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2 sessions in this series

Unlock the power of the full Phocas suite; from the art of maximizing rebates, optimizing financial insights, and mastering budgets and forecasts.

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Rebates

Now on-demand
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.
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Peter Bushell
Peter Bushell
Solutions Consultant
April Brunt
April Brunt
Customer Marketing Manager
In this session, learn how to:
  • Structure your monthly or annual rebates
  • Analyse and share rebate results next to your sales figures
  • Achieve more accuracy and say goodbye to spreadsheets
Rebates

Financial Statements

Now on-demand
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.
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David Chambers
David Chambers
Senior Solutions Consultant
Ella Martin
Ella Martin
Field Marketing Manager
In this session, learn how to:
  • Easily customise reports and statements to suit your business
  • Use your financial data to understand how costs affect margin at a GL level (drill through to transaction)
  • Display consolidated financial statements in a customisable format
  • Integrate account-based streams with our analysis tool
Financial Statements

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