Dashboards
3 sessions in this series
Build dashboards that support faster, more confident decisions in our 3-part Phocas User Group (PUG) training series. Learn how to create dynamic dashboards that track sales and inventory KPIs, analyze customer and product trends, and bring together insights from multiple databases like Sales, Inventory, and CRM. Whether you're just getting started or ready to go deeper, this series will help you move beyond static reports and create a single, strategic view of your business.
Dashboards 101
Now on-demand
Build a dashboard from scratch to visualize your data and turn it into clear, actionable insights.
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Stephanie Randall
Customer Success Consultant
Katie Horgan
Product Marketing Manager
In this session, we'll cover how to:
- Create a dashboard that brings together KPIs in one interactive view
- Customize widgets to reflect your team’s key business metrics — like revenue or customer performance
- Use filters to tailor dashboards for different roles, such as sales reps and branch managers
- Track important metrics like revenue vs. Budget and sales by customer
Building advanced dashboards
Now on-demand
Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.
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Madison Siniard
Customer Success Consultant
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Dig deeper into widget options to highlight trends like declining customers and gap analysis
- Personalize your dashboard with images, videos, and links to tell a clearer story with your data
- Make your dashboard the hero of your homepage so key insights are front and center for your team
Multi-database dashboarding
Now on-demand
Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.
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Paul Koch
Customer Success Consultant
Katie Horgan
Product Marketing Manager
This session covers how to:
- Create dashboard lines for different business areas like Sales, Inventory, and CRM
- Use widgets to track key operational metrics like stock on hand and weeks cover
- Filter and drill into data across multiple databases in one dashboard
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CRM + Insights
This 2-part Phocas User Group (PUG) series is designed to help sales teams unlock the full potential of CRM and Insights to drive smarter, more proactive selling. Whether you're leading a team or managing your own pipeline, you'll learn how to use data to stay ahead of customer needs, streamline daily workflows, and focus on what matters most. Even if you're not currently using CRM or Insights, we encourage you to attend and explore how these tools can help you and your team sell smarter and faster.
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Margin Impact & Analysis
Building on what you learned in our grid and dashboard training, this 3-part Phocas User Group (PUG) series will elevate your strategic planning. See how you can use Phocas Analytics, Dashboards, and Budgets & Forecasts to proactively analyze and plan for supply chain disruptions, price spikes, and tariff changes. Even if you don't use all these modules, we encourage you to attend to discover techniques that protect your margins when it matters most.
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Budgets & Forecasts
Join us for the re-run of our 6-part PUG training series, giving you another chance to get the most out of your Budgets & Forecasts solution. Whether you're a first-timer, need a quick refresher, or want to sharpen your skills, this series has something for everyone—even if you're not currently using Budgets & Forecasts.
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The Grid
In this series, get comfortable navigating the Phocas grid to confidently analyze, report and leverage your data to drive business success.
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Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 