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The best place to quickly get started with Phocas Dashboards is our Resource Center. Simply click the purple Resource Center button in the bottom-right corner of your screen, then click the QuickStart option to open a checklist with guided tours that step you through the basics.

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.

Prefer videos? Watch the Dashboards videos in the Academy.

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