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Dashboards

3 sessions in this series
Unlock the full potential of your data with our online 3-part dashboard training. Join us to discover how to create dynamic, insightful dashboards that will transform your data into actionable insights to drive business success.
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Dashboards 101

Now on-demand
Apply your Phocas knowledge and visualize data in a dashboard session.
Presented by Kristin Bendit (Customer Success Consultant) and April Brunt (Customer Marketing Manager) .

In this session, we'll cover how to:

  • Tailor dashboards to your needs
  • Summarize an entire database in a single interface 
  • Create an overarching view of your business that can be accessed anytime, anywhere
  • Track revenue against budget 
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Dashboards 101

Building advanced dashboards

Wednesday 22 May, 2024
2:00 PM CDT
Building from session 1, we’ll help take your dashboarding skills to the next level.
Presented by Paul Koch (Customer Success Consultant) and Evi Newby (Customer Marketing Specialist) .

In this session learn how to: 

  • Dig deeper into the widget and line display options
  • Reuse widgets in different dashboards
  • Personalize your dashboard with images, videos, and links
  • Make your dashboard the hero of your homepage so everyone can see + action
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Building advanced dashboards

Multi-database dashboarding

Wednesday 19 June, 2024
2:00 PM CDT
See companywide performance in 1 dashboard allowing you to delve deeper into your data.
Presented by Tim Robinson (Customer Success Consultant) and April Brunt (Customer Marketing Manager) .

This session covers how to:

  • Add widgets from different databases into 1 view 
  • Filter between multiple databases
  • Create scorecards to track and monitor your key performance indicators (KPIs) 
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Multi-database dashboarding
2 sessions remaining in this series

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