Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Phocas Analytics QuickStart
17:39 minutes total learning time
This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
Phocas product
Analytics 9 videos in this learning module
1
Find your way around Phocas
2:05
2
Homepage at a glance
2:11
3
Explore the Phocas grid
1:56
4
Compare data with matrix mode
1:46
5
Focus on grid data
2:03
6
Select and change periods
2:23
7
Visualize your data in a chart
1:22
8
Save useful data as a favorite
2:02
9
Discover dashboards
1:51
9 videos in this learning module
1
Find your way around Phocas
2:05
2
Homepage at a glance
2:11
3
Explore the Phocas grid
1:56
4
Compare data with matrix mode
1:46
5
Focus on grid data
2:03
6
Select and change periods
2:23
7
Visualize your data in a chart
1:22
8
Save useful data as a favorite
2:02
9
Discover dashboards
1:51
Find your way around Phocas
Learn how to quickly find all your important tools and data, perform common actions and find helpful resources, all from the Phocas side menu.
Supporting documentation
Homepage at a glance
Learn how to make the most of your homepage - the starting point to easily find databases, dashboards, favorites and recents.
Supporting documentation
Explore the Phocas grid
Here we show you how to get started in the Phocas analysis grid. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views.
Supporting documentation
Compare data with matrix mode
Discover how to use a simple matrix tool to compare sales performance across regions, branches, or products side-by-side, and identify opportunities for cross-selling within your customer base.
Supporting documentation
Focus on grid data
Learn how to drill down into detailed data to uncover valuable insights for your business. You'll also discover how to filter data and focus on specific information to sharpen your analysis.
Supporting documentation
Select and change periods
Learn about using periods (date ranges) in Phocas. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use.
Supporting documentation
Visualize your data in a chart
Discover how you can use charts to quickly visualize your data and spot trends at a glance. Charts are especially helpful when dealing with large datasets, allowing you to get an easy visual overview without scrolling through endless columns and rows in the grid.
Supporting documentation
Save useful data as a favorite
Do you often refer to a specific data view? Learn how to save it as a favorite in Phocas for quick access, and find out where to locate your saved favorites.
Supporting documentation
Discover dashboards
See just how user friendly a Phocas dashboard can be. Here we show you how to make some simple selections on a dashboard, focus, clear and reset.
Supporting documentation
Phocas product
Analytics 
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