Budgets & Forecasts 
Rebates 
CRM Combine statistical and financial data for better business insights
5:54 min
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 Category
Help & support Related video tutorials
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
Analytics Create a nested view
With the nest view feature in Flex Modes, you can add dimensions as levels in the grid, making your data easier to interpret. This lets you see how different items contribute to the overall results and build reports where you define the hierarchy of the data on display.
1:54 min
Analytics Compare data in a matrix
Learn how to filter and pivot rows at the same time, letting you view two dimensions side by side in a matrix. This makes it easy to compare your data and quickly spot any differences.
1:37 min
Analytics Apply conditional formatting
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.
2:22 min
