Use Refresh to select the frequency or to stop the dashboard refreshing. Click the images below to share this page. " McKinsey & Company. Lets see if we can help. November 21, 2022 at 2:00 AM. This video shows you how to do this, so that whenever you log in to Phocas that dashboard will be the first thing you see. This video shows you how to do this, so that whenever you log in to Phocas that dashboard will be the first thing you see. Have a play click on something in a table or graph and press Focus in the top left to isolate the data points on your area of interest. The phocas' dashboard provides a drop down list on the upper right corner to change the view of a list to easily see quarterly, fiscal year to date or the current year view of the users' organization's performance or they can even use the reset button on the left side of the dashboard to go back to the default view. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer - the Grid. Watch how to add a pie chart and other simple widgets. You can tailor dashboards to your needs by including any data and visualizations you choose, and revising as you see fit all without the help of IT. Stay up-to-date with the daily changes of your business. No more waiting for changes and reports so you can get on with making smart moves today and planning a more certain future for your business. You can also apply permissions to ensure the right data is in the hands of the right people. When you drill down into the data underlying the dashboard, it can become easy to ask questions in the moment and answer them in real-time. Email. Issue; if a user has Manage Dashboards selected in permissions and the user wishes to use the dashboard as it is, they are in great danger of accidently restructuring the order and layout of the dashboard, especially if they are using a touch sensitive screen or tablet, as the Widget 'move' and 'resize' controls are always available. Customizable and self-service Build the view you want to see. Welcome! The functionality already exists in Phocas when you create a shortcut link to another dashboard in the designer (placing a Parameter on the URL), it would be great if we had this option on the dashboard design as well, would save a lot of dev time. Open a dashboard. . Register | Login. Phocas gives you better visibility to best serve customers and more financial control. Our consultants aim to be trusted advisors who can give you data management options. We have grown up with businesses that make, move and sell products and have a lot of data. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain. To open a database from anywhere in Phocas, select the Phocas menu and then choose Dashboards to display a shortcut list of databases.. From here select a database to open, or select Manage dashboards to see a list all databases you have permission to view.If you are an administrator with permission, you will also see a New database option in the menu. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. Furthermore, you can find the "Troubleshooting Login Issues" section which can answer your unresolved problems and equip you with a lot of relevant . Choose the Share icon on the right of the dashboard. Pardot. Sign up to get the latest news and insights from Phocas experts. Whether you want to get your data organized for your team or youre looking to combine business intelligence capabilities with financial reporting, planning and analytics We can guide you. Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform. Releasing the latest version of Phocas to customers, to provide new or enhanced features and functionality and bug fixes. Sign up to get the latest news and insights from Phocas experts. Have a play click on something in a table or graph and press Focus in the top left to isolate the data points on your area of interest. LoginAsk is here to help you access Phocas Log In quickly and handle each specific case you encounter. Syndigo. With so much important information in one comprehensive, visual view, your business will wonder how it was possible to make decisions and view data before dashboards. Furthermore, you can find the "Troubleshooting Login Issues" section which can answer your unresolved problems and equip you with a lot of relevant . Customer Management. Login; Get a demo; Technologies. We use charts and matrices that compare this year's sales with last year's. We also have ones that look at the current month's sales compared to last year's same month. Watch how to add a pie chart and other simple widgets. Phocas, based in the United Kingdom, is a business intelligence firm with offices in the UK, the United States, and Australia. Funnelling all your data into a single repository and creating easy-to-understand visualizations is essential when dealing with vast amounts of information. Set a dashboard to automatically refresh. You must be logged in to access this page. If you do not already have an account, Please contact an administrator to create one. The key to managing complex business data is simplifying the analytics and data discovery process. Management, finance, sales and operations - all on the same page with the numbers that make your business tick, "Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems. We also have a dashboard showing credit memos issued to their own individual customers. See everything from suppliers, locations, products, sales, stock holding to salespeople. See everything from suppliers, locations, products, sales, stock holding to salespeople. Forgot username or password? tim.janes December 14, 2017, 8:47pm #8. Set up your account. Notion has 52874 and Phocas has 114 customers in Dashboard industry. Sign up to get the latest news and insights from Phocas experts. Thank you for providing your feedback on the effectiveness of the article. You can only share if you are the dashboard owner. Sales-Lead Capture. Companies. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. If there are any problems, here are some of our suggestions Top Results For Phocas Dashboard Login Updated 1 hour ago jira.phocas.biz System Dashboard - Phocas JIRA Visit site phorcas.webadmit.org WebAdMIT > Login Build the view you want to see. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Lets see if we can help. Achieve new levels of business insight. Reset to start again. Phocas - system . Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform. Enter your Username and Password and click on Log In Step 3. Suggestion; Can an additional control be added to . In one tool. Easily share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform to ease the reporting burden and alert the right teams to positive or negative trends. Categories Featured About Register Login Submit a product. November 21, 2022 at 2:00 AM. Dashboards in Phocas typically have dynamic content, refreshing regularly to keep the latest and most relevant information at your fingertips. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Just thinking about this. Step 1. Ease the burden of reporting burden on your team with the ability to set up alerts and reports, so the right team members get the right information on positive or negative trends. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. You can also apply permissions to ensure the right data is in the hands of the right people. You can run your business better simply by using your data to understand the past, operate better today, and plan well for the future. Why don't you take some time to tell us about your data challenges and let's see if we can help. Salesforce CRM. Easily share what you've discovered from your dashboard by sending insights right to someone's inbox or within the platform to ease the reporting burden and alert the . The Paradise POS system is a complete wireless peer to peer database driven point of sale solution. Planned. Scheduled for November 21, 2022 at 2:00 AM - November 21, 2022 at 3:00 AM 1 hour. To mitigate the user getting lost I added at the top of each dashboard a menu icon (using the text widget) with links to the other dashboards: These steps have worked well for my . 4 min read. Compare Syndigo VS Phocas and find out what's different, what people are saying, and what are their alternatives. If you think its something which will only be asked for occasionally, you could copy and paste the User List from Administration / Users out into a spreadsheet, remove the columns you don't want, leaving you with the first column - "Display Name" and the "Last Login", then in Excel sort it by the date then possibly Bob is apparently your Uncle. VS. Phocas. It is easy to use, fast to learn and will help any business become more efficient because you can virtually use it from anywhere. Go to Phocas Dashboard Login website using the links below Step 2. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. SKU Analysis. QuantumMetric. When you want to drill down into the data underlying a dashboard, you often have questions in-the-moment you want to answer in real-time. For example our original sales dashboard was overloaded with over 120 widgets. Insights are best when communicated to the right teams. Building dashboards is straightforward but what sets Phocas apart is its ad-hoc analysis capabilities. See what's happening in the moment with Phocas' intuitive dashboards. Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform, Easy ways for everyone to get data-driven results, Automated month-end close, more detail and customized views, Collaborative budgeting and realistic, accurate forecasting. Print out dashboard - Works similar to print layout in Excel. From day one with Phocas, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry. Sales-Contact Management. See what's happening in the moment on business intelligence dashboards. Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform. Build the view you want to see. Phocas Software | Business Intelligence and Data Analysis Tools Data Analytics, Financial Reporting, Planning, Budgeting and Forecasting. Insights are best when communicated to the right teams. In this video, learn how to create a dashboard and starting adding content to it. There's nothing for you to see here, so let's get you back to where you came from. Compare Notion vs Phocas 2022. Companies. Know more. Notion has 52874 and Phocas has 114 customers in Dashboard industry. How it could work Perhaps an options button available to the dashboard owner/administrator. Dashboard / Report / Visualization Interactivity on Mobile; Eliminate time-consuming and error-prone manual reporting processes. LoginAsk is here to help you access Phocas Login quickly and handle each specific case you encounter. Multi-User Support (named login) Named model access means that users have access based on name and password. . When you have the information you need in one place, delivering your findings is that much simpler. Dashboard owners with permission can share a view-only version of a dashboard with someone who doesn't have a Phocas login, via a generated link, if this function is enabled for your site and provided the site is cloud-based (i.e., accessed from the public internet, and not on a private server). Phocas' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform. Whether you want to get your data organized for your team or youre looking to combine business intelligence capabilities with financial reporting, planning and analytics We can guide you. Slice and dice the data to follow your train of thought and get the answers you need on the fly. Focus and filter on a dashboard. If you have a dashboard you keep coming back to, you might want to save it as your home screen. Even if your data is a mess, you think youve got it licked with Excel, its in your too hard basket or someday maybe list. Remember me? Analytics Access, see and dive into the data that makes your business tick . 10 Likes. Register for a free 20-minute data analytics consultation by completing the form below. . Unlike other BI tools, Phocas makes it easy for the user to decide how much detail to see and in what format. With Phocas' dashboard application you can slice and dice the data to follow your train of thought and get the answers you need on the fly. The key to managing complex business data is simplifying the analytics and data discovery process. Upgrade Phocas to version 8.1.21 - AUS. Login; Get a demo; Technologies. The key to managing your datas complexity is simplifying the analytics and data discovery process. Transform your business with the perfect tool to. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. 1 Like. Tableau Software. Salesforce CRM. First time here? Customers are blown away when they first see what's possible with Phocas. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. The trouble Phocas will have is how to restrict what dashboard would be email-able and what wouldn't as too much and it'll look garbage. Click the images below to share this page. If you are a designer would have a dotted line area showing you . They are interactive, allowing you to select, focus, filter and link. You can tailor dashboards to your needs by including any data and visualizations you choose, and revising as you see fit all without the help of IT. To do this choose the Share icon to access dashboard edit options. Planned. Phocas Log In will sometimes glitch and take you a long time to try different solutions. Know more. Phocas' dashboard application funnels all your data into a single repository and creates easy-to-understand visualizations that give you instant insights. Easy to use for businesspeople and accountants. . Once you save, the link becomes active and you can send to someone without a Phocas login.
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