Online training

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Back to basics

 Discover more ways to get the most out of your data.

Note: all sessions are 30-mins and held at 2pm AEST. 

JUN

21

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

Presented by 

david_chambers[1]

 

 David Chambers
Senior solutions consultant

JUL

19

Dashboards 101

Apply your Phocas knowledge and visualise 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

Presented by 

david_chambers[1]

 David Chambers
Senior solutions consultant

MAY

17

Phocas 101

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

Presented by 

craig_medlyn_round

 

 Craig Medlyn
Technical sales manager

Register now