Phocas 101 (analytics) 
Expand your use of Phocas and work smarter with data.

• easily identify gaps and opportunities across your customer channels
• measure performance against key metrics
• create graphs and charts that represent key business levels
• new search functionality and homepage navigation
• other tips and tricks to get the most out of your Phocas experience

Phocas 101 (finance) 
Analyse profit and loss (P&L), balance sheet, and cash flow directly in Phocas.  

In this session covers how to: 

• easily customise reports and statements to suit the business 
• use your financial data to understand how costs affect margin at a GL level (drill through to transaction) 
• display consolidated financial statements in a customisable format 
• add financial ratios to your financial reports   
• navigate new features to improve reporting   

Budgeting + Forecasting
Easily mirror your company's budget and forecast processes in Phocas.  

In this session, learn how to:

• using external budgets (spreadsheets) in Phocas Analytics  
• easily collaborate with team members using budget workflows 
• get stakeholder buy-in letting them refine numbers 
• keep pace with changing market conditions with rolling forecasts 
• model different scenarios to help with planning 

Advanced search + custom mode
Dive deeper into your data and create custom search criteria.

In this session learn how to: 

• use advanced search to uncover new sales opportunities (e.g., expose customers that have stopped buying, low margin products, etc.)
• filter multiple data streams
• add calculations

Dashboards 101
Apply your Phocas knowledge and visualize data in a dashboard session.

In this session, we'll cover how to:

• tailor dashboards to your needs
• summarise an entire database in a single interface 
• create an overarching view of your business that can be accessed anytime, anywhere
• track revenue against budget