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Online training | Phocas products

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.

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

 Dates

 

Session descriptions 

Jul 23

  

Financial Statements: presented by solutions consultant, Pete Bushell

Financial Statements lets you analyse profit and loss (P&L), balance sheet, and cash flow directly in Phocas. In this session, learn how to:

  • easily customise reports and statements to suit the business
  • use your financial data to understand how cost 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

Aug 13

 

Rebates: presented by major accounts consultant, Matt Harwood

The rebates solution allows you to quickly calculate your payable or receivable rebates and commission based on your Phocas data. This session covers 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

Sep 17

 

CRM + CRM analysis: presented by customer success consultant, Sarah Smith

Analyse activity data regardless of your CRM. In this session we'll cover how to:

  • best manage and monitor the activity of your sales team
  • easily identify outstanding issues by customer, by salesperson
  • qualify activity against actual sales results (eg. effort to reward)