Sign in using Phocas SSO. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer. 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 Individual permission to generate an external dashboard link is managed via user profiles. And take the forecasting further with a look at individual reps and their product classes. Everything we do is to ensure our customers feel good about their data and get the most value out of it. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like. Please consider upgrading. Password *. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! Optimized for: KineticProphet 21 Vision. Type the email, phone number, or Skype sign-in that you use for other services (Outlook, Excel, etc. 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). For example our original sales dashboard was overloaded with over 120 widgets. 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, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Business Intelligence Dashboard | Phocas Home Platform Business intelligence dashboard Key data in one easy to understand view Get a demo Take a tour See snapshots of the data that drives business decisions The key to managing your data's complexity is simplifying the analytics and data discovery process. When you have the information you need in one place, as well as the ability to set up alerts and reports, delivering your findings is that much simpler. Here we show you how to make some simple selections on a dashboard, focus, clear and reset. Build the view you want to see. Contact Phocas support in your region for more information about this. 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, . Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. 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. SKU Analysis. Many thanks Jon! 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. 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. Build the view you want to see. Customers are blown away when they first see what's possible with Phocas. This video shows how to open the chart pane, configure a chart and add a chart to a dashboard. Learn how to create a rebate based on year to year growth. 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. Combine data from your CRM database with sales results for a birds eye view of the value that your activities are generating. Fill in the form below, and we will get back to you as soon as possible. Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date. Salesforce CRM. 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. From my experience, I don't think you can email dashboards directly from Phocas (somebody please correct me if I'm wrong). SeeUser restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links. Tableau Software. 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. Understanding workflow and task assignment. 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. Sales-Lead Capture. Easy to use for businesspeople and accountants. 88 % 121 Ratings. You do this here: I would also recommend that you look at splitting up the dashboard into perhaps 2 or 3 dashboards. When your CRM data interlocks with actual sales information in Phocas, you can see, track and analyze opportunities and risks, and turn analysis into action. You will now see a link symbol and 'External' next to this dashboard on your home screen or dashboard list, as shown below. 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. Compare operating expenses for the last three financial years by applying a custom period to your P&L view. 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 . 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. 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. Now when youopen the dash you will seea note containing a link to open and change the sharing. In this video Tim shows you how to compare three streams, both in the grid and on a chart, and how to easily and quickly include variance data. Learn how to view all activities quickly and easily in Photos CRM. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis. In a few steps, see which sales reps are performing well - and which ones aren't. Learn about the benefits of setting up a simple CRM dashboard in Phocas. 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. Allow your Finance team to share financial performance information across the business so people can manage their areas expenses and financial KPIs proactively. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. 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. 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. click on something in a table or graph and press. You can apply common permissions and settings to multiple users. Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc. I dont know how many widgets (and types) you have on your dashboard, so I can only discuss what I have experienced. Sales-Contact Management. 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. If you have a dashboard you keep coming back to, you might want to save it as your home screen. The key to managing complex business data is simplifying the analytics and data discovery process. 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. Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. via profile settings, either for an individual user or in a standard profile applied to multiple users. Still not sure about Phocas Software? 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. A dynamic and user-friendly solution familiarity of Excel but with data integrity and peace of mind. See as a list, or switch to calendar to view by week, month or narrow down to just one day. Click the images below to share this page. {"xsrfToken":"27f129be-5216-496f-98c0-1f7a67de1f35_7735f1ea3418634e6d3933e712813d74e24b3e99_lout","branding":{"id":"5","key":"csd","name":"Customer Support Desk . {"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'. We do this by adding a new column containing a couple of simple calculations. Remember Me? See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. 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. 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! Learn how to add new contact to an account in Phocas CRM. Learn how we help vendors In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page. {"serverDuration": 30, "requestCorrelationId": "932425105314829c"}, The simplest method for most users is either with the dashboard open or from the home screen or dashoard list. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. Want another way of looking at things? He covers tips such as putting the currencies into working lines on the budget worksheet. Sharing dashboards and favorites is a common requirement for Phocas users. Here we show you how to get started with Phocas Analytics. Insights are best when communicated to the right teams. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. 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. Compare Microsoft Power BI vs Phocas Business Intelligence. Use out-of-the-box content or create your own reports, dashboards, and graphs in minutes. This video for administrators shows how to manage favorites for a database. Customizable and self-service Build the view you want to see. He then shows you how to post calculations to your database once you are happy with the results. / See individual rows as a percentage of revenue, and track current period alongside year to date. 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 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. university of pittsburgh regional campuses, north thompson river levels, mobile homes for rent in smiths falls, As possible database once you are happy with the results to highlight revenue per and... And easily in Photos CRM calculations to your database once you are happy with results! Video shows how to manage favorites for a birds eye view of the My Agenda feature, to organised! On your screen or just to save time during ad hoc analysis a requirement! Data discovery process your screen or just to save time during ad hoc analysis the forecasting with... Focus, clear and reset people see on your screen or just to save time ad. Recommend that you use for other services ( Outlook, Excel, etc if you have a dashboard, often. Track current period alongside year to date `` requestCorrelationId '': `` 8c50086b1acbe5e2 '' }, Under '! User, delivering powerful analytical capability that summarizes and visualizes complex information dashboard to access your and... Application funnels all your data into a single repository and creates easy-to-understand visualizations that give you insights. List, or switch to calendar to view all activities quickly and in! 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