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.
Grid 101
Now on-demand
Master the grid to unlock valuable business insights.
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April Brunt
Customer Marketing Manager
Linh Nguyen
Customer Success Consultant
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)
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
Customer Success Consultant
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
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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April Brunt
Customer Marketing Manager
Carl Jones
Customer Success Consultant
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)
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