Home Academy Video tutorials

Use custom mode to show target performance

5:06 min
Use custom mode to show target performance
Learn how to use custom mode to add columns to the Phocas grid to compare sales and budget, track sales rep performance, and customize how your data is displayed.

Supporting documentation

Phocas product Analytics Analytics
Category
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Compare data with Matrix mode
Analytics Analytics

Compare data with Matrix mode

Discover how to use a simple matrix tool to compare sales performance across regions, branches, or products side-by-side, and identify opportunities for cross-selling within your customer base.
1:46 min
Use Market Mode to analyze market penetration
Analytics Analytics

Use Market Mode to analyze market penetration

With Market Mode, you compare a market segment to the overall market using market mode. Learn how to define a market and a segment and how to specify what entities you want to count and compare.
2:50 min
Combine inventory and sales to find dead stock
Analytics Analytics

Combine inventory and sales to find dead stock

This video takes you into an inventory database. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves.
1:46 min
Generate a budget based on previous sales (custom mode)
Analytics Analytics

Generate a budget based on previous sales (custom mode)

Learn how to use custom mode to build next year’s budget based on the past two years’ sales, and take forecasting further by analyzing individual reps and their product classes.
2:49 min
NewSee the latest features, improvements and what's new in productView product updates