Track sales rep performance against budget
1:28 min
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.
Supporting documentation
Presented by David Chambers
Solutions Consultant
Category
Tags
Related video tutorials
See where you are over spending
Learn how to drill down into your expenses to identify where spending is over budget. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas.
1:11 min
Compare multiple data streams
Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. In this video Tim shows you how to compare three streams, both in the grid and on a chart, and how to easily and quickly include variance data.
2:34 min
Explore the forecast workbook
This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
2:40 min
Create a forecast
This video shows how to convert a budget into a forecast. It is suitable for users who have permission to manage budgets and forecasts.
1:23 min