Learning modules

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.

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 how to make the most of the flexibility available to you when customizing Financial Statements.

This module covers the essentials of setting up new users in Phocas. Add users, set passwords and manage access to data via restrictions, profiles and permissions.

Learn how to bring employee-related costs into your budget process using Phocas Budgeting and Forecasting’s headcount driver. This module covers setup, controlling who can see data, benefit plan creation and how to leverage the output of the headcount tab in the rest of your budget workbook.

The data you see in the grid is determined by the period (or date range) you have selected. Learn about selecting, changing and creating periods in Phocas.

Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.

Learn about advanced administration options, including managing how data is shared by your users and how to exclude weekends and public holidays from your results.

Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database. Learn how to maintain these.

A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.

If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.

Phocas CRM is a simple way to keep on top of your business’s customer relationship management. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results.

Phocas Financial Statements brings financial reporting and business intelligence together, allowing Finance teams to customize financial statements, compare, consolidate, drill down and analyze.

Learn how to use the tools in Phocas Budgeting and Forecasting to streamline your budgeting process, work collaboratively yet safely and control workflow. In this module of videos, see the results of combining an intuitive Phocas interface with familiar spreadsheet formats.

Phocas Rebates allows you to calculate and manage the various types of rebates you pay and receive, using the information in a Phocas database. Learn how to use Phocas Rebates, from setting up your first Rebates project though to calculating and posting rebates.