Phocas Software Features
What are the features of Phocas Software?
Reports
- Reports Interface
- Steps to Answer
- Graphs and Charts
- Score Cards
- Dashboards
Self Service
- Calculated Fields
- Data Column Filtering
- Data Discovery
- Search
- Collaboration / Workflow
- Automodeling
Advanced Analytics
- Predictive Analytics
- Data Visualization
- Big Data Services
Building Reports
- Data Modeling
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Phocas Categories on G2
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Reports
Reports Interface | Based on 118 Phocas Software reviews and verified by the G2 Product R&D team. Reports interface for standard and self-service reports is intuitive and easy to use. | 86% (Based on 118 reviews) | |
Steps to Answer | Based on 113 Phocas Software reviews and verified by the G2 Product R&D team. Requires a minimal number of steps/clicks to answer business question. | 85% (Based on 113 reviews) | |
Graphs and Charts | Based on 118 Phocas Software reviews and verified by the G2 Product R&D team. Offers a variety of attractive graph and chart formats. | 82% (Based on 118 reviews) | |
Score Cards | Based on 92 Phocas Software reviews and verified by the G2 Product R&D team. Score cards visually track KPI's. | 82% (Based on 92 reviews) | |
Dashboards | Based on 120 Phocas Software reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design, refine and collaborate on their dashboards | 88% (Based on 120 reviews) |
Self Service
Calculated Fields | Based on 95 Phocas Software reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values. | 81% (Based on 95 reviews) | |
Data Column Filtering | Based on 114 Phocas Software reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters. | 88% (Based on 114 reviews) | |
Data Discovery | Based on 109 Phocas Software reviews and verified by the G2 Product R&D team. Users can drill down and explore data to discover new insights. | 88% (Based on 109 reviews) | |
Search | Based on 113 Phocas Software reviews and verified by the G2 Product R&D team. Ability to search global data set to find and discover data. | 85% (Based on 113 reviews) | |
Collaboration / Workflow | Based on 85 Phocas Software reviews and verified by the G2 Product R&D team. Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms. | 84% (Based on 85 reviews) | |
Automodeling | Based on 61 Phocas Software reviews and verified by the G2 Product R&D team. Tool automatically suggests data types, schemas and hierarchies. | 76% (Based on 61 reviews) |
Advanced Analytics
Predictive Analytics | Based on 70 Phocas Software reviews and verified by the G2 Product R&D team. Analyze current and historical trends to make predictions about future events. | 80% (Based on 70 reviews) | |
Data Visualization | Based on 84 Phocas Software reviews and verified by the G2 Product R&D team. Communicate complex information clearly and effectively through advanced graphical techniques. | 84% (Based on 84 reviews) | |
Big Data Services | Based on 73 Phocas Software reviews and verified by the G2 Product R&D team. Ability to handle large, complex, and/or siloed data sets. | 81% (Based on 73 reviews) |
Building Reports
Data Transformation | Based on 54 Phocas Software reviews and verified by the G2 Product R&D team. Converts data formats of source data into the format required for the reporting system without mistakes. | 85% (Based on 54 reviews) | |
Data Modeling | Based on 55 Phocas Software reviews and verified by the G2 Product R&D team. Ability to (re)structure data in a manner that allows extracting insights fast and accurate. | 86% (Based on 55 reviews) | |
WYSIWYG Report Design | Based on 53 Phocas Software reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get) | 84% (Based on 53 reviews) | |
Integration APIs | Based on 38 Phocas Software reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 76% (Based on 38 reviews) |
Financial Insight
Budgeting | Uses collected data to assist organizations in understanding what they can afford now, and in years to come. | Not enough data | |
Forecasting | Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. | Not enough data | |
Planning | Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. | Not enough data |
Data
Data Visualization | Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. | Not enough data | |
Data Analysis | Scours data for actionable insights. | Not enough data | |
Custom Reporting | Allows users to customize their own reports according to business needs. | Not enough data | |
Reporting Templates | Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. | Not enough data |
Status Communication
Version Control | Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. | Not enough data | |
Scorecards | Displays and shares company performance data to increase transparency across the board. | Not enough data |
Budget Creation
Data Import | Based on 17 Phocas Software reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data | 87% (Based on 17 reviews) | |
Budget Hierarchies | Define budget structure elements and how they are linked hierarchically This feature was mentioned in 16 Phocas Software reviews. | 88% (Based on 16 reviews) | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 15 Phocas Software reviews. | 88% (Based on 15 reviews) | |
Formulas | Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 16 Phocas Software reviews. | 92% (Based on 16 reviews) | |
What-If | Test the potential financial impact of business decisions on revenues and expenses This feature was mentioned in 15 Phocas Software reviews. | 83% (Based on 15 reviews) | |
Budget Periods | Based on 16 Phocas Software reviews. Users can customize standard budget periods (3, 9, or 12 months) | 88% (Based on 16 reviews) |
Budget Management
Consolidation | Consolidate multiple budgets from different departments or business entities This feature was mentioned in 16 Phocas Software reviews. | 88% (Based on 16 reviews) | |
