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
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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
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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
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Craig Medlyn Technical sales manager |