I like the instant, fluid information that lets me quickly get the information I want when I want it how I want it, sales me hours a week, what's not to like.

Easily compare turnovers. See who has stopped buying a particular part no, and see who is buying something new.

The ease to use and train employees on this BI tool makes it best in the market. The power of building your own databases, customizing reports and the level of customer service is outstanding.

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

They also don't have to rely on standard out of the box reports that can be limited in scope.

There is also a superb level of output for the sales force to use to be better account managers and category champions.

A great product with an excellent, dynamic and knowledgeable support team.

Getting reports out to our field is easy and painless. We use subscriptions constantly, and that has made many employee's lives easier.

Unless someone is a pro on Phocas, it is difficult to navigate your way around it and completely understand how to use it.

I also occasionally print a report that displays in a weird format with regards to column headings and column widths.

I utilize data analysis in Phocas daily and help create dashboards for our branches. It is easily navigated and improves our data tracking and transaction searching.

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.

However that's really our problem rather than theirs.

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.

It's very intuitive and easy to use. It has a nice clean and modern look and feel.

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

Phocas have been an amazing help with streamlining our business processes.

The best part of Phocas is the ease of use. They really make it easy and intuitive to find the information you are looking for.

Also the ability to present customers purchasing data to them via matrix reports  and charts is very impressive.

Great staff , great system I have nothing but praise for Phocas.

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

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.

I would say it is a positive experience helps me track what sale are most profitable. I would 100% recommend it to anyone looking to grow sales.

The system is great to use and easy , I like the fact I can customize reports and dashboards to suit my business.

It's very easy to merge APIs from many different sources and the automation is great. You can have all data in one place and present it with one click during meetings.

Automated Client Reporting with beautiful and easy to use reports. It prevents me from making thing complicated.

I'm satisfied with this tool and its opportunities. They are fastly developing and adding new features that I'm keen to try on.

My team was making print screens, many excel sheets and sadly, a lot of human mistakes in the reporting process.

White​ labeling is restricted to just uploading an​ image. Would prefer a header with more options in design, layout, ​and content.

No choice of landscape format. Not enough data available.

A very good tool for reporting my Google Analytics and social media platform metrics to clients.

Here comes Whatagraph which gives me an opportunity to have all data in one place and in a visually appealing way. Reports are pretty, and it is easy for clients to understand them.

I love the ease of use and automation of profile reports.

So easy to use and it is not costly - makes reporting so easy and I like that it compares with previous months or years.

The amount of features could be frustrating at times.

Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways.

I like how incredibly easy it is to set up this platform for reporting. Integrating digital marketing tools is quick and you can start reporting in just a few minutes after setting up an account.

The ease of receiving an email regularly to let me know the latest report is ready for viewing is priceless. The quality of the reports themselves in the platform is excellent as well.

Ability to drill down into the data, segmenting, sorting, etc. Great customer services, always been helpful and were deploying almost every suggestion we have requested.

My overall experience is really positive. Whatagraph allowed us to increase the conversion rates of our marketing campaigns.

We needed a solution and chose Whatagraph as it seems like a really attractive startup, really excellent customer support and a vision of where the product is heading.

Also they have an amazing customer service. Lately I had an access issue and [SENSITIVE CONTENT] sort me out in no time.

I am very satisfied with Whatagraph. It's an easy to use software, has lots of integrations, lots of visualization and if you have a question you get instant great answers.

US Dollar

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 BI tools, Phocas makes it easy for the user to decide how much detail to see and in what format. 

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, following their train of thought to find answers to their questions, unrestricted by canned reports and drill paths.



