About Phocas Software
Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Our software brings together organizations’ most useful data from an ERP and other business systems and presents it in a way that makes it easy to analyze by anyone.
Building dashboards is straightforward but what sets Phocas apart is its ad-hoc analysis capabilities. Unlike other business intelligence (BI) tools, Phocas makes it easy to move from dashboards to underlying business data transactions. The user decides how much detail to see and in what format. Phocas simplifies data management through powerful analytics and visualization tools and revolutionizes the way people interact with their own information.
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..
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
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- Industry: Wholesale
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Phocas is Amazing!
Reviewed on 08/10/2019
The biggest benefit is not having our sales reps rely on our IT department to create a report from...
The biggest benefit is not having our sales reps rely on our IT department to create a report from an old legacy system. They also don't have to rely on standard out of the box reports that can be limited in scope. Phocas allows them to instantly dive into their sales data and find anything they need--from summary numbers to very specific sales data. In fact, this applies across all departments including management. The ease and flexibility of finding information is incredible.
Pros
Ease of use. Within seconds I can find the exact data I am looking for. It requires very little technical knowledge, however, I have set up many advanced sales--and even financial--reports using Custom Mode. The software loads quickly, and I have rarely encountered a bug. On the few occasions where I have emailed the support desk they ALWAYS respond quickly and have a solution implemented right away. This is definitely not the case with many other software companies that I deal with. I love Phocas.
Cons
This is very minor, but exporting reports could use some touch ups. Exporting to Excel comes with conditional formatting. Some users may like it, however I almost always remove the conditional formats because it dramatically slows down other functions I may perform with the data in Excel. Again, this is very minor as I understand the usefulness to some users of having the conditional formats already set up. I also occasionally print a report that displays in a weird format with regards to column headings and column widths.
- Industry: Wholesale
- Company size: 51–200 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
Why I recommend Phocas to all of my peers in this industry.
Reviewed on 17/08/2021
There isn't enough space to go through the numerous benefits I have gained since purchasing this...
There isn't enough space to go through the numerous benefits I have gained since purchasing this software. I have reorganized sales territories based on overly concentrated vertical sales. Our team now has a place to review and track sales vs goals daily. I have a consolidated and by location view of my clients in an easy to find manner along with a customer stratification system to help manage margins, AR terms compliance, etc to educate the sales team on what we need to be doing differently with said accounts (spend more time, spend less, cross sell specific items....) . Like I say, I could spend all day on the benefits.
Pros
I have been exposed to 10 or more different operating systems over the course of my 26 year business career. NONE of them have provided adequate business intelligence tools. Phocas is highly intuitive and thorough which saves me hours per week of spreadsheet work. I cannot offer a better compliment than it being an amazing time management tool.
Cons
There are a few issues I have with loading budgets and working through Administrative User rights but that is an infrequent issue. I would like to have a few additional graphical options for data visualization but it works just fine as it is. What I like the absolute least is that we didn't add additional modules...accounting, pricing tools... and have no plans to do so in the near future due to budgetary contraints.
- Industry: Consumer Goods
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 6.0 /10
Marketing Review 8/2021
Reviewed on 17/08/2021
Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report...
Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report customization and flexibility within the way we structure our data.
Pros
I love the customization of creating reports. Our users enjoy the independence of creating their own reports and the flexibility they have with customizing the structure of any data pulled.
Cons
We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.
- Industry: Automotive
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Quick data analysis that creates easy talking points and business opportunities
Reviewed on 09/02/2023
My experience is that the software is a major tool in my working day that allows me to tackle many...
My experience is that the software is a major tool in my working day that allows me to tackle many business questions and come up with a solution or talking point via the data.
Pros
The Product is easy to use, clear and concise with a good simple view of the data.
Cons
Maybe some more different style's of graphs would be good.
- Industry: Wholesale
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Phocas is a necessity!
Reviewed on 05/08/2021
Fantastic. [SENSITIVE CONTENT], our Customer Success Consultant is amazing. She's readily available...
Fantastic. [SENSITIVE CONTENT], our Customer Success Consultant is amazing. She's readily available and knows exactly what she is doing. Their support staff is also very accommodating and knowledgeable. We've dealt with other software companies and they take their time and treat you like they don't need your business and
over charge for routine services. Phocas is a true partner. A couple projects that were able to be successful with the use of Phocas is: Customer Stratification, Gap Analysis, Daily Inventory Analysis (Which was huge for this last year) and our Dead Stock process.
Pros
The ease of use. As an admin of Phocas, it was very easy to get our staff onboarded and very comfortable with day to day usage. If the staff isn't going to use the tool, then it's worthless no matter how great the data is.
Cons
Phocas is great at listening to our issues and roll out timely updates to add new features or fix issues.
Phocas Software FAQs
Below are some frequently asked questions for Phocas Software.Q. What type of pricing plans does Phocas Software offer?
Phocas Software offers the following pricing plans:
- Starting from:
- Pricing model: Subscription
- Free Trial: Not Available
Please contact vendor for pricing.
Q. Who are the typical users of Phocas Software?
Phocas Software has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Phocas Software support?
Phocas Software supports the following languages:
English
Q. Does Phocas Software support mobile devices?
Phocas Software supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Phocas Software integrate with?
Phocas Software integrates with the following applications:
Accolent ERP, Acumatica, Acumatica Cloud ERP, Acumatica Financial Suite, Apparel21 Insight, Cloud Suite, Datafile, Dynamics 365, Dynamics 365 Business Central, Enapps, Epicor, Epicor CMS, Google Analytics 360, HubSpot CRM, HubSpot Marketing Hub, IFS Cloud, Intact, JIWA Financials, Jim2 Business Engine, Khaos Control, Khaos Control Cloud, MYOB Business, Merlin, Microsoft Dynamics GP, Microsoft Excel, NetSuite, Odoo, OrderWise, Pronto, QAD Adaptive ERP, QuickBooks, Retail Express, SAP Business One, SAP HANA Cloud, SYSPRO, Sage 100, Sage 100 Connect, Sage 200, Sage X3, SalesforceIQ, Synergy Suite, UniWare, Uniware Cloud, Uniware EPoS, Unleashed, WinMan, Xero
Q. What level of support does Phocas Software offer?
Phocas Software offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat
Related categories
See all software categories found for Phocas Software.
- Business Intelligence (BI) Software
- Dashboard Software
- Reporting Software
- Statistical Analysis Software
- Data Visualization Software
- Business Performance Management Software
- Big Data Software
- Data Collection Software
- Data Analysis Software
- Data Discovery Software
- Qualitative Data Analysis Software
- Data Preparation Software
- Financial Reporting Software
- Sales Forecasting Software
- Budgeting Software
- KPI
