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.

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.

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

Learn about rule brackets and bracket conditions.

Learn about retrospective rules and how the retrospective option affects rule calculations.

Learn about pro rata rules and how the pro rata option affects rule calculations.

Learn about posting your calculation results to a Rebates database.

Learn how to calculate rebate rules.

Learn how to create a new rule and configure the Name and Scope section.