Best For

Retailers, distributors, and manufacturers who are seeking greater insight into their business.

Product Details

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. From day one, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry, but can also customize for their business' unique needs.

Contact Details

Phocas Software

http://www.phocassoftware.com/

Founded in 1999

Located in United Kingdom

Starting Price

  • Not provided by vendor

Free Trial

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Phocas Software Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates
Ad Hoc Reports
Benchmarking
Dashboard
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Publishing / Sharing
Scorecards
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Data Source Integrations
Data Visualization
Functions/Calculations
KPI Monitoring
Private Dashboards
Public Dashboards
Scorecards
Widgets
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics
Analytics/Reporting
Content Management
Custom Dashboards
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Behavioral Mapping
Dashboard
Dynamic Maps
Element Analytics
Embeddable Maps
For Sales
For Science
Radial Mapping
Territorial Mapping
Website Analytics
Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis
Association Discovery
Compliance Tracking
File Storage
Forecasting
Multivariate Analysis
Regression Analysis
Statistical Process Control
Statistical Simulation
Survival Analysis
Time Series

Phocas Software Reviews

Overall
4.5/5
Ease of Use
4.5/5
Customer Service
4.5/5

Showing Most Helpful

Showing 26 of 26 reviews

Showing Most Helpful

Showing 26 of 26 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Stephanie S.
B.I. Software Specialist
Logistics and Supply Chain, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
3/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
May 9, 2017

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

ProsThe 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.
ConsI 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.
Source: SoftwareAdvice
May 9, 2017
Bo A.
Business Intelligence Manager
Logistics and Supply Chain, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
3/5
Value for Money
5/5
Likelihood to Recommend
8/10
Source: SoftwareAdvice
May 9, 2017

“Very User Friendly Software”

OverallIt'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.
ProsThe 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.
ConsThe 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.
Source: SoftwareAdvice
May 9, 2017
James L.
Data Manager
Paper & Forest Products, 501-1000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
May 9, 2017

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

ProsThe 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.
ConsMinor gripes about the interface and specific features that could be easily fixed. Currently running an older version, so 2016 may fix some of them
Source: Capterra
May 9, 2017
Dianne M.
Information Systems
Building Materials, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
May 9, 2017

“Love Phocas!”

ProsI 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.
ConsWe started using the CRM database about 6 months ago. After a somewhat rocky start, the salesforce is finally embracing the technology.
Source: Capterra
May 9, 2017
Andrew K.
CEO
Marketing and Advertising, Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
July 29, 2015

“Best piece of software ever!”

ProsPhocas 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!
ConsNothing 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.
Recommendations to other buyersTo be honest, I haven't reviewed any alternatives. Before Phocas we were trying to slice and dice information using spreadsheets etc. Phocas has revolutionised our BI and has undoubtedly improved our business decisions. Apart for the obvious benefits of better information, I feel that the ease of use is paramount so that non tech savvy people can still use it quickly with very little training.
Source: SoftwareAdvice
July 29, 2015
Jerry H.
Director of Operations
Wholesale, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
May 9, 2017

“Easy to use and learn. Powerful, but not intimidating. ”

ProsThis software deals with large amounts of data with exceptional speed and simplicity putting relevant data at your finger tips. Easy to convince people to use
ConsLimited in complex searches. CRM is Limited. Whenever you get a software that offers simplcity, there is some sacrifice on flexibility, but it is worth the sacrifice
Source: Capterra
May 9, 2017
Brandon G.
Purchasing Manager/Business Analyst
Logistics and Supply Chain, Unspecified
Used the software for: 2+ years
Overall Rating
4.5/5
Ease of Use
5/5
Customer Service
3.5/5
Features
4.5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
March 31, 2015

“The first place I turn to find answers”

ProsPhocas is like Legos. With a little creativity, you can build almost anything you'll ever need to find and solve problems with stats. Simple but consistent and powerful.
ConsThe product always gives quick, accurate results; however, the support team does not. We get very custom with how we use the BI, and it feels like high-end users know more about the product than the advocates. It takes time to get details worked out on new databases, and we have been skipped over for upgrades in the past.
Recommendations to other buyersWatch some of the product tutorials and webinars. That will give you ideas on new and better ways to measure business that otherwise would not be on your radar. The hard part isn't finding the answers. It is finding the right questions to ask of your business.
Source: SoftwareAdvice
March 31, 2015
OLIVIA G.
HR Manager
Wholesale, 51-200 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: SoftwareAdvice
April 17, 2019

