Get started

Just getting started with Phocas? The learning modules below bring together all the video tutorials you need to learn the basics before you dive in.

Looking for something more specific? Explore other learning modules or individual video tutorials in the Academy.

These 101 sessions have been designed to help you get up and running with Phocas quickly and feel good about your data from day one. Ideal for new users, and just as useful as a refresher on the basics.

Analytics 101

This session gives you everything you need to get started with confidence — helping you understand the essentials so you can unlock the full value of your Phocas platform from day one.

Admin 101

Phocas Admin 101 provides the foundational knowledge administrators need to confidently manage, configure and support the Phocas platform from day one.

Analytics

Get started with 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.

6 videos

14:10 min

Financial Statements

Get started with Financial Statements

This module for beginners helps you get started in Phocas Financial Statements. Learn about the grid, layouts and charts and how to add a favorite view to your dashboard.

6 videos

12:44 min

Budgets & Forecasts

Get started with Budgets & Forecasts

This module for beginners helps you get started in Phocas Budgets & Forecasts. Learn about the grid, filtering, how you can enter data and submit it for approval, and more.

4 videos

9:18 min

Analytics

Get started with Flex Modes

This beginner-friendly module walks you through getting started in Flex Modes and shows you how to run simple analyses for quick insights. Learn how to explore your data with Flex Modes and see how the different modes and features give you the flexibility to view, compare, and analyze your information in ways that work best for you.

2 videos

4:17 min

Rebates

Get started with Rebates

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.

4 videos

6:38 min

CRM

Get started with CRM

This module covers key CRM elements like activities, accounts, campaigns, and contacts—helping you and your team stay on top of customer management.

3 videos

7:55 min

Support & training

Help & support

Have questions or need to report an issue with a Phocas product?

Get support