# Page 2 | Phocas Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Phocas the right Dashboard solution for you? Explore 132 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/141678/Phocas-Software/reviews --- Phocas 4.7 (132) [View alternatives](https://www.capterra.com/p/141678/Phocas-Software/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Phocas ## Showing most helpful reviews Showing 26-50 of 132 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Faiz A. Research Assistant Information Technology and Services Used the software for: I used a free trial ### "Where different types of data can find small errors easily." March 1, 2026 5.0 All in all, it is a good option for data lovers. It’s powerful but easy to use for someone new to it. This makes my research life a lot more organized and professional. Pros Phocas is what I use to dig into data because I can “drill down.” If I see a big number and I want to know where that came from, I just click it. It starts with the small details right away. It really helps me to point out mistakes in my research data very quick. It is quite friendly and not scary interface. Cons Its mobile version does not work as well as the desktop one. If I’m traveling and want to see a quick report on my phone, it seems somewhat clunky. I only use it on my big office monitor. Review Source SP Shamir P. Operations Manager Logistics and Supply Chain Used the software for: 2+ years ### "Excellent business analytic tool." March 28, 2025 5.0 I use Phocas on a daily basis for a variety of reports and pulling data. The very easy way to pull large data sets and manipulate to produce bespoke reports is a key part of why I love Phocas. Pros Very easy to use. Ability to manage very large data sets and manipulate into different views. Cons Inability to export dashboards into excel. Review Source Response from Phocas Software April 2, 2025 Hi Shamir, Thank you so much for taking the time to review Phocas. That's great to hear that you're able to wrangle large sets of data to generate daily reports - we work to hard to make your as data easy to access as possible. We're constantly working to improve our reporting and dashboard tools, so please get in touch via hello@phocassoftware.com or through the usual Customer Success channels if you have time to share more detail about your current dashboarding process and which parts you're looking to recreate in Excel. Many thanks, on behalf of Mike Hills Global Head of Customer sM stuart M. Head of Commercial Medical Devices Used the software for: 2+ years ### "Phocas review " October 18, 2024 5.0 Overall experience with Phocas is really good, customer support is great and equally our customers love the data that we can share with them improving our relationship with our customers and winning business Pros I like the ease of use and how you can analyse data at various levels to get what you need. I brought this into my current company as used in a previous role and helps with everything from sales and marketing to budgets and costings. Being a one stop shop for all your data. Cons Could be slightly better from a customer perspective, having option to share data, dashboards etc with customers is great as a view option however being able to extract tables to excel from a view version would make it easier for customers as currently have to also set up emailed subscriptions for tables and data so feels like you are doing double work when it would be so easy to have an option for customers to extract to excel any of the tables created in view only. I hope this is something that could be implemented in the future. Review Source Response from Phocas Software April 2, 2025 Hi Stuart, thanks you so much for taking the time to leave a review of Phocas. That's amazing that we've been able to help you get to your data in two different companies so far! And great that you can share your data with Customers as well as with team members We've passed on your feedback about customer facing dashboards and excel exports to the product team. In the meantime please get in touch if you have any further feedback: hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer SC Stephen C. CFO Wholesale Used the software for: 1-2 years ### "Phocas Review" January 27, 2025 4.0 It has been good, had not used before starting with this business, now I am a promoter of the software. Pros Easy to use and intuitive. Our sales teams are the primary users because it is simple Cons On the financial side - syncing. We need to run this manually at month end as we complete journals, we want to see updated reports more timely. Switched from [IBM Cognos Analytics](https://www.capterra.com/p/240583/IBM-Cognos-Analytics/) Cognos was too difficult to use when report writing Review Source Response from Phocas Software March 31, 2025 Hi Stephen, Thank you for taking the time to review Phocas. That's awesome to hear that your sales team are regular users - we aim to get your data into the hands of the people who need it as easily as possible. We're continually improving our financial reporting tools, so if there