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 Category
Related video tutorials
CRM View and update accounts in CRM
Learn how to quickly get an overview of your CRM accounts, refine your view to find specific ones, update details, and, if you have permissions, manually add an account.
2:56 min
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.
2:07 min
CRM Add an activity in CRM
Learn how to add notes, log calls, schedule meetings, and track tasks for your CRM accounts, contacts, or leads. Assign them to team members, attach files, and include important details to keep everything organized.
2:56 min
Analytics Create KPI-style gauge, summary and bullet charts
Discover how to track key performance indicators using KPI chart types in an Analytics database. In chart view, explore Gauge, Bullet, and Summary charts to visualize business goals and targets, ensuring performance insights are clear and easy to monitor.
3:25 min