# Phocas Software Reviews **Vendor:** Phocas Software **Category:** [Analytics Platforms](https://www.g2.com/categories/analytics-platforms) **Average Rating:** 4.6/5.0 **Total Reviews:** 189 ## About Phocas Software Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. ## Phocas Software Pros & Cons **What users like:** - Users appreciate the **ease of use** of Phocas Software, simplifying data analysis and enhancing decision-making with minimal friction. (8 reviews) - Users value the **ease of data analysis** in Phocas Software, enabling clear insights and effective decision-making. (5 reviews) - Users value the **effective report creation** in Phocas Software, enabling clear insights and defensible decision-making. (5 reviews) - Users appreciate the **comprehensive data analysis capabilities** of Phocas Software, aiding in informed decision-making and reporting. (4 reviews) - Users commend the **excellent customer support** of Phocas Software, ensuring prompt assistance for any queries or issues. (4 reviews) - Users appreciate the **efficiency** of Phocas Software, empowering quick decisions and enhancing operational clarity across teams. (4 reviews) - Flexibility (4 reviews) - Users value the **powerful data analytics** capabilities of Phocas, which enhance decision-making and customer relationships. (4 reviews) - Reporting Efficiency (4 reviews) - Users value the **customization options** in Phocas Software, enabling tailored solutions for specific business needs. (3 reviews) **What users dislike:** - Users experience **user experience limitations and configuration difficulties** with Phocas Software, impacting overall effectiveness in complex operations. (3 reviews) - Users note a need for **improvements in budgeting and data handling** to better accommodate complex operations and user experience. (3 reviews) - Users express frustration over **missing features** in Phocas Software, which limits efficiency and fails to meet complex needs. (3 reviews) - Users face challenges due to **missing functionality** , such as delays in data updates and limited contract-level insights. (3 reviews) - Users experience frequent **bugs** that can complicate database setup and require additional troubleshooting time. (2 reviews) - Data Management (2 reviews) - Dependency Issues (2 reviews) - Users find the **learning curve steep** , with confusing videos and complicated setup processes complicating initial usage. (2 reviews) - Users find **learning difficulties** with Phocas Software, particularly in grasping the system's complexities and features. (2 reviews) - Not User-Friendly (2 reviews) ## Phocas Software Reviews ### 1. Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale **Rating:** 5.0/5.0 stars **Reviewed by:** Lyndon R. | Associate Director | Commercial Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Phocas Software?** What I value most about Phocas Software is not any single feature, but the way it turns complex operational and financial data into decisions you can defend at Board, SLT, and NHS-customer level. Speed to insight without technical friction, commercial and operational clarity in one place, credible, defensible reporting for NHS and internal scrutiny, visual storytelling that supports executive decision-making and scalability as the business grows and contracts evolve. **What do you dislike about Phocas Software?** What I dislike about Phocas Software stems less from what it does poorly and more from where it falls short for a commercially and operationally complex NHS-facing organisation like Peacocks Medical Group. In practical terms, I would characterise the key frustrations as follows: Dependence on data structure and upstream discipline, Limited native contract-level intelligence, forecasting rigidity without significant configuration effort, Operational nuance can be lost, user experience limitations at scale and not having instant support on demand for gaps in user understanding. **What problems is Phocas Software solving and how is that benefiting you?** Historically, financial and operational data in Peacocks Medical Group sits across multiple systems finance, manufacturing, clinical activity, workforce requiring manual extraction, reconciliation, and explanation. Insight arrives late, often after decisions have already been taken. Most reporting shows what has happened, but struggles to explain why particularly where activity, pricing, and cost interact differently across Trusts, contracts, and service models. Raw data rarely changes decisions. Executives need clarity, context, and direction not spreadsheets. NHS contracts demand transparency, auditability, and consistency. Informal or spreadsheet-driven analysis carries reputational and contractual risk. We are no longer reactive. We can anticipate issues run-rate overspend, margin erosion, activity drift before they become formal problems. This materially strengthens our position in internal SLT discussions and external NHS conversations. When challenged on spend increases, margin pressure, or forecast changes, we can move immediately from headline numbers to root cause. That credibility is critical when dealing with NHS finance teams, procurement, and auditors. We are able to lead conversations, not just respond to questions. Whether we are justifying contract extensions, negotiating variations, or making the case for investment, our recommendations are underpinned by clear, defensible evidence. We reduce risk commercial, contractual, and reputational. We can demonstrate that decisions are evidence-based, repeatable, and aligned with agreed data sets. **Official Response from Harley Peddie:** > Hi Lyndon, thank you so much for sharing your comprehensive experience with Phocas. It’s inspiring to hear how our solution has transformed the way Peacocks Medical Group handles complex financial and operational data, from enabling faster, defensible decision-making at the board level to transforming data into proactive discussions. Your insight on the challenges, particularly around data structure dependence, forecasting rigidity, and contract-level limitations, is really valuable. We really appreciate your detailed feedback, as it helps us better understand the needs of organisations operating in dynamic, complex environments such as the NHS and beyond. Our team is continually working on enhancements to deliver even more intuitive, flexible solutions that address these nuances, so if there's particular gaps in our self serve help and documentation, please feel free to reach out to us at hello@phocassoftware.com. We'd love to hear more from you. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 2. Effortless Data Integration and Visualization with Phocas **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew W. | Managing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2025 **What do you like best about Phocas Software?** Phocas brings data from both my hire software and accounting software into one place. It makes the data easy to read, easy to find and also easy to put into graphs for presentations. The implementation process was really easy with the Phocas team doing most of the work. Since going live the customer support is excellent with them always on hand to help with any quires we have. **What do you dislike about Phocas Software?** There are no really down sides to using Phocas the only part I think needs improvements is the budgeting side so you could add in more detailed finance or HP agreements **What problems is Phocas Software solving and how is that benefiting you?