are parts of the data syncing process you think we could improve we'd love to hear about them. You can contact us at hello@phocassoftware.com or through your usual customer support channels. Warm regards, on behalf of Mike Hills Global Head of Customer KL Kenny L. Commercial Director Wholesale Used the software for: 1-2 years ### "Poor ongoing support" March 13, 2025 2.0 Good product but poor service, so wouldn't recommend! Pros Great software, really user friendly, and cuts the complexity out of data analysis. Cons The customer service and after sales support is very poor, to the point of considering moving away. I've had a ticket open for months now and can't seem to just have a call with them to discuss the issue, very disappointing. Review Source Response from Phocas Software March 31, 2025 Hi Kenny, thank you for taking the time to review Phocas. We're sorry that you've been having trouble getting your current ticket resolved - please contact us at hello@phocassoftware.com with some more detail and we'll make sure this gets sorted as soon as possible. Warm regards, on behalf of Mike Hills Global Head of Customer AH Alex H. Digital Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Simple, Effective Performance Reporting" February 20, 2025 5.0 I've enjoyed using Phocas to translate our business performance into easy to understand dashboards. Pros Clear and effective dashboards, easy to interpret and maintain Cons AI features are encouraging but could do with refining. Review Source Response from Phocas Software March 31, 2025 Hi Alex, Thank you for taking the time to review Phocas. That's great that you're able to use Phocas dashboards for a clear and concise view of your data. We're continually improving our AI tools, so if you have any processes that you use regularly that you think could be better with an AI assist, please let uas know: you can email us at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer OM Omar M. Data Analyst Automotive Used the software for: 6-12 months ### "Omar Review on Phocas" November 1, 2024 4.0 Postive. Again, I like how user friendly it is, but I think it just needs to have the function to import data so you can get values faster. Pros I like that is very user friendly, and that is not hard to figure out. Cons I don't like that you can't import data into it so that you can return values that reflect the imported data. For example, instead of clicking on each SKU you want to look at, I think it would be beneficial to import a large dataset that involves SKUs so that you can see their data much faster. Review Source Response from Phocas Software April 2, 2025 Hi Omar, thanks for taking the time to review your experience with Phocas so far - we're happy to hear that you're finding Phocas so easy to use. If you're not getting the SKU Level of detail you need from your ERP, it is possible to load in additional data into Phocas using file uploads of Formatted data: https://docs.phocassoftware.com/other-information/upload-a-file This does require some additional configuration to setup. Please reach out to us using the usual channels or at hello@phocassoftware.com if you have further questions about this functionality. Warm regards on behalf of Mike Hills Global Head of Customer VR Verified Reviewer Group Head of IT Wholesale Used the software for: 2+ years ### "Excellent, user friendly BI tool" October 18, 2024 5.0 Have used Phocas for many years and watched it mature into a very competent products that's easy to use Pros Very easy to use and especially good at putting data in the hands of non data professionals Cons Not much really. I still think a native mobile phone app would be nice but most people disagree with me Alternatives considered [Tableau](https://www.capterra.com/p/208764/Tableau/)[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Reason for choosing Phocas Cheaper that PowerBI and easier to use than Tableau Review Source Response from Phocas Software April 2, 2025 Hi there, thanks for taking the time to complete a review of Phocas. That's fantastic that Phocas is helping you get data into the hands of non data professionals - that's at the core of our data and financial analysis tools. We're always looking for ways to keep helping our customers feeling good about their data and improve their reporting processes, so please get in touch if you have feedback in the future: hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer LM Lars M. President Wholesale Used the software for: 2+ years ### "Excellent BI company" September 27, 2024 5.0 The software helps me to enable my Team with information that is timely and relevant for them to perform their job to the best of their ability and to provide the excellent service our customers require. Pros The software works very well and the support from Phocas is exceptional and very knowledgeable. Cons I have no complaints regarding Phocas, they are a company that does what it says Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reason for choosing Phocas Phocas provided everything we needed and the company is great to work with. Review