PUG Training series

Refine your database creation skills.

Learn how to upload and manage data sets inside Phocas including budgets.

Learn how to use Sync best and avoid potential pitfalls.

Apply your Phocas knowledge and visualize data in a dashboard session.

Building from session 1, we’ll help take your dashboarding skills to the next level.

See companywide performance in 1 dashboard allowing you to delve deeper into your data.

Master the grid to unlock valuable business insights.

Building on Grid 101, we introduce more features to help you be agile in changing business conditions.

Customize the way you calculate, edit, or rearrange columns in the grid to dive deeper into your data than ever before.

Discover the essential techniques for structuring monthly or annual rebates, analyzing and seamlessly integrating rebate results with sales figures, and attaining heightened accuracy while bidding farewell to cumbersome spreadsheets.

Explore the art of effortlessly tailoring reports and statements to fit your business needs, leveraging financial data to unravel cost impacts on margins at a GL level with transaction drill-through capabilities, presenting customizable consolidated financial statements, and seamlessly integrating account-based streams into our analysis tool for comprehensive insights.

Master the art of seamless collaboration using budget workflows, engaging stakeholders for refined numbers, adapting to market shifts with rolling forecasts, and employing scenario modeling as a strategic planning aid.