Video tutorials

See how advanced search helps you quickly filter your data for a clearer starting point. Learn how to apply entity and property search rules to quickly narrow things down.

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.

Learn how to create custom user-defined "month to date" or "calendar year to date" periods from scratch and save them as new defined periods. Since they’re your custom periods, you’ll have complete control to edit or delete them whenever necessary.

Custom periods are temporary date ranges used for analysis without being saved. See how to apply them to review specific timeframes, like a sales promotion. Custom periods can include full months, partial months, or a custom range of dates, depending on the available period types in the database.

Learn how you can use the summary view and properties menu to summarize selected data, or narrow the view for a more detailed analysis.

Discover how to track key performance indicators using KPI chart types in an Analytics database. In chart view, explore Gauge, Bullet, and Summary charts to visualize business goals and targets, ensuring performance insights are clear and easy to monitor.

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.

Learn how to quickly get an overview of your CRM accounts, refine your view to find specific ones, update details, and, if you have permissions, manually add an account.

Learn how to view a list of all your CRM campaigns and drill down to check the status of associated activities, and how to create a new campaign.

Learn how to add notes, log calls, schedule meetings, and track tasks for your CRM accounts, contacts, or leads. Assign them to team members, attach files, and include important details to keep everything organized.

Learn how to create a custom financial statement to suit your business needs from scratch.

Discover just how user-friendly a Phocas Financial Statemetns dashboard can be! Learn how to make simple selections, narrow your focus, clear filters, and reset the dashboard with ease.

Learn how to monitor your team's Phocas usage and gain insights into the databases they’re accessing, the favorites and dashboards they’ve created, and the queries they’ve run.

Learn how to manage default restrictions for all users with access to a database, making it easy to set up a secure, default configuration.

Learn how to switch modes to change the way your data is shown in the grid.