Home Academy Video tutorials

Walk in already briefed

2:47 min
Walk in already briefed

Get ready for reviews without spending hours chasing numbers, waiting on reports, or piecing information together. See how a dashboard brings KPIs from across the business into one place, including sales to budget, profitability, customer credits, quote conversion, rep performance, inventory, and finance. You’ll also see how to focus the entire dashboard on a region, add filters such as product class, and drill into the data behind a result when something needs more attention. This gives you a faster way to answer your own questions and walk into a meeting with the detail already at hand.

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

Catch an off-track rep in time
Analytics Analytics

Catch an off-track rep in time

Use dashboards and detailed analysis to see how sales reps are performing against budget or quota. Start with a high-level view of performance, then filter the dashboard for an individual rep and change the reporting period to compare sales with budget year to date. From there, you can investigate where performance is falling behind and save, share, or add the results to a dashboard. This makes it easier to spot issues early and focus attention on the reps who may need support.

3:57 min
Use the CRM analysis dashboard
CRM CRM

Use the CRM analysis dashboard

Learn about the benefits of setting up a simple CRM dashboard in Phocas. Combine data from your CRM database with sales results for a bird’s eye view of the value that your activities are generating.
2:42 min
Use dashboards
Platform Platform

Use dashboards

See just how user friendly a Phocas dashboard can be. Here we show you how to make some simple selections on a dashboard, focus, clear and reset.
1:52 min
See margin next to every sale
Analytics Analytics

See margin next to every sale

Look beyond sales revenue to understand the profitability behind your results. See how to add profit and margin alongside sales so you can compare revenue and profitability in the same analysis. You can identify periods where margin is falling, move into customer-level detail, and sort the results to find the accounts contributing most to the change. From there, drill into the underlying transactions to identify low-margin or unprofitable sales and review the discounts or individual transactions behind them.

2:02 min
NewSee the latest features, improvements and what's new in productView product updates