Analytics 
Financial Statements 
Budgets & Forecasts 
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CRM The Grid
3 sessions in this series
In this series, get comfortable navigating the Phocas grid to confidently analyze, report and leverage your data to drive business success.
Grid 101
Wednesday 9 July, 2025
2:00 PM AEST
Master the Phocas Grid to track KPIs, compare performance, and uncover opportunities for sales and inventory optimization.
Register now 
Phil Braniff
Customer Success Consultant
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Confidently navigate the Grid to freely explore data and drive business success
- Easily identify gaps and opportunities across your customer channels by comparing sales against budget and previous period
- Track your KPIs against budget at multiple levels (e.g. by sales rep, customer, branch/location)
Advanced search + Phocas extras
Wednesday 23 July, 2025
2:00 PM AEST
Expanding on Grid 101, we'll introduce advanced features that enable deeper data analysis to support better decision making.
Register now 
Imani Timpanaro
Customer Success Consultant
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Uncover sales and inventory opportunities by identifying low-margin products, inactive customers and slow-moving stock to drive targeted actions
- Refine analysis by filtering data streams, adding calculations, and setting up alerts to stay on top of key sales and inventory changes
- Enhance focus and reporting by locking dimensions for consistent customer or product views, using nested tables for deeper insights, and ensuring correct user access with impersonation
Custom reporting + gap analysis
Wednesday 6 August, 2025
2:00 PM AEST
Customize calculations, edits, and column arrangements to gain deeper insights into sales and inventory, improving performance and stock control.
Carl Jones
Customer Success Consultant
Katie Horgan
Product Marketing Manager
Using custom and matrix mode, learn how to:
- Customise the way you display columns in the grid for more detailed analysis
- Build custom calculations to identify opportunities and track sales + inventory performance
- Adjust reports with dynamic offset dates to keep your sales and inventory data up to date
3 sessions in this series
Register for The Grid now!
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Flex Modes
Richer and more flexible ways to explore variances, totals and trends over time.
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Budgets & Forecasts
Join us for the re-run of our 6-week 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.
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Technical
Master advanced features and enhance your database creation, data set management and set up your Sync for consistent performance in our online 3-part technical training.
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