Budgets & Forecasts 
Rebates 
CRM Manage streams and scenarios
3:36 min
Learn how to manage your actuals, budgets, and other key data that appear in your financial statements—all in one place. The Manage Streams and Scenarios feature (also known as Combined Streams) gives you more flexibility and control over what data users can see when viewing your financial statements.
Supporting documentation
Phocas product 
Financial Statements
Financial Statements Category
Help & support Related video tutorials
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
Analytics Track sales rep performance against budget
Learn how to add a budget stream to your sales analysis, enabling you to drill into your sales figures to see how your budget is tracking. In a few steps, see which sales reps are performing well - and which ones aren't.
1:32 min
Financial Statements Create a financial statement
Learn how to create a custom financial statement to suit your business needs from scratch.
3:20 min
Financial Statements Map accounts to a group
Learn how to map accounts to any new or updated groups in your financial statements, to make sure they display correctly in the grid.
2:38 min