Get a demo
      Get a demo

      Business intelligence blog
        All
        News
        Insights
        Industry
        For your role
        ERP/Data sources

        Filter

        Filter

        All

        News

        Insights

        Industry

        Job roles

        ERP/Data Sources

        Featured

        We are happy to be a B Corp Certified business

        2 MIN

        We’re incredibly excited to announce that we’re officially B Corp Certified.

        Read more
        press release featured
        latest posts

        What is Driver Based Planning?

        3 MIN
        September 15, 2022

         

        The devil is always in the detail, especially when it’s budgeting time. When we’re in business planning mode we’re looking at what worked well and what didn’t, as well as..

        Read more
        budgeting and forecasting
        latest posts

        New Phocas feature integrates sales and operational drivers

        3 MIN
        September 15, 2022

         

        Capturing non-financial data from sales and operational teams isn’t easy. It’s typically a manual, time-consuming process where data often becomes out of date by the time it’s..

        Read more
        latest posts

        What is Driver Based Planning?

        3 MIN
        September 14, 2022

         

        The devil is always in the detail, especially when it’s budgeting time. When we’re in business planning mode we’re looking at what worked well and what didn’t, as well as..

        Read more
        budgeting and forecasting
        latest posts

        New Phocas feature integrates sales and operational drivers

        3 MIN
        September 14, 2022

         

        Capturing non-financial data from sales and operational teams isn’t easy. It’s typically a manual, time-consuming process where data often becomes out of date by the time it’s..

        Read more
        latest posts

        We are happy to be a B Corp Certified business

        2 MIN
        September 14, 2022

        We’re incredibly excited to announce that we’re officially B Corp Certified.

        Read more
        press release featured

        5 things you need for financial reporting in the data decade (and how to get them)

        4 MIN
        May 10, 2022

        How much time does your finance team spend collecting, sifting, and analyzing data?

        Read more
        BI basics finance executive financial statements dynamic reporting data analytics budgeting and forecasting

        How to improve forecast accuracy

        2 MIN
        April 22, 2022

        Are your forecasts as close to reality as possible – or are they missing the mark?

        Read more
        finance executive financial statements dynamic reporting budgeting and forecasting

        Subscribe to our blog

        Sign up to get the latest news and insights from us

        How scenario planning helps you take control in uncertainty

        3 MIN
        April 11, 2022

        It’s no secret the most successful, forward-thinking organizations can adapt to change fast. They have an eye..

        Read more
        finance executive financial statements dynamic reporting budgeting and forecasting

        Why it’s time to rethink financial forecasting

        3 MIN
        March 22, 2022

        The demands on finance teams are changing. As organizations face increasing uncertainty, business functions..

        Read more
        finance executive financial statements KPIs dynamic reporting budgeting and forecasting sxsw

        Here's what's really holding back your finance transformation

        2 MIN
        March 17, 2022

        Most organizations know they need digital transformation – but too many aren’t delivering.

        Read more
        finance executive financial statements KPIs dynamic reporting budgeting and forecasting

        Phocas Software is one of first 100 members of the Tech Council of Australia

        3 MIN
        December 15, 2021

        The Tech Council of Australia is a brand-new peak body that represents Australia’s tech companies – big and..

        Read more
        IT reviews and recognition events and trade shows executive data analytics BI software culture budgeting and forecasting

        Top 10 financial analysis blogs of 2021

        3 MIN
        December 1, 2021

        The Phocas business intelligence blog was created to provide free advice about data and add value to the way..

        Read more
        finance sales executive financial statements dynamic reporting data visualizations budgeting and forecasting

        Make day-to-day financial tasks a treat, not a trick

        2 MIN
        October 29, 2021

        Around this time of year, we embrace the spooky, creepy, and downright terrifying.

        Read more
        finance executive financial statements dynamic reporting data analytics budgeting and forecasting

        Taste the difference: Transform your financial spreadsheets

        2 MIN
        October 19, 2021

        Everyone uses spreadsheets because they are flexible and have a multi-purpose nature. But they are not always..

        Read more
        BI basics finance executive financial statements dynamic reporting data analytics budgeting and forecasting

        4 steps to digitize the finance office

        2 MIN
        October 5, 2021

        We all know that digital transformation is more than just a buzzword.

