Phocas Academy

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.

This module for beginners helps you get started in Rebate. Learn how to use Rebates, from setting up and configuring your first Rebates project though to calculating and posting rebates.

Re-forecast as conditions change during the year, using your prepared budget as the starting point.

Discover how you can change statement views, apply filters, add detail, and drill down into your data to move smoothly from a high-level overview to detailed insights for deeper analysis.

Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.

Learn how to connect Phocas CRM with your Microsoft 365 Outlook calendar to enable two-way synchronization. This helps streamline workflows, save time, and reduce the risk of missed meetings or scheduling conflicts. 

Easily manage your budgets at both the regional and branch level by using the Financial Statements and Budgets & Forecasts modules together. They’re designed to work seamlessly, giving you a flexible, all-in-one solution for all kinds of budgeting needs.

See how advanced search helps you quickly filter your data for a clearer starting point. Learn how to apply entity and property search rules to quickly narrow things down.

Learn how to use custom mode to add columns to the Phocas grid to compare sales and budget, track sales rep performance, and customize how your data is displayed.

Learn how to create custom user-defined "month to date" or "calendar year to date" periods from scratch and save them as new defined periods. Since they’re your custom periods, you’ll have complete control to edit or delete them whenever necessary.

Custom periods are temporary date ranges used for analysis without being saved. See how to apply them to review specific timeframes, like a sales promotion. Custom periods can include full months, partial months, or a custom range of dates, depending on the available period types in the database.