Back to basics
Work smarter by diving deeper into your data, creating custom search criteria, and visualising data in a dashboard session.
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.
- 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
Advanced search + custom mode
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.
- 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
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.
- 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