How to customize your data?
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How to customize your data?

Individuals have unique ways of perceiving the world around them.  This includes how they extract meaning from their data. Some people prefer to see as much information as possible. While others favor a more simplified report. At Phocas, we pride ourselves on offering flexibility. Here are three videos that demonstrate how to customize your data according to your needs.

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Topics: Job Role - Finance, Product, Job Role - Executive

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How to customize your data?

how-to-customize-your-data

Individuals have unique ways of perceiving the world around them.  This includes how they extract meaning from their data. Some people prefer to see as much information as possible. While others favor a more simplified report. At Phocas, we pride ourselves on offering flexibility. Here are three videos that demonstrate how to customize your data according to your needs.

Read more

Topics: Job Role - Finance, Product, Job Role - Executive

Can push notifications work to your advantage?

can-push-notifications-work-to-your-advantage

Are you tired of all the emails that land in your inbox? How about only being notified when there is a problem in your business or when a customer reaches target? These push notifications are called alerts in Phocas and many companies across manufacturing and distribution are using them every day - to stay in control of their business.

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Topics: Business Intelligence Basics, Job Role - Sales, Product, Job Role - Executive

How to forecast stock on hand

how-to-forecast-stock-on-hand

The ability to deliver orders in full and on time (DIFOT) is essential to keeping satisfied customers. And maintaining appropriate stock levels ensures there is enough inventory on hand without tying up capital in unnecessary overstock. Yet, without the ability to accurately forecast stock on hand, keeping optimal stock levels can be a challenge.

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Topics: Business Intelligence Basics, Product, Job Role - Inventory/Operations

Phocas’ product roadmap a hit at PUG.live

Phocas-product-roadmap-a-hit-at-PUGlive

Market basket analysis, cloud sync and grid visualizations are some of Phocas’ product roadmap highlights.

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Topics: ERP - SAP Business One, Events and Trade Shows, ERP - Pronto, Product

Phocas and Epicor partnership on display at Insights 2019

phocas-and-epicor-partnership-on-display-at-insights-2019

The theme of this year's 2019 Epicor Insights event was Elevate and to highlight the partnership between the global ERP provider and Phocas, we had a strong presence at their five-day annual conference in Las Vegas.

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Topics: Events and Trade Shows, Product, ERP - Epicor

How to manage your budget and quickly determine leakage

how-to-manage-your-budget-and-quickly-determine-leakage

Overspending and variations from budget estimates are a common occurrence for many businesses. Usually, monitoring these variations requires waiting for the finance team to provide monthly or quarterly reports.  A data analytics solution such as Phocas offers the ability to  manage your budgets yourself at any time.  

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Topics: Product, Job Role - Executive, Job Role - Inventory/Operations, Job Role - Marketing

How to track your sales reps performance against budget

how-to-track-your-sales-reps-performance-against-budget

Sales methods must adapt to a rapidly changing marketplace. Therefore, it’s crucial that sales teams have access to accurate data in real-time so they can adjust their techniques as needed. Having a clear view of their performance gives them the power to make the adjustments necessary to hit their marks and stay ahead of the competition.

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Topics: Job Role - Sales, Product, Job Role - Inventory/Operations

How to create a report on yesterday’s sales activity

how-to-create-a-report-on-yesterdays-sales-activity

Waiting for traditional reports is often a long and frustrating process because these reports are usually generated by the IT department and can take time to be completed.  Oftentimes, factors change, making it obsolete by the time the report is received.  Reporting doesn’t have to be time-consuming, static, or at-risk for inaccuracy. Instead, data analytics makes reporting simple, quick and intuitive.

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Topics: Business Intelligence Basics, Job Role - Sales, Product, Job Role - Executive

How to keep favorite data views close at hand

how-to-keep-favorite-data-views-close-at-hand

What data can't you live without? Actual sales versus budget, stock on hand, low margin against products? Phocas allows you to save a number of favourite data views so factual decision-making is easy.

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Topics: Product, Job Role - Executive, Job Role - Inventory/Operations, Job Role - Marketing

How to compare customer profitability and sales value using Phocas

how-to-compare-customer-profitability-and-sales-value-using-Phocas

Truly understanding your customers is the best part of running a business and is one of the fundamental benefits of investing in data analytics.  At Phocas, selling our solutions to distribution businesses who have no current reporting is easy but helping people to serve their customers better; that’s the really satisfying work.

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Topics: Business Intelligence Basics, Job Role - Sales, Product, Job Role - Inventory/Operations

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