Dashboards

3 sessions in this series

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

Wednesday 20 August, 2025

2:00 PM AEST

Build a dashboard from scratch to visualize your data and turn it into clear, actionable insights.

Stephanie Randall

Customer Success Consultant

Katie Horgan

Product Marketing Manager

In this session, we'll cover how to:

Create a dashboard that brings together KPIs in one interactive view
Customize widgets to reflect your team’s key business metrics — like revenue or customer performance
Use filters to tailor dashboards for different roles, such as sales reps and branch managers
Track important metrics like revenue vs. Budget and sales by customer

Building advanced dashboards

Wednesday 3 September, 2025

2:00 PM AEST

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.

Madison Siniard

Customer Success Consultant

Katie Horgan

Product Marketing Manager

In this session, learn how to:

Dig deeper into widget options to highlight trends like declining customers and gap analysis
Personalize your dashboard with images, videos, and links to tell a clearer story with your data
Make your dashboard the hero of your homepage so key insights are front and center for your team

Multi-database dashboarding

Wednesday 17 September, 2025

2:00 PM AEST

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.

Paul Koch

Customer Success Consultant

Katie Horgan

Product Marketing Manager

This session covers how to:

Create dashboard lines for different business areas like Sales, Inventory, and CRM
Use widgets to track key operational metrics like stock on hand and weeks cover
Filter and drill into data across multiple databases in one dashboard

$Multi\-database dashboarding$

3 sessions in this series