In-person event

Get more from Phocas at PUG Classroom Auckland

PUG Classroom is a day filled with practical hands-on training and insights to leave you feeling good about using your data.
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Get more from Phocas at PUG Classroom Auckland
About this event

Sharpen your skills and uncover new insights

PUG Classroom is your chance to take your Phocas skills to the next level with a full day of practical learning, insider updates and expert-led sessions. Join fellow Phocas users and our team for a workshop-style day packed with smart tips & tricks, fresh ideas and plenty of opportunities to collaborate and connect.

Whether you’re in finance, sales or operations or whether your business is in distribution, manufacturing, or retail, there's something here for you!


Sharpen your skills and uncover new insights

Agenda

Agenda is subject to change. Final agenda will be shared with registrants 1 week before the event.
8:30am - 9:00am

Arrival + Tea/Coffee

9:00am - 9:15am

Welcome + Agenda

9:15am - 9:30am

What's new at Phocas

Latest updates and AI capabilities.
9:30am - 10:15am

Advanced Phocas techniques

The session, most attendees say, changed how they use Phocas. Advanced Search, Matrix Mode, Nested Grids, and Custom Reporting, demonstrated through three examples: budget vs actuals (finance), sales rep performance (sales), and inventory/supply chain (ops).
10:15am - 10:30am

Phocas tips & tricks

Always a firm favourite, this session is dedicated entirely to tips and tricks — the small things that make a big difference to your day-to-day use of Phocas. Whether you're new or have been using it for years, there's usually something that surprises you.

10:30am - 10:45am

Break

10:45am - 11:15am

Flex Modes

Flex Modes is the future of analytics in Phocas and the foundation of how you’ll analyze and report going forward. We will walk through what it is, how it works, and how to apply it in your role.

11:15am - 11:45am

Introducing Insights and CRM

Demo of our newest add-on: Uncover hidden sales opportunities, segment customers with precision, and accelerate revenue. We'll also walk through Phocas CRM and how it connects ERP data with sales activity to help your team sell more.

11:45am - 12:15pm

Industry Learning Circles — round 1

This session brings together Phocas users from across NZ distribution and manufacturing to work through a real shared challenge, chosen by the group on the day. A facilitated conversation that surfaces what's actually working, what isn't, and what others have tried.
12:15pm - 1:15pm

Lunch

1:15pm - 2:00pm

Dashboard training

Build a Sales Manager Dashboard live: sales vs. budget by rep, top 10 customers by margin, declining customer alert widget. Includes user-level restrictions so each branch manager sees only their location — one dashboard, personalized per use.

2:00pm - 2:45pm

Industry Learning Circles — round 2

Continue your facilitated conversation that surfaces what's actually working, what isn't, and what others have tried.

2:45pm - 3:00pm

Afternoon break

3:00pm - 3:45pm

FP&A walkthrough

Overview of Phocas Financial Statements and Budgets & Forecasts. See latest features and learn how to move from reactive reporting to proactive planning.

3:45pm - 4:00pm

Thank you & close

4:00pm - 4:30pm

Networking & drinks

Location

Get directions to our event venue.
Where

QT Auckland
4 Viaduct Harbour Avenue
Auckland 1010, New Zealand
When
July 23, 2026
Time
8:30 AM - 4:30 PM NZST

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