Explore and analyze data
25:30 minutes total learning time
Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
Phocas product 
Analytics
Analytics 10 videos in this learning module
1
Compare data with matrix mode
1:46
2
Add levels to the grid (nesting)
1:59
3
Add user-defined periods
4:55
4
Create a custom period
1:27
5
Perform an advanced search
3:32
6
Matrix Variance and Matrix Share mode
3:13
7
Use Market Mode to analyze market penetration
2:50
8
Compare multiple data streams
1:54
9
Show positive or negative variance
1:41
10
Sort and summarize your data
2:13
10 videos in this learning module
1
Compare data with matrix mode
1:46
2
Add levels to the grid (nesting)
1:59
3
Add user-defined periods
4:55
4
Create a custom period
1:27
5
Perform an advanced search
3:32
6
Matrix Variance and Matrix Share mode
3:13
7
Use Market Mode to analyze market penetration
2:50
8
Compare multiple data streams
1:54
9
Show positive or negative variance
1:41
10
Sort and summarize your data
2:13
Compare data with matrix mode
Discover how to use a simple matrix tool to compare sales performance across regions, branches, or products side-by-side, and identify opportunities for cross-selling within your customer base.
Supporting documentation
Add levels to the grid (nesting)
Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Grid nesting allows you to display up to three levels of detail, grouped by dimension.
Supporting documentation
Add user-defined periods
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.
Supporting documentation
Create a custom period
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.
Supporting documentation
Perform an advanced search
Advanced search helps users build detailed reports by applying specific filters to narrow down data. Users can set multiple rules and combine them with conditions like AND or OR to customize and refine their search results. This feature is ideal for creating precise reports or favorites based on specific criteria.
Supporting documentation
Matrix Variance and Matrix Share mode
Learn how to use Matrix Variance mode to compare data across different periods by adding columns for the previous period and variance—perfect for spotting trends month-over-month or year-over-year. You'll also see how Matrix Share mode transforms your data into percentages, making it easy to analyze ratios, like the share of Product X versus Product Y.
Supporting documentation
Use Market Mode to analyze market penetration
With Market Mode, you compare a market segment to the overall market using market mode. Learn how to define a market and a segment and how to specify what entities you want to count and compare.
Supporting documentation
Compare multiple data streams
Learn how to compare multiple streams of data in Phocas, both in the grid and on a chart, and how to easily and quickly include variance data.
Supporting documentation
Show positive or negative variance
Learn how to switch to variance mode to see where results are improving or struggling. We’ll show you how to compare different periods and switch between customers, products, or any other dimension effortlessly.
Supporting documentation
Sort and summarize your data
Learn how you can use the summary view and properties menu to summarize selected data, or narrow the view for a more detailed analysis.
Supporting documentation
Phocas product
Analytics 
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Financial Statements 
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Rebates 
CRM 
Insights 