Welcome to the Phocas Academy
A comprehensive library of video tutorials presented by Phocas experts, designed to help you optimize your use of our software.
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Learning modulesView all
Phocas QuickStart: Analytics
This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
Budgeting and Forecasting: A simple way to re-forecast
Re-forecast as conditions change during the year, using your prepared budget as the starting point.
Phocas Financial Statements: Visualize your financial analysis
With a visualization tool that slides out alongside the statement, you can continue to interact with the grid and the chart will dynamically respond to any changes you make. Learn how to make the most of this feature.
Grid customization basics
Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
Phocas Financial Statements Orientation
This is a no-fuss orientation module presented by Product Manager Nick Collett to help the Finance user understand how to get immediate business insights with Phocas Financial Statements.
Financial Statements: More on customization
Learn how to make the most of the flexibility available to you when customizing Financial Statements.
Video tutorialsView all
Distribute total values quickly to determine the individual budget values. You can spread a total you manually enter or a total from a comparison stream, either evenly or proportionally across the period.
Use comparison rows
Use comparison rows in a budget or forecast worksheet to automatically include values from another data stream, such as last year's actuals, last year's budget, the current year's forecast and so on. You can use these values in formulas to calculate the new values or simply have it at hand for references purposes.
Home page at a glance
Learn how to make the most of your home page - the starting point to easily find databases, dashboards, favorites and recents.
Save useful data as a favorite
Save useful analysis points, data views and charts as favorites for quick access at any time.
In this Phocas Analytics video, Karen gives an overview of some of the ways to see trends at a glance with a chart or graph.
Compare data with matrix mode
Learn how to compare sales performance of regions, branches or products side-by-side with a simple matrix tool.