Filter data in Flex Modes

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.

Here we show you how to get started in the Phocas analysis grid. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views.

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. 

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.