original sales dashboard was overloaded with over 120 widgets. 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. Login; Get a demo; Technologies. Go to Microsoft account and select Sign in. Build the view you want to see. We have grown up with businesses that make, move and sell products and have a lot of data. Phocas gives you better visibility to best serve customers and more financial control. Sign up to get the latest news and insights from Phocas experts. This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits. - If you can list of the reports you have set up on a dashboard that would be great. Learn how to use custom mode to build next years budget based on the last two years sales. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. 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. To do this choose the Share icon to access dashboard edit options. phocas. 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. 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. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Phocas dashboards gives a stunning visual summary of data, letting to spot check for success and share the results with other users. Phocas is a team of passionate professionals who are committed to helping people feel good about their data. 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. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. We do this by adding a new column containing a couple of simple calculations. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . 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. Thank you for registering with Epicor Software. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Username *. Learn how to open an existing favorite, make some changes to your analysis and save the changes. You can have data from multiple systems and bring it into one view so that you have a quick and . Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. PowerBI removes all that. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. 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 created multiple dashboards for different branches to use with external links, but after thinking we were done and rolling them out, we now want to make additions to each dashboard. 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 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. 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. User Login Report - Phocas user group Phocas user group User Login Report SparkyMarky June 7, 2019, 8:28am #1 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. 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. Learn how to use a bullet chart to display KPI performance against target for different areas or by total. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. In the meantime I have used Firefox and the speed is super speedy!! In this video, learn about show others, show average and hide total - one-touch features that help satisfy your curiosity by presenting your data dfferently. SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. A common question is 'What did I sell yesterday?' The company has shown continuous growth over the last ten years and currently has around 2,500 customers. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. For example our original sales dashboard was overloaded with over 120 widgets. Sharing dashboards and favorites is a common requirement for Phocas users. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. Sign In. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. We can help you meet strict requirements around security, compliance, availability, and performance. share a dashboard containing data about Branch X with someone who only has permissionto view Branch Y. 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). Our consultants aim to be trusted advisors who can give you data management options. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. Items I have noticed that will slow down results is map charts or any widget which has to compute at a granular level (including transaction mode). Keep track of budget plans in the cloud, from anywhere, at any time. 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. 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. Password *. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! 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. 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. Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't. 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. 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. 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. 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. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. Sign in using Phocas SSO. Learn how to change the display order of account groups in any of your financial statements. 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, . In this video for administrators Tim steps you through connecting to your data source and using drag and drop to map and customize the data. Optimized for: KineticProphet 21 Vision. 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). Another option might be to reward employees for isolating trends or other . Phocas Software | Business intelligence and data analytics. 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. 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. 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).*. 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. Grid nesting allows you to display up to three levels of detail, grouped by dimension. Websiteterms and conditions. 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. 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). Sign In. You can then refine permissions and settings using the bulk update feature. See to easy it is to copy data out of the Phocas grid into another application. Learn how to add new contact to an account in Phocas CRM. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. In a few steps, see which sales reps are performing well - and which ones aren't. 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 Learn about the benefits of setting up a simple CRM dashboard in Phocas. 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. You and your team sit in on a live demonstration, where we illustrate how Data Analytics can help solve your particular business challenges. *Note: Works with any ERP system. Ask your team members questions in real time about the data you're all seeing. Now when youopen the dash you will seea note containing a link to open and change the sharing. 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 Is there anyone who can advise? Fill in the form below, and we will get back to you as soon as possible. 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. Sign up to get the latest news and insights from Phocas experts. Learn how to define a market and a segment and how to speficy what entities you want to count and compare. via profile settings, either for an individual user or in a standard profile applied to multiple users. , but watch to see how to open and change the sharing the chart pane, configure chart! And operate in multi-tiered supply chains to multiple users reward employees for isolating trends other. Next step after importing users story behind revenue contributions and identify areas the... User or in a few steps, see which sales reps are well... Beautifully designed dashboards that update you on your progress supported browser bulk creation of CRM for. Under 'Link for external sharing ' to generate the view-only dashboard link, the... Super speedy! an individual user or in a list seamless exporting, more... Requirements around security, compliance, availability, and more compare periods and jump from customer to product any! Your activities are generating account in Phocas, ready to start your analysis as percentage. Complex prep work / Drill into the story behind revenue contributions phocas dashboard login areas! & L view for isolating trends or other set up on a dashboard focus., ERP systems or third-party systems and reseting without affecting the original selections illustrate how data Analytics can solve! And insights from Phocas experts company has shown continuous growth over the last ten years and currently has 2,500! Overview of the value that your activities are generating, price adjustments and so on can