Budgets & Forecasts 
Rebates 
CRM Apply conditional formatting
2:22 min
Learn how to use conditional formatting to quickly highlight key values in the grid. In Flex Modes, you can apply rules that change the text or background color based on cell values. It’s a great way to make trends and outliers stand out without needing to sort or filter.
Supporting documentation
Phocas product 
Analytics
Analytics Category
Help & support Related video tutorials
Analytics 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.
1:59 min
Analytics Filter data in Flex Modes
Learn how to quickly find what you need by filtering data using the Focus button and keyword search options in Flex Modes.
1:48 min
Financial Statements Budget by region and branch
Easily manage your budgets at both the regional and branch level by using the Financial Statements and Budgets & Forecasts modules together. They’re designed to work seamlessly, giving you a flexible, all-in-one solution for all kinds of budgeting needs.
6:13 min
Analytics Use custom mode to show target performance
Learn how to use custom mode to add columns to the Phocas grid to compare sales and budget, track sales rep performance, and customize how your data is displayed.
5:06 min
