Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Review and analyze your data
12:22 minutes total learning time
Explore how to use the Phocas Grid to easily review and analyze your data. Learn to drill down from high-level summaries to detailed transactions and view your data from various angles, such as by customer, branch, product, or region.
Phocas product
Analytics 6 videos in this onboarding module
1
Compare data with matrix mode
1:46
2
Select and change periods
2:23
3
Change the mode
1:23
4
Add levels to the grid (nesting)
1:59
5
Perform an advanced search
3:32
6
Phocas AI
1:19
6 videos in this onboarding module
1
Compare data with matrix mode
1:46
2
Select and change periods
2:23
3
Change the mode
1:23
4
Add levels to the grid (nesting)
1:59
5
Perform an advanced search
3:32
6
Phocas AI
1:19
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
Select and change periods
Learn about using periods (date ranges) in Phocas. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use.
Supporting documentation
Change the mode
Learn how to switch modes to change the way your data is shown in the grid.
Supporting documentation
Add levels to the grid (nesting)
Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Grid nesting allows you to display up to three levels of detail, grouped by dimension.
Supporting documentation
Perform an advanced search
Advanced search helps users build detailed reports by applying specific filters to narrow down data. Users can set multiple rules and combine them with conditions like AND or OR to customize and refine their search results. This feature is ideal for creating precise reports or favorites based on specific criteria.
Supporting documentation
Phocas AI
Phocas AI makes it easy to get quick answers and insights by letting you ask questions that relate to your business databases. This is especially useful for new or occasional users who might not be familiar with all the features. You can ask questions in your own words and see the steps taken to get the results, helping you learn along the way.
Supporting documentation
Phocas product
Analytics 
Related onboarding modules
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