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

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Phocas secures 37 top rankings in BARC's 2023 BI + Analytics Survey

3 MIN

October 31, 2022

The voice of the BI and analytics community has officially spoken following the release of The BI & Analytics Survey 23 by software selection and strategy experts, BARC last week.

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Phocas Products Now on Sage Intacct Marketplace

1 MIN

October 10, 2022

Phocas Software helps Sage customers gain more insights from their business

Phocas Software, a business planning and analytics platform for sales, operations, and finance teams,..

bi basics finance sage financial statements data analytics erp budgeting and forecasting

latest posts

Phocas secures 37 top rankings in BARC's 2023 BI + Analytics Survey

3 MIN

September 14, 2022

The voice of the BI and analytics community has officially spoken following the release of The BI & Analytics Survey 23 by software selection and strategy experts, BARC last week.

bi basics microsoft excel data analytics bi software bi dashboards data visualizations analytics

latest posts

Phocas Products Now on Sage Intacct Marketplace

1 MIN

September 14, 2022

Phocas Software helps Sage customers gain more insights from their business

Phocas Software, a business planning and analytics platform for sales, operations, and finance teams,..

bi basics finance sage financial statements data analytics erp budgeting and forecasting

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..

budgeting and forecasting

Delivery in full on time: Why it matters and how you can improve

2 MIN

November 29, 2021

Delivery in full, on time (DIFOT) is a fundamental measure when analyzing the performance of your supply..

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How to get your KPIs on track with data analytics

3 MIN

November 19, 2021

Many data analytics vendors give users the ability to measure everything but offer little guidance. Too much..

BI basics sales executive inventory and operations KPIs and metrics

How to get a quick ROI from business intelligence software

3 MIN

November 5, 2021

When implementing any new strategy, hiring new people or investing in business software, you want to make..

BI basics performance KPIs and metrics

What is dead stock and how to eliminate it

2 MIN

August 30, 2021

A CFO in a wholesaling business recently described dead stock as piles of cash in the corner of a warehouse..

wholesale distribution inventory and operations cross-selling inventory management KPIs and metrics

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...

manufacturing financial statements data analytics data visualizations KPIs and metrics

Key metrics all in one place for JRP Distribution’s global businesses

3 MIN

June 23, 2021

For more than 40 years, JRP Distribution has served the UK as a distributor of branded automotive products...

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Business KPIs: 5 important characteristics to be effective

3 MIN

May 26, 2021

To remain competitive, business managers need to track how company-wide goals are regularly progressing...

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KPIs vs. Metrics: 5 ways data analytics can help monitor performance

3 MIN

April 9, 2021

What is the difference between KPIs and metrics? Key Performance Indicators (KPIs), such as current revenue,..

performance executive data analytics BI software KPIs and metrics

Inventory days formula and why it's useful

3 MIN

March 23, 2021

Inventory days formula is equivalent to the average number of days each item or SKU (stock keeping unit) is..

BI basics wholesale distribution retail inventory and operations inventory management KPIs and metrics

5 steps to become a great sales manager

2 MIN

March 1, 2021

Improving a sales team begins with improving the sales manager's ability to influence and empower the sales..

sales data analytics KPIs and metrics

The business benefits of measuring lost sales

3 MIN

February 17, 2021

Understanding the reasons behind lost sales is critical to stopping the leak and increasing sales in the..

sales retail data analytics KPIs and metrics

de Bono's Six Thinking Hats and decision-making with business intelligence

3 MIN

February 17, 2021

We tend to approach problem solving and decision-making with our instincts and through our personalities. In..

performance decision-making KPIs and metrics

5 ways data accuracy can improve profit

2 MIN

February 16, 2021

Making your business more profitable involves looking at ways to increase sales revenue, decreasing your..

data analytics KPIs and metrics

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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Key performance measures to track from finance data

3 MIN

December 9, 2020

Key performance measures help people evaluate actual performance against objectives, so they know what levers..

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Business analytics for beginners

2 MIN

October 25, 2020

If you are new to business analytics, it can be difficult to know where to start. There is so much..

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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..

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

The KPIs every manufacturer should know and measure

3 MIN

October 19, 2020

When it comes to achieving success in manufacturing, the industry is way beyond the idea that data matters...

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4 ways sales performance metrics can help your sales team

3 MIN

October 5, 2020

For sales managers, the ability to communicate about the progress of your team in an informative way is..

sales dynamic reporting KPIs and metrics

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..

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..

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

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..

manufacturing financial statements data analytics data visualizations KPIs and metrics

Manufacturing business intelligence (BI) success stories

2 MIN

July 29, 2020

Manufacturers are turning to business intelligence because the process of making products is a huge..

case study manufacturing building and industrial supplies performance consumer goods KPIs and metrics

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..

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

A critical inventory metric: projected inventory level

2 MIN

July 20, 2020

With constant streams of data being collected by companies daily, planning for the future is no longer as..

BI basics wholesale distribution inventory and operations inventory management KPIs and metrics

Master inventory calculations and anticipate future demand

2 MIN

July 2, 2020

As businesses reopen and customers resume spending, it’s more important than ever to have a full..

BI basics wholesale distribution retail inventory and operations inventory management KPIs and metrics

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Phocas Software helps Sage customers gain more insights from their business

Phocas Software helps Sage customers gain more insights from their business

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