Phocas Analytics Features

Phocas Analytics

Feel good about using data.

4.8/5 (96 reviews)

Phocas Analytics Features In Depth

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.

Competitor Feature Comparison

API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Budgeting/Forecasting
Campaign Tracking
Charting
Collaboration Tools
Consolidation/Roll-Up
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Blending
Data Connectors
Data Discovery
Data Import/Export
Data Mapping
Data Migration
Data Transformation
Data Visualization
Database Support
Demand Forecasting
Drag & Drop
ETL
Financial Reporting
Forecasting
Functions/Calculations
Geographic Maps
KPI Monitoring
Key Performance Indicators
Marketing Reports
Mobile Dashboards
OLAP
Performance Metrics
Predictive Analytics
Private Dashboards
Profitability Analysis
Public Dashboards
Publishing / Sharing
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Reporting/Analytics
Sales Reports
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Service Portal
Social Media Monitoring
Statistical Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Visual Discovery
Widgets
Visit WebsiteCompare App
API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Budgeting/Forecasting
Campaign Tracking
Charting
Collaboration Tools
Consolidation/Roll-Up
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Blending
Data Connectors
Data Discovery
Data Import/Export
Data Mapping
Data Migration
Data Transformation
Data Visualization
Database Support
Demand Forecasting
Drag & Drop
ETL
Financial Reporting
Forecasting
Functions/Calculations
Geographic Maps
KPI Monitoring
Key Performance Indicators
Marketing Reports
Mobile Dashboards
OLAP
Performance Metrics
Predictive Analytics
Private Dashboards
Profitability Analysis
Public Dashboards
Publishing / Sharing
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Reporting/Analytics
Sales Reports
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Service Portal
Social Media Monitoring
Statistical Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Visual Discovery
Widgets
Visit WebsiteCompare App
API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Budgeting/Forecasting
Campaign Tracking
Charting
Collaboration Tools
Consolidation/Roll-Up
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Blending
Data Connectors
Data Discovery
Data Import/Export
Data Mapping
Data Migration
Data Transformation
Data Visualization
Database Support
Demand Forecasting
Drag & Drop
ETL
Financial Reporting
Forecasting
Functions/Calculations
Geographic Maps
KPI Monitoring
Key Performance Indicators
Marketing Reports
Mobile Dashboards
OLAP
Performance Metrics
Predictive Analytics
Private Dashboards
Profitability Analysis
Public Dashboards
Publishing / Sharing
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Reporting/Analytics
Sales Reports
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Service Portal
Social Media Monitoring
Statistical Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Visual Discovery
Widgets
Visit WebsiteCompare App

Phocas Analytics Feature Reviews

25 reviewers had the following to say about Phocas Analytics's features:

Tad E.

Easy to use

2021-08-04

Pros

building dashboards is easy, building reports (favorites) is easy.

Cons

If you don't have a good structured dataset (source files) then it makes it harder.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Zachary H.

Making Large Data Easy

2021-08-05

With the ease of use and power of Phocas's customization we are able to solve data visualization not just in the main data sets but in side project data as well.

Pros

Phocas is an easy to use software that allows us to customize and take a lot of different data and consolidate it in one easy to use solution.

Cons

Not a real time application as of yet so the data is mostly reactive at this point.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan G.

Awesome!

2017-05-09

I couldn't do my job without it!

Pros

Quick and easy to get the reports you need. Dashboards with summaries that you can drill down into.

Cons

Too much data can be overwhelming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
DArren B.

Excellent Business Intelligence

2019-10-08

Managing a sales force performance is key and the data provided by Phocas allows quick and easy benchmarking.

Pros

The ability to dive into category data, and split by customers, customers groups, date ranges, sales rep, is excellent.

Cons

Writing custom reports is a great feature but can be tricky if you don’t do it very often.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris B.

Phocas Review

2021-09-02

It is the primary tool for our management reporting.

Pros

It's intuitive and easy to navigate.

Cons

The dashboard graphics/colors do not have as much visual pop as other apps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ken L.

Good BI Tool, Not Great

2021-08-17

Good, basic BI tool that can give sales teams good information to understand their customers and opportunities to grow sales and margins.

Pros

Good to summarize trends and KPI metrics. Matrix feature is great to find correlated products "like" customers aren't buying.

Cons

Needs an additional user license that fits in between the Viewer and Full Licenses to give additional user features like exporting, but not the ability to design dashboards.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Automotive company, 11-50 employees)

Phocas

2020-05-25

Overall we have had a positive experience with the software.

Pros

Very intuitive to navigate and manipulate data. Reports are good.

Cons

Have had some issues with the data syncing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Dean W.

Happy PHOCAS User

2021-08-10

I speak for all at 3E when I say this product is used daily and relied upon to be the source of good data for analytics from our ERP System.

Pros

Ease of use. Depth of its capabilities. Intuitive - Minimal Training needed for general user.

Cons

I wish I had more time to learn the product backend features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dawn W.

