Home Academy Video tutorials

Compare data with matrix mode

1:46 min
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

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

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

Get support

Related video tutorials

Matrix Variance and Matrix Share mode
Analytics Analytics

Matrix Variance and Matrix Share mode

Learn how to use Matrix Variance mode to compare data across different periods by adding columns for the previous period and variance—perfect for spotting trends month-over-month or year-over-year. You'll also see how Matrix Share mode transforms your data into percentages, making it easy to analyze ratios, like the share of Product X versus Product Y.
3:13 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