It's time to start slicing and dicing in the Phocas analysis grid. This is where you really start uncovering what's going on in your business.
This article covers the basics: We'll select some sales data to analyze, see who's buying what and make some comparisons. And then we'll take you through turning your analysis into a simple chart to share with your team.
Steps covered in this article
Start with sales figures
Sales analytics are a good starting point. You are likely to have a sales database on your home screen. It might have a different name to the one in our example. To get back to the home screen from anywhere, choose the Phocas logo.
Choose a database
To open a database from anywhere in Phocas, select the Phocas menu and then choose Databases to display a shortcut list of databases. From here select a database to open.
The first screen you see when you select a database is a summary view. It will show an overview, for example sales this year vs. last year, along with cumulative data. Here's how it might look.
Drill down to the detail
Now let's look at the customers who make up those sales figures.
Choose a dimension
- Without leaving the screen, choose the Customer dimension (this will usually be at the top of the list underneath the blue Summary button). Once you choose a dimension, that dimension will turn blue and the summary button turns gray. Scroll down to see more, or click through pages to see all.
Select some customers
- Click at the start of a row. The entire row will turn blue. To deselect a row of data, click again.
See who's buying a particular type of product
- Hit Reset to clear any selections. Choose Product class dimension and select a product class from the grid. In our example, we've chosen 'Lights & Lamps'. Now choose the Focus button . This remembers your selection when you move to another dimension.
- Choose Territory dimension and select a territory from the grid. Now Focus again. In our example, we've chosen VIC (which will show us the territory Victoria in Australia).
- Choose Customer/Ship to dimension. To narrow down the field, select only the top 10 performers and Focus once more.
Do some comparisons
It's easy to do a simple comparison in Phocas, such as 'How do this year's sales in Victoria compare with last year for 'Lights & Lamps'?'
- Without leaving the screen, go to the top left dropdown and select Mode > Variance. This is a mode in Phocas that you'll probably use a lot.
Your screen will update with a column showing the variance between current and previous period and a column that shows you this variance as a percentage. The below example shows us this year's sales for 'Lights & Lamps' in Victoria compared with last year, as actuals and as a percentage.
See your analysis as a chart
- Without leaving the screen, choose the Chart icon.
- Your screen will change from grid view to a simple chart, e.g. a bar chart. You can choose different chart types, depending on your data and what you want to see.
In our example, we're seeing the same information as in the image above, but in chart form. Once you have a chart, it's time to share it with others in your team.
If you're going on to the next article right away, you can stay on the chart screen in Phocas.