Phocas Pricing, Features, Reviews & Comparison of Alternatives

Phocas

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4.75/5 (63 reviews)

Phocas overview

What is Phocas?

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.

A core philosophy at Phocas is to make our software easy-to-use, which has endeared us 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. What users love about Phocas is it lets them explore their data, following their train of thought to find answers to their questions, unrestricted by canned reports and drill paths.

Phocas has thousands of customers globally. We’re experts in helping manufacturing, distribution, and retail customers turn their company data into action and results. We’ve been around for nearly 20 years and continue to grow because we’re always improving our software and listening to our customers.

From easy-to-read dashboards to on-demand training sessions, everything about Phocas is designed for ease-of-use.

Phocas is loved by users, with a 97% annual customer retention rate and 34 top rankings in BARC’s The BI Survey 19.
www.phocassoftware.com

Pricing

Value for money

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Canada, Europe, United Kingdom

Supported languages

English
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Phocas reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.6
  4.6
  4.7
Martin Smith

Reporting to masses

Used daily for 2+ years
Reviewed 2019-10-08
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Jim Mummert

Phocas has helped us keep our salespeople on task

Used daily for 2+ years
Reviewed 2019-10-10
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Clare P

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

Used monthly for 1-2 years
Reviewed 2020-02-07
Review Source: Capterra

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Jorge Aguillon

Best BI Tool

Used daily for 2+ years
Reviewed 2019-10-08
Review Source: Software Advice

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Graham Lane

Happy to Recommend Phocas!

Used daily for 2+ years
Reviewed 2019-10-17
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Phocas features

Business Intelligence
Charting

API (166 other apps)
Activity Dashboard (136 other apps)
Ad hoc Reporting (78 other apps)
Collaboration Tools (66 other apps)
Customizable Reporting (95 other apps)
Dashboard Creation (101 other apps)
Data Filtering (92 other apps)
Data Import/Export (106 other apps)
Data Visualization (152 other apps)
Drag & Drop Interface (66 other apps)
Monitoring (80 other apps)
Predictive Analytics (66 other apps)
Real Time Analytics (106 other apps)
Real Time Data (81 other apps)
Reporting & Statistics (111 other apps)
Third Party Integration (93 other apps)
Trend Analysis (66 other apps)
Visual Analytics (122 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

GetApp Analysis

Gut sense only goes so far in the business world. In order to make strategic decisions, organizations need to rely on actual, real-time data. Phocas is a cloud-based data discovery solution that provides businesses with 50 to 500+ employees with ways to make data-based decisions, uncover new sales opportunities, and improve operational efficiencies.

Designed for companies in the distribution, manufacturing and retail industries, Phocas offers analytical capabilities that turn complex data into understandable charts, graphs, and maps. Professionals with and without technical backgrounds can take advantage of business intelligence (BI) with Phocas. A few of the solution’s most important features include ad-hoc data discovery, dashboards, geospatial analysis, and data collection.


What is Phocas?

Phocas has been sold on a subscription basis since 1999, serving the needs of professional organizations looking to make smarter business decisions. The solution makes sense of large volumes of data, generating detailed visualizations, seamlessly uncovering sales opportunities, and improving business efficiencies for its professional users.

With a few clicks of the mouse, Phocas users are able to bring up sales data, inventories, forecasts, prices, profit margins, and budgets. They can also carry out ad-hoc interrogations, consolidate data, conduct modeling, and identify trends using geospatial analysis. This makes it easier for businesses to stay ahead of the curve, which is important in competitive business environments.


Who is Phocas For?

  • Experience level: All experience levels
  • Industry: Distribution, manufacturing, retail
  • Business size: 50 to 500+ employees
  • Departments/roles: C-level executives or representatives from IT, sales, finance, purchasing, or inventory control
  • Budget/point: Annual revenue between $20 million and $250 million
  • Example customers: Heritage Brands, Bowens, Cooldrive Distribution, Coldflow, Omron Electronics

Main Features

Ad Hoc Data Discovery

Phocas follows a user’s train of thought, quickly answering important business questions. In addition to answering those critical business questions, Phocas also uncovers new questions and opportunities that organizations should consider.

Start turning your own data into actual results using Phocas’ ad-hoc data discovery tools. With Phocas, you can visualize your data from multiple sources, including third-party CRM, sales, and EPS solutions. You can also interact with that data, and drill down to uncover insights or highlight problems that you may not otherwise know exist.

Mobile

Phocas offers a full BI suite for mobile. This provides you with real-time data interrogation capabilities from any location worldwide, regardless of the device you’re using.

Phocas has kept its mobile interface simple to ensure that virtually anyone can take advantage of advanced BI features. From your tablet or smartphone, you can stream inventory vs. sales. If you’re visiting clients on the road, you can highlight key product groups. You can also create dashboards to share with your team using your mobile device.

Dashboards

Phocas summarizes its users’ data, enabling businesses to spot check for results to share amongst their teams. Any Phocas user can build an interactive dashboard, and then customize, collaborate, and revise it quickly without help from an IT department.

The dashboards you create with Phocas can get incredibly detailed, depending on your needs. Drill down to individual transactions or take broad strokes and look at the financial outlook for your industry at large. You can apply or remove restrictions to the data in your dashboard based on the access level of the user looking at the information.

Geospatial Analysis

Using Phocas, professionals are able to combine transactional and geospatial data on an easy-to-view map. It’s also possible to combine geographical visualizations with existing BI data. Phocas’ geospatial mapping tools can be used with OpenStreetMap or Google’s API.

Map your data, and Phocas will immediately provide you with geospatial analysis. For example, geospatial analysis features are useful when you want to plot things like profitability or inventory on maps. Phocas allows you to pinpoint specific locations or use heat maps to show data for multiple locations at once.


Integrations

Organizations should contact Phocas for information about specific integration capabilities.


Pricing

Phocas has been sold on a subscription basis since 1999. Monthly fees include support, maintenance, and software updates. The company has a 97% customer retention rate and a 132% revenue retention rate.


Bottom Line

  • Straightforward UI requires minimal training.
  • Ideal for companies in distribution, manufacturing, and retail.
  • Fast implementation for businesses that don’t have days to waste creating reports.
  • Flexible features help users quickly prepare for trade shows and meetings.
  • Intuitively follows a user’s train of thought.

Videos and tutorials

Additional information for Phocas

Key features of Phocas

  • Ad-hoc Data Discovery
  • Alerts
  • CRM
  • Collaboration
  • Combine data from multiple sources
  • Data Mining
  • Data Warehousing
  • Easy to build interactive dashboards & scorecards
  • Full Business Intelligence suite for mobile use
  • Geospatial Analysis
  • Inventory analytics
  • Mapping
  • Multiple export options
  • Reporting
  • Sales analytics
  • Save Favourites
  • Visualisations
View All Features

Benefits

Get timely access to accurate data: current revenue and profit, against budgets, against prior year and against forecast

See your data presented in meaningful and easy-to-understand formats: grid, charts and dashboards

Dive from high level summaries to company-wide detail in seconds

Visualize metrics and performance scored the way you want it, against the variables you need

Gain insight into where customers are moving away from critical margin points, identify top customers and more
Manage sales team performance