Resources

Helpful reads and watches

Webinars

View all
The Future of Financial Planning \x26amp; Analysis: Top Trends to Adopt Now
Register now

The Future of Financial Planning & Analysis: Top Trends to Adopt Now

It’s time to rethink traditional approaches to reporting, forecasting, and planning.

Optimize sales efforts for maximum ROI
On-demand

Optimize sales efforts for maximum ROI

Learn how to focus your team’s energy where it matters most with customer segmentation. You'll also get an exclusive preview of Phocas Insights; our new segmentation product designed to tell you who to go after and where to win.

Protect margins with tariff impact dashboards
On-demand

Protect margins with tariff impact dashboards

Using real-world scenarios, this focused session will teach you how to leverage dynamic BI dashboards to navigate tariff impacts and boost profitability.

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
Get a demo Understand the past, operate better today, and plan well for the future