15 years helping Australian businesses
choose better software

What Is Phocas Software?

If your business needs to move faster with more certainty, Phocas can help. We have an all-in-one business planning and analytics platform for companywide use. A single governed source of truth fed directly from your ERP, accounting, and other systems. Phocas solves the pains mid-market businesses have with gaining insights, reporting, tracking performance, managing sales teams, planning spend, managing cashflow, building budgets, forecasting and doing month end.

Who Uses Phocas Software?

Mid-market and enterprise businesses looking for an all-in-one business planning and analytics solution.

Phocas Software Software - CEO Dashboard
Phocas Software Software - CFO Dashboard
Phocas Software Software - Profit and Loss statement
Phocas Software Software - Budget worksheet
Phocas Software Software - Driver-based budgeting

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Reviews of Phocas Software

Average score

Overall
4.8
Ease of Use
4.6
Customer Service
4.6
Features
4.6
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
79%
4
20%
3
1%
Khallyl
Khallyl
Data Specialist in Philippines
Verified LinkedIn User
Marketing & Advertising, 501–1,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Powerful Business Intelligence Tool - Phocas Software

5.0 last year

Comments: It's important to note that the cons of Phocas software will depend on your specific needs and circumstances. It's recommended that you evaluate each software's (exam. Tableau, Microsoft PowerBI, etc.) features, pricing, and customer reviews to determine which one will work best for your business.

Pros:

I highly recommend Phocas software for any business looking for a user-friendly, real-time analytics solution. The customizable dashboards and robust data modeling capabilities make it easy to create a single source of truth for your organization. Plus, the seamless integration with other business applications and mobile access means you can access critical information from anywhere. And with dedicated customer support, you can be sure you're getting the most out of the software. Overall, I'm very impressed with Phocas software and would definitely recommend it to others.

Cons:

While Phocas software has many advantages, there are also some potential drawbacks to consider. Users may find that some customization options are limited, and the software can have a steep learning curve for those who are not familiar with business intelligence solutions. Additionally, Phocas software may have fewer data visualization options and may not integrate with all the data sources that your organization uses. Finally, It can be relatively expensive, which could be a barrier for some businesses, especially small businesses.

Phocas Software Response

10 months ago

Hi Khallyl, thanks for taking the time to leave us such a thorough review! To help get you familiar with the customization options available, please be sure to check out online library of how-to videos that cover various aspects of Phocas products: https://www.phocassoftware.com/academy And if you're missing a data source in your solution that is critical to your organization, please let us know ([email protected]), we'd love to help keep you feeling great about your data! Warm regards, Mike Hills Global Head of Customer

Noam
Founder in US
Media Production, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Powerful Business Intelligence Tool - Phocas Software

5.0 last year

Comments: I have had a great experience with Phocas Software. The user interface is intuitive and user-friendly, making it easy to access and understand the various data points. Additionally, the powerful and comprehensive capabilities of the software enable businesses to gain valuable insights into their operations and performance. The only downside I have experienced is the cost, as the software can be quite expensive.

Pros:

Phocas Software is an incredibly powerful and comprehensive business intelligence tool that can help businesses gain valuable insights into their operations and performance. With Phocas Software, users can quickly and easily access real-time data and analytics to help them make better decisions and optimize their operations. The user interface is intuitive and user-friendly, making it easy to understand the various data points and use them to inform decisions.

Cons:

While Phocas Software is an incredibly powerful and comprehensive business intelligence tool, it can be difficult to set up and configure. Additionally, the cost of the software can be quite expensive, depending on the features and functionality you need.

Phocas Software Response

10 months ago

Hi Noam, thanks for leaving us a review, it's awesome to hear that you're having a great experience with Phocas. We like to make our pricing as all-inclusive as possible, by including all our implementation costs and data warehousing costs up-front. And as part of our process we want to make sure that an investment in Phocas really pays off for you, leaving you feeling great about your data. If you require assistance or have any suggestions, please send us an email at [email protected] Warm regards, Mike Hills Global Head of Customer

Adrian
Director in UK
Wholesale, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Great tool for BI and KPI management

5.0 2 weeks ago New

Pros:

We use Phocas for all our reporting across the business. The ability to make any dashboard visible on an external link has allowed us to use it for our wall board reporting throughout the business - making the numbers visual has helped to make them understandable. Using Phocas for reporting on spend breakdown couldn't be easier, and beats using alternatives like excel or similar!

Cons:

I guess if there's one thing Phocas could do better, that is modernise the dashboard graphics - the options feel quite restrictive.

Clare
CE in UK
Medical Devices, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

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

3.0 4 years ago

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.

Jim
Sales & Marketing Manager in US
Wholesale, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Phocas has helped us keep our salespeople on task

5.0 5 years ago

Comments: 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.