Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Phocas products
2 sessions in this series
Unlock the power of the full Phocas suite; from the art of maximizing rebates, optimizing financial insights, and mastering budgets and forecasts.
Rebates
Now on-demand
Discover the essential techniques for structuring monthly or annual rebates, analyzing and seamlessly integrating rebate results with sales figures, and attaining heightened accuracy while bidding farewell to cumbersome spreadsheets.
Watch now
April Brunt
Customer Marketing Manager
Peter Bushell
Solutions Consultant
In this session, learn how to:
- Structure your monthly or annual rebates
- Analyse and share rebate results next to your sales figures
- Achieve more accuracy and say goodbye to spreadsheets
Financial Statements
Now on-demand
Explore the art of effortlessly tailoring reports and statements to fit your business needs, leveraging financial data to unravel cost impacts on margins at a GL level with transaction drill-through capabilities, presenting customizable consolidated financial statements, and seamlessly integrating account-based streams into our analysis tool for comprehensive insights.
Watch now
David Chambers
Senior Solutions Consultant
Ella Martin
Field Marketing Manager
In this session, learn how to:
- Easily customise reports and statements to suit your business
- Use your financial data to understand how costs affect margin at a GL level (drill through to transaction)
- Display consolidated financial statements in a customisable format
- Integrate account-based streams with our analysis tool
You might also like
View all
Budgets & Forecasts
Join our 6-week special edition PUG.training to get the most value out of your Budgets & Forecasts solution. Whether you're new, need a refresher, or want to expand your skills, this training is for you. Even if you don't use Budgets & Forecasts, come along as you'll gain valuable insights and learn best practices.
Learn more
Technical
Master advanced features and enhance your database creation, data set management and set up your Sync for consistent performance in our online 3-part technical training.
Learn more
Dashboards
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.
Learn more
The grid
In this series, get comfortable navigating the Phocas grid to confidently analyze, report and leverage your data to drive business success.
Learn more