Phocas

Phocas

Got data? Get results.

4.6/5 (26 reviews)

Phocas Overview

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 28 top rankings in BARC’s The BI Survey 18.

Pricing

Starting from
N/A
Pricing options
Free Trial
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, United Kingdom, United States

Supported Languages

English

Phocas Reviews

Overall rating
4.6/5
100% positive reviews
17
Excellent
9
Very good
0
Average
0
Poor
0
Terrible
Stephanie S.

I've worked with Phocas for just a year, and absolutely LOVE it.

Used Daily for 2+ years
Reviewed on 2017/05/09
Review Source: SoftwareAdvice

Pros

The ease of use is great, and has brought so much benefit to our company. We are able to customize reports and dashboards to our needs as a company, which is a huge deal. Getting reports out to our field is easy and painless. We use subscriptions constantly, and that has made many employee's lives easier.

Cons

I wish, still there was more ability to customize the report layouts. There are a lot of times when I have to create the report in Phocas, export it, and then do additional formatting in Excel. Also, the ability to download an entire dashboard would be amazing! It would make it so much easier than exporting each part individually.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Bo A.

Very User Friendly Software

Used Daily for 2+ years
Reviewed on 2017/05/09
Review Source: SoftwareAdvice

It's a great tool at a great value and it keeps improving. If you don't know what you're doing this team is more than happy to help you get off the ground and train you and set up your initial databases, they'll help you succeed.

Pros

The support team is great and very helpful. The software is very easy to learn for new users and people that aren't comfortable with an analytics tool. The tool is very intuitive and you can start doing analysis very quickly.

Cons

The Custom function does add depth of functionality, but it's hard to do certain formulas like Maxs, Mins, or Standard Deviations. The amount of graphics and charts is increasing but it would still be nice to have more.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
James L.

I'm a daily power user for focus and train our team. Best data analysis software to date!

Used Daily for 2+ years
Reviewed on 2017/05/09
Review Source: Capterra

Pros

The software is not only easy to use, and basically unbreakable, it is accessible almost anywhere. Hours have been saved thanks to the software. This is hands down the best software that i've ever used in my company.

Cons

Minor gripes about the interface and specific features that could be easily fixed. Currently running an older version, so 2016 may fix some of them

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Andrew K.

Best piece of software ever!

Reviewed on 2015/07/29
Review Source: SoftwareAdvice

Pros

Phocas is very easy to use, very intuitive and provides excellent business information. It is relatively inexpensive per user and at times, worth its weight in gold!

Cons

Nothing really. I am not a lover of the weekly/ monthly user subscription model as unless you make a point of regularly reviewing the usage, as your business changes sometimes you end up paying for users that have stopped using it. However that's really our problem rather than theirs.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Dianne M.

Love Phocas!

Used Daily for 2+ years
Reviewed on 2017/05/09
Review Source: Capterra

Pros

I have been a Phocas user for a couple of years. Being a SHIMS user, we are always looking for software to enhance it and make the end users lives easier. Phocas has been a great fit for us.

Cons

We started using the CRM database about 6 months ago. After a somewhat rocky start, the salesforce is finally embracing the technology.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Phocas Features

  • Business Intelligence
  • Charting

  • API
  • Activity Dashboard
  • Ad hoc Reporting
  • Collaboration Tools
  • Customizable Reporting
  • Dashboard Creation
  • Data Filtering
  • Data Import/Export
  • Data Visualization
  • Drag & Drop Interface
  • Graphical Data Presentation
  • Monitoring
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Visual Analytics

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

GetApp Analysis

Gut sense only goes so far in the business world. In order to make strategic decisions, organizations need to rely on actual, real-time data. Phocas is a cloud-based data discovery solution that provides businesses with 50 to 500+ employees with ways to make data-based decisions, uncover new sales opportunities, and improve operational efficiencies.

Designed for companies in the distribution, manufacturing and retail industries, Phocas offers analytical capabilities that turn complex data into understandable charts, graphs, and maps. Professionals with and without technical backgrounds can take advantage of business intelligence (BI) with Phocas. A few of the solution’s most important features include ad-hoc data discovery, dashboards, geospatial analysis, and data collection.

Dashboard View on iPad

What is Phocas?

Phocas has been sold on a subscription basis since 1999, serving the needs of professional organizations looking to make smarter business decisions. The solution makes sense of large volumes of data, generating detailed visualizations, seamlessly uncovering sales opportunities, and improving business efficiencies for its professional users.

With a few clicks of the mouse, Phocas users are able to bring up sales data, inventories, forecasts, prices, profit margins, and budgets. They can also carry out ad-hoc interrogations, consolidate data, conduct modeling, and identify trends using geospatial analysis. This makes it easier for businesses to stay ahead of the curve, which is important in competitive business environments.

Data Summary on iPad

Phocas Main Features

Ad Hoc Data Discovery

Phocas follows a user’s train of thought, quickly answering important business questions. In addition to answering those critical business questions, Phocas also uncovers new questions and opportunities that organizations should consider.

Start turning your own data into actual results using Phocas’ ad-hoc data discovery tools. With Phocas, you can visualize your data from multiple sources, including third-party CRM, sales, and EPS solutions. You can also interact with that data, and drill down to uncover insights or highlight problems that you may not otherwise know exist.

Profit Variance

Mobile

Phocas offers a full BI suite for mobile. This provides you with real-time data interrogation capabilities from any location worldwide, regardless of the device you’re using.

Phocas has kept its mobile interface simple to ensure that virtually anyone can take advantage of advanced BI features. From your tablet or smartphone, you can stream inventory vs. sales. If you’re visiting clients on the road, you can highlight key product groups. You can also create dashboards to share with your team using your mobile device.

Data Discovery on Mobile

Dashboards

Phocas summarizes its users’ data, enabling businesses to spot check for results to share amongst their teams. Any Phocas user can build an interactive dashboard, and then customize, collaborate, and revise it quickly without help from an IT department.

The dashboards you create with Phocas can get incredibly detailed, depending on your needs. Drill down to individual transactions or take broad strokes and look at the financial outlook for your industry at large. You can apply or remove restrictions to the data in your dashboard based on the access level of the user looking at the information.

CEO Dashboard

Geospatial Analysis

Using Phocas, professionals are able to combine transactional and geospatial data on an easy-to-view map. It’s also possible to combine geographical visualizations with existing BI data. Phocas’ geospatial mapping tools can be used with OpenStreetMap or Google’s API.

Map your data, and Phocas will immediately provide you with geospatial analysis. For example, geospatial analysis features are useful when you want to plot things like profitability or inventory on maps. Phocas allows you to pinpoint specific locations or use heat maps to show data for multiple locations at once.

Geospatial Maps

Phocas Integrations

Organizations should contact Phocas for information about specific integration capabilities.

Phocas Pricing

Phocas has been sold on a subscription basis since 1999. Monthly fees include support, maintenance, and software updates. The company has a 97% customer retention rate and a 132% revenue retention rate.

Phocas Bottom Line

  • Straightforward UI requires minimal training.
  • Ideal for companies in distribution, manufacturing, and retail.
  • Fast implementation for businesses that don’t have days to waste creating reports.
  • Flexible features help users quickly prepare for trade shows and meetings.
  • Intuitively follows a user’s train of thought.

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:

Large Enterprises, Mid Size Business, Small 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, MYOB Essentials, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Excel, NetSuite, NetSuite Inventory Management, Retail Express, SAP Business One

Q. What level of support does Phocas offer?

Phocas offers the following support options:

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