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Phocas Software

Regular discussion of the latest mid-market trends and insights

At Phocas, we're passionate about helping people feel good about their data. Our software brings together organizations’ most useful data from their
business systems and presents it in a way that is easy for anyone to analyze. Building dashboards is straightforward but what sets Phocas apart is its
  • 413 Subscribers
  • 15 talks

Regular discussion of the latest mid-market trends and insights

At Phocas, we're passionate about helping people feel good about their data. Our software brings together organizations’ most useful data from their
business systems and presents it in a way that is easy for anyone to analyze. Building dashboards is straightforward but what sets Phocas apart is its
  • 413 Subscribers
  • 15 talks

On-demand talks

How do build a bullet chart in Phocas analytics.

How do build a bullet chart in Phocas analytics.

Use a bullet chart to compare current and previous performance across regions. You can color code to make it very clear.

Modernize your finance function with advanced financial statements

Modernize your finance function with advanced financial statements

Static and siloed spreadsheet-based reporting negatively impacts the agility and performance of mid-market businesses. In this video see how Phocas
Financial Statements unshackle finance teams from the grind of static reporting, liberate the numbers that make your business tick. See how you can help
your business thrive with proactive reporting on revenue, expenses and financial KPIs with Phocas Financial Statements.

How can you streamline budgeting and forecasting?

How can you streamline budgeting and forecasting?

We all love spreadsheets, but we also know they have their shortcomings. In this video, discover a modern streamlined approach to budgeting and
forecasting. We explain how Phocas provides an intuitive interface for building and managing your budgeting and forecasting while retaining familiar
spreadsheet formats to accelerate adoption. Phocas Budgeting and Forecasting is a dynamic and user-friendly cloud-based solution that automates the ma…

Why choose Phocas analytics?

Why choose Phocas analytics?

Adaptive, ad-hoc reporting and analysis. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with business
growth. Get instant, focused and visual data when you need it.

(North America) Collaborative Financial Planning & Analysis (FP&A) Explained

(North America) Collaborative Financial Planning & Analysis (FP&A) Explained

Struggling to make financial planning a collaborative process? Are spreadsheets at the heart of your challenges? You're not alone. According to IBM research
58% of midsize and large companies still use spreadsheets to manage their planning and budgeting processes, and yet, 41% of Excel users say spreadsheets
cannot handle their data volumes. If you're frustrated by how exhausting the budgeting and forecasting process this talk will be illuminating. In this webin…

(United Kingdom) Collaborative Financial Planning & Analysis (FP&A) Explained

(United Kingdom) Collaborative Financial Planning & Analysis (FP&A) Explained

Struggling to make financial planning a collaborative process? Are spreadsheets at the heart of your challenges? You're not alone. According to IBM research
58% of midsize and large companies still use spreadsheets to manage their planning and budgeting processes, and yet, 41% of Excel users say spreadsheets
cannot handle their data volumes. If you're frustrated by how exhausting the budgeting and forecasting process this webinar will be illuminating. In this w…

(APAC) Collaborative Financial Planning & Analysis (FP&A) Explained

(APAC) Collaborative Financial Planning & Analysis (FP&A) Explained

Struggling to make financial planning a collaborative process? Are spreadsheets at the heart of your challenges? You're not alone. According to IBM research
58% of midsize and large companies still use spreadsheets to manage their planning and budgeting processes, and yet, 41% of Excel users say spreadsheets
cannot handle their data volumes. If you're frustrated by how exhausting the budgeting and forecasting process this webinar will be illuminating. In this w…

(United Kingdom) 3 ways data analytics allows for collaborative budgeting

(United Kingdom) 3 ways data analytics allows for collaborative budgeting

Accurate budgets and forecasts set the foundation for confident decision making which leads to profitable growth. In this session, we explore collaborative
budgeting and how with data analytics you can: - build budgets in a familiar spreadsheet-like environment that's cloud-based and controlled with role-based
security - automate and streamline budgeting with workflows - prepare a rolling forecast with real-time updates to keep pace with changing market conditi…