LongDescription

Forecasting

Database Support

Visual Discovery

Charting

OLAP

Publishing/Sharing

Ad hoc Reporting

Strategic Planning

Public Dashboards

Scheduled/Automated Reports

Collaboration Tools

Sales Trend Analysis

Functions/Calculations

Data Import/Export

Quantitative Analysis

Consolidation/Roll-Up

Self Service Data Preparation

Private Dashboards

Profitability Analysis

Sales Reports

Marketing Reports

Performance Metrics

Scorecards

Data Connectors

Data Discovery

Trend/Problem Indicators

Benchmarking

KPI Monitoring

Key Performance Indicators

Budgeting/Forecasting

Visual Analytics

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Data Visualization

Data Blending

Dashboard

Customizable Branding

Reporting/Analytics

Widgets

Single Page View

Customizable Dashboard

Ad hoc Analysis

Drag & Drop

Financial Reporting

Mobile Dashboards

Search/Filter

General Ledger

Income & Balance Sheet

Profit/Loss Statement

Data Management

Data Quality Control

Data Cleansing

"What If" Scenarios

Access Controls/Permissions

Real-Time Analytics

Customizable Reports

Financial Analysis

Cash Flow Management

Real-Time Data

Workflow Management

Real Time Reporting

Scenario Planning

Statistical Analysis

High Volume Processing

Bank Reconciliation

Accounts Payable

Accounts Receivable

For Small Businesses

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Phocas Analytics

In Person

Live Online

Webinars

Documentation

Videos

Whatagraph is an all-in-one marketing data platform to connect, organize, visualize, and share marketing data. It is designed to help marketing agencies and organizations connect and manage siloed data from scattered marketing sources using a single platform. That means Whatagraph can replace a stack of complex and slow marketing data management tools.

45+ native integrations

Currently, Whatagraph supports 45+ native integrations, including social media, web analytics, SEO, PPC, email marketing, and CRM platforms. In addition, we have a Custom API, Google Sheets, and BigQuery data warehouse as sources.

Effortlessly organize your data

Organize and manage data with no-code data transformation. This includes unifying and blending data, creating custom metrics and dimensions instantly available for all reports, which allows you to analyze cross-channel data at scale. Aggregate marketing data by campaign type or group countries into tiers. Unify data naming across channels by creating rules on a source and channel level. Blend cross-channel data like ad spend from multiple campaigns or revenue from a certain region. The process is straightforward, so anyone in your marketing team can do it.

Intuitive report and dashboard builder + templates

Users can start with a pre-built template or our smart builder and create a custom report from scratch. Our report and dashboard builder is intuitive and easy to master even without previous experience. Pick your widgets and drag and drop them on the page to create tables and charts. Add images and goal-tracking gauges. Create custom formulas that you can save and reuse in future reports. The multi-user editing functionality allows team members to collaborate on reports in real time. 

Easy cross-channel insights

A great feature for comparing the performance of different channels or monitoring your overall digital marketing performance. Add any marketing channel to your report and drop the widgets to visualize the data you need. Compare the results from multiple social media or paid ads platforms or blend related metrics from multiple sources for a total count from different channels.
  
Custom report visuals and white labeling 

Change the names of your custom metrics so your clients don’t get confused about what’s what. Create custom widgets and rearrange the arrangement of graphs and charts. Adjust the scale by selecting min and max values. Add custom titles and descriptions for more context. Remove Whatagraph’s branding from all dashboards and reports and use your organization’s instead. Use your or your client’s domains, logos, and colors. Sell marketing reports and dashboards that match your or your client’s branding.

Automated report sharing

Share live links to dashboards or automate email sending with reports attached. Select the frequency, add the review step if required, and never worry about the send-out.

Easy to set up data transfers

In just a few steps, Whatagraph helps you load data from your marketing sources to Google BigQuery using our no-code data transfer. This is an excellent way to avoid the API call limits and changing the rules of individual platforms. Move your data to a data warehouse and make it truly yours. Add your BigQuery account as a source and visualize all your data in a report as you’d do with any other source. Export Whatagraph data as CSV files or Excel spreadsheets. 

Premium support and customer experience

Contact our customer support team via live chat, where you can talk to the product specialists like you would chat with your friends. Get a reply in under 1 minute, and we’ll help you with anything you need, such as data visualization, real-time reports, or anything else.


Real Time Analytics

Engagement Tracking

Website Analytics

Multi-Channel Marketing

Status Tracking

Social Marketing

Performance Management

Activity Tracking

Task Scheduling

Campaign Tracking

Multi-Campaign

Customizable Fields

Data Capture and Transfer

Template Management

ROI Tracking

Conversion Rate Optimization

Email Marketing

Social Media Monitoring

Dashboard Creation

Real Time Data

Marketing Automation

Social Media Integration

Customization

Activity Dashboard

Multiple Data Sources

Customizable Templates

Multi-Channel Attribution

Monitoring

Campaign Analytics

Trend Analysis

Summary Reports

Client Management

Third-Party Integrations

Search Marketing

Display Ad Management

Commenting/Notes

File Sharing

Reminders

Campaign Management

Campaign Segmentation

Channel Management

Click Tracking

Conversion Tracking

Single Sign On

Historical Reporting

Behavior Analytics

Dynamic Content

Data Source Connectors

Multi-Channel Data Collection

Customizable CTAs

Sales Analytics

Event Triggered Actions

Website Visitor Tracking

Role-Based Permissions

Multi-Channel Management

Data Analysis Tools

Data Mapping

Integrations Management

Campaign Planning

Essential: $249/month billed annually

Advanced: $499/month billed annually

Custom: Custom pricing

Phocas Software vs Whatagraph

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