Dashboards
3 sessions in this series
Unlock the full potential of your data with our online 3-part dashboard training. Join us to discover how to create dynamic, insightful dashboards that will transform your data into actionable insights to drive business success.
Dashboards 101
Now on-demand
Apply your Phocas knowledge and visualize data in a dashboard session.
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April Brunt
Customer Marketing Manager
Kristin Bendit
Customer Success Consultant
In this session, we'll cover how to:
- Tailor dashboards to your needs
- Summarize an entire database in a single interface
- Create an overarching view of your business that can be accessed anytime, anywhere
- Track revenue against budget
Building advanced dashboards
Now on-demand
Building from session 1, we’ll help take your dashboarding skills to the next level.
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Evi Newby
Customer Marketing Specialist
Paul Koch
Customer Success Consultant
In this session learn how to:
- Dig deeper into the widget and line display options
- Reuse widgets in different dashboards
- Personalize your dashboard with images, videos, and links
- Make your dashboard the hero of your homepage so everyone can see + action
Multi-database dashboarding
Now on-demand
See companywide performance in 1 dashboard allowing you to delve deeper into your data.
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Rebecca Ambrose
Head of Customer Marketing
Tim Robinson
Customer Success Consultant
This session covers how to:
- Add widgets from different databases into 1 view
- Filter between multiple databases
- Create scorecards to track and monitor your key performance indicators (KPIs)
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