Rebates 
CRM Track sales rep performance against budget
1:32 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
Phocas product 
Analytics
Analytics Tags
Help & support Related video tutorials
Financial Statements Manage streams and scenarios
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.
3:36 min
Analytics Compare multiple data streams
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.
1:54 min
Budgets & Forecasts Use sum and working lines
Add extra details to your budget worksheets using sum or working lines on the Main tab. This breaks down values not shown in the Profit and Loss statement, helping you and your team quickly understand where money is coming from or going to.
3:07 min
Budgets & Forecasts Take a tour of Budgets & Forecasts
Learn the basics of Budgets & Forecasts, including how to access your workbooks and navigate the key elements within a budget workbook.
2:47 min
