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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.
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The Grid

Grid 101

Now on-demand
Master the Phocas Grid to track KPIs, compare performance, and uncover opportunities for sales and inventory optimization.
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Phil Braniff
Phil Braniff
Customer Success Consultant
Katie Horgan
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) 
Grid 101

Advanced search + Phocas extras

Now on-demand

Expanding on Grid 101, we'll introduce advanced features that enable deeper data analysis to support better decision making.

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Imani Timpanaro
Imani Timpanaro
Customer Success Consultant
Katie Horgan
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
Advanced search + Phocas extras

Custom reporting + gap analysis

Now on-demand

Customize calculations, apply edits, and arrange columns to uncover deeper insights into sales and inventory—enhancing performance and improving stock control.

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Carl Jones
Carl Jones
Customer Success Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

Using custom and matrix mode, learn how to:

  • Customize 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
Custom reporting + gap analysis

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