Showing videos for: Sales

Track sales rep performance against budget

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.

What did I sell yesterday? (using transaction mode)

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.

Benchmark your customers using matrix share mode

Benchmark your customers using matrix share mode

In this video learn how to establish a benchmark for selected product groups, identify customers whose purchases fall outside of the benchmark and locate any business you might be missing out on - using matrix share mode.

Start a conversation with your reps based on results

Start a conversation with your reps based on results

In this video we show you how to comment on data in a report. Ask your team members questions in real time about the data you're all seeing.

Use advanced search to narrow customer properties

Use advanced search to narrow customer properties

Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Apply a variety of search rules and see the grid update.

Show positive or negative variance

Show positive or negative variance

Learn how to switch to variance mode and see where results are improving (or not going so well). We show you how to customize the date range, compare periods and jump from customer to product or any other dimension.

Create a 'low margin' alert

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.

Identify cross-sell opportunities using matrix mode

Identify cross-sell opportunities using matrix mode

Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base.

Use advanced search to find decreasing monthly average

Use advanced search to find decreasing monthly average

Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing.

Add a new column to the grid to show target performance

Add a new column to the grid to show target performance

In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. We do this using custom mode.

Market mode

Market mode

In this video TIm shows you how to compare a market segment to the overall market using market mode. Learn how to define a market and a segment and how to speficy what entities you want to count and compare.

Matrix mode

Matrix mode

Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations.

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