Rebates analysis
As long as you have a Rebates analysis database in Phocas, you can easily view rebates by various categories, such as by customer, region and so on.
The dashboard below gives a snapshot (left to right) of how often rebates are paid overall, a year-on-year variance in rebates to a particular customer and a comparison of total rebates with those that are percentage-based. This information comes from a rebates analysis database. See the Dashboards page to learn more about dashboards.
Access your rebates analysis database
As long as your administrator has given you access to a rebates analysis database (containing your rebates information, fed back into Phocas), simply open Phocas as you normally would. If there is a Rebates analysis database, it will display on your homepage or list of databases. See Open a database to learn more.
You will typically have rebates-specific data streams, such as posted and unposted rebates, and measures such as total rebate, percentage, fixed, etc.
Analyze the rebates data
You can analyze the rebates data in the same way you analyze data from other databases in the Analytics module. See the Phocas Analytics page for a list of links useful documentation.