The grid
3 sessions in this series
In this series, get comfortable navigating the Phocas grid to confidently analyze, report and leverage your data to drive business success.
Grid 101
Now on-demand
Master the grid to unlock valuable business insights.
Presented by Linh Nguyen (Customer Success Consultant) and April Brunt (Customer Marketing Manager) .
In this session, learn how to:
- Confidently navigate the grid to drive business success
- Easily identify gaps and opportunities across your customer channels
- Track your KPIs against budget at multiple levels (e.g. by sales rep, customer, branch/location)
Watch now
Advanced search + Phocas extras
Now on-demand
Building on Grid 101, we introduce more features to help you be agile in changing business conditions.
Presented by Brenna Dwyer (Customer Success Consultant) and Evi Newby (Customer Marketing Specialist) .
In this session, learn how to:
- Find specific products/customers and uncover new sales opportunities (e.g. expose customers that have stopped buying, low margin products, etc.)
- Filter by multiple data streams and add calculations to refine your results
- Create alerts to notify users of important changes in your data
Watch now
Custom reporting + gap analysis
Now on-demand
Customize the way you calculate, edit, or rearrange columns in the grid to dive deeper into your data than ever before.
Presented by Carl Jones (Customer Success Consultant) and April Brunt (Customer Marketing Manager) .
Using custom and matrix mode, learn how to:
- Customize the way you display columns in the grid
- Report on multiple periods in the same view, at the same time
- Build custom calculations (e.g. average sales per month)
Watch now
You might also like
View all
Dashboards
Unlock the full potential of your data with our online 3-part dashboard training. Join us to discover how to create dynamic, insightful dashboards that will transform your data into actionable insights to drive business success.
Learn more
Next level
Discover how to build and customize your reports, build advanced visualizations, and master gap analysis.
Learn more
Phocas products
Unlock the power of the full Phocas suite; from the art of maximizing rebates, optimizing financial insights, and mastering budgets and forecasts.
Learn more
Technical user/admin
Explore advanced administration, data loading, and the intricacies of database design to elevate your technical expertise.
Learn more