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The grid

3 sessions in this series
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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The grid

Grid 101

Now on-demand
Master the grid to unlock valuable business insights.
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Linh Nguyen
Linh Nguyen
Account Executive
April Brunt
April Brunt
Customer Marketing Manager
In this session, learn how to:
  • Confidently navigate the grid to drive business success
  • Easily identify gaps and opportunities across your customer channels
  • Track your KPIs against budget at multiple levels (e.g. by sales rep, customer, branch/location)
Grid 101

Advanced search + Phocas extras

Now on-demand
Building on Grid 101, we introduce more features to help you be agile in changing business conditions.
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Brenna Dwyer
Brenna Dwyer
Customer Success Consultant
Evi Newby
Evi Newby
Customer Marketing Specialist
In this session, learn how to:
  • Find specific products/customers and uncover new sales opportunities (e.g. expose customers that have stopped buying, low margin products, etc.)
  • Filter by multiple data streams and add calculations to refine your results
  • Create alerts to notify users of important changes in your data
Advanced search + Phocas extras

Custom reporting + gap analysis

Now on-demand

Customize the way you calculate, edit, or rearrange columns in the grid to dive deeper into your data than ever before.

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Carl Jones
Carl Jones
Customer Success Consultant
April Brunt
April Brunt
Customer Marketing Manager

Using custom and matrix mode, learn how to:

  • Customize the way you display columns in the grid
  • Report on multiple periods in the same view, at the same time
  • Build custom calculations (e.g. average sales per month) 
Custom reporting + gap analysis

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