Phocas

Phocas

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4.8/5 (63 reviews)

Phocas Overview

What is Phocas?

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.

Phocas Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Phocas Features

Devices
Business size
S M L
Markets
Asia, Australia, Canada, Europe, United Kingdom, United States
Supported Languages
English

Screenshots

Phocas screenshot:
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Phocas Reviews

Phocas Reviews

Overall rating
4.8
/
5 63 reviews
Excellent
49

Very good
13

Average
1

Poor
0

Terrible
0

Value for Money
4.7
Features
4.6
Ease of Use
4.6
Customer Support
4.7
98% recommended this app
Martin S.

Reporting to masses


Graham L.

Happy to Recommend Phocas!

We started with Phocas in 2009 with just the standard sales database for one region of our business but have now progressed to multiple sales databases for other business units with fully integrated rebates module as well as finance and procurement style database now, with plans to roll it out further in other parts of the business.


Bill W.

Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!

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.


Alan M.

Cost effective Management Information

This replaced "hand crafted" Excel and VBA sheets over a 10 day period to the consumer , we then developed Phocas to suit our needs and one drop of data updates all users with all views in 1 day.


Clare P.

I feel like it can be a useful tool, if you are in the know!

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.


Martin S.
Industry: Building Materials
Company size: 501-1,000 Employees

Reporting to masses

Used Daily for 2+ years
Reviewed on 8/10/2019
Review Source: Capterra

Pros

Phocas provided an ideal solution for producing the same views of information for Different job roles using the permissions in the background. This reduced our dependance on Excel reporting by around 60%

Cons

Phocas is more a visualisation tool rather than deep dive and planning is necessary to ensure output views meet the expected results, particular around columnar structure. That said it has had nothing but a positive impact on the Business reporting consumption by the masses.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Graham L.
Industry: Oil & Energy
Company size: 201-500 Employees

Happy to Recommend Phocas!

Used Daily for 2+ years
Reviewed on 17/10/2019
Review Source: Capterra

We started with Phocas in 2009 with just the standard sales database for one region of our business but have now progressed to multiple sales databases for other business units with fully integrated rebates module as well as finance and procurement style database now, with plans to roll it out further in other parts of the business.

Pros

The ease of use of Phocas is what puts it at the top of our list for BI software. The set up of the data was quick and easy (with great support from the Phocas guys) and ability to drill down from top line data right into the detail of a transaction is what makes Phocas a great tool for us. Phocas is widely used across our business to track and analyse sales data, finance data and purchasing data with future plans to add more modules. The PUG Forum is also a good feature for me, if there is something that you don't know how to do then you'll find the info there or someone can point you in the right direction. It's also a great place to suggest the feature that you'd like to see and Phocas review and add on to their product road map, so you know they are listening to your ideas.

Cons

I'd say the visualizations and widgets on the dashboards could do with abit of updating. The charts aren't always a flexible as you'd like with axes labels and adjusting the axes to suit the chart, plus you have to be quite specific with the data in the first place to get the chart you want.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Bill W.
Industry: Warehousing
Company size: 51-200 Employees

Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!

Used Daily for 2+ years
Reviewed on 10/10/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Alan M.
Industry: Mechanical or Industrial Engineering
Company size: 1,001-5,000 Employees

Cost effective Management Information

Used Weekly for 2+ years
Reviewed on 31/10/2019
Review Source: Capterra

This replaced "hand crafted" Excel and VBA sheets over a 10 day period to the consumer , we then developed Phocas to suit our needs and one drop of data updates all users with all views in 1 day.

Pros

Ease of use , ability to develop our own customised views , one change updates all consumers of the views , scalable - we can add more data and create relationships to enrich existing views to the consumer , Enable better decision making data in dashboard views allowing the consumer to pic and choose what is important today .
We have never looked back - we chose Phocas in 2013 to feed our front end business with tailor made views of data to enable swift decision making - we developed our support team to self create views from data feed through to data visualisation - this replaced our Excel and VBA sheets that were people hungry to produce - now we simply load our data periodically and the consumer can a see "all they want to see when they want to see it "

Cons

Understanding how the background of the product , as we decided from day one that we would be self sufficient in all our development needs and not many businesses had taken this approach with Phocas at that time.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Clare P.
Industry: Medical Devices
Company size: 51-200 Employees

I feel like it can be a useful tool, if you are in the know!

Used Monthly for 1+ year
Reviewed on 7/2/2020
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
9.5/10
Based on 63 user ratings
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Phocas Pricing

Phocas Pricing

Starting from
N/A
Free Trial
Value for money
Value for Money
4.7/5
Based on 63 user ratings
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Phocas Features

Phocas Features

API
Activity Dashboard
Ad hoc Reporting
Business Intelligence
Charting
Collaboration Tools
Customisable Reporting
Dashboard Creation
Data Filtering
Data Import/Export
Data Visualisation
Drag & Drop Interface
Monitoring
Multiple Data Sources
Real Time Analytics
Real Time Data
Reporting & Statistics
Third Party Integration
Trend Analysis
Visual Analytics
Features
4.6/5
Based on 63 user ratings
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Categories

Video Tutorials

Video Tutorials

Additional information for Phocas

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

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

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 365 Business Central, Microsoft Dynamics GP, 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