** We use to have a lot of our accounts done on spread sheets which was controlled by our FD. When he decided to move on there was no one in the business who knew how to use them. With Phocas it meant that I could get all the data I required without having to be a wizz with excel. **Official Response from Harley Peddie:** > Hi Matthew, thank you so much for taking the time to leave a review! It’s fantastic to hear that Phocas is making data integration and visualization effortless for you, and that our team helped streamline your implementation and is providing ongoing support. Your note about the ease of turning data into clear graphs without being an 'Excel Wizz' is exactly what we're here for. We also appreciate your feedback regarding the budgeting side, we're continually enhancing our features to better serve our customers’ diverse needs. If you ever have more suggestions or need further assistance, please feel free to reach out at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 3. Effortless User Experience with Robust Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Laura N. **Reviewed Date:** December 05, 2025 **What do you like best about Phocas Software?** I like the ease of use of Phocas Software. It allows licensed end users to build their own reports and dashboards, enabling them to focus on what is important to them. They can also dig further into the data in just a few clicks. Additionally, the initial setup of Phocas Software was very easy, especially since most of the work was done with EDA. **What do you dislike about Phocas Software?** The most difficult thing for me is setting up a new database or adding a stream to a new database because the date defaults to dd/mm/yyyy. This causes data to 'drop' for us in the US since we use mm/dd/yyyy as our standard. Once I change the date format, it's fine, but I waste time troubleshooting. It would be helpful to have a config value where each company can set their default date format to make it easier for US customers. **What problems is Phocas Software solving and how is that benefiting you?** I find Phocas Software lets end users independently look up sales, inventory, and purchasing data, freeing IT. Users easily build reports and dashboards, diving into data effortlessly. However, the default date format setup causes data issues, wasting time troubleshooting. **Official Response from Harley Peddie:** > Hi Laura, thank you for taking the time to share your detailed feedback. I’m thrilled to hear that you enjoy the simplicity and robust reporting capabilities of Phocas. It’s wonderful to know how easy it is for end users to create their own dashboards and dive into data with such ease. I’m sorry that the default date format setting has been a hurdle during your database configuration - we've got some more detail about default language and date settings here that could help you with future database setups: https://docs.phocassoftware.com/basics/getting-started/account-settings#date-formatting Please feel free to email us at hello@phocassoftware.com if you need any further assistance or wish to provide more suggestions. Your input helps us shape the future development of our platform. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 4. Highly recommend, very user friendly with the ability to do advanced analytics. **Rating:** 5.0/5.0 stars **Reviewed by:** Ben G. | Lead Data Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Phocas Software?** It’s highly user-friendly — allowing users to drill down to transactional details and return to a high-level view in just two clicks. The ability to easily correct mistakes makes it especially valuable for less data-savvy users. The new flex modes make spotting insights easier, and being able to create custom calculations on the fly is incredibly powerful — opening up endless possibilities for analytical users. **What do you dislike about Phocas Software?** Custom formatting could be better, this is the number 1 reason why users use reports to data dump into excel templates. **What problems is Phocas Software solving and how is that benefiting you?** Turning data into actionable insights, the ability to get a full view of our commercials & easily identify pockets of success helps drive our business forward. Phocas continues to keep building on an already powerful product & listen to user feedback, the new features will soon open up endless possibilities for analytical users, these tools cut out the manual work enabling our analysts to add value to the business rather than dig in manual spreadsheets/SQL tables. **Official Response from Harley Peddie:** > Hi Ben, thank you so much for sharing your thoughtful review! I’m delighted to hear that you are finding Phocas highly user-friendly and that you're enjoying flex modes and it's on-the-fly custom calculations. Please keep an eye out for an improved dashboarding experience that we'll be releasing soon, that allows more custom formatting and should solve issues your users are currently experiencing. If you have more detailed suggestions or want to chat further about this, please feel free to reach out to us at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 5. Horrible Support and Ineffective Reporting **Rating:** 0.0/5.0 stars **Reviewed by:** Raymond G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Phocas Software?** The software seemed slick, but the results were inaccurate. **What do you dislike about Phocas Software?** The Phocas software is disappointing. The project management is poor, and the customer service is terrible. There's an incredible lack of professionalism. I found the results inaccurate, and overall, the initial setup was awful. **What problems is Phocas Software solving and how is that benefiting you?** Phocas Software did not solve our problems; as noted previously, the company has poor project management, had poor customer service, lacks professionalism, and the results were inaccurate. **Official Response from Harley Peddie:** > Hi Raymond, thank you for giving feedback on your experience with Phocas. We‘re really sorry that we couldn’t fully complete the implementation of Phocas for you and your team, and you didn’t get the chance to fully experience the power of the Phocas platform. We take every opportunity we can to customise our solutions to suit our customers ERP and data structures. And we pride our implementations process and team on being one of the best in the industry, so we're disappointed we couldn’t get to a solution to meet your expectations this time. All the best, On behalf of Alix Huntsman, Vice President of Customer ### 6. Focus on Phocas **Rating:** 5.0/5.0 stars **Reviewed by:** Jez A. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Phocas Software?** Fast response and great support to queries or issues. Videos and documentation very useful in helping to understand how to get most out of the product. Cloning of workbooks with all formulas saves time and ensures they are all the same. **What do you dislike about Phocas Software?** Dislike – having to edit and reload the quantity, sales price and cost price tabs after adding new products to the main tab. Would be nice if this was done automatically. **What problems is Phocas Software solving and how is that benefiting you?