Combine statistical and financial data for better business insights
5:54 min
Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas.
Phocas product
Financial Statements Category
Related video tutorials
Financial Statements Bring statistical streams into a Financial Statements database
In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer.
3:39 min
Financial Statements Reorder account groups in financial statements
Learn how to change the display order of account groups in any of your financial statements.
1:40 min
Financial Statements Highlight financial performance using a waterfall chart
This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance.
3:35 min
Budgets & Forecasts Explore the forecast workbook
This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
2:40 min