Margin Impact & Analysis

3 sessions in this series

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.

$Margin Impact \x26amp; Analysis$

Tracking costs & margin trends

Wednesday 15 October, 2025

2:00 PM AEDT

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.

Katie Horgan

Product Marketing Manager

This session covers how to:

Use the grid to explore data and identify critical metrics for tracking market impact, such as Cost Variance, Gross Margin %, and Input Cost Trends
Create interactive charts & widgets and build a "Margin Performance Over Time" trend line graph on a dashboard
Set up essential dashboard-level filters, including Product Category, and Supplier Region

$Tracking costs \x26amp; margin trends$

Protecting margins & supplier analysis

Wednesday 29 October, 2025

2:00 PM AEDT

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.

Carl Jones

Customer Success Consultant

Katie Horgan

Product Marketing Manager

This session covers how to:

Identify margin erosion and create a bar chart to spot which product categories are underperforming
Build a detailed report identifying specific product price increases over the last 3 months
Leverage the interactive dashboard to perform a detailed supplier comparison on your most at-risk products

$Protecting margins \x26amp; supplier analysis$

Driving strategic decisions

Wednesday 12 November, 2025

2:00 PM AEDT

In this final session, model future business scenarios to see how external factors like tariffs could impact your bottom line.

Katie Horgan

Product Marketing Manager

This session covers how to:

Use Budgets & Forecasts to build a 'what-if' scenario based on insights
Model the impact of a potential cost increase to determine the adjusted Cost of Goods Sold and future profit margins
Calculate the price increases needed to protect your margins and easily compare the outcome of your scenario