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Customer training series

These training sessions will be presented by members of our customer experience team, and will help you discover even more ways to get the most out of your data. Whether you’re new to Phocas, looking to refresh or expand your skills, we hope you can join us.

All sessions will be held at 2pm British local time. 

 

Administration

Register

 Dates

 

Session descriptions 

Apr 22

  

Administration 101: presented by customer success consultant, Hollie Harrison

Navigate the administration section like a pro.
This session covers how to: 
  • set up users and database level restrictions
  • lock in user restrictions 
  • personalise your user interface
  • create additional defined periods, and more

May 20

 

New functionality: presented by customer success consultant, Jonny Notman

Be across all new features and functionality introduced to Phocas over the last 12 months.
This session covers:
  • updates to the Phocas homepage
  • multiple streams in stream mode & custom mode
  • grid nesting & matrix captions
  • waterfall, pareto & gauge charts
  • count measures

Jun 17

 

Budget builder: presented by customer success consultant, Stewart Wood

Use Phocas to generate a budget based on previous sales. This session covers how to: 
  • use custom mode to build next year's sales budget
  • create a budget over multiple dimensions (e.g reps and product class)
  • tips and tricks to get the most out of your Phocas budget