** Making the budgeting and forecasting by customer and product line details much easier now that it is all in one place. Saves all of the standard issues that come from just using excel. The data can now be accessed more widely without having to send a request to Finance for it. Users can no go and answer their own questions. **Official Response from Harley Peddie:** > Hi Jez, thank you so much for taking the time to write such a thorough review. It’s wonderful to hear that you’re enjoying the reponsive support team, and helpful videos & documentation – and that the workbook cloning feature is saving you time. We love knowing that Phocas is helping streamline your budgeting and forecasting compared to Excel. I understand your frustration about having to make manual edits when adding new products.f it's adding considerable time to your processes it might make sense to explore adding additional data sources to your Phocas setup. If you’d like to discuss this further or have any additional suggestions, please don’t hesitate to reach out at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 7. Best data rpeorting software that I didn't have to develop my self. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian J. | Application Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Phocas Software?** Once you understand how to do one report / data find everything falls together perfectly. If any troubles are encountered the support is top-notch in helping resolving the issue(s). **What do you dislike about Phocas Software?** The only thing that would be 'wrong' is the dis-association of information from the CRM to Sales side information. Moving from one to the other was the 'no-go' for us. **What problems is Phocas Software solving and how is that benefiting you?** Phocas software helps resolve the repeated requests to show customers purchases from certain vendors that our sales force is looking for. **Official Response from Harley Peddie:** > Hi Brian, thank you so much for taking the time to leave your review. It’s fantastic to hear Phocas is helping your sales team access exactly the customer purchase data they require without you having to build a solution from scratch! I also appreciate your feedback regarding the disconnect between CRM and sales data. Our team is continually exploring ways to improve the connectivity between different data sources, so if you have got time to share your challenges please don’t hesitate to reach out at hello@phocassoftware.com or through your customer success team. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 8. Nest View Makes Spotting Past and Emerging Trends Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2026 **What do you like best about Phocas Software?** Nest view is great. Phocas is used for spotting trends, both past and emerging. Intuitive to use. Use it everyday. **What do you dislike about Phocas Software?** The period variance doesn’t display as a line graph. **What problems is Phocas Software solving and how is that benefiting you?** It helps me understand sales trends more clearly, and it’s useful for comparing performance against others as well as tracking VPY. **Official Response from Harley Peddie:** > Hi there, thank you so much for taking the time to share your feedback on Phocas. It’s wonderful to hear that you find Nest View so intuitive and essential for spotting both past and emerging trends – it’s exactly what we strive for. We're constantly updating our dashboard display capabilites, and you night find flex modes gives you just that bit more flexibility in displaying variances: https://docs.phocassoftware.com/analytics/flex-modes/take-a-tour-of-flex-modes We're always looking for ways to enhance our visualizations, so if you have any further insights or feature requests, please don’t hesitate to reach out to us at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 9. Phocas EDA - Great Software, Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kay B. | ERP Software Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Phocas Software?** The program has real depth as to the data that can be analyzed. The training and support are also excellent. **What do you dislike about Phocas Software?** The program is a bit complex, but the training helps to understand how to use the program. **What problems is Phocas Software solving and how is that benefiting you?** We are able to analyze and refine data at a deeper level than with our ERP system. Having the dashboards already built in but able to customize is a big plus. **Official Response from Harley Peddie:** > Hi Kay, thank you so much for sharing your feedback! I’m delighted to hear that you appreciate the depth of data analysis available with Phocas and that our training and customer support have made a positive impact. It’s fantastic to know that the customizable dashboards are helping you refine data more effectively. We acknowledge that the complexity of the tool can be a challenge at first, but we’re glad to see that our training resources are assisting in making the process smoother. If you or your team ever need additional guidance or have ideas for making things even simpler, please feel free to reach out to us at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 10. PHOCAS Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2025 **What do you like best about Phocas Software?** I am using PHOCAS for more than a year now and I think the best thing of using PHOCAS so far is the ability to export reports into excel file. Futher, you can create reports and customized it the way you want it and useful to you. **What do you dislike about Phocas Software?** PHOCAS updates is being done overnight. Say for example, you made changes in your accounting books, it will change to your PHOCAS next day, except if you request the IT people to sync it immediately. So, it that sense it is not real time. I think PHOCAS can be improve by making any changes you've done real and quick time. **What problems is Phocas Software solving and how is that benefiting you?** Primarily I use the PHOCAS for our budgeting and forecast reports. PHOCAS is useful to us in the sense that we can prepare and customise our budget reports based on our preference and use. **Official Response from Harley Peddie:** > Hi there, thank you so much for taking the time to share your thoughts on Phocas. It's fantastic to know it's that Phocas has been supporting your budgeting and forecasting efforts so well over the past year. And great to hear that Excel exports are so useful, you just can't avoid Excel completely! I also appreciate your feedback regarding sync delays. More regular updates of your data are possible, this just needs to be discussed as part of your implementation. Please feel free to reach out to you account manager or directly: hello@phocassoftware.com if you’d like to discuss this further or share any additional feedback. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 11. I really like the software **Rating:** 4.5/5.0 stars **Reviewed by:** Ria T. | Leadership Trainee, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Phocas Software?** The interface is easy to use and there are lots of tutorials to get the results that you're looking for. **What do you dislike about Phocas Software?** Some of the features are a bit clunky to use. **What problems is Phocas Software solving and how is that benefiting you?** I use Phocas Software to take charge of our inventory and provide meaningful insights to help our branches and purchasers make the most informed and data driven decisions. **Official Response from Harley Peddie:** > Hi Ria, thank you for taking the time to share your thoughts. It’s great to hear that you appreciate the easy-to-use interface and the comprehensive tutorials available within the Phocas Academy. We truly believe that accessible software can empower productive decision-making. I’m glad that Phocas is making a significant difference to how you manage inventory and provide insightful, data-driven decisions for your branches and purchasers. If you have time to share more specifics on the clunky features you have encountered or have any other suggestions for enhancements, please feel free to reach out to us at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 12. Highly Customizable and User-Friendly, But Needs More In-Depth Help Videos **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin S. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Phocas Software?** Ease of use and the ability to customize the program to fix your company's needs **What do you dislike about Phocas Software?** Help videos are good but can be more extensive **What problems is Phocas Software solving and how is that benefiting you?** Sales analytics and profitability **Official Response from Harley Peddie:** > Hi Kevin, thank you so much for taking the time to leave a review. I’m delighted to hear that you find Phocas easy to use and highly customizable. It’s great to know that our software is meeting your needs for sales analytics and profitability. We're always striving to empower our users to make the most of their data. I appreciate your feedback regarding our help videos in the Phocas Academy - If there’s a specific topic you’d like more detail on, please feel free to reach out at hello@phocassoftware.com, we'd love to know where you've struggled to get to the data you need. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 13. Phocas Review **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff G. | Chief Information Officer, Manufacturing, Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Phocas Software?** Customer support is great, wonderful team! **What do you dislike about Phocas Software?** Very Complex infrastructure, some data areas are confusing **What problems is Phocas Software solving and how is that benefiting you?** Quick BI data analysis **Official Response from Harley Peddie:** > Hi Jeff, thank you so much for sharing your feedback! We agree, we think our customer support team are awesome, so we're glad to hear that they've been helping you out some much While we strive to make using Phocas as easy as possible, there is still a lot of complexity under the hood (easy doesn't mean overly simple), so if there's any areas that are that need some extra explanation please don't hesitate to contact you customer success team or reach out directly to us at hello@phocassoftware.com.. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 14. Phocas turns "We'll get back to you when we can ....... into "Let me help you with that" .... **Rating:** 5.0/5.0 stars **Reviewed by:** Bobby A. | Director I.S. Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2015 **What do you like best about Phocas Software?** It is my pleasure to write this letter of recommendation for Phocas, a Business Intelligence (BI) software that has been instrumental in enhancing our operations at Dixie Plywood & Lumber Company. As an early adopter of Phocas, we have experienced firsthand the benefits it offers in deepening our insight into critical business analytics. Phocas has provided our management team and sales force with a better understanding of the overall business relationships between Dixie Plywood and our diverse customer base. The software's ability to present historical data in a variety of ways has allowed us to meet our customers’ needs more effectively by identifying buying patterns and suggesting complementary products. This strategic approach has helped us build stronger, more reliable partnerships with our customers. What we have found particularly valuable is how Phocas empowers our salespeople. With direct access to data, they can make informed decisions and provide quick responses to customer inquiries. This has significantly reduced the need for our Information Systems department to generate reports, enabling us to work more efficiently and focus on customer service. Phocas is both intuitive and user-friendly, allowing our team to utilize it effectively without the need for extensive training. At the same time, it delivers powerful, strategic insights that have contributed to Dixie Plywood’s success as not only a valued vendor but also a trusted partner in the eyes of our customers. We highly recommend Phocas to any organization seeking to optimize its business analytics and build stronger relationships with customers. **What do you dislike about Phocas Software?** It's extremely difficult to say anything negative about a software product that has contributed to making our job easier and our users happy. Our experienced with Phocas has been a success from day one and continues to improve with each new release. **Recommendations to others considering Phocas Software:** The best way to determine the value of PHOCAS is to 'Try it .... You'll Like it" .... sounds corny but is the truth. **What problems is Phocas Software solving and how is that benefiting you?** As the Director of Information systems I am always looking for ways to improve how our Management and Salespeople can have better access to the sata they need while meeting with our customers in the field. Finding a product that was easy touse and fast enough to be used was a difficult task for me .I was extremely skeptical of Phocas or any other BI tool with all the promises made but from my experience 'poor delivery' .... But Phocas not only met our needs ... it exceeded our exspectations. So far, Phocas can given us results. Can't complain about that. Fast access to information .... when our Salespeople want it and need it. No longer having to wait to explain it to an I.T. person and wait. ... Need information on a customer. Got It. Need information on product availability. Got It. Need Results. Got It. **Official Response from Harley Peddie:** > Hi Bobby, thank you so much for taking the time to revisit this review from 9(!) years ago. That's awesome that you're experience has continued to improve as we release new features. And that your sales team still has all the data they need at their fingertips. We are constantly innovating and releasing new features so we can continue to meet your needs – we're always keen to hear your feedback on new and upcoming releases: hello@phocassoftware.com Warm regards, On behalf of Mike Hills Global Head of Customer ### 15. Phocas Review. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Phocas Software?** The functionality of the ability to analyze data in the format that helps me on a daily basis. **What do you dislike about Phocas Software?** One change I would like to see is real time data verses a lag of one business day. This is how our reporting is available. **What problems is Phocas Software solving and how is that benefiting you?** I am able to monitor / list manage multiple categories of daily customer activities regarding the sales cycle with respect to specific products. **Official Response from Harley Peddie:** > Hi there, thank you for sharing your feedback! I'm really glad to hear that Phocas is helping you analyze data in a way that supports your daily operations and allows better tracking of your sales cycle and customer activities. While our update frequency is designed to ensure stability and accuracy, there are options to have this updated more frequently than once a day, just let us know through the usual channels if this is something you'd like to change. You can always get us as hello@phocassoftware.com if you have further suggestions or questions. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 16. Fantasticly versatile reporting... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2024 **What do you like best about Phocas Software?** Now we have Phocas up and running and I understand how it works getting the neccessary data quickly is so easy. The Financial statements module is excellent and allows us to achieve our Monthly Management Accounts by day 3! Once the intergration is set up it's seamless. We use Phocas every minute of everyday so we know where we are at. Tim our Account Manager is fantastic too. **What do you dislike about Phocas Software?** The system is fairly easy to use, if you want to get to admin level is does take a bit longer to understand all the working parts and how they affect each other. No phone helpline or live chat, this would be so useful. The benefit of Phocas is you can access data quickly, however if the system returns a load of 0's you need to be able to call someone to understand what you are getting wrong. **What problems is Phocas Software solving and how is that benefiting you?** Ability to access data quickly and do reports. Business is managed by reports and Phocas enables us to manage effectively by access numbers so quickly. **Official Response from Harley Peddie:** > Hello, and thank you for your feedback on Phocas Software! I'm delighted to hear that Phocas is proving to be such a valuable tool for your reporting needs and that you're able to speed up your monthly close process so much — that's fantastic! We're happy to be an integral part of your daily operations. I agree, Tim is pretty fantastic, he'll be thrilled with your appreciation. We strive to provide excellent customer support through our dedicated team. If you're not getting the usual fast response when you're faced with too many 00s, please don't hesitate to contact us at hello@phocassoftware.com. We're here to support you as you maximize your use of Phocas. Warm regards, On behalf of Samia Jarra Global Head of Customer Success ### 17. Information at your fingertips **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Phocas Software?** The ability to organise data any way you want and can then drill down into the detail **What do you dislike about Phocas Software?** Only uploads once a day so you are always looking at yesterday's info **What problems is Phocas Software solving and how is that benefiting you?** Our Merlin software is useless for any transparrent form of analysis **Official Response from Harley Peddie:** > Hi there, thank you for taking the time to share your insights with us! I'm glad to hear that you're able to use Phocas to augment your Merlin reporting, organize your data and drill down into the details as you need to. It’s exactly the kind of flexibility we strive to deliver. While our update frequency is designed to ensure stability and accuracy, there are options to have this updated more frequently, just let us know through the usual channels if this is something you'd like to update. You can always get us as hello@phocassoftware.com if you have further suggestions or questions. Warm regards, On behalf of Alix Huntsman Vice President of Customer ### 18. Fantastic Data Consolidation and Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Phocas Software?** Fantastic Data Consolidation bringing various sources together to enable the creation of insightful dashboards and reports, automated and ready to go for future use. Great for group reporting. **What do you dislike about Phocas Software?** A few glitches from time to time but the upside makes these well worth putting up with and you can find ways around the glitches if you try hard enough, strengthening your skills with the software. Support tickets are very helpful and timely if needed. **What problems is Phocas Software solving and how is that benefiting you?** Allows us to consolidate various group entities for quick and efficient "slice and dice" reporting over all, some, or one **Official Response from Harley Peddie:** > Hi there, thank you for sharing your thoughts on Phocas Software. I'm delighted to hear that you've found data consolidation with Phocas to be helpful. The ability to consolidate various group entities and perform efficient "slice and dice" reporting is exactly the kind of capability we aim to enable for our users. We understand that encountering a few glitches can be a bit inconvenient, but I'm glad to hear that support tickets getting resolved quickly. If you have any further suggestions or if there's anything else we can assist with, please feel free to contact us at hello@phocassoftware.com. Warm regards, On behalf of Samia Jarra Global Head of Customer Success ### 19. Phocas is so easy to use and we love the automation and user friendly interface. **Rating:** 5.0/5.0 stars **Reviewed by:** Monica P. | Business analyst and Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2024 **What do you like best about Phocas Software?** that our sales and inventory data is automatically uploaded into Phcoas every night makes looking at our data from the day before stress-free. it is so easy to manipulate and download if we want to use it for our own reporting as well. **What do you dislike about Phocas Software?** Nothing major. I think one downfall is the cost of getting small features added into Phocas if they aren't already there. there should be discussions or voting for what gets developed with all of the user's fees. **What problems is Phocas Software solving and how is that benefiting you?** it saves us so much time in creating reports as it's all there for you with a click of a button and you can manipulate the reports however you like. **Official Response from Harley Peddie:** > Hi Monica, thank you so much for sharing your experience with Phocas Software! I'm thrilled to hear that the automated nightly uploads of your sales and inventory data are making managing your data stress-free. While we don't currently have a formal feature voting and request function, we are kicking off some exciting new product and feature development, and always looking to improve our product so please don't hesitate to leave feedback via the in-app feedback at the bottom LHS of the menu or even via hello@phocassoftware.com. We're here to ensure Phocas continues to be a valuable asset to your workflow. Warm regards, On behalf of Samia Jarra Global Head of Customer Success ### 20. Powerful and easy to use reporting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Phocas Software?** - Easy to use, navigate and understand comared to Microsoft Power BI which I also know. - Easy to design and create reports - Customer support are professional and quick to respond and solve issues. - Our ERP doesn't have an open API available so the websynch tool is a plus. - Easy to import from other data sources and export data for distribution **What do you dislike about Phocas Software?** - It becomes very expensive to get all the modules. - CRM is very basic **What problems is Phocas Software solving and how is that benefiting you?** Our Visuals Streamline reports are standard linear reports, which are composed of list in tabular form. It's also limited reports and hard to customize from the built-in custom report writer included in our ERP. Also hard to export if user is non-technical. Phocas has made reports more 3-dimensional displaying graphs and charts. KPI is easily reported and seen on Phocas reports. **Official Response from Harley Peddie:** > Hi there, thank you for taking the time to leave a review of Phocas. That's great that you and your team are able to customize reports beyond what's available in your ERP, and benefiting from a proper data cube you can slice and dice as needed. And finding Phocas easier to use than Power BI! We'd be keen to hear more about how you're using the CRM and what you think it could be doing better, please email us at hello@phocassoftware.com with more detail if you get a chance. Warm regards, on behalf of Mike Hills Global Head of Customer ### 21. Staright to the #'s **Rating:** 5.0/5.0 stars **Reviewed by:** adnan K. | Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Phocas Software?