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...


Read More

Supported Operating System(s):

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

63 Reviews of Phocas Business Intelligence

Average User Ratings

Overall

4.75 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(48)

48

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 63 results

October 2019

Martin from BSs Industrial

Company Size: 501-1,000 employees

Industry: Building Materials

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2019

Reporting to masses

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.

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.

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

JJ from Fastening Solutions Inc.

Company Size: 51-200 employees

Industry: Building Materials

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

October 2019

Analytics in today's business environment

My overall experience with Phocas has been good from the start. They are prompt in with a response when you have an issue and will help you get the results you are looking for when utilizing custom searches and in-depth calculations.

Pros

Phocas is incredibly easy to use and helps you dig into an type of business analytics you can think of for your business.

Cons

There are not many of CONS that I have with Phocas, but the biggest issue I have is the lack of graphics for dashboards and the ability to truly customize those graphics. Also, the graphics can be a little quirky at times.

October 2019

Rebecca from Chen Foods

Company Size: 11-50 employees

Industry: Food & Beverages

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

Phocas - Exceptional software with amazing support.

Phocas have been an amazing help with streamlining our business processes. Not only is it easy to gain insights into our market, the team at Phocas have made it as quick and easy as possible by setting up automatic synchronisations from our accounting software directly to Phocas so we always have the latest data on hand without any effort at all. A favourite tool for the staff here and can't recommend it enough.

Pros

Ease of use and navigation, ability to customise and a perfect support team!

Cons

The functionality is awesome, only think I can think of is to give more options with custom formatting dashboards.

Reasons for Choosing Phocas Business Intelligence

-