About Phocas Software

Phocas is a cloud-based, SaaS company specializing in data analytics for manufacturing, distribution and retail industries. We use our sector knowledge to consolidate essential business data from common ERP, CRM, and AP/AR systems to make it simple to access companywide insights through historical and predictive analysis.

A core philosophy at Phocas is to make our software easy-to-use, which has endeared us to a range of people in a company, non-technical and business analysts alike.

From day one with Phocas, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry. But users can also customize to meet the unique reporting needs of their business. What users love about Phocas is it lets them explore their data, following their train of thought to find answers to their questions, unrestricted by canned reports and drill paths.

Phocas has thousands of customers globally. We’re experts in helping manufacturing, distribution, and retail customers turn their company data into action and results. We’ve been around for nearly 20 years and continue to grow because we’re always improving our software and listening to our customers.

From easy-to-read dashboards to on-demand training sessions, everything about Phocas is designed for ease-of-use.

Phocas is loved by users, with a 97% annual customer retention rate and 34 top rankings in BARC’s The BI Survey 19.

Key benefits of Phocas Software

Get timely access to accurate data: current revenue and profit, against budgets, against prior year and against forecast

See your data presented in meaningful and easy-to-understand formats: grid, charts and dashboards

Dive from high level summaries to company-wide detail in seconds

Visualize metrics and performance scored the way you want it, against the variables you need

Gain insight into where customers are moving away from critical margin points, identify top customers and more
Manage sales team performance

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Images

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Phocas Software video
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Features

Total features of Phocas Software: 46

  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Benchmarking
  • Budgeting/Forecasting
  • Charting
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Customizable Branding
  • Customizable Dashboard
  • Dashboard Software
  • Data Blending
  • Data Connectors
  • Data Discovery Software
  • Data Import/Export
  • Data Visualization Software
  • Database Support
  • Drag & Drop
  • Financial Reporting Software
  • Forecasting
  • Functions/Calculations
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Mobile Dashboards
  • OLAP
  • Performance Metrics
  • Predictive Analytics Software
  • Private Dashboards
  • Profitability Analysis
  • Public Dashboards
  • Publishing / Sharing
  • Qualitative Analysis
  • Quantitative Analysis
  • Reporting/Analytics
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Statistical Analysis Software
  • Strategic Planning Software
  • Trend / Problem Indicators
  • Visual Analytics
  • Visual Discovery
  • Widgets

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Reviews

Overall rating

4.8 /5
(64)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support Software
4.7/5

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Showing 5 reviews of 64
Gary M.
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Best in class BI

Reviewed on 29/10/2019

Phocas is extremely easy to use for a non Technical users. It holds huge amounts of data and is...

Phocas is extremely easy to use for a non Technical users. It holds huge amounts of data and is pretty fast at being able to get the information required out of the system fast.

Pros

It is easy to use for all sales people. Lots of information at your fingertips.

Cons

Having all this data you need to understand d how to use it. This is not always easy.

Jim M.
Overall rating
  • Industry: Wholesale
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Phocas has helped us keep our salespeople on task

Reviewed on 10/10/2019

Phocas software is great! We are just scratching the surface with what it can do and look forward...

Phocas software is great! We are just scratching the surface with what it can do and look forward to using this more.

Pros

We have used Phocas since 2008 and have always liked how fast we can generate reports. The reports that I have setup to e-mail keep me informed on key indicators in our business. We started using CRM a couple of years ago and like how easy it is for our salespeople to enter calls on their mobile device.

Cons

I would like to see a better way to track and run reports on leads in CRM. Sometimes upgrades and support take a little longer the we would like.

Clare P.
Overall rating
  • Industry: Medical Devices
  • Company size: 51-200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

I feel like it can be a useful tool, if you are in the know!

Reviewed on 07/02/2020

I would suggest a simple user guide to come up the first time you log in, so you are aware of the...

I would suggest a simple user guide to come up the first time you log in, so you are aware of the real potential of this software.

Pros

Once you have been shown how to use this software, it can be a very useful tool, especially for us as CEs who aren't directly involved with the Sales side of the business.

Cons

Unless someone is a pro on Phocas, it is difficult to navigate your way around it and completely understand how to use it.

Jorge A.
Overall rating
  • Industry: Medical Devices
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Best BI Tool

Reviewed on 08/10/2019

I love it, since we really started using phocas(last pug conference) I have decreased the amount of...

I love it, since we really started using phocas(last pug conference) I have decreased the amount of crystal reports by at least 75% or more.

Pros

This software allows me to gather databases from all over the organization and present the, to our users via dashboard/report or let them drive their own reporting.

Cons

It was a bit difficult to understand the Sync/dbdesigner part since documentation on this was a bit vague

Graham L.
Overall rating
  • Industry: Oil & Energy
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Happy to Recommend Phocas!

Reviewed on 17/10/2019

We started with Phocas in 2009 with just the standard sales database for one region of our business...

We started with Phocas in 2009 with just the standard sales database for one region of our business but have now progressed to multiple sales databases for other business units with fully integrated rebates module as well as finance and procurement style database now, with plans to roll it out further in other parts of the business.

Pros

The ease of use of Phocas is what puts it at the top of our list for BI software. The set up of the data was quick and easy (with great support from the Phocas guys) and ability to drill down from top line data right into the detail of a transaction is what makes Phocas a great tool for us. Phocas is widely used across our business to track and analyse sales data, finance data and purchasing data with future plans to add more modules. The PUG Forum is also a good feature for me, if there is something that you don't know how to do then you'll find the info there or someone can point you in the right direction. It's also a great place to suggest the feature that you'd like to see and Phocas review and add on to their product road map, so you know they are listening to your ideas.

Cons

I'd say the visualizations and widgets on the dashboards could do with abit of updating. The charts aren't always a flexible as you'd like with axes labels and adjusting the axes to suit the chart, plus you have to be quite specific with the data in the first place to get the chart you want.

Showing 5 reviews of 64 Read all reviews

Phocas Software FAQs

Below are some frequently asked questions for Phocas Software.

Phocas Software offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Please contact vendor for pricing.

We do not have any information about Phocas Software features

Phocas Software has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Phocas Software supports the following languages:

English

Phocas Software supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Phocas Software integrates with the following applications:

Dynamics 365, Dynamics 365 Business Central, HubSpot Marketing Hub, MYOB Essentials, Microsoft Dynamics GP, Microsoft Excel, NetSuite, SAP Business One, SAP HANA Cloud

Phocas Software offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

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