Webinar Replay: Driving growth with data-driven decision making: Phocas Analytics for HARDI members

This webinar was recorded on 1-20-2025.

In this webinar, Phocas Analytics leaders shared how distributors can drive growth with faster, more reliable data-driven decisions by bringing ERP and other data sources into one “source of truth.” They highlighted how Phocas helps sales, operations, and finance uncover opportunities across sales performance, margin, cash flow, and inventory; all without relying on IT, SQL, or brittle spreadsheets.

Through a live demo, they showed interactive dashboards, drill-down analysis to the transaction level, automated alerts (like negative-margin customers or consecutive declining sales), and practical use cases such as cross-sell lists and dead/over/understock visibility. The session also covered AI-assisted natural-language querying, plus add-on modules for financial statements, budgeting/forecasting, rebates, and CRM, which emphasized ease of use for non-technical teams and faster time-to-value for distribution businesses.

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