Visualize financial information
11:05 minutes total learning time
Learn how you can use visualizations to explore financial statements, highlight key performance, and develop a clearer understanding of your financial position.
Phocas product 
Financial Statements
Financial Statements 4 videos in this learning module
1
View financial information in a chart
2:37
2
Add financial analysis to a dashboard
2:24
3
Highlight financial performance using a waterfall chart
3:35
4
Explore and view dashboards
2:29
4 videos in this learning module
1
View financial information in a chart
2:37
2
Add financial analysis to a dashboard
2:24
3
Highlight financial performance using a waterfall chart
3:35
4
Explore and view dashboards
2:29
View financial information in a chart
Learn how to use charts to visually explore and interact with your financial information and spot trends at a glance.
Supporting documentation
Add financial analysis to a dashboard
Add the views and visualizations you use often to a dashboard for quick and easy insights.
Supporting documentation
Highlight financial performance using a waterfall chart
This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance.
Supporting documentation
Explore and view dashboards
Discover just how user-friendly a Phocas Financial Statemetns dashboard can be! Learn how to make simple selections, narrow your focus, clear filters, and reset the dashboard with ease.
Supporting documentation
Phocas product
Financial Statements 
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