Phocas Financial Statements Orientation

13:15 minutes total learning time
This is a no-fuss orientation module presented by Product Manager Nick Collett to help the Finance user understand how to get immediate business insights with Phocas Financial Statements.
2 videos in this learning module
1
Bring your P&L to life in Phocas - an orientation
6:39
2
Bring your P&L to life in Phocas - an orientation Part 2
6:36
 
 

Bring your P&L to life in Phocas - an orientation

In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Learn how to: Display custom P&Ls, all based on the same data / Choose what information displays in Phocas, e.g., multiple budgets, compare month by month, quarters or custom periods. / See individual rows as a percentage of revenue, and track current period alongside year to date.

Supporting documentation

Nick Collett
Presented by Nick Collett
Product Manager

Bring your P&L to life in Phocas - an orientation Part 2

Part 2 in the Financial Statements orientation series explains how to take your view of the P&L to the next level by interrogating results for individual branches within a business. In this video Nick shows you how to: Isolate results for individual branches (or companies), or compare them side by side. / Create a snapshot view of branch performance or slice and dice the data for a deeper look. / View branch results next to each other using a simple combination of 'matrix' and 'summary' mode. / Drill into the story behind revenue contributions and identify areas of concern. / Save your analysis as a favourite to add to a dashboard or quickly access from anywhere in Phocas.

Supporting documentation

Nick Collett
Presented by Nick Collett
Product Manager
Phocas product
Phocas Software help and support
Help & support

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

Get support

Related learning modules

Phocas Financial Statements: Visualize your financial analysis

Phocas Financial Statements: Visualize your financial analysis

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.
Financial Statements: More on customization

Financial Statements: More on customization

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

Phocas Financial Statements

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

Let’s talk

Are you interested in becoming a Phocas partner?

Phocas Software

Contact us

Fill in the form below, and we will get back to you as soon as possible.

Phocas Software