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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

Wednesday 6 August, 2025
2:00 PM AEST

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

Register now
Carl Jones
Carl Jones
Customer Success Consultant
Katie Horgan
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
Custom reporting + gap analysis
Final session in this series

Register for Custom reporting + gap analysis now!

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