Business Intelligence Blog | Phocas Software | budgeting and forecasting

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Inside sales versus outside sales: How BI helps with both

3 MIN

Business sales teams vary in how they leverage inside sales versus outside sales. Whether these teams work independently or in a mixed environment, they need access to information that will help them monitor performance and maximize sales.

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Seasonal stock control trends: Do you have your products ready?

2 MIN

June 18, 2021

At this time of year many businesses are dealing with seasonal demands and stock control. Seasonal trends come in many forms: increased sales of wine for the holidays,..

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wholesale distribution retail inventory and operations

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Carve out a competitive advantage by adding data analytics to your ERP

2 MIN

June 17, 2021

Data is increasingly vital to mid-market businesses who want to carve out a competitive advantage. Everyone working in wholesale or retail industries knows how easy it is for..

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business intelligence basics wholesale distribution it executive retail consumer goods

latest posts

Seasonal stock control trends: Do you have your products ready?

2 MIN

January 1, 1970

At this time of year many businesses are dealing with seasonal demands and stock control. Seasonal trends come in many forms: increased sales of wine for the holidays,..

Read more

wholesale distribution retail inventory and operations

latest posts

Carve out a competitive advantage by adding data analytics to your ERP

2 MIN

January 1, 1970

Data is increasingly vital to mid-market businesses who want to carve out a competitive advantage. Everyone working in wholesale or retail industries knows how easy it is for..

Read more

business intelligence basics wholesale distribution it executive retail consumer goods

latest posts

Why the sales dashboards is not dead

2 MIN

January 1, 1970

When your salespeople are on the road, at home and in the office, they need quick access to key data and insights, enabling them to make better decisions.

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business intelligence basics sales cross-selling bi dashboards

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..

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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)...

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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..

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..

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..

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.

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..

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..

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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..

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..

business intelligence 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..

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..

business intelligence basics finance sales budgeting and forecasting

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