About Phocas Analytics

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..

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Phocas Analytics

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

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of Phocas Analytics: 48

  • 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
  • ETL Software
  • 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
  • Quantitative Analysis
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Service Data Preparation
  • Single Page View
  • Strategic Planning Software
  • Trend / Problem Indicators
  • Visual Analytics
  • Visual Discovery
  • Widgets

Alternatives

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Microsoft Power BI

4.5
#2 Alternative to Phocas Analytics
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IBM Cognos Analytics

4.1
#3 Alternative to Phocas Analytics
IBM Cognos is a suite of business intelligence and performance management software, that includes dashboards, reports,...

Dynamics 365

4.3
#4 Alternative to Phocas Analytics
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is...

Reviews

Overall rating

4.8 /5
(96)
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 96
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.

Alternatives Considered

Dynamics 365

Reasons for Choosing Phocas Analytics

Microsoft was to expensive and to complex for what we needed.

Switched From

Dynamics 365

Reasons for Switching to Phocas Analytics

We like how easy it was to use and customize.
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.

Rhys M.
Overall rating
  • 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

Phocas Changed Everything for US.

Reviewed on 26/08/2021

As I said in my Pros section, we are making data driven decisions now and our sales reflect that....

As I said in my Pros section, we are making data driven decisions now and our sales reflect that. Also, their customer service team is top notch and more on the ball than any other software company I have dealt with in recent years.

Pros

Before we migrated over to Phocas we were using MITS which was very clunky and very slow. Because of these reasons most of us never really touched it. That meant that we weren't utilizing data when making decisions and more using our gut. Since implementing Phocas our decision making has been data driven and we are making smart choices and it shows in our sales.

Cons

The only con I can think of had really nothing to do with Phocas. We had a rough time when we switched ERP systems. But the issue was with the ERP company and not Phocas.

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

Showing 5 reviews of 96 Read all reviews

Phocas Analytics FAQs

Below are some frequently asked questions for Phocas Analytics.

Phocas Analytics offers the following pricing plans:

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

Please contact vendor for pricing.

Phocas Analytics has the following typical customers:

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

Phocas Analytics supports the following languages:

English

Phocas Analytics supports the following devices:

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

Phocas Analytics integrates with the following applications:

Acumatica, Acumatica Cloud ERP, Dynamics 365, Dynamics 365 Business Central, Epicor, HubSpot Marketing Hub, MYOB Business, Microsoft Dynamics GP, Microsoft Excel, NetSuite, QAD, SAP Business One, SAP HANA Cloud

Phocas Analytics offers the following support options:

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

Related categories

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