Chartered Accountants ANZ 

Level 11, 2 Mill St, Perth WA 6000


Thurs, 4 May 2023


8.30 AM - 3.30 PM




Before lunch...

 8:30 AM  arrive
Grab a tea or coffee before settling into a jam-packed day of learning, kicking off at 9 AM. 

 9 - 9.30 AM  welcome, team introduction + product updates

 9:30 - 11 AM   training

Phocas 101 (analytics)
Phocas 101 (finance)
Budgeting and Forecasting

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

This session covers how to:

  • 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 

12.15 - 1 PM  lunch
Take a break and meet with other Phocas users over lunch.

After lunch...

 1 - 3.30 PM  training

Advanced search + custom mode
Dashboards 101

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


please note:
  • space is limited to 50 seats, so registration will be first come, first served
  • we ask that no more than 3 individuals per company attend
  • all attendees must bring their own laptop
  • guests are required to make their own travel arrangements
  • agenda items are subject to change