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This 4-part Phocas User Group (PUG) series is designed to help finance teams unlock the full potential of Financial Statements. Learn how to analyze performance, streamline month-end reporting, track variances, and deliver actionable insights across your business.

This 2-part Phocas User Group (PUG) series is designed to help sales teams unlock the full potential of CRM and Insights to drive smarter, more proactive selling. Whether you're leading a team or managing your own pipeline, you'll learn how to use data to stay ahead of customer needs, streamline daily workflows, and focus on what matters most. Even if you're not currently using CRM or Insights, we encourage you to attend and explore how these tools can help you and your team sell smarter and faster.

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.

Join us for the re-run of our 6-part PUG training series, giving you another chance to get the most out of your Budgets & Forecasts solution. Whether you're a first-timer, need a quick refresher, or want to sharpen your skills, this series has something for everyone—even if you're not currently using Budgets & Forecasts.