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Video tutorials

Rule setup - Brackets
Rebates Rebates

Rule setup - Brackets

Learn about rule brackets and bracket conditions.
1:21 min
Retrospective rules
Rebates Rebates

Retrospective rules

Learn about retrospective rules and how the retrospective option affects rule calculations.
2:40 min
Pro rata rules
Rebates Rebates

Pro rata rules

Learn about pro rata rules and how the pro rata option affects rule calculations.
2:44 min
Posting calculation results
Rebates Rebates

Posting calculation results

Learn about posting your calculation results to a Rebates database.
0:51 min
Calculating rules
Rebates Rebates

Calculating rules

Learn how to calculate rebate rules.
1:00 min
Create a rule - Initial setup
Rebates Rebates

Create a rule - Initial setup

Learn how to create a new rule and configure the Name and Scope section.
2:02 min
Create a new Rebates project
Rebates Rebates

Create a new Rebates project

Learn how to create and configure a Rebates project.
2:15 min
Find your way around Phocas
Analytics Analytics

Find your way around Phocas

Learn how to quickly find all your important tools and data, perform common actions and find helpful resources, all from the Phocas side menu.
2:05 min
Use multiple currencies
Financial Statements Financial Statements

Use multiple currencies

Set up Financial Statements to convert local currencies into a reporting currency in your Balance Sheet using a single FX rate.
6:20 min
Contribute to the workflow
Budgets & Forecasts Budgets & Forecasts

Contribute to the workflow

Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.
3:03 min
Add financial analysis to a dashboard
Financial Statements Financial Statements

Add financial analysis to a dashboard

Add the views and visualizations you use often to a dashboard for quick and easy insights. 
2:05 min
Save frequently used views
Financial Statements Financial Statements

Save frequently used views

Save the views you use often as favorites for quick and easy access. 
1:34 min
Display financial information in a chart
Financial Statements Financial Statements

Display financial information in a chart

Visually explore and interact with your financial information to see trends at a glance.
2:05 min
Customize your statement view
Financial Statements Financial Statements

Customize your statement view

Change the layout and contents of a financial statement to see the information you want. 
1:15 min
Take a tour of Financial Statements
Financial Statements Financial Statements

Take a tour of Financial Statements

Explore the Financial Statements grid and its key features.
2:13 min
Spread totals
Budgets & Forecasts Budgets & Forecasts

Spread totals

Distribute total values quickly to determine the individual budget values. You can spread a total you manually enter or a total from a comparison stream, either evenly or proportionally across the period.
4:59 min
Use comparison rows
Budgets & Forecasts Budgets & Forecasts

Use comparison rows

Use comparison rows in a budget or forecast worksheet to automatically include values from another data stream, such as last year's actuals, last year's budget, the current year's forecast and so on. You can use these values in formulas to calculate the new values or simply have it at hand for references purposes.
4:23 min
Homepage at a glance
Analytics Analytics

Homepage at a glance

Learn how to make the most of your homepage - the starting point to easily find databases, dashboards, favorites and recents.
2:11 min
Save useful data as a favorite
Analytics Analytics

Save useful data as a favorite

Save useful analysis points, data views and charts as favorites for quick access at any time.
0:48 min
Explore charts
Analytics Analytics

Explore charts

In this Phocas Analytics video, Karen gives an overview of some of the ways to see trends at a glance with a chart or graph.
1:09 min
Compare data with matrix mode
Analytics Analytics

Compare data with matrix mode

Learn how to compare sales performance of regions, branches or products side-by-side with a simple matrix tool.
0:55 min
Drill into your data with the 'Focus' button
Analytics Analytics

Drill into your data with the 'Focus' button

In this video Karen takes a look at how to use the Focus button to isolate selected data and drill further into data to answer your analysis questions.
0:54 min
Highlight financial performance using a waterfall chart
Financial Statements Financial Statements

Highlight financial performance using a waterfall chart

This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance.
3:35 min
Explore the forecast workbook
Budgets & Forecasts Budgets & Forecasts

Explore the forecast workbook

This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
2:40 min
Create a forecast
Budgets & Forecasts Budgets & Forecasts

Create a forecast

This video shows how to convert a budget into a forecast. It is suitable for users who have permission to manage budgets and forecasts.
1:23 min
Create a sales budget with multiple drivers
Budgets & Forecasts Budgets & Forecasts

Create a sales budget with multiple drivers

Dan demonstrates how to create a Sales budget using multiple measures for driver-based budgeting. In this example, Dan brings in quantity, price and margin as additional values and uses them to calculate cost of sales, as well as adding working and reference lines to help drive the budget.
3:35 min
Hide rows in a balance sheet
Financial Statements Financial Statements