** I appreciate how much data it extracts from our system every night and the way we can thoroughly analyze and dissect that data. It's impressive to see the depth of insights we can gain from this comprehensive data collection process. **What do you dislike about Phocas Software?** I'm feeling uncertain about where to begin because we have an overwhelming number of options. Choosing just one is proving to be quite difficult. **What problems is Phocas Software solving and how is that benefiting you?** It assists us in identifying not only our top-selling products but also what items customers are purchasing or avoiding. Additionally, it provides insights into market trends and helps us pinpoint areas where we can capitalize on emerging opportunities. **Official Response from Harley Peddie:** > Hi Adnan, thanks for taking the time to leave a review of Phocas. That's great that you're finding it easy to drill down from market trends right down individual sales. Now you have everything setup, we have some great intro videos that step through some basic reports and dashboards that should help you get more familiar with the Phocas Grid: https://www.phocassoftware.com/academy If you require further assistance, please don't hesitate to send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 22. Good software **Rating:** 4.5/5.0 stars **Reviewed by:** Alan C. | Database Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Phocas Software?** I love the versatility and insights that viewing the data at different angles affords. I also love that it's easy enough for our execs to use, but powerful enough to handle large volumes of data. **What do you dislike about Phocas Software?** Setup is a chore. Getting the numbers to match was kind of a pain. And combining data streams was difficult. However, our implementation specialist was a pleasure to deal with and we eventually got where we needed to be. **What problems is Phocas Software solving and how is that benefiting you?** Looking at sales numbers side by side is really useful. The visualizations and dashboards are extremely useful **Official Response from Harley Peddie:** > Hi Alan, thanks for taking the time to leave a review of Phocas. We appreciate your feedback! Glad to hear that our implementations team got you setup and running, and your exec team can build their own reports and dashboards. As always, if you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 23. Best BI Tool we've had **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver T. | Business Improvement Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Phocas Software?** The software is so easy to use, intuitive and really helps us get insights from our data. The implemention was very easy and moulding the database to our needs adhoc has been such a benefit to our business. Integrating the tool into the business has been easy, with people being able to go with a quick 30 minute training session and people are now using it daily. Support get back to you quick on any issues and follow up promptly. **What do you dislike about Phocas Software?** Lack of Excel multi sheet and scheduling to emails outside of Phocas is annoying. **What problems is Phocas Software solving and how is that benefiting you?** We are now able to slice and dice out data efficiently, before we used Business Objects and it was so slow in comparison **Official Response from Harley Peddie:** > Hi Oliver, thank you so much for your review of Phocas. It's fantastic to hear that your implementation went smoothly and you've been able to get your team using Phocas daily with our self service training materials. We're constantly rolling out new features and training that can be found at https://www.phocassoftware.com/academy. We'd love to hear more about the issues your having around scheduling emails - please drop us a line at hello@phocassoftware.com and we'll see how we can make that easier for you. Warm regards, on behalf of Mike Hills Global Head of Customer ### 24. Business Intellegence Integrated For NetSuite **Rating:** 4.0/5.0 stars **Reviewed by:** David K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Phocas Software?** Easy of use is a highlight to using Phocas BI, linking our sales and financial data we can easily and quickly get the results we need. Phocas is linked to NetSuite ERP and if Phocas is not displaying the data exaclty to our requirements we can amend the Phocas saved searches in NetSuite. The customer support is excellent as any questions on the data and results is clearly explained. **What do you dislike about Phocas Software?** Any future integreation to other data sources can only be done by Phocas. However implementation prices are reasonable **What problems is Phocas Software solving and how is that benefiting you?** Phocas is allowing us fix data issues with in our ERP to make the reporting in Phocas more accurate. NetSuite ERP does not diplay data visually great so to see our sales and financial data in visual forms is great. **Official Response from Harley Peddie:** > We like to build new data integrations in a way that is a stable as possible so it can be 'set-and-forget' for our users, a process that ultimately leaves you feeling great about your data. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 25. Exceptional Data Analytics Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Paper & Forest Products | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Phocas Software?** Phocas Software has been a game-changer for our organization. What I like best is its user-friendly interface and powerful data visualization capabilities. It has significantly improved our decision-making process by providing trend visibility and customizable dashboards that update regularly. **What do you dislike about Phocas Software?** It would be helpful to have more customization abilities on charts and graphs. **What problems is Phocas Software solving and how is that benefiting you?** Phocas allows our sales teams to empower themselves by generating their own custom reports. This saves time and resources for our reporting team. **Official Response from Harley Peddie:** > Hi there, thank you so much for taking the time to leave a review. That's great that your sales team are creating their own custom reports as they need to. That's where we think our strength is, and it sounds like it's making your company much more agile too! We're always keen to get feedback on things you think could be improved. If you have got some specific improvements to charts and graphs you'd like to see, please send us an email at hello@phocassoftware.com or via the 'Give Feedback' button at the bottom left of the Phocas web app. Warm regards, On behalf of Mike Hills Global Head of Customer ### 26. Don't know how I'd survive without Phocas **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Phocas Software?** Love that it's fully customisable and easy to create custom dashboards. Data manipulation is much easier and simpler with Phocas. The data feeds from our internal systems also make getting various data points simpler. **What do you dislike about Phocas Software?** The one drawback is being unable to export custom views from dashboards. This then becomes a view that is only available on Phocas, taking away the ability to export to excel etc. **What problems is Phocas Software solving and how is that benefiting you?