Answer important business questions
14:53 minutes total learning time
This module takes you through how to answer key business questions in Phocas Analytics. These videos cover analysing sales, tracking performance, managing inventory, and identifying opportunities using your data.
Phocas product 
Analytics
Analytics 7 videos in this learning module
1
Forecast months of stock on hand (custom mode)
2:21
2
Create a 'low margin' alert
3:31
3
Combine inventory and sales to find dead stock
1:46
4
Generate a budget based on previous sales (custom mode)
2:49
5
What did I sell yesterday? (using transaction mode)
1:37
6
Examine accounts receivable over 90 days
1:17
7
Track sales rep performance against budget
1:32
7 videos in this learning module
1
Forecast months of stock on hand (custom mode)
2:21
2
Create a 'low margin' alert
3:31
3
Combine inventory and sales to find dead stock
1:46
4
Generate a budget based on previous sales (custom mode)
2:49
5
What did I sell yesterday? (using transaction mode)
1:37
6
Examine accounts receivable over 90 days
1:17
7
Track sales rep performance against budget
1:32
Forecast months of stock on hand (custom mode)
Learn how to build a stock report that calculates the months of stock remaining, based on the average quantity sold and stock on hand. This is done by adding a new column with a few simple calculations.
Supporting documentation
Create a 'low margin' alert
In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page.
Supporting documentation
Combine inventory and sales to find dead stock
This video takes you into an inventory database. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves.
Supporting documentation
Generate a budget based on previous sales (custom mode)
Learn how to use custom mode to build next year’s budget based on the past two years’ sales, and take forecasting further by analyzing individual reps and their product classes.
Supporting documentation
What did I sell yesterday? (using transaction mode)
A common question is 'What did I sell yesterday?' or 'What did my reps sell yesterday?'. Learn how to drill down to transactions on a particular date, for a particular person, region or product.
Supporting documentation
Examine accounts receivable over 90 days
Who owes you money? In this video, we show you how easy it is to examine an Accounts Receivable database to see identify accounts that are past 90 days due - along with their account owners.
Supporting documentation
Track sales rep performance against budget
Learn how to add a budget stream to your sales analysis, enabling you to drill into your sales figures to see how your budget is tracking. In a few steps, see which sales reps are performing well - and which ones aren't.
Supporting documentation
Phocas product
Analytics 
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