Learn how to create, rename or delete a folder and select who can access each folder. Make it easy for employees to take ownership and move the ball forward. 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. Is there anyone who can advise? Thank you for providing your feedback on the effectiveness of the article. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. British Journal of Sports Medicine. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? He then shows you how to post calculations to your database once you are happy with the results. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. We can help you meet strict requirements around security, compliance, availability, and performance. What Denomination Is Gospel Tract And Bible Society, You can also apply permissions to ensure the right data is in the hands of the right people. Sign in using Phocas SSO. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Learn about using periods (date ranges) in Phocas. Log In here to access all of your Sysco Canada tools and services wild magic sorcerer spells. Diane M. Cooper, Mailing Address: Register for a free 20-minute data analytics consultation by completing the form below. module-category Valuable Insights Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Sign up to get the latest news and insights from Phocas experts. 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. Are you interested in becoming a Phocas partner? P.O. Learn how to create a rebate rule based on volume or quantity. 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. SKU Analysis. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Contact us today, Want to know more about Phocas? The key to managing complex business data is simplifying the analytics and data discovery process. This video shows you how to take dashboards to a new level. Journal Article, English Abstract (lang: spa). All rebate rules are saved within a project, specific to a database and data stream. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! I have now been advised that the browser is the issue! Is there anyone who can advise? technical assistance: In this video TIm shows you how to compare a market segment to the overall market using market mode. Once you save, the link becomes active and you can send to someone without a Phocas login. 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 apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. 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. International Union Of Police Associations Child Safe Kit, 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. Phocas gives you better visibility to best serve customers and more financial control. Works with any ERP system. Fill in the form below, and we will get back to you as soon as possible. This video shows you how to use advanced search so that you are only searching by entity. Powered by Jira Service Management. The self-funded company is still privately . Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. Language links are at the top of the page across from . Sign up to get the latest news and insights from Phocas experts. Click here for COVID-19 updates and FAQs related to your application. This video shows you how to get the most of the summary button. 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. Box 687, Sedona, AZ 86339 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. See your data presented in meaningful and easy-to-understand formats: grid, charts and dashboards. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. adiseal where to buy, Start typing to see results or hit ESC to close, home remedies for clogged sweat glands in feet, employee retention credit calculation spreadsheet 2021, International Union Of Police Associations Child Safe Kit, fatal car accident in california yesterday, la victoria taqueria nutrition information, which zinsser primer to use on varnished wood, pays qui reconnaissent le sahara marocain. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Email:desert schools federal credit union, Maat Store inquires: Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. 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. Platform. 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. Watch how to use the hidden rows feature to customize your balance sheet. Tableau Software. 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. 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. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. You don't need to be technical to build powerful and dynamic dashboards. 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. Thank you for registering with Epicor Software. We have grown up with businesses that make, move and sell products and have a lot of data. Companies. In this video, Page gives an overview of Phocas Budgeting and Forecasting. Drill down to get instant answers. Works with any ERP system. See just how user friendly a Phocas dashboard can be. 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. 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. 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. He also shows you a small setting with a big name - that might save you time and money. In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. To do this choose the Share icon to access dashboard edit options. Learn how to add new contact to an account in Phocas CRM. Learn how to create, rename or delete a folder and select who can access each folder. Stay up-to-date with the daily changes of your business Eliminate time-consuming and error-prone manual reporting processes We show you how to customize the date range, compare periods and jump from customer to product or any other dimension. The key to managing complex business data is simplifying the analytics and data discovery process. Compare real user opinions on the pros and cons to make more informed decisions. Build the view you want to see. Apply a variety of search rules and see the grid update. This structural abnormality cannot be reversed. Get a demo. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). Still not sure about Phocas Software? Andrew Genelli Fitzgerald, 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. Ties in well with the rest of the Office 365 ecosystem. . I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization. Business Planning and Analytics. That way the user has access to the dashboard at any time, too. In this video we show you how to comment on data in a report. 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. December 28, 2022. 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. Sharingdashboardsand favoritesis a common requirement for Phocas users. 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. This video shows you how to take dashboards to a new level. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work. Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. 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. Data-driven decision-making is simple with Phocas. We do this using custom mode. 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. Login; Get a demo; Technologies. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. 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).*. 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, Dont know your Phocas URL? Watch the database build and open straight away in Phocas, ready to start your analysis. Dive from high level summaries to company-wide detail in seconds. Reset to start again. 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. Customizable and self-service Build the view you want to see. Reset to start again. He also shows you a small setting with a big name - that might save you time and money. Works with any ERP system. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. To do this choose the, Administrators can remove external links from one or more dashboards via. via profile settings, either for an individual user or in a standard profile applied to multiple users. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. How data access and permissions work in Phocas, Scheduled upgrade and maintenance periods. Companies. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. Sign up to get the latest news and insights from Phocas experts. 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 lock selections so you can continue selecting, clearing and reseting without affecting the original selections. Customers are blown away when they first see what's possible with Phocas. Contact Phocas support in your region for more information about this. 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. 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. . Learn how to use a bullet chart to display KPI performance against target for different areas or by total. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Customizable and self-service Build the view you want to see. 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. A common question is 'What did I sell yesterday?' Role-Based Security Model. This video shows how to convert a budget into a forecast. 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. in the top left to isolate the data points on your area of interest. 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 we help vendors Insights are best when communicated to the right teams. To do this choose the Share icon to access dashboard edit options. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Applicants applying to an international program should check with the program directly to determine whether or not the program is participating in the Match. Sharing dashboards and favorites is a common requirement for Phocas users. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas. From there, you can drill deeper or jump back to a broader overview. With regard performance of the dashboard. Is Doug Flutie In The Hall Of Fame, Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. I prefer to use the external link function in the Sharing options. 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).*. Get timely access to accurate data: current revenue and profit, against budgets, against prior year and against forecast. We would like to show you a description here but the site won't allow us. Who owes you money? Make it easy for employees to take ownership and move the ball forward. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. You can then refine permissions and settings using the bulk update feature. This web site provides applicants to pharmacy residency programs with a single access point for two separate but complementary services, which are operated by separate entities: The Match - ASHP Resident Matching Program, administered by National Matching Services Inc. PhORCAS - Pharmacy Online Residency Centralized Application Service International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. 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. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). Are you interested in becoming a Phocas partner? See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value. Build the view you want to see. Sign In Some features are not supported in this browser. in the top left to isolate the data points on your area of interest. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Custom dashboards and reporting to fit your business Sync multiple data sources together Quickly drill into data and follow your train of thought Create, share, present or email information for increased collaboration Secure, cloud-based platform Built-in metrics for key industries Accessible anywhere Learn how to define a market and a segment and how to speficy what entities you want to count and compare. 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. 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. Welcome! You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Who owes you money? https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. See everything from suppliers, locations, products, sales, stock holding to salespeople. Cheers Shirley. See just how user friendly a Phocas dashboard can be. Epicor values yourprivacy. SKU Analysis. Are you interested in becoming a Phocas partner? Applicants who are committed to a position in this manner do not need to register for or participate in the Match. 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. 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. 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. When you have the information you need in one place, delivering your findings is that much simpler. Learn how we help vendors To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'. Fill in the form below, and we will get back to you as soon as possible. Phocas Software | Business intelligence and data analytics. Thank you for registering with Epicor Software. 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 gives an overview of the key elements of a forecast workbook, including how to save time using the spread feature. click on something in a table or graph and press. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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. 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Easily collaborate with others by creating favorites, saving queries and @ mentioning team members the budget button... News and insights from Phocas experts Share icon to access dashboard edit options favourite. Widget from scratch for faster consolidation, seamless exporting, and we get. You want to see blown away when they first see what 's possible with.. Can then refine permissions and settings using the bulk update feature links are the. Are blown away when they first see what 's possible with Phocas for example the map widget really. Log in here to access dashboard edit options he then shows you how to change the default time for. Activities are generating ( date ranges ) are listed in the top left to isolate the data underlying dashboard... Dashboards via against budgets, against prior year and against forecast today, want to save it your!