Compare data with Matrix mode

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.

Learn how to use Matrix Variance mode to compare data across different periods by adding columns for the previous period and variance—perfect for spotting trends month-over-month or year-over-year. You'll also see how Matrix Share mode transforms your data into percentages, making it easy to analyze ratios, like the share of Product X versus Product Y.

With Market Mode, you compare a market segment to the overall market using market mode. Learn how to define a market and a segment and how to specify what entities you want to count and compare.

This video takes you into an inventory database. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves.