Financial Statements 
Budgets & Forecasts 
Rebates The CRM analysis dashboard
2:36 min
Learn about the benefits of setting up a simple CRM dashboard in Phocas. Combine data from your CRM database with sales results for a bird’s eye view of the value that your activities are generating.
Supporting documentation
Phocas product 
CRM
CRM Category
Help & support Related video tutorials
CRM View and update accounts in CRM
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CRM View, edit and create campaigns in CRM
Learn how to view a list of all your CRM campaigns and drill down to check the status of associated activities, and how to create a new campaign.
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CRM Add an activity in CRM
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Analytics Create KPI-style gauge, summary and bullet charts
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3:25 min