Phocas is a cloud-based business intelligence solution that caters to small size businesses across various industry verticals and helps them to make information-based decisions using real-time data. The solution is compatible with multiple web browsers like Safari, Google Chrome, Firefox and more.

Phocas Business Intelligence includes dashboards and scorecards, data mining and predictive analytics, extraction, transformation and loading (ETL), online analytical processing (OLAP) and data warehousing. The solution provides users the ability to view data from different perspectives- users can analyze sales information, including trends and buying patterns, to determine cross-selling opportunities and sales opportunities. Users can also identify customers who fall into a pattern of not purchasing or decline in purchasing frequency. The solution also helps businesses form purchasing decisions by providing access to vendor performance, average prices and purchase-to-sales ratios, in addition to flow rates, output, production cycle and materials costs.

Phocas offers services that are billed monthly. Support is available via phone, email and through other online resources.

User conference
User conference

User conference

Sales dashboard

Sales dashboard

Shipping list

Shipping list

Sales

Sales

Supported Operating System(s):

Web browser (OS agnostic), Windows 8



25 Reviews of Phocas Business Intelligence

Overall rating

4.5 / 5 stars

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Ease-of-use

Value for money

Customer support

Functionality

December 2017

It's a good business intelligence program

Pros

I 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

Cons

I 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.

Review Source: Capterra

Simon from Trutex Limited

Industry:  Other

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Good product

Pros

Ease of use
Highlights areas to drill
Accessible from anywhere
Can design to suit your company
Good charts

Cons

We haven't quite got to the start level, still reconciling our data feeds. When done we'll be well placed to,use Phocas

George from Stax

Industry:  Marketing Services

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

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

Pros

An easy to use and intuitive way to segment audience, sales and kpi's
Simple user interface
Continued development

Cons

Adding new data sources as an end user
Not being able to automate feeds from Phocas into other databases or systems

Jennifer from Trusted ltd

Industry:  Retail

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Impressed with product although early days

Pros

Easy 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

Cons

Time needed to get up & running, there is not a problem with the product but will needs an investment at this point

Reshma from F & P Wholesale

Industry:  Other

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Easy and Good to Use

Pros

It very simple to use the software and its really straightforward especially for a new user. Also you can not go wrong and delete anything.

Cons

Personally more training on the product just to know to what extent it can go especially when your a new user.

Tara from Profast Ltd

Industry:  Construction / Contracting

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

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

All in all great product and I would highly recommend

Pros

its user friendly and easy to get around, produces reports quickly, analysis of data is at your fingetips

Cons

Customising reports can be hard to navigate around

Susan from American Pipe & Supply

Industry:  Distribution

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

Awesome!

I couldn't do my job without it!

Pros

Quick and easy to get the reports you need. Dashboards with summaries that you can drill down into.

Cons

So much at once is hard to take in and learn all Phocas can give you. Too much data can be overwhelming.

Dianne from VP Supply Corp

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

Love Phocas!

Pros

I 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.

Cons

We started using the CRM database about 6 months ago. After a somewhat rocky start, the salesforce is finally embracing the technology.

Review Source: Capterra

Dan from Wausau Supply Co.

Industry:  Distribution

Number of employees:  501-1,000 employees

Ease-of-use

Functionality

May 2017

Great Sales Aid

Very easy to use and love the ability to quickly frill down information.

Pros

Being able to pull customer data quickly. I can identify customers opportunities and successes with the sales data.

Jerry from Everflow

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

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

Pros

This 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

Cons

Limited 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

Review Source: Capterra

James from Spicers Paper / Kelly Paper

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

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

Pros

The 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.

Cons

Minor gripes about the interface and specific features that could be easily fixed. Currently running an older version, so 2016 may fix some of them

Review Source: Capterra

Bonnie from Radians, Inc

Industry:  Other

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

Newbie But Impressed

Pros

I 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.

Stephanie from Crescent Electric

Industry:  Distribution

Number of employees:  1,001-5,000 employees

Ease-of-use

Customer support

Functionality

May 2017

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

Pros

The 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.

Cons

I 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.

Jared from AAMP Global

Industry:  Distribution

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

Super User Friendly and Powerful Tool!

Pros

Phocas 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.

Cons

I wish it had more options for combining streams and plotting the data on using both the horizontal and vertical axis.

Bo from Crescent Electric Supply

Industry:  Distribution

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

Very User Friendly Software

It'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.

Pros

The 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.

Cons

The 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.

Agnes from Riley Sales

Industry:  Distribution

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

Marketing Manager

Pros

Phocas 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.

Joseph from Dixie Plywood Company

Industry:  Construction / Contracting

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

Great product

Pros

Very easy to get to the data that we need. We have used this product for about 5 years now and it works great.

Cons

It 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.

Andrew from Cosatto Ltd

Industry:  Sales & Marketing

Ease-of-use

Customer support

Functionality

July 2015

Best piece of software ever!

Pros

Phocas 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!

Cons

Nothing 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.

Brandon from American Metals Supply

Industry:  Distribution

Ease-of-use

Customer support

Functionality

March 2015

The first place I turn to find answers

Pros

Phocas 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.

Cons

The 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.

Dave from FWC

Ease-of-use

Customer support

March 2015

Powerful analytics.

This 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!

Review Source: Capterra

Displaying 1 - 20 of 25 reviews