Adjustments | Users with administrative access rights can modify budgets This feature was mentioned in 15 Phocas Software reviews. | 89% (Based on 15 reviews) | |
Workflows | Based on 16 Phocas Software reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes | 83% (Based on 16 reviews) |
Forecasting
Historical Data | Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 17 Phocas Software reviews. | 87% (Based on 17 reviews) | |
Reforecast | As reported in 15 Phocas Software reviews. Ability to recreate forecasts to include new information that may impact budgets | 88% (Based on 15 reviews) | |
AI | As reported in 11 Phocas Software reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns | 70% (Based on 11 reviews) |
Analytics
Variance Analysis | As reported in 17 Phocas Software reviews. Project out as the year progresses to accommodate trends that affect key business drivers. | 90% (Based on 17 reviews) |
Data Management
Data Import | Based on 16 Phocas Software reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases | 92% (Based on 16 reviews) | |
Data Consolidation | Data from multiple systems can be centralized into a single repository This feature was mentioned in 16 Phocas Software reviews. | 93% (Based on 16 reviews) | |
Data Validation | Financial data can be validated to avoid duplicates and errors This feature was mentioned in 15 Phocas Software reviews. | 86% (Based on 15 reviews) |
Reporting Structure
Reporting Hierarchy | Administrators can define and manage the reporting structure and access rights to each report This feature was mentioned in 16 Phocas Software reviews. | 89% (Based on 16 reviews) | |
Report Templates | Templates that can be used to create new reports without starting from scratch 16 reviewers of Phocas Software have provided feedback on this feature. | 86% (Based on 16 reviews) | |
Report Types | Based on 17 Phocas Software reviews. Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date | 92% (Based on 17 reviews) |
Standard Analytics
Standard KPIs | Include most common financial KPIs such as gross and net profit margin, or working capital This feature was mentioned in 15 Phocas Software reviews. | 90% (Based on 15 reviews) | |
Standard Reports | Standard financial reports are provided out of the box 16 reviewers of Phocas Software have provided feedback on this feature. | 92% (Based on 16 reviews) | |
Financial Statements | See feature definition | Ability to analyze financial statements such as income statement and balance sheet This feature was mentioned in 17 Phocas Software reviews. | 91% (Based on 17 reviews) |
Drill Down | Users can drill down to the detail level of each transaction or financial entry This feature was mentioned in 16 Phocas Software reviews. | 95% (Based on 16 reviews) |
Custom Analytics
Dashboards | As reported in 17 Phocas Software reviews. Dashboards can be customized to display different types of data from various sources | 94% (Based on 17 reviews) | |
Custom KPIs | As reported in 14 Phocas Software reviews. Users can modify standard financial KPIs and metrics | 92% (Based on 14 reviews) | |
Custom Reports | Allow users to edit reports and to combine multiple reports 14 reviewers of Phocas Software have provided feedback on this feature. | 92% (Based on 14 reviews) | |
Self Service | As reported in 14 Phocas Software reviews. A dedicated portal for external users with limited access to the system | 85% (Based on 14 reviews) | |
Multiple Entities | Monitors the financial performance of multiple entities | Not enough data |
Data Preparation
Connectors | Based on 33 Phocas Software reviews and verified by the G2 Product R&D team. Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications. | 81% (Based on 33 reviews) | |
Data Governance | Based on 33 Phocas Software reviews and verified by the G2 Product R&D team. Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data | 80% (Based on 33 reviews) |
Data Modeling and Blending
Data Querying | Based on 41 Phocas Software reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values | 87% (Based on 41 reviews) | |
Data Filtering | Based on 43 Phocas Software reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters. | 92% (Based on 43 reviews) | |
Data Blending | Based on 36 Phocas Software reviews and verified by the G2 Product R&D team. Allows the user to combine data from multiple sources into a functioning dataset. | 83% (Based on 36 reviews) |
Financial Planning
Extended Planning | Analysis that creates business plans outside of finance, including sales, marketing, or HR. | Not enough data | |
Reporting | Reports on departmental KPI metrics measured against targets. | Not enough data | |
Integration | Consolidates planning processes across an organization into a single solution. | Not enough data |
Rebate Program - Rebate Management
Rebate agreements | Able to generate rebate aggrements | Not enough data | |
Rebate calculation | Can perform automated rebate calculation for rebate accurals and payout | Not enough data | |
Program creation | Able to create unique and complex rebate programs for customers | Not enough data | |
Rebate match | Capable of matching rebate against actual sales, purchases, and margins | Not enough data |
Analytics & Reporting - Rebate Management
Rebate programs | Able to analyze effectiveness of rebate programs | Not enough data | |
Vizualization | Provide intutive dashboard to visualize rebate performance and deal visibility | Not enough data | |
Prediction | Able to forecast rebate account growth | Not enough data |
Collaboration - Rebate Management
Internal Communication | Allow internal teams to collaborate and communicate within the rebate software | Not enough data | |
External Communication | Allow communication with rebate partners and customers | Not enough data |
Integration - Rebate Management
Sales Data source | Allow integration with CRM OR ERP or any other data sources | Not enough data | |
Payments | Allow integration with accounting or invoicing tools for rebate payouts | Not enough data |
