Generate a budget based on previous sales
2:26 min
Learn how to use custom mode to build next years budget based on the last two years sales. And take the forecasting further with a look at individual reps and their product classes.
Supporting documentation
Category
Role
Tags
Related video tutorials
Customize column formatting
This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like.
1:00 min
Combine statistical and financial data for better business insights
Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas.
5:54 min
Reorder account groups in financial statements
Learn how to change the display order of account groups in any of your financial statements.
1:40 min
Grid nesting
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.
3:49 min