Phocas vs Delve

Dynamics 365

Microsoft Power BI

Hotjar

Looker

IBM Cognos Analytics

NVivo

Compare Phocas and Delve based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Microsoft Power BI converts data into rich interactive visualizations, utilizing business analytics tools to share dashboard-based insights across all devices

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

IBM Cognos is a suite of business intelligence and performance management software, that includes dashboards, reports, forecasting, visualization & automation.

Phocas delivers cloud-based BI and FP&A solutions for mid-market distribution, manufacturing and retail businesses. Seamlessly integrating with ERP systems, it simplifies data analysis, streamlines financial planning, and empowers teams to uncover insights, forecast accurately, and drive growth.

"What If" Scenarios

Access Controls/Permissions

Accounts Payable

Accounts Receivable

Activity Dashboard

Ad hoc Analysis

Ad hoc Reporting

Alerts/Notifications

Approval Process Control

Audit Trail

Bank Reconciliation

Benchmarking

Big Data Analytics

Billing & Invoicing

Budgeting/Forecasting

Cash Flow Management

Cash Management

Chart of Accounts

Charting

Collaboration Tools

Consolidation/Roll-Up

Customizable Branding

Customizable Dashboard

Customizable Reports

Customizable Templates

Customization

Dashboard

Dashboard Creation

Data Blending

Data Cleansing

Data Connectors

Data Discovery

Data Import/Export

Data Integration

Data Management

Data Quality Control

Data Visualization

Database Support

Drag & Drop

Expense Tracking

Financial Analysis

Financial Management

Financial Reporting

For Small Businesses

Forecasting

Functions/Calculations

General Ledger

High Volume Processing

Income & Balance Sheet

Key Performance Indicators

KPI Monitoring

Marketing Reports

Mobile Dashboards

Monitoring

Multi-Company

Multi-Currency

Multi-Department/Project

Multiple Data Sources

OLAP

Performance Metrics

Predictive Analytics

Private Dashboards

Profit/Loss Statement

Profitability Analysis

Public Dashboards

Publishing/Sharing

Quantitative Analysis

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Sales Reports

Sales Trend Analysis

Scenario Planning

Scheduled/Automated Reports

Scorecards

Search/Filter

Self Service Data Preparation

Self-Service Reporting

Single Page View

Statistical Analysis

Strategic Planning

Templates

Third-Party Integrations

Trend Analysis

Trend/Problem Indicators

Version Control

Visual Analytics

Visual Discovery

Widgets

Workflow Management

Phocas

Android

Linux

Web-based

Windows

iPad

iPhone

sales person

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.

Commercial Administration Manager

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.

Area Manager

My overall experience with Phocas has been excellent, we use the system to monitor growing and declining sales to protect out business and easily identify buying gaps to help increase sales.

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.

Marketing Co-ordinator

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

Finance Director

I am most excited about the ability to draw in different strands of information from the various software platforms we operate as part of the business.

It is so useful to be able to track my sales and returns. It also has many great features for tracking sales and proformance.

Director I.T. Services

Ease of implementation, Ease of training, Ease of Customer service. Price point sealed the deal.

customer care advocate

What I like most about Phocas is the ease of use.

Support from the account managers when required is excellent.

However that's really our problem rather than theirs.

Sales/Marketing

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

It helps me quickly see customers in a specified group that I can then export to excel and begin analysis and making contacts.

Pricing Specialist

Powerful tool for all level of users. Simple, Intuitive, and Flexible.

Sales & Marketing Dept.

Customising reports can be hard to navigate around.

Director

Some bugs still sit in the software. Not a lot but they are annoying when they do pop up.

Phocas screenshot: Phocas platform

Phocas screenshot: Phocas analytics 

Phocas screenshot: Phocas financial statements 

Phocas screenshot: Phocas budgets & forecasts 

Phocas screenshot: Phocas rebates 

Phocas screenshot: Phocas CRM

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

NVivo is a data analysis software, which helps businesses in the education, healthcare, non-profit, public, and other sectors organize, store, or evaluate qualitative data and manage cloud-based collaboration and automated transcription processes.

Looker, now part of Google Cloud, is a data platform that makes it simple for anyone to find, navigate and understand their data. Looker platform has an analytics interface for exploring data, a reusable development paradigm for curating data experiences, and an extensible API set so the data can exist in other systems. Looker enables anyone to search and explore data, build dashboards and reports, and share everything easily and quickly.

Hotjar provides website heatmaps and behavior analytics tools that reveal how visitors interact with websites. The platform combines visual feedback through heatmaps and session recordings with direct user input via surveys and feedback collection, allowing businesses to identify conversion blockers and optimize user experience. Hotjar integrates with popular tools like Google Analytics and Zapier to deliver comprehensive insights about website performance.

Delve is a qualitative data analysis platform that helps ethnographic researchers, focus groups, and social scientists perform analysis for research projects and interview transcripts. Users can code sentences, phrases, or paragraphs from submitted transcripts and categorize highlighted quotes.

Annotations

Categorization/Grouping

Data Coding

Data Storage Management

Multi-Language

Qualitative Comparative Analysis

Tagging

Text Analysis

User Research Analysis

Delve

Assistant Principal

From the moment I found Delve I have been nothing but impressed. The software was really easy to use and the developers were very responsive when I had questions.

Student

I was so thrilled that Delve showed up when I searched for "coding for researching" on YouTube. Delve is really a well thought out software, and I am extremely happy with all the features I used.

Freelance Graphic Facilitator

It feels intuitive - a welcome, clean, well organized workspace which is so important to me when I wade through all the chaotic information to get to the important insights.

Ease of use, good customer service, perfect for doing qualitative research.

Director of Alumni Connections

I have appreciated the ease and simplicity of DELVE which is amazing.

Virtual Field Trip Teacher

This is the most amazing resource for qualitative analysis.

I would recomment delve over and over again. They not only budget friendly but also user friendly.

Doctoral Student

My experience has been beyond what I expected (excellent). Very valuable and easy to use software.

Director of Special Education 

There really wasn’t anything that I would consider bad about the program. Especially once I got used to using it.

Customer Assisstant

As I do not have much knowledge about coding there was nothing that i thought was missing.

Delve is a great platform to support thematic analysis. Really easy to integrate with workflow and with other research applications.

PhD Student

Delve is super user friendly and very inexpensive. There is no major learning curve.

I have used this to analyze my qualitative research for my dissertation. I love how I can select the codes, export the information into Excel, and organize/change it as I go.

Lecturer

The webinars and continue customer support were highly supportive for a new researcher. It was very easy for me to create themes, subthemes and completely I could do everything as I expected.

My overall experience with Delve was excellent.

Doctorate Candidate

I am solving problems for the business community with regards to having entrepreneurs consider weaknesses inherent within social media marketing before implementing social media in their businesses.

Ph.D. Candidate

Not anything that was poor or misleading in the software.

Its user-friendly interface made coding and refining themes straightforward, while the export options (to Word, Excel, and PDF) allowed me to integrate outputs directly into the dissertation.

Phocas vs Delve Comparison (2026)

Phocas

Delve

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives