Home Academy Video tutorials

Track sales rep performance against budget

1:28 min
Track sales rep performance against budget
Learn how to add a budget stream to your sales analysis, enabling you to drill into your sales figures to see how your budget is tracking. In a few steps, see which sales reps are performing well - and which ones aren't.

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

See where you are over spending
Analytics Analytics

See where you are over spending

Learn how to drill down into your expenses to identify where spending is over budget. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas.
1:11 min
Compare multiple data streams
Analytics Analytics

Compare multiple data streams

Learn how to compare multiple streams of data on the same screen on Phocas, thanks to enhancements to stream mode. In this video Tim shows you how to compare three streams, both in the grid and on a chart, and how to easily and quickly include variance data.
2:34 min
Create a budget
Budgets & Forecasts Budgets & Forecasts

Create a budget

Learn how to create a budget in Budgets & Forecasts. Your budget is built from one of the available Phocas databases, which are either financial or operational. This video focuses on setting up a financial budget.
2:46 min
Contribute to the workflow
Budgets & Forecasts Budgets & Forecasts

Contribute to the workflow

Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.
3:03 min