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    We are happy to be a B Corp Certified business

    2 MIN
    latest posts

    What is Driver Based Planning?

    3 MIN
    latest posts

    New Phocas feature integrates sales and operational drivers

    3 MIN
    latest posts

    What is Driver Based Planning?

    3 MIN
    latest posts

    New Phocas feature integrates sales and operational drivers

    3 MIN
    latest posts

    We are happy to be a B Corp Certified business

    2 MIN

    5 ways to achieve financial process automation

    4 MIN
    December 3, 2021

     

    Many finance teams are at various stages along the automation journey, and others are yet to fulfil all..

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    BI basics finance IT executive dynamic reporting data analytics data visualizations culture

    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..

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

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    Negotiate better with suppliers using data analytics

    2 MIN
    September 24, 2021

    Data analytics might still be under appreciated as a valuable negotiation tool, yet more and more..

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    finance executive data analytics data visualizations collaboration

    What is data discovery?

    2 MIN
    September 22, 2021

    “We are drowning in information but starved for knowledge” according to best selling author, John Naisbitt.

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    BI basics decision-making data visualizations

    7 top sales KPIs for manufacturing teams

    2 MIN
    August 11, 2021

    Sales professionals working in manufacturing know customer behaviour is changing and is continuing to evolve...

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    manufacturing financial statements data analytics data visualizations KPIs and metrics

    Why companies need cross-functional teams to be ready for growth

    2 MIN
    August 6, 2021

    As the economy moves toward recovery, many leaders are eyeing growth opportunities in their organizations. If..

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    finance executive data analytics data visualizations collaboration

    How to get your sales team ready for data Olympics

    2 MIN
    July 21, 2021

    The Summer Olympics kick off in Tokyo soon, and the world’s top athletes will command our attention once..

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    sales decision-making data analytics data visualizations

    Why add external data sources (like HR systems) to your analysis?

    2 MIN
    June 2, 2021

     

     

    When you’re making an important financial decision, you want all the key numbers and metrics at your..

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    performance executive data analytics data visualizations

    How to create a data driven culture in your organization

    2 MIN
    May 28, 2021

    Data driven cultures are ones that use analytics on a daily basis to make business decisions and treat data..

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    BI basics executive data analytics data visualizations culture

    Why employ one chief data officer when you can have many

    3 MIN
    May 10, 2021

     

     

    For some business owners, tackling spreadsheets and making sense of the tech stack and the data it..

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    performance executive data analytics data visualizations

    How your data can increase customer retention

    3 MIN
    May 7, 2021

    The difference between companies that prosper and those that don’t is often customer retention. Customer..

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    sales performance executive data visualizations

    Cash flow statement customization made easy

    1 MIN
    April 21, 2021

    Having a clear understanding of the movement of cash through your business - where it comes from and how it..

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    BI basics finance executive financial statements dynamic reporting data visualizations

    Find the next steps in your analytics journey

    3 MIN
    April 19, 2021

     

     

    When it comes to making sense of your data, the first course of action for many mid-market business..

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    sales performance executive data analytics data visualizations

    Getting the most from your visual BI solution

    3 MIN
    April 12, 2021

    Knowing how to get the most out of your visual business intelligence (BI) solution is essential to your..

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    BI basics performance product updates data visualizations

    How to empower your team to make decisions

    2 MIN
    March 22, 2021

    By empowering teams with actionable data, executives and managers enable their teams to make decisions that..

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    sales executive decision-making cross-selling data visualizations

    How to get beyond limited data analysis and reporting

    3 MIN
    March 15, 2021

    Experienced business managers know that reliable data is a requirement for success.

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    BI basics executive dynamic reporting BI dashboards data visualizations

    How data analytics can increase medical device sales

    3 MIN
    March 4, 2021

    In a recent Bain survey, medtech executives ranked big data and analytics as the technology that will have..

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    health and medical trends data analytics cross-selling data visualizations

    How information gives companies a competitive advantage

    2 MIN
    March 3, 2021

    The pandemic of 2020 created a record number of new companies. A rise in entrepreneurship accompanies every..

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    BI basics performance decision-making BI dashboards data visualizations

    BI stands for and other handy data terms

    5 MIN
    February 23, 2021

    BI stands for 'business intelligence' but we all know wrapping your head around words, phrases and acronyms..

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    BI basics trends data analytics data visualizations ERP

    The food and beverage industry key metrics

    2 MIN
    February 9, 2021

    From the apple orchard to the check-out, business intelligence (BI) uncovers opportunities and risks hidden..

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    food and beverage trends data visualizations

    Driving sales with ERP Data

    4 MIN
    February 3, 2021

    ERP systems are the backbone of most mid-market companies and run critical business functions like..

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    sales product updates Epicor/Epicor Eclipse data analytics data visualizations

    Phocas rated one of the most valuable business tools of 2020

    2 MIN
    January 18, 2021

    Phocas data analytics is excited to be recognized as one of the most valuable business tools of 2020 by GetApp

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    reviews and recognition dynamic reporting data visualizations

    How to motivate staff to increase productivity when working from home

    2 MIN
    January 4, 2021

    In business, the saying “time saved is money earned” couldn't be more true. Yet businesses throw away..