** Large scale data on customer sales to help with forecasting. These are able ot be sliced and diced to fit the needs of views the business would like to see- product hierarchy, customer hieracy, time etc, **Official Response from Harley Peddie:** > Hi there, thank you for taking the time to leave a review of Phocas. It's great to hear that you're able to get to all your data easier with Phocas - that's what aim to improve for all our customers. Exporting data can be set a user level so if you're having trouble, please check that you have the appropriate permissions set. And if you've filtered a dashboard just right, you can export the data behind each widget with just 2 clicks. Here's some more info about exporting data and charts: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590051/Export+data#Export-file-types & https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590095/Export+a+chart+as+an+image If you require further assistance or have any other suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 27. Excellent Software **Rating:** 4.5/5.0 stars **Reviewed by:** Seb N. | Sales and Margin Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Phocas Software?** An extremely useful and reliable tool which really expedites the analysis of sales and operational data. Very easy to use and runs much faster than similar tools I've used in the past. **What do you dislike about Phocas Software?** Very few downsides but there could perhaps be more formatting options when exporting to Excel. **What problems is Phocas Software solving and how is that benefiting you?** Phocas makes it incredibly easy to produce sales and operational reports. **Official Response from Harley Peddie:** > Hi Seb, thanks for taking the time to leave us a review. That's fantastic that you're finding Phocas fast and easy to use! If you have specific requests about formats you'd like to see in Excel exports, please let us know via hello@phocassoftware.com or via the in-app Feedback form - we're always keen to hear how we can make you data more accessible to you and your team. Warm regards, on behalf of Mike Hills Global Head of Customer ### 28. User friendly BI / BA application **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur G. | Business Data and Reporting Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Phocas Software?** Easy to create a BI / BA database from the designer perspective and easy to use from a user pespective. **What do you dislike about Phocas Software?** Unable to rearrange columns in Transaction Mode. **What problems is Phocas Software solving and how is that benefiting you?** Able to quickly analyze with a few clicks sales, cost, GP, etc. at the Company, Division, Warehouse, Sales Rep, Vendor, Customer, Category, Class, Subclass, and / or Item level. **Official Response from Harley Peddie:** > Hi Arthur, thanks for taking the time to leave a review of Phocas. That's great that you're finding database designer easy to use and end users in your organization are able to analyse cost and sales all the way down to an item level. We'd love to know more about how you're expecting the columns to display in transaction mode, so will get your account manager to connect with you on this. In the meantime, if you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 29. Review of Phocas **Rating:** 5.0/5.0 stars **Reviewed by:** Marianne B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Phocas Software?** It is the easiest tool to be able to pull business data together and slice it about any way you want it. It is very powerful and can give you a ton of data with a couple clicks! **What do you dislike about Phocas Software?** The inability to print out the dashboard into an easy to use format for discussion with customers, vendors, etc. You can build an awesome dashboard but unless someone can actually view it on screen, you can't share it with a non-license user. **What problems is Phocas Software solving and how is that benefiting you?** Warehouse locations, understanding metrics/scans for our RF distribution center, purchasing decline/increases, customer invetory needs, DTS issues, adjustment ins/outs, vendor report cards, and more **Official Response from Harley Peddie:** > Hi Marianne, thank you for taking the time to review Phocas. That's great that you're able to quickly and easily drill into all your data, and track so many inventory metrics for your business. Sorry that you've been having trouble sharing reports and dashboards with external folks - have a look at Sharing External Links: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590015/Share+a+dashboard#Share-an-external-link We'll also pass this onto your account manager so they can help you make this process easier. We also have a library of how-to videos available: https://www.phocassoftware.com/academy. If you spot anything like you think could be better explained and walked through, please drop us a line at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 30. Slow getting started **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Phocas Software?** I think Phocas software is a good tool for data analysis **What do you dislike about Phocas Software?** I don't think the help videos are very thorough, they are very quick paced and short. I stay confused about what should be a dimension and what should be a property, etc. I think once I grasp those differences I will be ok. **What problems is Phocas Software solving and how is that benefiting you?** Salesperson scorecards for tracking performance **Official Response from Harley Peddie:** > Hi there, thank you so much for taking the time to leave a review on your experience with Phocas so far. I agree, there's a lot of data available in the Phocas Grid to get familiar with - I think of dimensions as the list of views of your data on the left hand side of The Grid, and then properties as the columns within each dimension. Here's some additional information within our documentation that goes deeper than our intro videos: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/2931818746/Work+with+the+grid and https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590049/Filter+data+use+dimensions#View-filtered-data-in-the-grid. I hope this helps, and please get don't hesitate to get in touch if you're still stuck: hello@phocassoftware.com. Warm regards, On behalf of Mike Hills Global Head of Customer ### 31. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Phocas Software?** The flexibility and support offered. A report can be tweaked and changed as much as required to give the detail you need **What do you dislike about Phocas Software?** At first it is quite a mindfield to get your head around and you do have to really put time aside to really play with it and understand how it can work for you **What problems is Phocas Software solving and how is that benefiting you?** Giving key information to help find gaps in sales. Spotting when something has last been purchased and when something has dropped off - by customer **Official Response from Harley Peddie:** > Hi there, thank you so much for taking the time to leave a review of your experience of Phocas so far. That's great that you're able to use Phocas to track purchasing trends across customers and respond when orders decline - a way that many of our customers get the most out of our sales analytics tools. Our academy is the first place to start when getting started with Phocas: https://www.phocassoftware.com/academy and beyond that our documentation https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/overview?homepageId=590361 and PUG user forum https://pug.phocassoftware.com/ are both great resources. If you require any further assistance, please don't hesitate to send us an email at hello@phocassoftware.com. Warm regards, On behalf of Mike Hills Global Head of Customer ### 32. Tailored, bespoke and awesome software **Rating:** 5.0/5.0 stars **Reviewed by:** Adam H. | Committee Member, Website Developer, Social Media & Podcast Producer (Voluntary), Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Phocas Software?