Source CB Chris B. Manager Financial Systems Machinery Used the software for: 6-12 months ### "TenCarva CB" September 30, 2024 5.0 OVerrall i have thoroughly enjoyed this software and look forward to implementing forecasting/budgeting next Pros transparency - ease of use; This has been instrumental as Tencarva pushes toward united reporting Cons The one constraint we found is Budget uploading without the budget module. Review Source Response from Phocas Software April 2, 2025 Hi Chris, thanks you so much for taking the time to leave a review of experience with Phocas so far. It's great to hear that we're helping you achieve that goal of united reporting. We hope that your implementation of the Budgeting & Forecasting has gone smoothly - remember our help documentation is only a click away at www.phocassoftware.com/academy Warm regards, on behalf of Mike Hills Global Head of Customer KA Kelly A. Branch Manager Wholesale Used the software for: 6-12 months ### "Phocas Review" September 27, 2024 5.0 It's been a overall positive experience so far. I hope to further my knowledge of Phocas and utilize more Pros how many different reports you can run, it's endless Cons Sometimes it is a little difficult to figure out how to run reports with the parameters you need Review Source Response from Phocas Software April 2, 2025 Hi Kelly, thank you so much for taking the time to review Phocas. That's great that you're able create plenty of different reports with ease. If you haven't found it yet, we have a library of how-to videos available: https://www.phocassoftware.com/academy. and extensive help documentation available online: https://docs.phocassoftware.com/ Warm regards, on behalf of Mike Hills Global Head of Customer RP Ray P. Store Manager Wholesale Used the software for: 1-2 years ### "Without Phocas, I would lose my focus on productivity " September 27, 2024 4.0 Pros The ease of use and ability to drill down to the exact detail you are looking for. Also the quickness with which it sorts and organizes the information is a great feature of the software. Cons At first, it seemed a little daunting, but the tutorials and guidance tools they provide allow the user to learn the ins and outs at a rapid pace Review Source AB Adrian B. Director Wholesale Used the software for: 2+ years ### "Great tool for BI and KPI management" April 9, 2024 5.0 Pros We use Phocas for all our reporting across the business. The ability to make any dashboard visible on an external link has allowed us to use it for our wall board reporting throughout the business - making the numbers visual has helped to make them understandable. Using Phocas for reporting on spend breakdown couldn't be easier, and beats using alternatives like excel or similar! Cons I guess if there's one thing Phocas could do better, that is modernise the dashboard graphics - the options feel quite restrictive. Review Source BA Bobby A. Director I.T. Services Wholesale Used the software for: 2+ years ### "Getting the most out of data 'NOW' !!" August 11, 2021 5.0 Our number one benefit was saving time and delivering information to our Salesforce. Prior to PHOCAS every need for information came as a request to our I.T. department. With a limited staff keeping our systems updated and available was a major time consumer ... leaving very little time to develop the report or query request that constantly came into the department. After Implementing PHOCAS the number of request went down mon th by month as the Salesforce started using PHOCAs and getting their information without having to wait on the I.T. staff to produce it. Pros Deliver what was promised. Ease of implementation, Ease of training, Ease of Customer service. Price point sealed the deal. Cons As we looked at several products we found that most of them had the same look and feel. Most wanted a high front end implementation cost along with a 2 year commitment. Phocas was willing to do a 'Install, try and buy' approach.... nothing to lose but some system admin time working with Phocas to setup the environment to prove it worked. So with that said ... our only 'con' comment is ... we wish we had implemented sooner. Reason for choosing Phocas They proved it worked with our data, in our environment with a very attractive price point. Review Source TC Thomas C. VP Sales & Marketing Wholesale Used the software for: 2+ years ### "Why I recommend Phocas to all of my peers in this industry." August 17, 2021 5.0 There isn't enough space to go through the numerous benefits I have gained since purchasing this software. I have reorganized sales territories based on overly concentrated vertical sales. Our team now has a place to review and track sales vs goals daily. I have a consolidated and by location view of my clients in an easy to find manner along with a customer stratification system to help manage margins, AR terms compliance, etc to educate the sales team on what we need to be doing differently with said accounts (spend more time, spend less, cross sell specific items....) . Like I say, I could spend all day on the benefits. Pros I have been