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    executive data analytics data visualizations KPIs and metrics

    Manufacturing data analytics for a single source of truth

    2 MIN
    December 22, 2020

    Today, manufacturers face a challenging business climate. There is pessimism about the global demand for..

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    manufacturing data analytics data visualizations

    Phocas Financial Statements upgrades

    3 MIN
    October 28, 2020

    The Financial Statements solution was upgraded this year so your team can review and analyze financial..

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    finance product updates data analytics data visualizations

    4 elements of an efficient business intelligence tool

    2 MIN
    October 22, 2020

    There are so many business intelligence tools on the market, all promising a competitive edge for your..

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    BI basics IT BI dashboards data visualizations inventory management KPIs and metrics

    Ad hoc financial analysis and reporting for everyone

    2 MIN
    October 18, 2020

    In many companies, the IT department creates a library of pre-built templates for generating static financial..

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    BI basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    The evolution of financial statement planning and analysis

    2 MIN
    October 7, 2020

    Your finance team may be wasting their precious time in preparing outdated static reports, to provide..

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    BI basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    Define business intelligence and list the signs your business needs BI

    3 MIN
    September 10, 2020

    One way to define business intelligence (BI) is to say BI takes away the trauma of spreadsheets and instead..

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    BI basics data visualizations

    How real-time dashboards keep managers on target

    4 MIN
    September 2, 2020

    A real-time dashboard provides up to the minute insight into the performance of numerous business processes..

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    BI basics executive data visualizations KPIs and metrics

    Data management: 6 dos and don’ts of managing your business with data

    3 MIN
    September 2, 2020

     

    Business intelligence (BI) systems provide a single source of truth for data management across all of your..

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    BI basics executive inventory and operations decision-making BI dashboards data visualizations KPIs and metrics

    [eBook] Benefits of scorecards and dashboards

    3 MIN
    August 28, 2020

    In today’s modern mid-sized organization, having quick and easy access to company data in the form of a..

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    performance executive BI dashboards data visualizations

    Take control with self-service data analytics

    2 MIN
    August 23, 2020

    Nearly all companies in today’s world have one common goal: keeping the user experience simple. This..

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    inventory and operations marketing data analytics data visualizations

    Phocas a 'High Performer' in G2 Crowd's BI Grid

    2 MIN
    August 18, 2020

    Phocas Software is a 'High Performer' on G2 Crowd’s best business intelligence platform grid for the summer...

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    BI basics IT reviews and recognition dynamic reporting data visualizations

    What's new in manufacturing software?

    3 MIN
    August 10, 2020

    In manufacturing, most companies can’t make products any faster or cheaper, so they need to achieve..

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    manufacturing financial statements data analytics data visualizations KPIs and metrics

    Harrisons Sauces increases profitability with BI solution

    1 MIN
    August 7, 2020

    Harrisons Sauces is part of BI Europe and manufactures condiments and sauces, supplying a variety of sweet..

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    case study manufacturing BI basics food and beverage inventory and operations decision-making dynamic reporting BI dashboards data visualizations

    Attract and keep the best finance talent with financial analysis software

    3 MIN
    August 5, 2020

    There is a global shortage of finance talent. Yet there is also a growing push toward having a more modern..

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    BI basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    Making decisions viable with data

    3 MIN
    July 26, 2020

    Do you ever make decisions on the run? Have you dropped the price on a product by a few percent for a good..

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    BI basics executive inventory and operations decision-making data visualizations KPIs and metrics

    How sharing data makes financial performance everyone’s responsibility

    2 MIN
    July 22, 2020

    The finance team has always turned to numbers to answer its questions, and as the current economic..

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    BI basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    Improve interdepartmental communication with dynamic financial reporting

    3 MIN
    June 17, 2020

    Departmentalization has its benefits — department members can align their skillsets, concentrate on specific..

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    BI basics finance executive financial statements dynamic reporting BI dashboards data visualizations

    Mobile BI dashboards help ICU Medical change decision-making process

    1 MIN
    June 11, 2020

    ICU Medical is a leading global medical devices and accessories company selling medical devices for oncology,..

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    case study finance decision-making dynamic reporting BI dashboards data visualizations

    Phocas is named top dashboard software in FrontRunners

    2 MIN
    June 5, 2020

    Phocas is named the top dashboard software by Software Advice. FrontRunners helps businesses evaluate which..

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    IT reviews and recognition executive BI dashboards data visualizations

    How the finance team uses analytics to automate reporting

    1 MIN
    May 19, 2020

    To monitor the performance of its business, Whiting Holdings, an Australian steel distributor, consolidated..

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    case study finance dynamic reporting data analytics data visualizations inventory management

    Four opportunities with data visualization tools for the road back

    3 MIN
    May 18, 2020

    “Without big data, you are blind and deaf and in the middle of a freeway.” Geoffrey Moore, American..

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    sales performance executive BI dashboards data visualizations

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