Budgets & Forecasts 
Rebates 
CRM Configure your chart options
3:27 min
See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment.
Supporting documentation
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 Create KPI-style gauge, summary and bullet charts
Discover how to track key performance indicators using KPI chart types in an Analytics database. In chart view, explore Gauge, Bullet, and Summary charts to visualize business goals and targets, ensuring performance insights are clear and easy to monitor.
3:25 min
Financial Statements 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.
2:43 min
Analytics Visualize your data in a chart
Discover how you can use charts to quickly visualize your data and spot trends at a glance. Charts are especially helpful when dealing with large datasets, allowing you to get an easy visual overview without scrolling through endless columns and rows in the grid.
1:22 min