Budgets & Forecasts 
Rebates 
CRM Add levels to the grid (nesting)
1:59 min
Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Grid nesting allows you to display up to three levels of detail, grouped by dimension.
Supporting documentation
Phocas product 
Analytics
Analytics Category
Help & support Related video tutorials
Analytics Configure your chart options
See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment.
3:27 min
Analytics Change your data format
Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty.
1:47 min
Analytics Gain more screen space and other tips
Learn how to streamline the grid for extra screen space and explore useful features like freezing the properties column, copying and pasting data, and various export options.
3:20 min
Financial Statements Budget by region and branch
Easily manage your budgets at both the regional and branch level by using the Financial Statements and Budgets & Forecasts modules together. They’re designed to work seamlessly, giving you a flexible, all-in-one solution for all kinds of budgeting needs.
6:13 min