Budgeting and Forecasting
The Budgeting and Forecasting solution allows you to easily mirror your company's budget and forecast processes in a user-friendly and collaborative platform.
In this session, learn how to:
- easily collaborate with team members using budget workflows
- get stakeholder buy-in letting them refine numbers
- keep pace with changing market conditions with rolling forecasts
- model different scenarios to help with planning
Presented by
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Financial Statements
Financial Statements lets you analyse profit and loss (P&L), balance sheet, and cash flow directly in Phocas.
In this session, learn how to:
- easily customise reports and statements to suit the business
- use your financial data to understand how costs affect margin at a GL level (drill through to transaction)
- display consolidated financial statements in a customisable format
- integrate account-based streams with our analysis tool
Presented by
Rebates
The rebate solution allows you to quickly calculate your payable or receivable rebates and commission based on your Phocas data.
This session covers how to:
- structure your monthly or annual rebates
- analyse and share rebate results next to your sales figures
- achieve more accuracy and say goodbye to spreadsheets
Presented by
