About Phocas Analytics
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:
N/A
- Free Version
- Free Trial
- Subscription
Key benefits of Phocas Analytics
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
Devices
Business size
Markets
Supported Languages
Pricing starting from:
N/A
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Phocas Analytics: 47
- Ad hoc Analysis
- Ad hoc Reporting
- Alerts/Notifications
- Benchmarking
- Budgeting/Forecasting
- Charting
- Collaboration Tools
- Consolidation/Roll-Up
- Customizable Branding
- Customizable Dashboard
- Dashboard Software
- Data Blending
- Data Connectors
- Data Discovery Software
- Data Import/Export
- Data Visualization Software
- Database Support
- Drag & Drop
- ETL Software
- Financial Reporting Software
- Forecasting
- Functions/Calculations
- KPI Monitoring
- Key Performance Indicators
- Marketing Reports
- Mobile Dashboards
- OLAP
- Performance Metrics
- Predictive Analytics Software
- Private Dashboards
- Profitability Analysis
- Public Dashboards
- Publishing / Sharing
- Qualitative Analysis
- Quantitative Analysis
- Reporting/Analytics
- Sales Reports
- Sales Trend Analysis
- Scheduled / Automated Reports
- Scorecards
- Search/Filter
- Statistical Analysis Software
- Strategic Planning Software
- Trend / Problem Indicators
- Visual Analytics
- Visual Discovery
- Widgets
Alternatives
Tableau
ClicData
Sisense
Domo
Reviews
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- Industry: Electrical/Electronic Manufacturing
- Company size: 51-200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Best in class BI
Reviewed on 2019-10-29
Phocas is extremely easy to use for a non Technical users. It holds huge amounts of data and is...
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.
- 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 2019-10-10
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 365Reasons for Choosing Phocas Analytics
Microsoft was to expensive and to complex for what we needed.Switched From
Dynamics 365Reasons for Switching to Phocas Analytics
We like how easy it was to use and customize.- 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 2021-08-26
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.
- Industry: Medical Devices
- Company size: 51-200 Employees
- Used Monthly for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
I feel like it can be a useful tool, if you are in the know!
Reviewed on 2020-02-07
I would suggest a simple user guide to come up the first time you log in, so you are aware of the...
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.
- Industry: Wholesale
- 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
Phocas Review
Reviewed on 2021-09-02
It is the primary tool for our management reporting.
It is the primary tool for our management reporting.
Pros
It's intuitive and easy to navigate. Gets to the answers quickly.
Cons
The dashboard graphics/colors do not have as much visual pop as other apps.
Alternatives Considered
Infor BirstReasons for Switching to Phocas Analytics
Drill down capabilities were superior to MITS. Birst was way over priced.Phocas Analytics FAQs
Below are some frequently asked questions for Phocas Analytics.Q. What type of pricing plans does Phocas Analytics offer?
Phocas Analytics offers the following pricing plans:
- Starting from:
- Pricing model: Subscription
- Free Trial: Not Available
Please contact vendor for pricing.
Q. Who are the typical users of Phocas Analytics?
Phocas Analytics has the following typical customers:
2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+
Q. What languages does Phocas Analytics support?
Phocas Analytics supports the following languages:
English
Q. Does Phocas Analytics support mobile devices?
Phocas Analytics supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Phocas Analytics integrate with?
Phocas Analytics integrates with the following applications:
Acumatica, Acumatica Cloud ERP, Dynamics 365, Dynamics 365 Business Central, Epicor, HubSpot Marketing Hub, MYOB Essentials, Microsoft Dynamics GP, Microsoft Excel, NetSuite, QAD, SAP Business One, SAP HANA Cloud
Q. What level of support does Phocas Analytics offer?
Phocas Analytics offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat
Related categories
See all software categories found for Phocas Analytics.
- Business Intelligence Software
- Dashboard Software
- Reporting Software
- Statistical Analysis Software
- Data Visualization Software
- Business Performance Management Software
- Big Data Software
- Data Collection Software
- Data Analysis Software
- Data Discovery Software
- Qualitative Data Analysis Software
- Data Preparation Software
- Financial Reporting Software