Hide rows in a balance sheet

Watch how to use the hidden rows feature to customize your balance sheet.
2:29 min
Reference a single account code in calculations
Financial Statements Financial Statements

Reference a single account code in calculations

Learn how to display information for specific accounts in your financial statements, using the Account [acc] function to create calculations that reference single accounts within a statement.
1:50 min
Create an indirect Cash Flow statement using 'hide rows'
Financial Statements Financial Statements

Create an indirect Cash Flow statement using 'hide rows'

Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings.
2:26 min
Introduction to headcount driver
Budgets & Forecasts Budgets & Forecasts

Introduction to headcount driver

In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. He also shows how useful the headcount ‘Output’ is when budgeting variable workforce-related costs.
5:45 min
Create a benefits plan using headcount driver
Budgets & Forecasts Budgets & Forecasts

Create a benefits plan using headcount driver

In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Jordena shows how to create benefits based on percent of remuneration, headcount or FTE, allocate the benefits plans and review the output within the overall budget.
3:09 min
Add key financial metrics to your dashboard
Financial Statements Financial Statements

Add key financial metrics to your dashboard

Management accountants and anyone close to their business's key financial metrics will benefit from this video, which shows how to keep these figures top of mind by adding them a dashboard. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others.
6:57 min
Combine statistical and financial data for better business insights
Financial Statements Financial Statements

Combine statistical and financial data for better business insights

Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas.
5:54 min
Bring statistical streams into a Financial Statements database
Financial Statements Financial Statements

Bring statistical streams into a Financial Statements database

In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer.
3:39 min
Reorder account groups in financial statements
Financial Statements Financial Statements

Reorder account groups in financial statements

Learn how to change the display order of account groups in any of your financial statements.
1:40 min
How to handle key variables, such as currency, in the budget
Budgets & Forecasts Budgets & Forecasts

How to handle key variables, such as currency, in the budget

Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. He covers tips such as putting the currencies into working lines on the budget worksheet.
2:57 min
Use your Sales database to drive the budget
Budgets & Forecasts Budgets & Forecasts

Use your Sales database to drive the budget

In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class.
4:59 min
1:57 min
Workflow history
Budgets & Forecasts Budgets & Forecasts

Workflow history

See history of cells and workflow.
2:32 min
Use working rows
Budgets & Forecasts Budgets & Forecasts

Use working rows

Use working rows in a budget or forecast worksheet to manually enter additional details. Working rows are similar to sum rows but more versatile, as you can use the data in formulas to calculate values or simply have it at hand for references purposes.
2:45 min
Use sum rows
Budgets & Forecasts Budgets & Forecasts

Use sum rows

Use sum rows in a budget or forecast worksheet to manually enter values that automatically sum up to the main values. Sum rows allow you to keep your workings within the worksheet, so you and other users can see how you got to the total values and update them easily.

2:35 min
Enter values into a worksheet
Budgets & Forecasts Budgets & Forecasts

Enter values into a worksheet

Enter values into a budget or forecast worksheet to complete your tasks in the workflow. Save time using keyboard shortcuts, formulas referencing comparison data, and the copy forward and spread features.

3:08 min
Understanding workflow and task assignment
Budgets & Forecasts Budgets & Forecasts

Understanding workflow and task assignment

Understanding workflow and task assignment.
4:35 min
3:03 min
Customize your Cash Flow Statement
Financial Statements Financial Statements

Customize your Cash Flow Statement

Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. In this video David shows how to customize a Cash Flow statement in Phocas Financial Statements, mapping accounts to a newly created line and refining a calculation.
2:19 min
Create a nested view of your financial statement
Financial Statements Financial Statements

Create a nested view of your financial statement

Here David shows the simple drag and drop steps involved in creating a nested Profit & Loss statement to present a visual comparison of data and drill deeper into cost centre contributions across regions.
4:52 min
Add a custom calculation to your Income Statement
Financial Statements Financial Statements

Add a custom calculation to your Income Statement

In this video David takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas.
5:32 min
Change the default period for a database
Analytics Analytics

Change the default period for a database

In this bite-sized video, Karen shows how to change the default time period for a database in Phocas.
1:00 min
CRM account mapping
CRM CRM

CRM account mapping

The CRM mapping tool provides a simple way for administrators to push customer data into Phocas CRM, as accounts, without the need for scripts or extensive prep work.
4:14 min
Grid nesting
Analytics Analytics

