Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM PUG Training
Budgets & Forecasts
Join us for the re-run of our 6-week 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 Financial Statements
Maximize your Financial Statements potential with our 4-part PUG.training series. Whether you're new, need a refresher, or want to sharpen your skills, this training is for you. Not using Financial Statements yet? Come along for valuable financial reporting insights and best practices.
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.
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Ratios and statistical streams
Keep track of the operational and financial metrics that drive your business.
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Cashflow - direct and indirect
Understand the movement of cash through your business to know your financial position at any given time.
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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Dashboards
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.
Dashboards 101
Apply your Phocas knowledge and visualize data in a dashboard session.
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Building advanced dashboards
Building from session 1, we’ll help take your dashboarding skills to the next level.
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Multi-database dashboarding
See companywide performance in 1 dashboard allowing you to delve deeper into your data.
Watch on-demand The grid
In this series, get comfortable navigating the Phocas grid to confidently analyze, report and leverage your data to drive business success.
Advanced search + Phocas extras
Building on Grid 101, we introduce more features to help you be agile in changing business conditions.
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Custom reporting + gap analysis
Customize the way you calculate, edit, or rearrange columns in the grid to dive deeper into your data than ever before.
Watch on-demand 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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