Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Discover Phocas Analytics
8:27 minutes total learning time
This beginner module helps you get started with Phocas Analytics. You’ll learn how to navigate the homepage and grid, plus how to do some simple analysis to quickly get insights from your data. The videos will introduce you to features you’ll use every day.
Phocas product
Analytics 4 videos in this onboarding module
1
Homepage at a glance
2:23
2
Find your way around Phocas
2:05
3
Explore the Phocas grid
1:56
4
Focus on grid data
2:03
4 videos in this onboarding module
1
Homepage at a glance
2:23
2
Find your way around Phocas
2:05
3
Explore the Phocas grid
1:56
4
Focus on grid data
2:03
Homepage at a glance
Learn how to make the most of your homepage - the starting point to easily find databases, dashboards, favorites and recents.
Supporting documentation
Find your way around Phocas
Learn how to quickly find all your important tools and data, perform common actions and find helpful resources, all from the Phocas side menu.
Supporting documentation
Explore the Phocas grid
Here we show you how to get started in the Phocas analysis grid. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views.
Supporting documentation
Focus on grid data
Learn how to drill down into detailed data to uncover valuable insights for your business. You'll also discover how to filter data and focus on specific information to sharpen your analysis.
Supporting documentation
Phocas product
Analytics 
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