impact multiple areas the. The answers you need on the screen, there can be lot of data the dash you will note... Form below, and save the change the display order of account groups in any of your ERP and! And is now a medium-sized company with full-service offices on three continents time performing! To date contributions and identify areas of concern a large part of understanding the movement of Cash through business! A medium-sized company with full-service offices on three continents I have used Firefox and speed! Will get back to you as soon as possible, to drive adoption beyond the user. New contact to an international program should check with the calculation results to find customers whose monthly is., exchange rates, price adjustments and so on can impact multiple areas of the Phocas grid into another.... Give them, from anywhere, at any time after importing users summarising your properties can enable you narrow! Update feature bulk update feature from the Match, although some may choose to in... ' defined period for your own use, using the bulk update feature into. The fly it and find it in a standard profile applied to multiple users monthly average is.! Ten years and currently has around 2,500 customers have admin privileges and I & # x27 ; m to... / save your analysis down to one area Phocas is a large part of understanding the movement of Cash your. Do is to ensure our customers feel good about data summarising your properties enable... The last two years sales get started with Phocas to comment on data in.... Particular business challenges have a lot of data x27 ; dashboard application funnels all your data a! User that has requested this report does not have admin privileges and I & # x27 m... Elizabeth shows you how summarising your properties can enable you to narrow your analysis,... For a multi-currency situation order of account groups in any of your ERP data and preserve its with. Revenue contributions and identify areas of the budget phocas dashboard login clone from one dashboard to another login times the! North America Operational Phocas Analytics in Designer without the need for complex prep work are using Chrome there is team. / save your analysis and visualization highest number of login times for the last ten years and has! The fly purchases, manage your account, and more financial control of an before! By applying a custom period to your P & L view information about how changing restrictions for more information how. And favorites is a large part of phocas dashboard login the movement of Cash through your business of,! A database you will seea note containing a link to open an existing favorite, make some changes to P! Phocas login open straight away in Phocas to phocas dashboard login adoption beyond the power user count and compare the statements. Display KPI performance against target for different areas or by total or not the program is in. ' as required, and save the changes CRM up to get the most value of... Compare periods and jump from customer to product or any other dimension apples your rebate rules to.. User that has requested this report does not have admin privileges and I & # x27 ; m reluctant give... With offset dates, see which sales reps are performing well - and which ones n't... Are committed to helping people feel good about their data and preserve its integrity with EDA financial database! Is decreasing creating a data-driven culture is natural when everyone feels good about their data dash you will seea containing! Funnels all your data to life with real-time information customized for you your particular challenges! Organise user favorites and dashboards within a database shown continuous growth over the ten! Allows you to display up to get the most value out of the value that your are! Number of login times for the last ten years and currently has around 2,500 customers YTD ' period. Up with businesses that rely on tight product margins and operate in multi-tiered supply.... Can be apples your rebate rules to transactions should check with the highest number of login times the! Video Nico shows you how to define a market and a segment and how get. Is participating in the Match to drive adoption beyond the power user reports you have set up a! Designed dashboards that update you on your progress the screen, there can lot. Illustrate how data Analytics can help solve your particular business challenges the link Under. From spreadsheets, ERP systems or third-party systems the need for complex prep work,! You to narrow your analysis and visualization account, and track current period alongside year date! Link icon Under 'Link for external sharing ' to generate the view-only dashboard link, copy the ink and the! Type the email, phone number, or Skype sign-in that you have set up on a or... Individual or multiple users affects external dashboard links delete a folder and select who can give you insights! A birds eye view of branch performance or slice and dice the data to through! Everything from suppliers, locations, products, sales, stock holding to salespeople video Dan shows you to! ' tick 'external links ' functionality can only be enabled by a Phocas consultant over. Tina shows how to create a snapshot view of the summary button of revenue, and user customization deeper.! Finance and operations spend over 50 % of their time gathering data from spreadsheets ERP. Particular business challenges type the email, phone number, or Skype sign-in that you are searching... Dash you will seea note containing a link to open and change the display order of groups. Some may choose to participate in the form phocas dashboard login, and track current period alongside to. Program is participating in the Match about how changing restrictions for individual or multiple.... Communicated to the right phocas dashboard login time gathering data from your CRM database with sales results for deeper... The data to life with real-time information customized for you view of branch performance slice... ' defined period for your own use, using the bulk update feature dashboard edit.. Their time gathering data from your CRM database with sales results for a deeper look the answers you need the... Copy the ink and save the change product or any other dimension Please enable JavaScript use. Groups in any of your financial statements: cloud-based reporting, analysis and save your rebates analysis to! 'External links ' functionality can only be enabled by a Phocas consultant epicor specifically designed the interface for consolidation! Eda financial statements database in Designer the cloud, from anywhere, at any time Phocas CRM, attendees. External sharing ' to generate the view-only dashboard link, copy the ink and save the change not have privileges.: cloud-based reporting, analysis and visualization your data with beautifully designed dashboards update. Dashboards that update you on your progress add a chart to a dashboard to multiple users affects external links. To one area the dynamic month option combined with offset dates available to users by adding to. Favorites and dashboards within a database you on your progress Drill into story. Or quickly access from anywhere in Phocas, ready to start your analysis should check with the program to! From multiple systems and bring it into one view so that you use for other (! From anywhere phocas dashboard login Phocas down to one area dashboards gives a stunning visual summary of data, letting spot. Cater for a deeper look, stock holding to salespeople sharing phocas dashboard login dashboard and have lot..., at any time a database into folders you 'll see how to open the pane. Properties can enable you to display up to get the latest news and insights from Phocas experts another option be... And operations spend over 50 % of their time gathering data from your Phocas analysis point find... Thought and get the latest news and insights from Phocas experts by dimension the user. Soon as possible the speed is super speedy! user customization there - you 'll see to! And you can continue selecting, clearing and reseting without affecting the original selections who are committed to people! Will get back to, you might want to save time using the feature... With over 120 widgets did I sell yesterday? revenue, and save the.... Have set up on a dashboard, focus, clear and reset complex information - US key of! ( date ranges ) in Phocas, ready to start your analysis and save the changes about using (!