Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM PUG Training
The Grid
In this series, get comfortable navigating the Phocas grid to confidently analyze, report and leverage your data to drive business success.
Grid 101
Master the Phocas Grid to track KPIs, compare performance, and uncover opportunities for sales and inventory optimization.
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Advanced search + Phocas extras
Expanding on Grid 101, we'll introduce advanced features that enable deeper data analysis to support better decision making.
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Custom reporting + gap analysis
Customize calculations, apply edits, and arrange columns to uncover deeper insights into sales and inventory—enhancing performance and improving stock control.
Register now Financial Statements
Back by popular demand! Our Financial Statements series is back, giving you another chance to get the most out of your Financial Statements solution. Whether you're a first-timer, need a quick refresher, or want to sharpen your skills, this series has something for everyone—even if you're not currently using Financial Statements.
Financial Statements 101
Easily analyze and report on financial performance to provide better visibility across the business.
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Financial Statements – Advanced
Building on Financial Statements 101, create a consolidated financial statement to automate reporting and enable more informed decision-making.
Watch on-demand Ratios and statistical streams
Keep track of the operational and financial metrics that drive your business.
Register now Cashflow - direct and indirect
Understand the movement of cash through your business to know your financial position at any given time.
Register now Dashboards
Build dashboards that support faster, more confident decisions in our 3-part Phocas User Group (PUG) training series. Learn how to create dynamic dashboards that track sales and inventory KPIs, analyze customer and product trends, and bring together insights from multiple databases like Sales, Inventory, and CRM. Whether you're just getting started or ready to go deeper, this series will help you move beyond static reports and create a single, strategic view of your business.
Dashboards 101
Build a dashboard from scratch to visualize your data and turn it into clear, actionable insights.
Register now Building advanced dashboards
Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.
Register now Multi-database dashboarding
Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.
Register now Budgets & Forecasts
Join us for the re-run of our 6-part PUG training series, giving you another chance to get the most out of your Budgets & Forecasts solution. Whether you're a first-timer, need a quick refresher, or want to sharpen your skills, this series has something for everyone—even if you're not currently using Budgets & Forecasts.
Budgets & Forecasts 101 – revenue
Speed up the preparation and sign-off of your revenue budget process.
Register now Budgets & Forecasts 101 – expenses
Building on revenue budgeting, it’s time to accurately plan future expenses across the business.
Register now 3-statement budgeting
Achieve cashflow budgets and forecasts by introducing your balance sheet.
Register now Sales budgeting
Create your sales budget for the next 12-months using prior year actuals as a foundation to forecast future performance.
Register now Flex Modes
Richer and more flexible ways to explore variances, totals and trends over time.
Flex Modes
Whether you're building complex queries, spotting outliers, or switching between high-level metrics and individual transactions, Flex Modes extends the current functionality of Analytics.
Watch on-demand Technical
Master advanced features and enhance your database creation, data set management and set up your Sync for consistent performance in our online 3-part technical training.
Loading new data sets
Learn how to upload and manage data sets inside Phocas including budgets.
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Phocas products
Unlock the power of the full Phocas suite; from the art of maximizing rebates, optimizing financial insights, and mastering budgets and forecasts.
Rebates
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.
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Financial Statements
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.
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Help & support 