Forecast months of stock on hand (custom 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 enhance your analysis in Flex Modes by adding custom columns. Whether you’re creating calculation columns to build formulas like percentages and comparisons, or adding measure columns to bring in additional data such as counts, this feature gives you the flexibility to explore your data more deeply and uncover meaningful insights.

 

If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.

Learn how to use Column Groups to show financial data side-by-side in a matrix format. This setup allows for quicker comparisons and makes it easier to spot differences in performance.