Classroom (Online)
Special Edition: CRM
Phocas CRM has had a significant update — new design, mobile-first layout, AI Voice logging, and a direct connection to Sales Insights. This special edition PUG training runs over two sessions, one for sales managers and one for reps, built to show you how to get the most out of what's new, in the context of how you actually work.
CRM for Sales Managers
By the end of this session, you'll know how to use the updated CRM and Sales Insights together to manage your team's pipeline and account activity with confidence — not just what the features do, but how to build them into the way you run your week.
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CRM for Sales Reps
By the end of this session, you'll be confident using the new Phocas CRM in your day-to-day on your phone, in the field, and without the admin overhead that makes logging feel like a second job.
Watch on-demand Budgets & Forecasts
Join our 4-part Phocas User Group (PUG) training series and take your budgeting and forecasting to the next level. From setting up your first budget workbook and managing workflows, to connecting your P&L, balance sheet, and cashflow; and using that complete model to stress-test your assumptions and plan for what's ahead.
Collaborative budgeting
Learn how to set up a budget, assign tasks to your team, and manage the workflow from first entry to published budget.
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Balance sheet driver
See how to set up the balance sheet and connect it to your P&L—the foundation for accurate cashflow forecasting.
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Cashflow forecasting & 3-statement budgeting
Learn how to connect your P&L, balance sheet, and cashflow into one complete model, so changes flow through automatically and you can plan, report, and present with confidence.
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Scenario planning
Discover how to use the Lookup tab, scratchpad, and workbook cloning to build and compare alternative budget scenarios.
Watch on-demand Rebates
This 4-part Phocas User Group (PUG) series is designed to help you master rebate management. Learn how to automate calculations, gain full visibility into supplier and customer programs, and identify near-miss opportunities that maximize profitability. Move beyond manual spreadsheets to strategic insights that protect margins and drive growth.
Rebate foundations: basic rule creation
Build a strong foundation in Phocas Rebates to confidently create and manage rebate rules for both customers and suppliers.
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Rebate foundations: advanced rule creation
Master complex rebate scenarios with parent-child relationships, forecasting, and retrospective adjustments.
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Receivable rebates: analyzing + driving growth
Maximize supplier rebate earnings and make data-driven decisions to improve your bottom line.
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Payable rebates: optimize spend + margin
Transform customer rebate programs into strategic sales tools while protecting margins and driving profitable growth.
Watch on-demand Financial Statements
This 4-part Phocas User Group (PUG) series is designed to help finance teams unlock the full potential of Financial Statements. Learn how to analyze performance, streamline month-end reporting, track variances, and deliver actionable insights across your business.
Financial Statements Overview
Build a strong foundation in Financial Statements to confidently analyze and report on financial performance across your business.
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Month-end reporting
Learn how to streamline your month-end close process and deliver accurate, timely financial reports with less manual effort.
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Variance analysis
Discover how to track performance and identify the drivers behind financial changes to make informed decisions faster.
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Actionable insights
See how to transform financial data into visualizations that drive business action and decision-making.
Watch on-demand CRM + Insights
This 2-part Phocas User Group (PUG) series is designed to help sales teams unlock the full potential of CRM and Insights to drive smarter, more proactive selling. Whether you're leading a team or managing your own pipeline, you'll learn how to use data to stay ahead of customer needs, streamline daily workflows, and focus on what matters most. Even if you're not currently using CRM or Insights, we encourage you to attend and explore how these tools can help you and your team sell smarter and faster.
CRM & Insights for sales managers
This session is designed for sales managers who need visibility and control across their entire team. We'll show you how to spot early warning signs and opportunities at scale, coordinate team action efficiently, and ensure everyone is focused on high-impact activities.
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CRM & Insights for sales reps
Designed for sales reps, this session helps you focus on high-value activities to reduce time spent on admin and ensure you're prepared for every customer conversation.
Watch on-demand Margin Impact & Analysis
Building on what you learned in our grid and dashboard training, this 3-part Phocas User Group (PUG) series will elevate your strategic planning. See how you can use Phocas Analytics, Dashboards, and Budgets & Forecasts to proactively analyze and plan for supply chain disruptions, price spikes, and tariff changes. Even if you don't use all these modules, we encourage you to attend to discover techniques that protect your margins when it matters most.
Tracking costs & margin trends
Explore the critical challenges that market volatility creates and establish the KPIs needed to monitor your financial and business health. You'll learn how to use the Phocas grid for ad-hoc analysis and save your findings for ongoing monitoring.
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Protecting margins & supplier analysis
Learn how to proactively protect your margins by analyzing profitability at the product category level, then drilling down to pinpoint the specific product price increases causing the decline.
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Driving strategic decisions
In this final session, model future business scenarios to see how external factors like tariffs could impact your bottom line.
Watch on-demand Dashboards
Build dashboards that support faster, more confident decisions in our 3-part Phocas User Group (PUG) training series. Learn how to create dynamic dashboards that track sales and inventory KPIs, analyze customer and product trends, and bring together insights from multiple databases like Sales, Inventory, and CRM. Whether you're just getting started or ready to go deeper, this series will help you move beyond static reports and create a single, strategic view of your business.
Dashboards 101
Build a dashboard from scratch to visualize your data and turn it into clear, actionable insights.
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Building advanced dashboards
Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.
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Multi-database dashboarding
Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.
Watch on-demand The Grid
In this series, get comfortable navigating the Phocas grid to confidently analyze, report and leverage your data to drive business success.
Grid 101
Master the Phocas Grid to track KPIs, compare performance, and uncover opportunities for sales and inventory optimization.
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Advanced search + Phocas extras
Expanding on Grid 101, we'll introduce advanced features that enable deeper data analysis to support better decision making.
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Custom reporting + gap analysis
Customize calculations, apply edits, and arrange columns to uncover deeper insights into sales and inventory—enhancing performance and improving stock control.
Watch on-demand Technical
Master advanced features and enhance your database creation, data set management and set up your Sync for consistent performance in our online 3-part technical training.
Loading new data sets
Learn how to upload and manage data sets inside Phocas including budgets.
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