In this module
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.
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1Bring your P&L to life in Phocas - an orientation (0:00)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.
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2Bring your P&L to life in Phocas - an orientation Part 2 (0:00)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.
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Common topics: administration, custom mode, charts, rebates, sales
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