Track sales rep performance against budget

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.

Learn how to compare multiple streams of data in Phocas, both in the grid and on a chart, and how to easily and quickly include variance data.

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.

Learn how to create a budget in Budgets & Forecasts. Your budget is built from one of the available Phocas databases, which are either financial or operational. This video focuses on setting up a financial budget.