Join Phocas at Epicor Insights 2025!

EDA Financials brings everything into one intuitive platform, giving you real-time visibility and control over your financial data. Join this session to see how you can automate the creation and management of financial statements and streamline budgeting and forecasting.

In this session, you'll learn how to:

• Analyze live performance with consolidated views, customizable reports, and key financial ratios for deeper insights
• Connect budgets, sales forecasts, headcount plans and financial statements in one place for a complete picture
• Reforecast with live actuals, and confidently manage cash flow
  
  

During this hands on Lab, we'll deep dive into driver-based budgeting.

In this session, you'll learn how to:

• Create a sales driven budget (and forecast) incorporating multiple drivers such as quantity, price, margin, cost of sales, and days
• Create non-financial driver-based budgets from any database, including headcount
  
  

Discover how EDA Rebates gives you visibility into your rebates so you're not leaving any money on the table.

In this session, you'll learn how to:

• Spot opportunities
• Understand true cost and margins
• Negotiate stronger rebate agreements
  
  

Step into the world of a sales team and see how they leverage Epicor Data Analytics, CRM, and Financials to drive growth, optimize reps' time, and track performance. Experience a week in the life of a sales manager using these tools to forecast accurately and stay ahead of customer trends and activities.

In this session, you'll learn how to:

• Accurately forecast sales and uncover opportunities when performance dips
• Identify declining customers, cross-sell opportunities, and address margin gaps to optimize results
• Track live performance, and stay on top of reps activities
  
  

Discover how Epicor Data Analytics (EDA) for CMS, powered by Phocas, turns data into actionable insights with dynamic financial statements, custom dashboards, and enhanced reporting. Learn how budgeting and forecasting tools simplify planning for confident, data-driven decisions.

In this session, you'll learn:

• How EDA transforms data into insights with financial statements and dashboards
• Ways to improve reporting across sales, purchasing, inventory, and finance
• How budgeting and forecasting tools enhance accuracy and simplify planning
• Expert tips for making confident, data-driven decisions

During this hands-on Lab, you'll learn to create powerful dynamic dashboards that track KPIs and enable integrated business planning, all underpinned with finance performance in mind.

In this session, you'll learn how to:

• Create custom dashboards which integrate data across multiple databases and enable integrated planning across departments i.e. sales, purchasing, finance - a single snapshot dashboard
• Slice and dice the data for different views including analyzing full period, custom periods or drill down to month to date
• Analyze across databases to build ratios, including OTIF/DIFOT and visualize within a dashboard or receive just in time analysis