About Phocas Business Intelligence

Phocas is a cloud-based, SaaS company specializing in data analytics for manufacturing, distribution and retail industries.

Phocas uses 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 its software easy-to-use, which has endeared Phocas 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.

Phocas lets users explore their data, fo...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

64 Reviews of Phocas Business Intelligence

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(49)

49

4 stars

(14)

14

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 64 results

October 2019

Gary from Audio-Technica

Verified Reviewer

Company Size: 51-200 employees

Industry: Electrical/Electronic Manufacturing

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

October 2019

Best in class BI

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.

October 2019

Jim from Industrial Piping Systems

Company Size: 11-50 employees

Industry: Wholesale

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

October 2019

Phocas has helped us keep our salespeople on task

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.

Reasons for Choosing Phocas Business Intelligence

We like how easy it was to use and customize.

February 2020

Clare from Ambu

Company Size: 51-200 employees

Industry: Medical Devices

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

3.0

Functionality

3.0

February 2020

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.

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.

October 2019

Jorge from Health Care Logistics

Company Size: 201-500 employees

Industry: Medical Devices

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

October 2019

Best BI Tool

I love it, since we really started using phocas(last pug conference) I have decreased the amount of crystal reports by at least 75% or more.

Pros

This software allows me to gather databases from all over the organization and present the, to our users via dashboard/report or let them drive their own reporting.

Cons

It was a bit difficult to understand the Sync/dbdesigner part since documentation on this was a bit vague

October 2019

Graham from Moove Lubricants Ltd

Company Size: 201-500 employees

Industry: Oil & Energy

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

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.

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.

Reasons for Choosing Phocas Business Intelligence

Since we've been using Phocas we've been assessing the use of Tableau and Microsoft Power BI however, these would replace Phocas for us, these would be secondary tools most likely used in our business for their visualization functions.