Manchester training workshop

The Lowry Theatre, Pier 8 | Thursday 29 June, 2017 | Salford Quays, Greater Manchester



9:30am: Arrive

Grab a warm drink and settle in for a jam-packed day of learning. 


10:00am: Phocas co-founder, Myles Glashier provides a welcome and Phocas update


10:15am: Make Phocas proactive for your business

Account manager, Jessica Brown will show you how to develop targeted dashboards to represent your key business levers.


10:30am: Unlock the power of advanced search and custom mode*

Learn the simplest ways to generate tailored views of your data.
Jess covers how to:

  • use simple clicks to generate powerful reports
  • use advanced search to tailor reports to match your business needs
  • unlock the power of custom mode.

12:00pm: Lunch

Take a break and meet other Phocas users over a buffet lunch.





12:30pm: Bring all your key data into Phocas*

Trainer, Tina Norman covers how to:

  • bring other data streams into Phocas (e.g. purchasing, sales, and stock)
  • combine various data streams in cross-functional reports and dashboards. 

1:30pm: Database Designer 

Learn how to get more out of your Phocas solution with account manager, Stewart Wood and see how you can create custom databases from external data sets.


2:00pm: Q&A 


2:15pm: Coffee break


2:30pm: Financial reporting 

The finance module allows you to bring your general ledger into Phocas and manage your profit and loss (P&L). 

BI consultant, Nejah Younes covers how to:

  • create meaningful dashboards to manage your financial data
  • analyse your general ledger, balance sheet, cash and debtors
  • achieve more accuracy and say goodbye to spreadsheets. 

3:00pm: Rebates

The rebates module allows you to quickly calculate your payable or receivable rebates and commission based on your Phocas data.
Phocas executive, Robin Mepham covers how to:

  • automate and structure your weekly rebates
  • analyse and share rebate results next to your sales figures. 

* BYO laptop or tablet (laptop preferred)