Budgets & Forecasts 
Rebates 
CRM Forecast months of stock on hand (custom mode)
2:18 min
Here we show you how to build a stock report that tells you many months' worth of stock is left based on the average quantity sold compared with stock on hand. We do this by adding a new column containing a couple of simple calculations.
Supporting documentation
Phocas product
Analytics Tags
Related video tutorials
Analytics Add a new column to the grid to show target performance
In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. We do this using custom mode.
1:49 min
Analytics Customize column formatting
This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like.
1:00 min
Financial Statements Add custom columns to financial reports
If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.
3:57 min
Financial Statements View financial information in a matrix (change column groups)
Learn how to use Column Groups to show financial data side-by-side in a matrix format. This setup allows for quicker comparisons and makes it easier to spot differences in performance.
2:25 min