Grid nesting

Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Grid nesting allows you to display up to three levels of detail, grouped by dimension.
3:49 min
Create tasks for multiple customers
CRM CRM

Create tasks for multiple customers

Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point.
1:18 min
My Agenda in CRM
CRM CRM

My Agenda in CRM

Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date.
2:23 min
The CRM analysis dashboard
CRM CRM

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.
2:36 min
Create a contact
CRM CRM

Create a contact

Learn how to add new contact to an account in Phocas CRM.
1:41 min
Add an activity directly from Phocas Analytics
CRM CRM

Add an activity directly from Phocas Analytics

In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point.
1:09 min
Add a note
CRM CRM

Add a note

Learn how to add a business note, including an attachment, to an account in Phocas CRM.
1:50 min
Add a meeting
CRM CRM

Add a meeting

Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar.
3:02 min
Add a phone log
CRM CRM

Add a phone log

In this video David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM.
0:57 min
View all activities
CRM CRM

View all activities

Learn how to view all activities quickly and easily in Photos CRM. See as a list, or switch to calendar to view by week, month or narrow down to just one day.
3:01 min
The 4 activity types
CRM CRM

The 4 activity types

This video provides an introduction to the different types of ‘activity’ (business note, phone log, task and meeting) that can be added against an account in Phocas CRM.
2:06 min
Rebates 'near miss' analysis
Rebates Rebates

Rebates 'near miss' analysis

Learn how to use Rebates 'near miss' analysis to view Rebates performance and see at a glance the potential to target your spend more effectively or, if you pay rebates, enable you to target customer purchasing to maximise benefits.
3:08 min
Compare multiple data streams
Analytics Analytics

Compare multiple data streams

Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. In this video Tim shows you how to compare three streams, both in the grid and on a chart, and how to easily and quickly include variance data.
2:34 min
Scheduled rebates calculations
Rebates Rebates

Scheduled rebates calculations

Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results.
2:17 min
Growth rebates
Rebates Rebates

Growth rebates

Learn how to create a rebate based on year to year growth.
1:31 min
Rebates: Calculate and post rebates
Rebates Rebates

Rebates: Calculate and post rebates

In this video Nico shows you how to run a calculation that applies your rebate rules to transactions. He then shows you how to post calculations to your database once you are happy with the results.
2:24 min
Easy budget upload
Platform Platform

Easy budget upload

In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.
1:35 min
Child rebates (alternate bracket)
Rebates Rebates

Child rebates (alternate bracket)

Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types.
1:36 min
Create a rebates percentage rule
Rebates Rebates

Create a rebates percentage rule

Learn how to create a rebate based on a percentage of the amount spent (value).
2:13 min
Create your own defined period (days)
Analytics Analytics

Create your own defined period (days)

Learn how to use 'special offsets' based on days to create your own 'month to date' period.
3:54 min
Matrix mode
Analytics Analytics

Matrix mode

Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations.
3:17 min
Create a Rebates project
Rebates Rebates

Create a Rebates project

All rebate rules are saved within a project, specific to a database and data stream. In this video Nico shows you how to create a new Rebates project.
2:04 min
Create your own defined period (dynamic month)
Analytics Analytics

Create your own defined period (dynamic month)

Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates.
2:59 min
Select and change periods
Analytics Analytics

Select and change periods

Learn about using periods (date ranges) in Phocas. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use.
3:31 min
Exporting from Phocas
Analytics Analytics

Exporting from Phocas

Andy shows how to export data into Excel from the Phocas grid, or copy a chart or dashboard widget as an image ready to insert into Word or another format.
2:48 min
Summary charts 2
Analytics Analytics

Summary charts 2

Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.
2:15 min
Summary charts 1
Analytics Analytics

Summary charts 1

Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget.
3:42 min
Manage user-specific profiles
Platform Platform

Manage user-specific profiles

In this video for administrators Tina shows how to create a user-specific profile to apply ad-hoc permisisons to an individual user, overriding their default profile.
1:38 min
Create a rebates fixed amount rule
Rebates Rebates

Create a rebates fixed amount rule

Learn how to create a rebate rule based on volume or quantity.
0:54 min
Manage site-wide profiles
Platform Platform

Manage site-wide profiles

In this video for administrators Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality.
4:36 min
Manage dashboards
Platform Platform

Manage dashboards

In this video for administrators Tina shows how to manage dashboards within a database. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards.
3:58 min
Market mode
Analytics Analytics

