Phocas Software Pricing & Features


Easy to use Business Intelligence

4.66/5 (25 reviews)

Phocas overview

Phocas has over 15 years experience helping retailers, wholesale distributors and manufacturers make better business decisions, increase sales and gain a better insight into their business. Phocas customers report an almost instant ROI as they discover trends in their business they would not have known about without Phocas.

Phocas allows businesses to access and query data from a range of sources including but not limited to ERPs, CRMs, spreadsheets and more. Phocas' intuitive interface allows users with minimal technical experience to gain valuable insights, without compromising on quality.


Starting from
Pricing options
Free trial
Value for money


Business size



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

Supported languages

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Phocas reviews


Very good

Value for money
Ease of use
Customer support
Stephanie Spillane

I've worked with Phocas for just a year, and absolutely LOVE it.

Used daily for 2+ years
Reviewed 2017-05-09
Review Source: Software Advice

The ease of use is great, and has brought so much benefit to our company. We are able to customize reports and dashboards to our needs as a company, which is a huge deal. Getting reports out to our field is easy and painless. We use subscriptions constantly, and that has made many employee's lives easier.

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Easy to use Business Intelligence

Bo Anderson

Very User Friendly Software

Used daily for 2+ years
Reviewed 2017-05-09
Review Source: Software Advice

It's a great tool at a great value and it keeps improving. If you don't know what you're doing this team is more than happy to help you get off the ground and train you and set up your initial databases, they'll help you succeed.The support team is great and very helpful. The software is very easy to learn for new users and people that aren't comfortable with an analytics tool. The tool is very intuitive and you can start doing analysis very quickly.

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Easy to use Business Intelligence

James Lee

I'm a daily power user for focus and train our team. Best data analysis software to date!

Used daily for 2+ years
Reviewed 2017-05-09
Review Source: Capterra

The software is not only easy to use, and basically unbreakable, it is accessible almost anywhere. Hours have been saved thanks to the software. This is hands down the best software that i've ever used in my company.

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Easy to use Business Intelligence

Andrew Kluge

Best piece of software ever!

Reviewed 2015-07-29
Review Source: Software Advice

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!

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Easy to use Business Intelligence

Dianne Meli

Love Phocas!

Used daily for 2+ years
Reviewed 2017-05-09
Review Source: Capterra

I have been a Phocas user for a couple of years. Being a SHIMS user, we are always looking for software to enhance it and make the end users lives easier. Phocas has been a great fit for us.

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Easy to use Business Intelligence

Phocas pricing

Starting from
Pricing options
Free trial

The per month rate includes 5 users.
Phocas has built its business model on exceeding customer expectations.
Phocas has been sold on a subscription basis since 1999. The company has a 97 percent customer retention rate and a 132 percent revenue retention rate.

Pricing Comparison

How does Phocas compare with other Business Intelligence & Analytics apps?

Subscription plan?


99% of apps offer a
subscription plan

Free trial?


88% of apps have a
free trial

Free plan?


27% of apps have a
free plan

Pricing Comparison

Business Intelligence & Analytics app prices shown are $/month

Phocas Pricing Reviews

  • How quickly we can gain insight into our sales data.
  • The support team is great and very helpful. The software is very easy to learn for new users and people that aren't comfortable with an analytics tool. The tool is very intuitive and you can start doing analysis very quickly.
  • I really enjoy the freedom of developing the exact report that I want. If I find that I am unable to do something, the support team has always come through and fixed it so it works. I have created reports that show dead stock in one branch that other branches sell. it's also accessible from anywhere which gives real value
  • We would like to offer this to more of our employees, but the cost is making it hard for us to justify.
  • I feel one of the biggest limitations to Phocas is the charting portion. Trying to develop nice looking charts is not easy and printing them is not possible.
  • The Custom function does add depth of functionality, but it's hard to do certain formulas like Maxs, Mins, or Standard Deviations. The amount of graphics and charts is increasing but it would still be nice to have more.
recommended this to a friend or a colleague

Phocas features

Real Time Data

API (121 other apps)
Activity Dashboard (91 other apps)
Ad hoc Reporting (63 other apps)
Business Intelligence (87 other apps)
Collaboration Tools (43 other apps)
Customizable Reporting (68 other apps)
Dashboard Creation (77 other apps)
Data Filtering (59 other apps)
Data Import/Export (69 other apps)
Data Visualization (95 other apps)
Drag & Drop Interface (53 other apps)
Graphical Data Presentation (45 other apps)
Monitoring (64 other apps)
Real Time Analytics (84 other apps)
Real Time Reporting (47 other apps)
Reporting & Statistics (68 other apps)
Third Party Integration (57 other apps)
Visual Analytics (87 other apps)

Competitor Feature Comparison

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.


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.


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.


Organizations should contact Phocas for information about specific integration capabilities.


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


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, dashboards

dive from high level summaries to company-wide detail in seconds to confirm or contradict your hunches

see a visual representation of metrics and performance scored the way you want it, against the variables you need

give your staff complete flexibility to get the information they need to know at any point in time – and reveal reasons behind it

stay across where customers are moving away from critical margin points, identify top customers and more tightly manage sales team performance

get all your departments working from the same version of the truth

present accurate, visual reports prepared easily by nontechnical staff to stakeholders like the Board, investors and directors

join thousands of professionals in manufacturing, wholesale distribution and retail

make a modest investment in a software tool with a 98% retention rate that will revolutionize your business and make you wonder why you didn’t have this sooner

this powerful no-nonsense business tool will become a key point of reference for your daily planning, business operation and strategy development.