Phocas Overview

What is Phocas?

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.

Phocas Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Phocas Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Phocas video Phocas video Phocas screenshot: Phocas screenshot: Phocas screenshot: Phocas screenshot: Phocas screenshot: Phocas screenshot:

Phocas Reviews

Phocas Reviews

Overall rating
4,8
/
5
Excellent
50

Very good
13

Average
1

Poor
0

Terrible
0

Value for Money
4,7
Features
4,6
Ease of Use
4,6
Customer Support
4,7
98% recommended this app
Gary M.

Best in class BI

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.


Jim M.

Phocas has helped us keep our salespeople on task

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


Clare P.

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

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.


Jorge A.

Best BI Tool

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.


Graham L.

Happy to Recommend Phocas!

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.


Gary M.
Industry: Electrical/Electronic Manufacturing
Company size: 51-200 Employees

Best in class BI

Used Daily for 2+ years
Reviewed on 2019/10/29
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Jim M.
Industry: Wholesale
Company size: 11-50 Employees

Phocas has helped us keep our salespeople on task

Used Daily for 2+ years
Reviewed on 2019/10/10
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Clare P.
Industry: Medical Devices
Company size: 51-200 Employees

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

Used Monthly for 1+ year
Reviewed on 2020/02/07
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Jorge A.
Industry: Medical Devices
Company size: 201-500 Employees

Best BI Tool

Used Daily for 2+ years
Reviewed on 2019/10/08
Review Source: SoftwareAdvice

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Graham L.
Industry: Oil & Energy
Company size: 201-500 Employees

Happy to Recommend Phocas!

Used Daily for 2+ years
Reviewed on 2019/10/17
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,5/10
Based on 64 user ratings
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Phocas Pricing

Phocas Pricing

Starting from
N/A
Free Trial
Value for money
Value for Money
4,7/5
Based on 64 user ratings
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Phocas Features

Phocas Features

API
Activity Dashboard
Ad hoc Reporting
Business Intelligence
Charting
Collaboration Tools
Customizable Reporting
Dashboard Creation
Data Filtering
Data Import/Export
Data Visualization
Monitoring
Multiple Data Sources
Predictive Analytics
Real Time Analytics
Real Time Data
Reporting & Statistics
Third Party Integration
Trend Analysis
Visual Analytics
Features
4,6/5
Based on 64 user ratings
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Categories

Additional information for Phocas

Additional information for Phocas

Key features of Phocas

  • Ad-hoc Data Discovery
  • Alerts
  • CRM
  • Collaboration
  • Combine data from multiple sources
  • Data Mining
  • Data Warehousing
  • Easy to build interactive dashboards & scorecards
  • Full Business Intelligence suite for mobile use
  • Geospatial Analysis
  • Inventory analytics
  • Mapping
  • Multiple export options
  • Reporting
  • Sales analytics
  • Save Favourites
  • Visualisations

Benefits

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

Phocas FAQs

Phocas FAQs

Below are some frequently asked questions for Phocas.

Q. What type of pricing plans does Phocas offer?

Phocas offers the following pricing plans:

Free Trial: Not Available

Q. What are the main features of Phocas?

Phocas offers the following features:

  • Ad-hoc Data Discovery
  • Alerts
  • CRM
  • Collaboration
  • Combine data from multiple sources
  • Data Mining
  • Data Warehousing
  • Easy to build interactive dashboards & scorecards
  • Full Business Intelligence suite for mobile use
  • Geospatial Analysis
  • Inventory analytics
  • Mapping
  • Multiple export options
  • Reporting
  • Sales analytics
  • Save Favourites
  • Visualisations

Q. Who are the typical users of Phocas?

Phocas has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Phocas support?

Phocas supports the following languages:

English

Q. What type of pricing plans does Phocas offer?

We do not have any information about what Phocas pricing plans

Q. Does Phocas support mobile devices?

We do not have any information about what devices Phocas supports

Q. What other apps does Phocas integrate with?

Phocas integrates with the following applications:

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

Q. What level of support does Phocas offer?

Phocas offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Forum