“Simplified Tool for business data”

ProsI'm able to see various snapshots of all the data that drives my business decisions in one place - and even better - I am able to slice and dice the data in different ways so as to get in depth analysis when needed
ConsNot in real time (at least for my organization) - the data downloads every night so we have to wait until next day to see numbers up until the previous day
Reviewer Source 
Source: SoftwareAdvice
April 17, 2019
Joseph C.
Systems Programmer/Analyst
Construction, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
May 9, 2017

“Great product”

ProsVery easy to get to the data that we need. We have used this product for about 5 years now and it works great.
ConsIt takes a little bit of setup but most of that was just trying to decide what data we wanted to get to. Other than that no real problems.
Source: SoftwareAdvice
May 9, 2017
Agnes D.
Marketing Manager
Logistics and Supply Chain, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
May 9, 2017

“Marketing Manager”

ProsPhocas allows me to track the results of sales promotions with ease. It also lets me focus in on under performing product classes and identify the root cause. It's one of the best software programs we have.
Source: SoftwareAdvice
May 9, 2017
Dan B.
Director of Regional Sales
Logistics and Supply Chain, 501-1000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
May 9, 2017

“Great Sales Aid”

OverallVery easy to use and love the ability to quickly frill down information.
ProsBeing able to pull customer data quickly. I can identify customers opportunities and successes with the sales data.
Source: SoftwareAdvice
May 9, 2017
Tara O.
Sales & Marketing Dept.
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
June 29, 2017

“makes my job a whole lot easier//...”

OverallAll in all great product and I would highly recommend
Prosits user friendly and easy to get around, produces reports quickly, analysis of data is at your fingetips
ConsCustomising reports can be hard to navigate around
Source: SoftwareAdvice
June 29, 2017
George C.
Marketing Executive
Marketing and Advertising, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
June 29, 2017

“The best way to overcome and compliment the traditional spreadsheet model for analysing your business. ”

ProsAn easy to use and intuitive way to segment audience, sales and kpi's Simple user interface Continued development
ConsAdding new data sources as an end user Not being able to automate feeds from Phocas into other databases or systems
Source: SoftwareAdvice
June 29, 2017
Tom F.
Pricing Coodinator
Logistics and Supply Chain, Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
March 26, 2015

“Phocas delivers.”

ProsI like that the company is as easy to work with as their software. Great team, and a great product. Delivers the data we need to drive our business forward. This offering is flexible and tailored to your needs. Its both lighter and more simplified than comparable offerings and still delivers a powerful punch of data.
ConsNo complaints. Not even a little bit. Product and Customer service are outstanding.
Recommendations to other buyersGet in line to get on board with the system. If you are looking at BI solutions, this one is a winner.
Source: SoftwareAdvice
March 26, 2015
Jared L.
Senior Financial Analyst
Logistics and Supply Chain, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
May 9, 2017

“Super User Friendly and Powerful Tool!”

ProsPhocas is super easy to use and a powerful tool for our management team. It is easy to get our staff up and running on the platform.
ConsI wish it had more options for combining streams and plotting the data on using both the horizontal and vertical axis.
Source: SoftwareAdvice
May 9, 2017
Susan G.
IT Manager
Logistics and Supply Chain, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
9/10
Source: SoftwareAdvice
May 9, 2017

“Awesome!”

OverallI couldn't do my job without it!
ProsQuick and easy to get the reports you need. Dashboards with summaries that you can drill down into.
ConsSo much at once is hard to take in and learn all Phocas can give you. Too much data can be overwhelming.
Source: SoftwareAdvice
May 9, 2017
Gene B.
Vice President
Logistics and Supply Chain, Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
March 21, 2015

“S.W. Anderson Phocas Business Intelligence Review”

ProsI like the ease of use of the product and responsiveness of the vendor.
ConsNothing that hasn't been addressed and corrected as necessary.
Recommendations to other buyersTime is money in business, and this software makes it possible to analyze and evaluate the key areas almost instantaneously.
Source: SoftwareAdvice
March 21, 2015
Robert H.
IT Manager
Logistics and Supply Chain, Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4.5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
March 25, 2015

“Very powerful analytic tool. ”

ProsHow quickly we can gain insight into our sales data.
ConsWe would like to offer this to more of our employees, but the cost is making it hard for us to justify.
Recommendations to other buyersKnow your data and the structure of your current ERP's database. Some features that Phocas can offer may not work for you because your system is lacking data that is needed for a particular function or feature.
Source: SoftwareAdvice
March 25, 2015
Jennifer H.
FC
Retail, 51-200 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Source: SoftwareAdvice
June 29, 2017

“Impressed with product although early days”

ProsEasy to use Powerful tool that will the business it hasn't had in the past Will save time & allow the team to focus on making changes rather than analysing data
ConsTime needed to get up & running, there is not a problem with the product but will needs an investment at this point
Source: SoftwareAdvice
June 29, 2017
Patrick M.
Director of Sales
Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
3/5
Customer Service
5/5
Source: Capterra
March 23, 2015

“Director of sales. ”

OverallPhocas can provide a quick drill down into our data that before would take a while to obtain. Now, we can do it in seconds. The package is so big, it can be too big for some users. Continuing to educate our people on what they can look at, and why some views are important will continue to help us familiarize ourselves with the program and create new ways to dissect the information. Everyone I have made contact with truly want to help so we can use what we are paying for to the best of our advantage. We are excited to send two employees to the training session in Nashville. I believe it will be a great benefit.
Source: Capterra
March 23, 2015
Simon T.
Management Accountant
201-500 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: SoftwareAdvice
June 29, 2017

“Good product ”

ProsEase of use Highlights areas to drill Accessible from anywhere Can design to suit your company Good charts
ConsWe haven't quite got to the start level, still reconciling our data feeds. When done we'll be well placed to,use Phocas
Source: SoftwareAdvice
June 29, 2017
Reshma J.
Finance Analyst
51-200 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: SoftwareAdvice
June 29, 2017

“Easy and Good to Use”

ProsIt very simple to use the software and its really straightforward especially for a new user. Also you can not go wrong and delete anything.
ConsPersonally more training on the product just to know to what extent it can go especially when your a new user.
Source: SoftwareAdvice
June 29, 2017
Bonnie M.
Sr. Business Systems Analyst
51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Source: SoftwareAdvice
May 9, 2017

“Newbie But Impressed”

ProsI am new to Phocas. It is pretty easy to use compared to SAP BI. As a developer, it is very easy to create dimensions and measures. I'm looking forward to learning more about Phocas, especially the new version and the functionality that has been added.
Source: SoftwareAdvice
May 9, 2017
Verified Reviewer
Unspecified
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
5/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
December 30, 2017

“It's a good business intelligence program”

ProsI really enjoy the freedom of developing the exact report that I want. If I find that I am unable to do something, the support team has always come through and fixed it so it works. I have created reports that show dead stock in one branch that other branches sell. it's also accessible from anywhere which gives real value
ConsI feel one of the biggest limitations to Phocas is the charting portion. Trying to develop nice looking charts is not easy and printing them is not possible.
Reviewer Source 
Source: Capterra
December 30, 2017
John M.
General Manager
Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Source: Capterra
March 23, 2015

“A Great Business Tool!”

OverallOur owner uses this tool to drill in to all the company stats. That says allot right there!.. Phocas is fairly easy to use and doesn't take allot of time to generate reports... Most erp system reporting tools simply cannot give the level of detail nor do it as quickly and as easily as Phocas does. A report that would take hours to write and generate in our erp system would take minutes in Phocas with much better detail. We could not run our business without it...
Source: Capterra
March 23, 2015
Dave W.
IT Manager
Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Source: Capterra
March 30, 2015

“Powerful analytics. ”

OverallThis software is a game-changer. Phocas has helped our business grow by helping us quickly recognize areas that need attention as well as areas that show our strengths. Phocas is our go-to tool to for business intelligence. *****The more we use Phocas, the more we understand our sales, our entire sales team and our customers!***** And that makes all the difference!
Source: Capterra
March 30, 2015