        Read more
        BI basics finance executive financial statements dynamic reporting data analytics budgeting and forecasting

        More validation of staffing models can take pressure off cashflow

        2 MIN
        September 8, 2021

        There is much debate about how best to compensate people to motivate them.

        Read more
        finance product updates executive financial statements HR budgeting and forecasting

        Make headcount planning integrate with budget and drive business success

        2 MIN
        August 31, 2021

        Staff related expenses are one of the highest and most complex costs in an organization. So, it’s essential..

        Read more
        finance product updates financial statements budgeting and forecasting

        Chairman’s statement - FY2021

        3 MIN
        August 27, 2021

        The financial year ending 30 June 2021 marked a most eventful and exciting year at Phocas Software. 

        Read more
        BI basics company updates financial statements budgeting and forecasting

        How to achieve corporate financial performance on a mid-market budget

        3 MIN
        June 3, 2021

        Monitoring the performance of your business is a critical part of current and future success. Unfortunately,..

        Read more
        financial statements dynamic reporting BI software budgeting and forecasting

        How companywide financial planning and analysis works on a BI platform

        3 MIN
        May 26, 2021

        Every business owner understands the importance — and pitfalls — of financial planning and analysis (FP&A)...

        Read more
        product updates financial statements dynamic reporting BI software budgeting and forecasting

        Why financial transparency improves employee confidence?

        3 MIN
        May 19, 2021

        As a finance team member, you know how important it is to regularly share financial data and insights with..

        Read more
        financial statements culture customer success budgeting and forecasting

        Dave Boorman brings business nous to Phocas

        3 MIN
        May 3, 2021

        Phocas Software is excited with the appointment of  Dave Boorman as the new Chief Financial Officer (CFO). He..

        Read more
        finance company updates financial statements budgeting and forecasting

        Strategies for making budgeting and planning more efficient

        3 MIN
        April 7, 2021

        Every year, you grapple with a long, intense, and tedious budgeting process — and despite your best efforts,..

        Read more
        product updates financial statements dynamic reporting budgeting and forecasting

        5 reasons to get rid of your Excel budget template

        3 MIN
        March 31, 2021

        It’s a familiar predicament for most business owners and their finance managers: once a year, you must..

        Read more
        product updates financial statements dynamic reporting budgeting and forecasting

        What is variance? Plus other budgeting tips

        3 MIN
        March 24, 2021

        Month-end close is a high-stress, intense time for your finance team. Each month they face a different..

        Read more
        product updates financial statements budgeting and forecasting

        How to achieve a seamless budgeting process

        3 MIN
        March 17, 2021

        As a finance professional, you know all too well the labor-intensive task of budgeting each year.

        Read more
        product updates financial statements dynamic reporting budgeting and forecasting

        5 ways to eliminate spreadsheet dependency with a new budgeting tool

        3 MIN
        March 10, 2021

        For most finance teams, spreadsheets are the go-to resource for determining how well a business is..

        Read more
        product updates financial statements dynamic reporting budgeting and forecasting

        Collaborative solutions for companywide budget consolidation

        2 MIN
        March 2, 2021

        If you ask businesspeople who get involved in the traditional budgeting process to describe the experience,..

        Read more
        finance financial statements dynamic reporting budgeting and forecasting

        Phocas launches new budgeting software

        3 MIN
        February 25, 2021

        For many, the budget process is a dreaded task or a necessary evil. Yet we also know an accurate budget is..

        Read more
        product updates financial statements budgeting and forecasting

        How to upload budgets into Phocas ready for FY21

        1 MIN
        June 15, 2020

        A budget is a financial plan for a defined period, normally a year, can be a quarter or month. It greatly..

        Read more
        BI basics finance sales budgeting and forecasting

        How to compare multiple data streams: actual sales v budget v stretch budget

        1 MIN
        May 31, 2019

        Comparison of sales information against targets has many benefits such as allowing individuals to be more..

        Read more
        sales executive budgeting and forecasting

        How does business intelligence software help with forecasting?

        2 MIN
        February 28, 2019

        In the face of unstable market and economic conditions, companies need to use a number of measures to stay..

        Read more
        BI basics finance sales budgeting and forecasting
        Click to load more
        All posts

        Subscribe to our blog

        Sign up to get the latest news and insights from Phocas experts