Analytics 
Financial Statements 
Rebates 
CRM Use sum rows
2:35 min
Use sum rows in a budget or forecast worksheet to manually enter values that automatically sum up to the main values. Sum rows allow you to keep your workings within the worksheet, so you and other users can see how you got to the total values and update them easily.
Supporting documentation
Phocas product
Budgets & Forecasts Category
Related video tutorials
Budgets & Forecasts Explore the forecast workbook
This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
2:40 min
Budgets & Forecasts How to handle key variables, such as currency, in the budget
Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. In this video Dan shows you how to use a Manual Entry tab to cater for a multi-currency situation. He covers tips such as putting the currencies into working lines on the budget worksheet.
2:57 min
Budgets & Forecasts Use your Sales database to drive the budget
In this video for the Finance Office, Dan shows you how to connect the budget to your Sales database using the Database Driver tab. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget. Dan also takes you through adding an additional level of detail that allows you to budget by Sales Rep and product class.
4:59 min
2:32 min