Home Academy Video tutorials

Combine statistical and financial data for better business insights

5:54 min
Combine statistical and financial data for better business insights
Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas.
Phocas product Financial Statements Financial Statements
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Manage streams and scenarios
Financial Statements Financial Statements

Manage streams and scenarios

Learn how to manage your actuals, budgets, and other key data that appear in your financial statements—all in one place. The Manage Streams and Scenarios feature (also known as Combined Streams) gives you more flexibility and control over what data users can see when viewing your financial statements.
3:47 min
Bring statistical streams into a Financial Statements database
Financial Statements Financial Statements

Bring statistical streams into a Financial Statements database

In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer.
3:39 min
Set up a database
Insights Insights

Set up a database

Learn how to configure a database for Customer segmentation in Insights. This tutorial walks through selecting your data, setting segmentation groups, and defining Frequency, Monetary, and Recency thresholds so you can start analyzing customer behavior.

 

 

 

 

2:32 min
Create activities with AI voice
CRM CRM

Create activities with AI voice

Learn how to use AI voice-generated activities in Phocas CRM to quickly capture customer updates, meeting notes, and follow-up tasks. This tutorial shows you how to record an update, review and edit AI-generated activities, and add them to CRM from desktop or mobile.
2:44 min
NewSee the latest features, improvements and what's new in productView product updates