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.
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Peter Bushell
Solutions Consultant
April Brunt
Customer Marketing Manager
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.
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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
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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.
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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.
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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.
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