Home Academy PUG Training series Back to basics

Back to basics

3 sessions in this series

Work smarter by diving deeper into your data, creating custom search criteria, and visualising data in a dashboard session.

Phocas 101

Now on-demand

Delve into effectively pinpointing gaps and opportunities within customer channels, evaluating performance against vital metrics, crafting visual representations of key business indicators, a demonstration of the new search functionality and how to navigate the homepage, and exploring expert tips to maximize your Phocas experience.

Presented by Craig Medlyn (Technical Sales Manager) and Evi Newby (Customer Marketing Specialist) .
In this session, learn how to:
  • Easily identify gaps and opportunities across your customer channels
  • Measure performance against key metrics
  • Create graphs and charts that represent key business levels
  • New search functionality and homepage navigation
  • Other tips and tricks to get the most out of your Phocas experience
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Phocas 101

Advanced search + custom mode

Now on-demand

Join this session to master leveraging advanced search techniques for unearthing untapped sales prospects, filtering multiple data streams, and implementing calculations for a comprehensive data analysis approach.

Presented by David Chambers (Senior Solutions Consultant) and Evi Newby (Customer Marketing Specialist) .
In this session, learn how to:
  • Use advanced search to uncover new sales opportunities (e.g., expose customers that have stopped buying, low margin products, etc.)
  • Filter multiple data streams
  • Add calculations
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Advanced search + custom mode

Dashboards 101

Now on-demand

Discover in this session how to craft personalized dashboards, condense vast databases into a singular interface, establish a comprehensive view of your business accessible anywhere, and efficiently monitor revenue against budget.

Presented by Katie Horgan (Product Marketing Manager) and Evi Newby (Customer Marketing Specialist) .
In this session, learn how to:
  • Tailor dashboards to your needs
  • Summarise an entire database in a single interface
  • Create an overarching view of your business that can be accessed anytime, anywhere
  • Track revenue against budget
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Dashboards 101