exposed to 10 or more different operating systems over the course of my 26 year business career. NONE of them have provided adequate business intelligence tools. Phocas is highly intuitive and thorough which saves me hours per week of spreadsheet work. I cannot offer a better compliment than it being an amazing time management tool. Cons There are a few issues I have with loading budgets and working through Administrative User rights but that is an infrequent issue. I would like to have a few additional graphical options for data visualization but it works just fine as it is. What I like the absolute least is that we didn't add additional modules...accounting, pricing tools... and have no plans to do so in the near future due to budgetary contraints. Review Source TB Tyler B. Sales Manager Construction Used the software for: 2+ years ### "Phocas is a masterful piece of software" February 9, 2023 5.0 It's seriously good. Sometimes the customer service is slightly slow and I don't always hear back straight away but in the main it's good! Pros Phocas is one of the best CRM / data analyst tools in the market for people selling multiple product lines to multiple customers. The ability to track and measure the success of individual products and product groups to a selection of customers or sectors is absolutely brilliant! Cons The software is slightly clunky still and would benefit from more work on the ease of use side, ie. a better search function Review Source Response from Phocas Software June 26, 2023 Hi Tyler, thanks for taking the time to leave a review. It's great to hear that you're able to slice and dice your product and customer data to your heart's content! Our team is always working hard to respond quickly whenever you need us, so please let us know if you have anything in particular that isn't quite right: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer AP Anthony P. Technical Compliance Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Phocas data management" February 17, 2023 5.0 I have used Phocas for 5-6 years and use most days. The deep diving of data speeds my reporting time two-fold. Accurate and reportable data. Pros I enjoy the ability to phocas into different datasets whilst viewing another, for example the product, credit note type BY each customer. Cons Available training for new users. I have several years and was shown with a 'hands on approach'. Review Source Response from Phocas Software June 23, 2023 Hi Anthony, thanks for taking the time to review Phocas. It's great you keep getting so much use out of our platform, and are able to quickly track down details on products and credit notes per customer! Hopefully you're familiar with our library of how-to videos that cover various aspects of Phocas products - we regularly update it at https://www.phocassoftware.com/academy. Also your account manager will be in touch if there are any other relevant training sessions for new users that we think your team could benefit from. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer Khallyl A. Data Specialist Marketing and Advertising Used the software for: Less than 6 months ### "Powerful Business Intelligence Tool - Phocas Software" March 10, 2023 5.0 It's important to note that the cons of Phocas software will depend on your specific needs and circumstances. It's recommended that you evaluate each software's (exam. Tableau, Microsoft PowerBI, etc.) features, pricing, and customer reviews to determine which one will work best for your business. Pros I highly recommend Phocas software for any business looking for a user-friendly, real-time analytics solution. The customizable dashboards and robust data modeling capabilities make it easy to create a single source of truth for your organization. Plus, the seamless integration with other business applications and mobile access means you can access critical information from anywhere. And with dedicated customer support, you can be sure you're getting the most out of the software. Overall, I'm very impressed with Phocas software and would definitely recommend it to others. Cons While Phocas software has many advantages, there are also some potential drawbacks to consider. Users may find that some customization options are limited, and the software can have a steep learning curve for those who are not familiar with business intelligence solutions. Additionally, Phocas software may have fewer data visualization options and may not integrate with all the data sources that your organization uses. Finally, It can be relatively expensive, which could be a barrier for some businesses, especially small businesses. Review Source Response from Phocas Software June 22, 2023 Hi Khallyl, thanks for taking the time to leave us such a thorough review! To help get you familiar with the customization options available, please be sure to check out online library of how-to videos that cover various aspects of Phocas products: https://www.phocassoftware.com/academy And if you're missing a data source in your solution that is critical to your organization, please let us know (hello@phcoassoftware.com), we'd love to help keep you feeling great about your data! Warm regards, Mike Hills Global Head of Customer BW Bill W. Business Optimization Manager Warehousing Used the software for: 2+ years ### "Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!" October 10, 2019 5.0 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. Review Source LG Lisa G. Marketing Coordinator Wholesale Used the software for: 2+ years ### "Phocas is a fantastic tool!" August 10, 2021 5.0 I do a lot of reporting in my role with the company, not only internal but external to our vendors and also customers. I am able to provide real time reports via Phocas. This has been where I most have appreciated the software. I used to have to email all my reports which would take countless hours week after week. WIth Phocas, setting up a link takes a few minutes on the front end but then it's done and you can easily share with many. I have been able to dig into our data and provide analysis that I would have not been able to do otherwise. Pros I love the flexibility within Phocas and the ease with which you can customize reporting to fit so many different areas of business. I especially am thankful for the links that you can provide to non-users to share reporting outside of your company. Phocas makes my job so much easier and gives me the power to provide quick and useful reports. Cons Until I discovered the online videos and trainings, I was not able to use the software to the fullest! I highly recommend when the software is introduced to a new user, that they watch some of the 101 level trainings to learn all that can be done. Review Source DW Dean W. IT Manager Wholesale Used the software for: 2+ years ### "Happy PHOCAS User" August 10, 2021 5.0 I speak for all at 3E when I say this product is used daily and relied upon to be the source of good data for analytics from our ERP System. Pros Ease of use. Depth of its capabilities. Intuitive - Minimal Training needed for general user. Cons I wish I had more time to learn the product backend features. Reason for choosing Phocas We chose this product because it was fast and easy to get installed and implemented. It was less expensive at the time than like products and PHOCAS was capable of doing everything we needed, which still holds true today. Review Source NG NIcholas G. Data Analyst Wholesale Used the software for: 2+ years ### "Phocas is Amazing!" October 8, 2019 5.0 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. Review Source DW Donna W. Pricing Specialist Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Powerful tool for all level of users!! Simple, Intuitive, and Flexible!" July 29, 2021 5.0 Very user friendly, lots of learning opportunities, great customer support, very intuitive. Pros I love the ability to customize your data. I can run a high level report to summarize data another employee may need and with a few clicks can drill down to the details needed to create a more in-depth analysis of the data. I also love the flexibility of changing views, measures, dates, etc. with ease without starting from scratch. Cons I honestly can't think of anything I don't like. Customer Service in very customer-centric and work to use feedback to always make improvements. Review Source RT Robert T. National Account Manager Building Materials Used the software for: 1-2 years ### "Hindsight is 20/20, Phocas brings it to your Dashboard!" August 2, 2021 5.0 From day one, the support we have felt from our primary internal advocate has allowed us to venture further and deeper into the expanse of Phocas. I am taking this individual's deliverables as a testimony to the support being shared by the Phocas Team. Pros The apparently limitless possibilities. With our custom insulation solutions business, our metrics and analytics are unique, and Phocas has kept up, nay, surpassed our demands! Cons There is not a con to the software, the con comes with my time being able to dig in and leverage all of the cool factors. My analogy: my car has many special cool features, but most of the time, I simply get in it and drive. Need to stop, read the manual, and truly put it (and expect excellent performance) to the test! Review Source Jessica B. ACCOUNT MANAGER Consumer Goods Used the software for: Less than 6 months ### "Awesome for easy data compiling." September 7, 2023 5.0 9/10 woluld recommend~ Pros I like how easy it is to use! It didnt even require training. Cons Sometimes, we do have connectivity issues with it connecting with our versions of dynamics Navision. Review Source Response from Phocas Software April 2, 2025 Hi Jessica, thanks for leaving a review of Phocas. Amazing that you were able to get stuck into your data with minimal training - we aim to make your data as accessibale as possible, so that's music to our ears! Unfortunately connectivity with ERPs can be a bit inconsistent, but if you're seeing regular problems, please don;t hesitate to get in touch to see if we can help improve your data syncing. Warm regards, on behalf of Mike Hills Chief Customer Officer Similar Products Featured