Fast USer Adoption

2021-08-08

Pros

The software is easy to use and implement.

Cons

If the data could be real time instead of on sync

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff B.

Business Analytics Made Easy

2019-10-31

Pros

The ability to manipulate your data and creat reports that benefit our business

Cons

No issues at this time. The implementation and ease of use is great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tara O.

makes my job a whole lot easier//...

2017-06-29

All in all great product and I would highly recommend

Pros

its user friendly and easy to get around, produces reports quickly, analysis of data is at your fingetips

Cons

Customising reports can be hard to navigate around

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Earl P.

Phocas Software Review

2019-10-08

Pros

* How quickly you can slice and dice your data * Reliability of data * No hidden costs and no extra charges * Support desk that helps and does not charge

Cons

* Remembering how to do things, * Inability to manage your favourites or saved reports e.g. folder arrangement would be great

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Delaney N.

Marketing Review 8/2021

2021-08-17

I'm the kind of person who gets excited about report customization and flexibility within the way we structure our data.

Pros

Our users enjoy the independence of creating their own reports and the flexibility they have with customizing the structure of any data pulled.

Cons

We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris M.

Great Product with First Class Support

2021-08-05

Phocas has easily been one of our most successful implementations. Users love it.

Pros

Database builds are a snap while offering dynamic reporting, dashboards and alerts.

Cons

More access to backend functionality would be helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa G.

Phocas is a fantastic tool!

2021-08-10

I am able to provide real time reports via Phocas.

Pros

I love the flexibility within Phocas and the ease with which you can customize reporting to fit so many different areas of business.

Cons

Until I discovered the online videos and trainings, I was not able to use the software to the fullest! I highly recommend when the software is introduced to a new user, that they watch some of the 101 level trainings to learn all that can be done.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason H.

Comprehensive Reporting & Business Building Tool

2019-10-10

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.

Pros

Ease of use, speed of reporting and level of detail available that can be accessed.

Cons

An example here would be multiple options for subscriptions i.e. a weekly report that you could also set to receive at monthend without the need to create a new favourite.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
NIcholas G.

Phocas is Amazing!

2019-10-08

Phocas allows them to instantly dive into their sales data and find anything they need--from summary numbers to very specific sales data.

Pros

Within seconds I can find the exact data I am looking for.

Cons

This is very minor, but exporting reports could use some touch ups.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bo A.

Phocas - Best Data Investigation Tool I've Seen

2021-08-05

Especially if you're a small or mid-sized business without a fully fleshed out data department.

Pros

Phocas makes it very easy to get data out in front of people.

Cons

The visualizations on Dashboards is lacking and could be improved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
JJ W.

Analytics in today's business environment

2019-10-28

They are prompt in with a response when you have an issue and will help you get the results you are looking for when utilizing custom searches and in-depth calculations.

Pros

Phocas is incredibly easy to use and helps you dig into an type of business analytics you can think of for your business.

Cons

There are not many of CONS that I have with Phocas, but the biggest issue I have is the lack of graphics for dashboards and the ability to truly customize those graphics.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shirley M.

A Game Changer!

2019-10-13

the data from using Phocas has driven many key marketing and sales decisions with only positive results.

Pros

The dashboards are key for our teams and the alerts take the day to day thinking out of my hands!

Cons

There is nothing negative about this software from my perspective!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike J.

BI software that let's me do it the way I want to do it.

2019-10-09

Being able to run reports in minutes instead of hours has saved me so much time.

Pros

What I most like about Phocas is I can get to the information I need by how I think about it. While someone else in my company can get to the same exact information in a totally different manner. The great thing is we get to the same exact information.

Cons

The thing I like least is the inability to print nice looking dashboards. We have sales meetings and the managers want to print each salesmen's information from a master dashboard.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mitch C.

Phocas Review

2021-08-04

Very pleased with the product and the Phocas team.

Pros

Phocas quickly converts data from Job Management and Eclipse into simple, easy to use, customizable dashboards to help monitor all aspects of our business.

Cons

The Phocas team has been very helpful with listening to our needs and training, facilitating change requests, and assisting us with problems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Graham L.

Happy to Recommend Phocas!

2019-10-17

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 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.

Cons

I'd say the visualizations and widgets on the dashboards could do with abit of updating.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
OLIVIA G.

Simplified Tool for business data

2019-04-17

Pros

I'm able to see various snapshots of all the data that drives my business decisions in one place - and even better - I am able to slice and dice the data in different ways so as to get in depth analysis when needed

Cons

Not in real time (at least for my organization) - the data downloads every night so we have to wait until next day to see numbers up until the previous day

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
BRITTANY M.

Phocas Ideal for Data Tracking

2021-07-29

Pros

I utilize data analysis in Phocas daily and help create dashboards for our branches.

Cons

Sometimes Phocas doesn't update, though I do not personally know if this is a Phocas issue or an issue with our Point of Sales program

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more