The grid
Grid 101
- Confidently navigate the grid to drive business success
- Easily identify gaps and opportunities across your customer channels
- Track your KPIs against budget at multiple levels (e.g. by sales rep, customer, branch/location)
![Grid 101](https://embed-ssl.wistia.com/deliveries/fc0454bde5bad53b004cde850b0e47b3.jpg?image_resize=758)
Advanced search + Phocas extras
- Find specific products/customers and uncover new sales opportunities (e.g. expose customers that have stopped buying, low margin products, etc.)
- Filter by multiple data streams and add calculations to refine your results
- Create alerts to notify users of important changes in your data
![Advanced search + Phocas extras](https://embed-ssl.wistia.com/deliveries/bf1902f79e2c1c597a36f2513623c80d.jpg?image_resize=758)
Custom reporting + gap analysis
Customize the way you calculate, edit, or rearrange columns in the grid to dive deeper into your data than ever before.
Using custom and matrix mode, learn how to:
- Customize the way you display columns in the grid
- Report on multiple periods in the same view, at the same time
- Build custom calculations (e.g. average sales per month)
![Custom reporting + gap analysis](https://embed-ssl.wistia.com/deliveries/e4b641374ed3330fd9ac9f9a268f4794.jpg?image_resize=758)
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Technical
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Dashboards
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