Home Academy Video tutorials

Forecast months of stock on hand (custom mode)

2:21 min
Forecast months of stock on hand (custom mode)
Learn how to build a stock report that calculates the months of stock remaining, based on the average quantity sold and stock on hand. This is done by adding a new column with a few simple calculations.

Supporting documentation

Phocas product
Analytics Analytics
Category
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Use custom mode to show target performance
Analytics Analytics

Use custom mode to show target performance

Learn how to use custom mode to add columns to the Phocas grid to compare sales and budget, track sales rep performance, and customize how your data is displayed.
5:06 min
Add custom columns to financial reports
Financial Statements 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
View financial information in a matrix (change column groups)
Financial Statements 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
Generate a budget based on previous sales (custom mode)
Analytics Analytics

Generate a budget based on previous sales (custom mode)

Learn how to use custom mode to build next year’s budget based on the past two years’ sales, and take forecasting further by analyzing individual reps and their product classes.
2:49 min