View financial information in a matrix (change column groups)

Learn how to filter and pivot rows at the same time, letting you view two dimensions side by side in a matrix. This makes it easy to compare your data and quickly spot any differences.

 

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 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.

Learn how to use Matrix Variance mode to compare data across different periods by adding columns for the previous period and variance—perfect for spotting trends month-over-month or year-over-year. You'll also see how Matrix Share mode transforms your data into percentages, making it easy to analyze ratios, like the share of Product X versus Product Y.