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    Make headcount planning integrate with budget and drive business success

    2 MIN
    latest posts

    Negotiate better with suppliers using data analytics

    2 MIN
    latest posts

    What is data discovery?

    2 MIN
    latest posts

    Negotiate better with suppliers using data analytics

    2 MIN
    latest posts

    What is data discovery?

    2 MIN
    latest posts

    How to get the most from your Net Promoter Score (NPS)

    4 MIN

    Phocas and Epicor partnership on display at Insights 2021

    2 MIN
    July 23, 2021

     

     

    The theme of the 2021 Epicor Insights event was Accelerate your knowledgeperfectly complimenting the..

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    events and trade shows product updates Epicor/Epicor Eclipse

    How companywide financial planning and analysis works on a BI platform

    3 MIN
    May 26, 2021

    Every business owner understands the importance — and pitfalls — of financial planning and analysis..

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    product updates financial statements dynamic reporting business intelligence software budgeting and forecasting

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    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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    business intelligence basics strategy management & performance product updates data visualizations

    Strategies for making budgeting and planning more efficient

    3 MIN
    April 7, 2021

    Every year, you grapple with a long, intense, and tedious budgeting process — and despite your best..

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    product updates financial statements dynamic reporting budgeting and forecasting

    5 reasons to get rid of your Excel budget template

    3 MIN
    March 31, 2021

    It’s a familiar predicament for most business owners and their finance managers: once a year, you must..

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    product updates financial statements dynamic reporting budgeting and forecasting

    What is variance? Plus other budgeting tips

    3 MIN
    March 24, 2021

    Month-end close is a high-stress, intense time for your finance team. Each month they face a different..

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    product updates financial statements budgeting and forecasting

    How to achieve a seamless budgeting process

    3 MIN
    March 17, 2021

    As a finance professional, you know all too well the labor-intensive task of budgeting each year.

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    product updates financial statements dynamic reporting budgeting and forecasting

    5 ways to eliminate spreadsheet dependency with a new budgeting tool

    3 MIN
    March 10, 2021

    For most finance teams, spreadsheets are the go-to resource for determining how well a business is..

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    product updates financial statements dynamic reporting budgeting and forecasting

    Phocas launches new budgeting software

    3 MIN
    February 25, 2021

    For many, the budget process is a dreaded task or a necessary evil. Yet we also know an accurate budget is..

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    product updates financial statements budgeting and forecasting

    Phocas software ranks in Capterra’s top business intelligence tools of 2021

    2 MIN
    February 22, 2021

    An impressive 50/50 satisfaction rating from our customers has secured Phocas a place in Capterra’s newly..

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    reviews and recognition product updates business intelligence software

    How to measure customer profitability against sales value using Phocas

    1 MIN
    February 15, 2021

    Truly understanding your customers is the best part of running a business and is one of the fundamental..

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    business intelligence basics sales product updates data analytics

    How to set-up a rebate program

    3 MIN
    February 7, 2021

    Purchasing decisions must factor in two important elements: the first is how to increase customer loyalty..

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    manufacturing wholesale distribution product updates

    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 raises $45 million in capital raise

    3 MIN
    January 28, 2021

    Business intelligence software company Phocas has raised one of the biggest rounds of 2021 so far,..

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    manufacturing wholesale distribution company updates product updates retail financial statements data analytics business intelligence software

    Top business intelligence blogs in 2020

    2 MIN
    December 14, 2020

    While this many not be the definitive list of the top business intelligence blogs for 2020, it's certainly..

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    business intelligence basics finance sales product updates executive

    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

    How to create a report on yesterday’s sales activity

    2 MIN
    August 30, 2020

    Waiting for traditional reports is often a long and frustrating process because these reports are usually..

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    business intelligence basics sales product updates executive

    How to forecast stock on hand

    1 MIN
    July 27, 2020

    To forecast stock on hand, an inventory manager needs to determine average quantities sold over key time..

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    business intelligence basics product updates inventory and operations

    Best business intelligence software blogs in 2019

    2 MIN
    December 22, 2019

    Thanks to our regular business intelligence software blog readers and those people who swing by when the..

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    business intelligence basics finance sales product updates executive

    How to customize your data?

    2 MIN
    July 5, 2019

    Individuals have unique ways of perceiving the world around them.  This includes how they extract meaning..

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    finance product updates executive

    Can push notifications work to your advantage?

    1 MIN
    June 7, 2019

    Are you tired of all the emails that land in your inbox? How about only being notified when there is a..

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    business intelligence basics sales product updates executive

    How to manage your budget and quickly determine leakage

    1 MIN
    May 3, 2019

    Overspending and variations from budget estimates are a common occurrence for many businesses. Usually,..

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    product updates executive inventory and operations marketing

    How to track your sales reps performance against budget

    2 MIN
    April 26, 2019

    Sales methods must adapt to a rapidly changing marketplace. Therefore, it’s crucial that sales teams have..

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    sales product updates inventory and operations

    How to keep favorite data views close at hand

    2 MIN
    April 12, 2019

    What data can't you live without? Actual sales versus budget, stock on hand, low margin against products?..

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    product updates executive inventory and operations marketing

    Answer these 4 questions to boost your sales analytics

    2 MIN
    March 19, 2019

    In today’s highly competitive marketplace, sales teams must have a way to stand out. Data analytics..

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    manufacturing wholesale distribution sales product updates

    Maximize Your Retail Sell Thru Data With Phocas Business Intelligence

    March 17, 2015

    Retailers, manufacturers and suppliers can benefit from the significant opportunities that arise from..

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    product updates retail

    Phocas: Adaptable and Fit For Purpose BI Software!

    2 MIN
    December 24, 2014

    Take a quick peek at the two cartoons below - do these scenarios look familiar? It’s all too easy for us..

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    sales product updates

    Forget Reports: Phocas Brings You Dynamic Enquiries

    1 MIN
    October 1, 2014

    The necessity to make timely and accurate business decisions is greater today than ever before: you have..

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    business intelligence basics product updates

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