Market mode

In this video Tim shows you how to compare a market segment to the overall market using market mode. Learn how to define a market and a segment and how to speficy what entities you want to count and compare.
4:00 min
Rebates 'pro rata' feature
Rebates Rebates

Rebates 'pro rata' feature

In this video Nico shows you how the pro rata option in Phocas Rebates allows you to estimate at various times during the year what rebates you are likely to pay or receive later on, based on results part-way through the year.
1:37 min
Manage favorites
Platform Platform

Manage favorites

This video for administrators shows how to manage favorites for a database. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders.
3:11 min
Manage folders
Platform Platform

Manage folders

In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Learn how to create, rename or delete a folder and select who can access each folder.
3:25 min
Bullet charts
Analytics Analytics

Bullet charts

Learn how to use a bullet chart to display KPI performance against target for different areas or by total.
1:34 min
Chart options
Analytics Analytics

Chart options

See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment.
2:19 min
Bulk update users
Platform Platform

Bulk update users

Learn how to save time by applying settings, permissions and database restrictions to multiple users at once using Bulk Update. This is often the next step after importing users.

3:37 min
Importing users with CSV Import
Platform Platform

Importing users with CSV Import

In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
3:23 min
Clone a user
Platform Platform

Clone a user

In this video for administrators, Andy shows how to save time by using Clone to create a user account with most of the same settings as an existing user.
2:14 min
Create a new user
Platform Platform

Create a new user

This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile and giving access to a database.
4:14 min
Add a defined period using Dynamic Month option
Platform Platform

Add a defined period using Dynamic Month option

In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year.
3:04 min
Add a defined period to the Periods menu
Platform Platform

Add a defined period to the Periods menu

As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. In this video for Phocas administrators Tina shows how to create a brand new period with a simple 'offset' date range to ensure the period updates dynamically, or to simply choose from a list of pre-built periods.
4:08 min
Manage user subscriptions
Platform Platform

Manage user subscriptions

Subscriptions allow users to receive favorites via email, on a schedule. This video for administrators shows how to manage user permissions for subscribing to favorites.
3:08 min
Create a Working Days calendar
Platform Platform

Create a Working Days calendar

In this video for administrators Andy shows how to create a working days calendar. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value.
3:39 min
Reset and expire passwords
Platform Platform

Reset and expire passwords

In this video for administrators, Andy shows how to reset user passwords and how to force a user to change their password on their next log in.
2:17 min
View Financial Statements by period
Financial Statements Financial Statements

View Financial Statements by period

Compare operating expenses for the last three financial years by applying a custom period to your P&L view.
1:18 min
Add a defined period using Special Offsets (days)
Platform Platform

Add a defined period using Special Offsets (days)

In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month.
4:10 min
Manage user restrictions
Platform Platform

Manage user restrictions

In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas.
3:08 min
Set a dashboard as your home page
Platform Platform

Set a dashboard as your home page

If you have a dashboard you keep coming back to, you might want to save it as your home screen. This video shows you how to do this, so that whenever you log in to Phocas that dashboard will be the first thing you see.
0:42 min
Show total as average
Analytics Analytics

Show total as average

Here we show you how to save time by checking a box to display total amounts as averages.
0:32 min
Create a dashboard
Analytics Analytics

Create a dashboard

You don't need to be technical to build powerful and dynamic dashboards. In this video, learn how to create a dashboard and starting adding content to it. Watch how to add a pie chart and other simple widgets.
3:28 min
Add a new column to the grid to show target performance
Analytics Analytics

Add a new column to the grid to show target performance

In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. We do this using custom mode.
1:49 min
Filter, focus and reset on a dashboard
Platform Platform

Filter, focus and reset on a dashboard

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.
1:26 min
Make your dashboard interactive
Platform Platform

Make your dashboard interactive

This video shows you how to take dashboards to a new level. With a few simple moves you can get dashboard widgets interacting with each other, make selections, focus and filter down to a fine level - all without leaving the dashboard.
2:10 min
Customize column formatting
Analytics Analytics

Customize column formatting

This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like.
1:00 min
Advanced search by entity
Analytics Analytics

Advanced search by entity

This video shows you how to use advanced search so that you are only searching by entity. We step you through selecting a value, setting the filter and applying the search.
1:34 min
Use advanced search to find decreasing monthly average
Analytics Analytics

Use advanced search to find decreasing monthly average

Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing.
2:35 min
Identify cross-sell opportunities using matrix mode
Analytics Analytics

