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..

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Phocas Software

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

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Phocas Software

Images

Phocas Software Software - CEO Dashboard
Phocas Software Software - CFO Dashboard
Phocas Software Software - Profit and Loss statement
Phocas Software Software - Budget worksheet
Phocas Software Software - Driver-based budgeting
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Phocas Software video
Phocas Software video
Phocas Software Software - CEO Dashboard
Phocas Software Software - CFO Dashboard
Phocas Software Software - Profit and Loss statement
Phocas Software Software - Budget worksheet
Phocas Software Software - Driver-based budgeting

Features

Total features of Phocas Software: 64

  • "What If" Scenarios
  • Access Controls/Permissions
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Benchmarking
  • Budgeting/Forecasting
  • Cash Flow Management
  • Charting
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard Software
  • Data Blending
  • Data Cleansing
  • Data Connectors
  • Data Discovery Software
  • Data Import/Export
  • Data Management Software
  • Data Quality Control
  • Data Visualization Software
  • Database Support
  • Drag & Drop
  • ETL Software
  • Financial Analysis
  • Financial Reporting Software
  • Forecasting
  • Functions/Calculations
  • General Ledger
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Mobile Dashboards
  • OLAP
  • Performance Metrics
  • Predictive Analytics Software
  • Private Dashboards
  • Profit/Loss Statement
  • Profitability Analysis
  • Public Dashboards
  • Publishing / Sharing
  • Quantitative Analysis
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Service Data Preparation
  • Single Page View
  • Strategic Planning Software
  • Trend / Problem Indicators
  • Visual Analytics
  • Visual Discovery
  • Widgets
  • Workflow Management Software

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Microsoft Power BI

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Google Analytics 360

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Reviews

Overall rating

4.8 /5
(100)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support Software
4.7/5

Already have Phocas Software?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 100
Bill
Overall rating
  • Industry: Warehousing
  • 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

Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!

Reviewed on 10/10/2019

Overall we are very happy with this product. It has opened the door for getting information to our...

Overall we are very happy with this product. It has opened the door for getting information to our teams much faster and it also created a new full time position for data analysis! The flexibility of being able to create our own databases, & adding to existing databases has increased our ability to share information to our teams in a easy to view format instead of sending spreadsheets that some people did not look at.

Pros

It is very easy to use! I can show someone the basics in 5 to 10 minutes and they are off and running creating favorites and dashboards. The software is updated every month and their support and documentation is outstanding.
The product gives us the information we need faster than doing it in our ERP system. With a couple of clicks you can analyze you sales data and then quickly change views to look at the data in a completely different way. It very robust in all the options you have.
The company is developing based on their customer needs, you can tell that they all want to help us achieve success with this product.

Cons

This is hard to say because their are few cons. We have requested enhancements and we have some support issues that are submitted. But we have no visibility , (web portal), to review what we already submitted. It would be nice to have a support portal to check open cases and enhancements we have submitted.

Graham
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.

Jim
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 Software

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

Switched From

Dynamics 365

Reasons for Switching to Phocas Software

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

Rhys
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.

Showing 5 reviews of 100 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.

Phocas Software has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

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:

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

Phocas Software offers the following support options:

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

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