Home Academy Video tutorials

Discover dashboards

1:51 min
Discover dashboards
See just how user friendly a Phocas dashboard can be. Here we show you how to make some simple selections on a dashboard, focus, clear and reset.

Supporting documentation

Phocas product Platform Platform
Category
Phocas Software help and support Help & support

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

Get support

Related video tutorials

Filter and resegment customers
Analytics Analytics

Filter and resegment customers

Learn how to use filtering and re-segmenting to analyse your customers from different perspectives. This tutorial explains the difference between narrowing your view and recalculating customer behavior, helping you uncover deeper insights and identify opportunities within specific areas of your business.

 

 

 

2:42 min
Filter data in Flex Modes
Analytics 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
Edit threshold sets for specific customer groups
Insights Insights

Edit threshold sets for specific customer groups

Discover how to make your customer segmentation more accurate by using threshold sets. Learn how to customise thresholds for different groups and ensure your insights reflect how each part of your business performs.

 

 

 

 

2:00 min
Create CRM tasks from customer segments
Analytics Analytics

Create CRM tasks from customer segments

Discover how to turn customer insights into action by identifying key segments and creating CRM tasks in bulk. This approach helps you stay organised, prioritise follow-ups, and manage customer activity more effectively.

 

 

 

 

1:24 min
NewSee the inventory trends shaping wholesale distribution in 2026 — Get our latest reportDownload now