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. 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. / Drill into the story behind revenue contributions and identify areas of concern. 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. The user that has requested this report does not have admin privileges and I'm reluctant to give them. Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base. 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. The key to managing your datas complexity is simplifying the analytics and data discovery process. Learn how to create, rename or delete a folder and select who can access each folder. Works with any ERP system. 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. 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. Learn about the benefits of setting up a simple CRM dashboard in Phocas. You can only share ifyouare the dashboardowner. To do this choose the, Administrators can remove external links from one or more dashboards via. You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Customer Analysis This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Compare Microsoft Power BI vs Phocas Business Intelligence. This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. 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. To do this choosetheShareiconto access dashboard edit options. 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! (named login) 8.8. . 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. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. That way the user has access to the dashboard at any time, too. Sign up to get the latest news and insights from Phocas experts. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Insights are best when communicated to the right teams. Username *. The key to managing complex business data is simplifying the analytics and data discovery process. In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. 3 Likes Goal pace over time Learn how to create a rebate based on year to year growth. ), then select Next. See just how user friendly a Phocas dashboard can be. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider. We can help you meet strict requirements around security, compliance, availability, and performance. 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. Sharing dashboards and favorites is a common requirement for Phocas users. You can apply common permissions and settings to multiple users. Learn how to change the display order of account groups in any of your financial statements. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with . Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? Fill in the form below, and we will get back to you as soon as possible. Admin users with permission to manage dashboards will also see this message, shown below. Lets see if we can help. Tableau Software. Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! In this video for administrators Andy shows how to create a working days calendar. module-category Valuable Insights Sign up to get the latest news and insights from Phocas experts. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be. Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Sign in using Phocas SSO. 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. Check out alternatives and read real reviews from real users. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Pardot. Sign In Remember Me? 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. Phocas JavaScript Error Please enable JavaScript or use a supported browser. 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. Use a summary chart to turn a favorite into a simple color-coded dashboard widget. In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. 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. 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 Learn how to drill down into your expenses to identify where spending is over budget. Easy to use for businesspeople and accountants. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . 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 . 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. See what's happening in the moment on business intelligence dashboards. Applicants applying to program(s) that participate in PhORCAS must use this web site to submit applications to those programs. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. It is suitable for users who have permission to manage budgets and forecasts. 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).*. Cheers Shirley. All rebate rules are saved within a project, specific to a database and data stream. For example the map widget only really needs to be present once you have selected a customer rather than ALL customers to start with. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. 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 Learn how to add a business note, including an attachment, to an account in Phocas CRM. Would be nice to clone from one dashboard to another! Learn how to add favorites to additional folders and share them with users, and to rename and delete folders. 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 for administrators Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas. For instance, managers might offer rewards to the employees with the highest number of login times for the week. {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. 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. I have had to move some widgets to a new dashboard - it is slightly quicker! Welcome! In this video for administrators Tina shows how to manage dashboards within a database. 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