Identify cross-sell opportunities using matrix mode

Learn how to use matrix mode to uncover opportunities for link or cross selling among your customer base.
1:12 min
Forecast months of stock on hand (custom mode)
Analytics Analytics

Forecast months of stock on hand (custom mode)

Here we show you how to build a stock report that tells you many months' worth of stock is left based on the average quantity sold compared with stock on hand. We do this by adding a new column containing a couple of simple calculations.
2:18 min
Hide results that net to zero
Analytics Analytics

Hide results that net to zero

This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits.
0:55 min
Create a 'low margin' alert
Analytics Analytics

Create a 'low margin' alert

In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page.
2:00 min
Show positive or negative variance
Analytics Analytics

Show positive or negative variance

Learn how to switch to variance mode and see where results are improving (or not going so well). We show you how to customize the date range, compare periods and jump from customer to product or any other dimension.
2:27 min
Use advanced search to narrow customer properties
Analytics Analytics

Use advanced search to narrow customer properties

Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Apply a variety of search rules and see the grid update.
2:48 min
Design your own database
Platform Platform

Design your own database

Learn how to design a new database using our Designer tool. In this video for administrators Tim steps you through connecting to your data source and using drag and drop to map and customize the data. Watch the database build and open straight away in Phocas, ready to start your analysis.
4:34 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.
1:49 min
Generate a budget based on previous sales
Analytics Analytics

Generate a budget based on previous sales

Learn how to use custom mode to build next years budget based on the last two years sales. And take the forecasting further with a look at individual reps and their product classes.
2:26 min
Benchmark your customers using matrix share mode
Analytics Analytics

Benchmark your customers using matrix share mode

In this video learn how to establish a benchmark for selected product groups, identify customers whose purchases fall outside of the benchmark and locate any business you might be missing out on - using matrix share mode.
3:55 min
See where you are over spending
Analytics Analytics

See where you are over spending

Learn how to drill down into your expenses to identify where spending is over budget. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas.
1:11 min
What did I sell yesterday? (using transaction mode)
Analytics Analytics

What did I sell yesterday? (using transaction mode)

A common question is 'What did I sell yesterday?' or 'What did my reps sell yesterday?'. Learn how to drill down to transactions on a particular date, for a particular person, region or product.
1:41 min
Examine accounts receivable over 90 days
Analytics Analytics

Examine accounts receivable over 90 days

Who owes you money? In this video, we show you how easy it is to examine an Accounts Receivable database to see identify accounts that are past 90 days due - along with their account owners.
1:32 min
Track sales rep performance against budget
Analytics Analytics

Track sales rep performance against budget

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.
1:28 min
Explore the analysis grid
Analytics Analytics

Explore the analysis grid

Here we show you how to get started in the Phocas analysis grid. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views.
1:53 min
Save a favorite
Analytics Analytics

Save a favorite

Do you have a view of data that you refer to regularly?In this video we show you how to save a view as a favorite in Phocas. But it doesn't end there - you'll see how to share it, update it and find it in a list.
2:02 min
Turn data into a chart
Analytics Analytics

Turn data into a chart

Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. This video shows you how a couple of clicks can transform your data into a visually stunning report that you can save, share or export.
1:44 min
Copy and paste 
Analytics Analytics

Copy and paste 

See to easy it is to copy data out of the Phocas grid into another application. In this video we show you how to copy and paste into Excel.
0:40 min
Narrow your view to a single property
Analytics Analytics

Narrow your view to a single property

In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area. From there, you can drill deeper or jump back to a broader overview.
1:33 min
More options for displaying data
Analytics Analytics

More options for displaying data

Want another way of looking at things? In this video, learn about show others, show average and hide total - one-touch features that help satisfy your curiosity by presenting your data dfferently.
1:15 min
Lock data selections
Analytics Analytics

Lock data selections

Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis.
0:39 min
Summarizing data
Analytics Analytics

Summarizing data

This video shows you how to get the most of the summary button. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be.
1:10 min
Change your data format
Analytics Analytics

Change your data format

Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty.
1:47 min
Gain more screen space - and other tips
Analytics Analytics

Gain more screen space - and other tips

Watch David's tips for simplying the grid and gaining some extra screen space.
1:15 min
Freeze the properties column
Analytics Analytics

Freeze the properties column

When you have many columns on the screen, there can be lot of data to scroll through. This video shows you how to freeze properties such as name, code etc so you can scroll as much as you like without losing sight of any important reference data.
0:59 min
Update and re-save a favorite
Analytics Analytics

Update and re-save a favorite

Learn how to open an existing favorite, make some changes to your analysis and save the changes.
1:39 min

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