Accolent ERP delivers powerful Business Intelligence capabilities through an integration with Phocas Software, a best-in-class, Cloud-based, BI solution. Through this integration, you will have access to pre-built dashboards, scorecards, and alerts. You will also be able to create your own dashboards or scorecards yourself. And you will get access to all the tools you need to allow you to run real-time data analyses on your Accolent ERP data. This real-time data analysis can help you gain insights into your business, visualize performance and find trends.
Benefits of Phocas Software Linkage
- The Accolent ERP/Phocas linkage allows Accolent ERP users to:
- Use one of the consistently highest-rated BI providers that is particularly noted for its ease of use,
- Analyze their Accolent ERP data using a Cloud-based data analytics solution,
- Slice and dice their data in a variety of ways to perform in-depth data analysis, and
- Easily build dashboards and scorecards (e.g., Customer scorecard).
- Phocas’ powerful Business Intelligence tools enables Accolent ERP users to:
- Get better data analyses and create intuitive dashboards,
- Make better data-driven business decisions,
- Explore their data to uncover business insights,
- Empower employees and departments to easily access their own data, and
- Improve operational efficiency.
About Phocas
- Phocas Software is a widely-recognized, industry leading BI provider.
- Phocas data analytics is used by over 1,700 companies and about 20,000 end users to complement ERP functionality and help manage business operations.
Using Accolent Data Analytics powered by Phocas
- To use the Accolent Data Analytics powered by Phocas, contact ADS Solutions and we’ll arrange a custom demo with Phocas.
- Once you sign up for the Accolent Data Analytics powered by Phocas, we’ll sync your Accolent ERP data to an AWS website set up by Phocas.
- The data will be pushed periodically (typically every day) to this website, but can be configured to sync more frequently.
Phocas Out-of-the-Box Packing List
- The Accolent ERP/Phocas integration delivers the following pre-built databases, dashboards and reports.
| Phocas Items | Pack List for Accolent ERP |
| Databases | Accounts Payable |
| Accounts Receivable | |
| Financial Statements | |
| Inventory | |
| Purchasing | |
| Sales | |
| Dashboards | Customer Scorecard |
| Product Scorecard | |
| Sales Dashboard | |
| Sales Rep Scorecard | |
| Vendor Scorecard | |
| Favorites | Cost By Warehouse – YTD Variance |
| Current Month Profit (COGS) | |
| Current Month Sales | |
| Customers Declining | |
| Customers Increasing | |
| Customers Not Buying | |
| Products Declining | |
| Products Increasing | |
| Profit Variance % – Current Month | |
| Profit Variance % – YTD | |
| Sales by Customer Variance YTD | |
| Sales Variance $ – Current Month | |
| Sales Variance $ – YTD | |
| YTD Profit | |
| YTD Sales |
- Users can easily create their own dashboards and scorecards.
- ADS Solutions Professional Services team can also assist with the creation of dashboards or scorecards.