Phocas Software

Phocas Software

by Phocas Software

Who Uses Phocas Software?

Retailers, distributors, and manufacturers who are seeking greater insight into their business.

What Is Phocas Software?

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. From day one, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry, but can also customize for their business' unique needs.

Phocas Software Details

Phocas Software

http://www.phocassoftware.com/

Founded 1999

Phocas Software Pricing Overview

Phocas Software does not have a free version but does offer a free trial. See additional pricing details for Phocas Software below.

Free Version

No

Free Trial

Yes

Deployment

Installed - Mac

Cloud, SaaS, Web

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

Phocas Software Features

Big Data Software
Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates
Ad Hoc Reports
Benchmarking
Dashboard
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Publishing / Sharing
Scorecards
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Data Source Integrations
Data Visualization
Functions/Calculations
KPI Monitoring
Private Dashboards
Public Dashboards
Scorecards
Widgets
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics
Analytics/Reporting
Content Management
Custom Dashboards
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Behavioral Mapping
Dashboard
Dynamic Maps
Element Analytics
Embeddable Maps
For Sales
For Science
Radial Mapping
Territorial Mapping
Website Analytics
Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis
Customisable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reporting
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Association Discovery
Compliance Tracking
File Storage
Forecasting
Multivariate Analysis
Regression Analysis
Statistical Process Control
Statistical Simulation
Survival Analysis
Time Series

Phocas Software Reviews

Showing 5 of 63 reviews

Overall
4.8/5
Ease of Use
4.6/5
Customer Service
4.7/5
Features
4.6/5
Value for Money
4.7/5
Martin S.
Project Manager
Building Materials, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 08/10/2019

"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.

  • Reviewer Source 
  • Reviewed on 08/10/2019
Graham L.
Business Intelligence Coordinator
Oil & Energy, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/10/2019

"Happy to Recommend Phocas!"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 17/10/2019
Bill W.
Business Optimization Manager
Warehousing, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 10/10/2019

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 10/10/2019
Clare P.
CE
Medical Devices, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    3/5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 07/02/2020

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 07/02/2020
Nicholas G.
Data Analyst
Wholesale, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 08/10/2019

"Phocas is Amazing!"

Comments: The biggest benefit is not having our sales reps rely on our IT department to create a report from an old legacy system. They also don't have to rely on standard out of the box reports that can be limited in scope. Phocas allows them to instantly dive into their sales data and find anything they need--from summary numbers to very specific sales data. In fact, this applies across all departments including management. The ease and flexibility of finding information is incredible.

Pros: Ease of use. Within seconds I can find the exact data I am looking for. It requires very little technical knowledge, however, I have set up many advanced sales--and even financial--reports using Custom Mode. The software loads quickly, and I have rarely encountered a bug. On the few occasions where I have emailed the support desk they ALWAYS respond quickly and have a solution implemented right away. This is definitely not the case with many other software companies that I deal with. I love Phocas.

Cons: This is very minor, but exporting reports could use some touch ups. Exporting to Excel comes with conditional formatting. Some users may like it, however I almost always remove the conditional formats because it dramatically slows down other functions I may perform with the data in Excel. Again, this is very minor as I understand the usefulness to some users of having the conditional formats already set up. I also occasionally print a report that displays in a weird format with regards to column headings and column widths.

  • Reviewer Source 
  • Reviewed on 08/10/2019