How to create a report on yesterday’s sales activity
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How to create a report on yesterday’s 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

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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.

Read more

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

Answer these 4 questions to boost your sales analytics

answer-these-four-questions-to-boost-your-sales-analytics

In today’s highly competitive marketplace, sales teams must have a way to stand out. Data analytics provides access to a wealth of sales data that can be analyzed by customer, region, individual rep, and product. 

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Topics: Industry - Manufacturing, Industry - Wholesale Distribution, Job Role - Sales, Product

How to make rebates simple

how-to-make-rebates-simple
Purchasing decisions must factor in two important elements: the first is how to increase customer loyalty while maximizing profit margins. The second is negotiating the best pricing agreement with suppliers. Achieving this balance is the underpinning of an effective rebates program.
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Topics: Industry - Manufacturing, Industry - Wholesale Distribution, Product

Why upskilling staff to use your business intelligence solution cannot be left to chance

upskill_your_team_why_upskilling_staff_to_use_your_business_intelligence_solutions_cannot_be_left_to_chance

Knowing how to get the most out of your business intelligence (BI) software is essential to your business’ success. It can transform your BI solution from just another business system to a time-saving solution that everyone in the business wants at their fingertips.

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Topics: Business Intelligence Basics, Strategy, Management and Performance, Product

Maximize Your Retail Sell Thru Data With Phocas Business Intelligence


Retailers, manufacturers and suppliers can benefit from the significant opportunities that arise from sharing sell thru data and product inventory levels between retailers and suppliers.

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Topics: Product, Industry - Retail

Phocas: Adaptable and Fit For Purpose BI Software!

Take a quick peek at the two cartoons below - do these scenarios look familiar? It’s all too easy for us in our working day to get bogged down in detail, doing something because it’s always been done, not looking further than the end of our noses.

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Topics: Job Role - Sales, Product

Phocas: Driving Sales with ERP Data

ERP systems are ideal for performing critical business functions but it’s accepted that extracting meaningful data for analysis and reporting isn’t their strongpoint. 

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Topics: Product

Forget Reports: Phocas Brings You Dynamic Enquiries

The necessity to make timely and accurate business decisions is greater today than ever before: you have to be able to obtain the exact information you need, when you need it. Standard reports generated from ERP systems make this nigh on impossible as you’re forced to tailor your needs around the inflexible reports that are generated. That’s not an efficient process when strategic decisions are based on this information.

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Topics: Business Intelligence Basics, Product

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