Nov 8, 2022


8.30 AM - 4.30 PM


$299 per person


Before lunch

 8 AM  arrive
Grab some breakfast and a coffee before settling into a jam-packed day of learning, kicking off at 8:30 AM. 

 8:30 - 9 AM  welcome + team introduction 

 9:30 AM - 12:30 PM   training

Back to basics

for users who are new to Phocas or would benefit from a refresher

Phocas extras

This session builds on Phocas 101, introducing you to more features.

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

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

Dashboards 101
Apply your Phocas knowledge and visualize data in a dashboard session.

In this session, we'll cover how to:

  • tailor dashboards to your needs
  • summarize an entire database in a single interface 
  • create an overarching view of your business that can be accessed anytime, anywhere

 12:30 - 1:15 PM  lunch
Take a break and meet with other Phocas users over lunch.

After lunch

 1:15 - 4:30 PM  training

Next level*

for users who are confident with the basics, but want to expand their use

Leveraging additional data streams
 Incorporate additional data streams into a single source of truth.

This session covers how to:

  • compare sales data against targets
  • analyze sales vs. on-hand stock by location
  • combine various streams into a single view

Customizing financial statements 

Using your own database or our demo environment, learn how to:

  • combine financial and non-financial data to produce KPIs
  • add financial ratios to your financial reports
  • navigate new features to improve reporting 



We'll lead an interactive discussion to spark conversations about how to better utilize Phocas and learn news ways to leverage your solution.

In this session, we'll discuss:

  • ways to drive adoption of Phocas after implementation 
  • unique ways you can leverage Phocas
  • pricing analysis and KPIs to help make informed business decisions


please note:
  • space is limited to 40 seats, so registration will be first come, first served
  • we ask that no more than 2 individuals per company attend
  • all attendees must bring their own laptop
  • guests are required to make their own travel arrangements
  • agenda items are subject to change