Phocas products

3 sessions in this series

Unlock the power of the full Phocas suite; from the art of maximizing rebates, optimizing financial insights, and mastering budgets and forecasts.

View the sessions

Rebates

Now on-demand

Discover the essential techniques for structuring monthly or annual rebates, analyzing and seamlessly integrating rebate results with sales figures, and attaining heightened accuracy while bidding farewell to cumbersome spreadsheets.

Presented by Peter Bushell (Solutions Consultant) and April Brunt (Customer Marketing Manager) .

In this session, learn how to:

Structure your monthly or annual rebates
Analyse and share rebate results next to your sales figures
Achieve more accuracy and say goodbye to spreadsheets

Watch now

Financial Statements

Now on-demand

Explore the art of effortlessly tailoring reports and statements to fit your business needs, leveraging financial data to unravel cost impacts on margins at a GL level with transaction drill-through capabilities, presenting customizable consolidated financial statements, and seamlessly integrating account-based streams into our analysis tool for comprehensive insights.

Presented by David Chambers (Senior Solutions Consultant) and Ella Martin (Field Marketing Manager) .

In this session, learn how to:

Easily customise reports and statements to suit your business
Use your financial data to understand how costs affect margin at a GL level (drill through to transaction)
Display consolidated financial statements in a customisable format
Integrate account-based streams with our analysis tool

Watch now

Budgeting and Forecasting

Now on-demand

Master the art of seamless collaboration using budget workflows, engaging stakeholders for refined numbers, adapting to market shifts with rolling forecasts, and employing scenario modeling as a strategic planning aid.

Presented by David Chambers (Senior Solutions Consultant) and Ella Martin (Field Marketing Manager) .

In this session, learn how to: