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
Pricing plans
Free Trial

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

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription
Pricing plans
Free Trial

Images

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Features

Total features of Phocas Analytics: 52

  • 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 Management Software
  • Data Visualization Software
  • Database Support
  • Drag & Drop
  • ETL Software
  • Financial Reporting Software
  • Forecasting
  • Functions/Calculations
  • General Ledger
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Mobile Dashboards
  • OLAP
  • Performance Metrics
  • Predictive Analytics Software
  • Private Dashboards
  • Profit/Loss Statement
  • Profitability Analysis
  • Public Dashboards
  • Publishing / Sharing
  • Quantitative Analysis
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Service Data Preparation
  • Single Page View
  • Strategic Planning Software
  • Trend / Problem Indicators
  • Visual Analytics
  • Visual Discovery
  • Widgets

Alternatives

Zoho Analytics

4.3
#1 Alternative to Phocas Analytics
Zoho Analytics is a self-service BI and analytics platform that helps users get new insights from their business data.
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Google Analytics 360

4.7
#2 Alternative to Phocas Analytics
Enterprise-level analytics platform for marketers, BI staff, and online businesses to gain insights into customer...
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Infor OS

4.1
#3 Alternative to Phocas Analytics
Infor OS is a BI product that promises to enable a single view of data and eliminate data silos. Additionally,...
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Microsoft Power BI

4.5
#4 Alternative to Phocas Analytics
Microsoft Power BI converts data into rich interactive visualizations, utilizing business analytics tools to share...
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Reviews

Overall rating

4.8 /5
(101)
Value for Money
4.6/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support Software
4.7/5

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Showing 5 reviews of 101 Read all reviews
Showing 5 reviews of 101
Gary
Overall rating
  • 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.

Jim
Overall rating
  • 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 365

Reasons for Choosing Phocas Analytics

Microsoft was to expensive and to complex for what we needed.

Switched From

Dynamics 365

Reasons for Switching to Phocas Analytics

We like how easy it was to use and customize.
Joseph
Overall rating
  • Industry: Consumer Services
  • Company size: 1,001-5,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 3.0 /10

Phocas pros and cons

Reviewed on 2022-06-24

It was ok at best but I wouldn't really recommend to anyone cause of the freezing and not transferri...

It was ok at best but I wouldn't really recommend to anyone cause of the freezing and not transferring data cause transferring data is a very important part of a company

Pros

I did like the way it was easy to use and was understandable and even walked you through certain things

Cons

It lagged some wouldn't transfer data when it said it did

Alternatives Considered

Google Analytics 360 and Zoho Analytics

Reasons for Choosing Phocas Analytics

The details about the software seemed promising and better to me but turned out it wasnt

Reasons for Switching to Phocas Analytics

It seemed and sounded like it would've been the best option at the time turned out I was wrong
Khayam
Overall rating
  • Industry: Building Materials
  • 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 motivates our team

Reviewed on 2022-04-19

I would diffidently use Phocas if I ever open up my own business

I would diffidently use Phocas if I ever open up my own business

Pros

Showing Sales figures as opposing to same time last year, we are basing our bones system based on this.

Cons

It should have been accessible to all employee to keep checking the sales stats instead of just one user without a password and username.

Rhys
Overall rating
  • 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.

Showing 5 reviews of 101 Read all reviews

Phocas Analytics FAQs

Below are some frequently asked questions for Phocas Analytics.

Phocas Analytics offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Please contact vendor for pricing.

Phocas Analytics has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Phocas Analytics supports the following languages:

English

Phocas Analytics supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Phocas Analytics integrates with the following applications:

Acumatica, Acumatica Cloud ERP, Dynamics 365, Dynamics 365 Business Central, Epicor, HubSpot Marketing Hub, MYOB Business, Microsoft Dynamics GP, Microsoft Excel, NetSuite, QAD, SAP Business One, SAP HANA Cloud

Phocas Analytics offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

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