Dashboards
Dashboards are a key feature in Phocas, where you can view customized, interactive visualizations that present key performance indicators (KPIs) and metrics in a clear and easy-to-understand format.
The actions you can take with dashboards are governed by your user permissions. For example, if you have permission, you can analyze the data in a widget, create your own custom dashboards, share your dashboards with other users, and subscribe to dashboards to receive notifications of any updates.
The best place to quickly get started with Phocas Dashboards is our Resource Center. After you open a dashboard, simply click the purple Resource Center button in the bottom-right corner of your screen, then browse the guided tours that step you through the basics or watch a tutorial.
For detailed steps, click on the links below.
Discover dashboards - Take a tour of a Phocas dashboard and learn about its key features.
Filter dashboard data - Select segments from charts to filter your dashboard data.
Analyze dashboard data - Analyze a dashboard widget’s underlying data in the grid view.