How to upload budgets into Phocas ready for FY20
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How to upload budgets into Phocas ready for FY20

A budget is a financial plan for a defined period, normally a year. It greatly enhances the success of any undertaking. As the saying goes, "if you fail to plan then plan to fail." Budgets are an integral part of running any business efficiently and effectively. Aside from assigning resources, a budget can also aid in setting goals, measuring outcomes and planning for contingencies.

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Topics: Business Intelligence Basics, Job Role - Finance, Job Role - Sales

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How to upload budgets into Phocas ready for FY20

how-to-upload-budgets-in-Phocas-for-FY20

A budget is a financial plan for a defined period, normally a year. It greatly enhances the success of any undertaking. As the saying goes, "if you fail to plan then plan to fail." Budgets are an integral part of running any business efficiently and effectively. Aside from assigning resources, a budget can also aid in setting goals, measuring outcomes and planning for contingencies.

Read more

Topics: Business Intelligence Basics, Job Role - Finance, Job Role - Sales

Are you a data-driven CFO?

are-you-a-data-driven-CFO

Chief Financial Officers (CFO) are the stewards of a company’s financial well-being. As companies have realized that shrewd financial management is necessary for sound decision-making, the CFO has proven to be crucial to the growth and success of a company. The role of the CFO has evolved across every aspect of the business which is especially true as companies are becoming more data-driven.

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Topics: Job Role - Finance

Can data analytics assist the mergers and acquisitions process?

can-data-analytics-save-mergers-and-acquisitions


The key principle behind M&A is that joining two companies is more valuable than operating them separately. But we all know there are so many decisions regarding the two businesses that need to be made to secure the value of the consolidation. One of these considerations is often about software or IT and what data analytics solution the 'new' company should choose.

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Topics: Job Role - Finance, Industry - Electrical, Industry - HVAC/Plumbing, Industry - Building & Industrial Supplies, Job Role - Executive, Industry - Retail, Industry - Mechanical and Industrial

How does business intelligence software help with forecasting?

how-does-business-intelligence-software-help-with-forecasting

In the face of unstable market and economic conditions, companies need to use a number of measures to stay ahead of the market. Forecasting is one effective tool.

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Topics: Business Intelligence Basics, Job Role - Finance, Job Role - Sales

How can data analytics enhance financial decision-making?

how-can-data-analytics-enhance-financial-decision-making

Data analytics can be applied to financial analysis in a wide variety of ways such as developing company goals and objectives, creating financial policy, evaluating economic trends, and more. 

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Topics: Business Intelligence Basics, Job Role - Finance, Job Role - Executive

An accurate view of your business’ finances: it’s not too good to be true

an-accurate-view-of-your-business-finances-it-is-not-too-good-to-be-true

Finance teams are increasingly under pressure to provide CEOs and other executives with information related to their business’ current financial scenario — but it’s not always easy for them to do so.

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Topics: Job Role - Finance

[eBook] Bring order to your payable rebates program

Phocas_RebatesPayables_blog

Manufacturers and suppliers use rebates to drive sell-through of specific products while providing incentives to value-oriented customers. 

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Topics: Job Role - Finance, Rebates

[eBook] How to maximize strategic purchasing decisions with Rebates

Phocas_RebatesReceivables_blog

As competition intensifies for distributors, the successful management and profitability of vendor rebates can be the difference between reaping financial rewards or missing out on claims that are rightfully theirs. 

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Topics: Job Role - Finance, Job Role - Inventory/Operations, Rebates

[On-demand video] How to choose the right business intelligence tool for you

Data. You have to use it or lose it. But how do you choose a business intelligence software tool that will help you put your business data to best use across your business?

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Topics: On-demand Videos and Webinars, Job Role - Finance, Job Role - IT, Strategy, Management and Performance, Job Role - Executive

Phocas Financial Statements launches

We’re elated to launch a new solution that lets you view and analyze financial statements like profit and loss (P&L), balance sheet and cash flow directly in Phocas.

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Topics: Job Role - Finance, Company Updates

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