** The dedicated team behind the platform, to assist with every query, no matter how complexed. **What do you dislike about Phocas Software?** You use it so much, you want to integrate every stream of data, which costs to add on. **What problems is Phocas Software solving and how is that benefiting you?** Automating daily, weekly and monthly reporting. Saving time and effort. **Official Response from Harley Peddie:** > Hi Adam, thanks so much for taking the time to leave us a review. That's awesome that your organization is using Phocas so frequently to save you time and effort around reporting. And I agree, isn't our support team amazing? If you do come across features you think are missing or could be explained better in our documentation, we're always happy to hear about them: hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 33. Game changing business tool for reporting, forecasting and presenting business analytics. **Rating:** 5.0/5.0 stars **Reviewed by:** Stuart O. | Technical Business Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2021 **What do you like best about Phocas Software?** Phocas provides us with an incredible insight into our business with the most excellent of tools and drill-down features, which are unrivalled in any other solutions we have looked at before. The range of options, features and reports is so comprehensive that most of our internal comms regarding business trends, sales reporting, and gap analysis are fed and distributed by Phocas. **What do you dislike about Phocas Software?** The initial learning curve can be steep if not used daily, but once mastered, it's a breeze. Administration is complex but thorough, and the database and data feed section requires high concentration and understanding. Saying all of the tutorial and support is first rate, so nothing is unachievable with Phocas and its excellent team of support. **What problems is Phocas Software solving and how is that benefiting you?** Phocas presents scheduled reports of sales performance for a team of 15 sales person and this is measured against a budget and forecasting data feed also within Phocas. along with this sales trends and gap analysis is a strong feature and used daily to review sales by product as well as performance by sales person. The use of dashboards allows for live information to be presented via screens as well as scheduled reports. **Official Response from Harley Peddie:** > Hi Stuart, thanks for taking the time to revisit your review of Phocas! That's great that your sales team are referring to Phocas regularly and you're able to use our dashboards and reports to share business performance data around the business. We try and keep our our library of how-to videos up-to-date: https://www.phocassoftware.com/academy. If you spot anything like you think could be better explained and walked through, please drop us a line at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 34. Phocas is the answer to simple analytics **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Phocas Software?** The ease to find most of the of the answers for meetings and customers. Able to track department progress is easy. Quick to access and use through out the day! **What do you dislike about Phocas Software?** I am not a huge supporter of the homepage view, I enjoyed using the last version more. **What problems is Phocas Software solving and how is that benefiting you?** It is making it so easy to find all the information you need all in one place. Diving deeper into certain orders/products/customers is just a flew clicks. **Official Response from Harley Peddie:** > Hi there, thank you so much for taking the time to leave a review for Phocas. That's great to hear you're able to quickly access all your information, answer questions quickly and use Phocas on a daily basis. We're constantly updating our apps to release new features and improve usability - you can find out more about new features recently rolled out for our homepage and dashboard here: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/2040562326/Analytics+release+notes If you have specific feedback or any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 35. Daily user of the software **Rating:** 5.0/5.0 stars **Reviewed by:** Norbert M. | Market Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2023 **What do you like best about Phocas Software?** Phocas provides great insight about our business. Once the databases are set up the possibilities of reviewing different parts of the business is endless. We use Phocas in collaboration with our ERP system and most of the time, the synchronization between the two softwares are working fine. Should we come across with issues, the customer success team gets with us and react to our query within a short period of time, and provide us with alternatives, should we not be able to get the results how we originally wanted. It is great to use on a daily basis, and to review certain time periods, so that we can forecast more accurately for the upcoming months. Additionally, the dashboards that can summarize certain data are very handy, giving us a great tool to use during meetings. **What do you dislike about Phocas Software?** As all softwares, it takes a while to master all the modules of Phocas, so some might find it cumbersome to navigate around the databases, however it is not necessary for everyone to go into the databases, instead dashboards can be used. Some things might take a while to be implemented in the system, however, if you don't need certain properties or measures to be used more flexibly, you can custom make measures, calculations and properties that can be then used easily. The one thing that might be better, is some more in-depth training videos for the custom mode, as some people might find it harder to use that mode in the databases. **What problems is Phocas Software solving and how is that benefiting you?** Phocas is giving us the ability to review our sales and financial performance in a more up-to-date timeframe, as before we needed to wait longer to get certain data for review. It is also providing our external sales team a better tool to manage their CRM opportunities and their pipeline all in one place, reducing our use of Excel spreadsheets. **Official Response from Harley Peddie:** > Hi Norbert, thanks for taking the time to review Phocas. We're so glad your team is able to use Phocas daily to dive into sales and financial data, use during meetings, and speed up forecasting. We try and keep our our library of how-to videos up-to-date: https://www.phocassoftware.com/academy - we'll definitely see if there is any common functionality in custom mode we could improve our documentation for. If you spot anything else you think could be better explained and walked through, we'd love to hear about it: hello@phocassoftware.com Warm regards, ### 36. Phocas For Business **Rating:** 5.0/5.0 stars **Reviewed by:** Bob B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Phocas Software?** Data is easlity accessed and it's easy to slice and dice information as well as adding or subtracting attributes. I use Phocas on a daily basis to quickly review results of prior days activities. **What do you dislike about Phocas Software?** Sometimes initial setups of dashboards can be cumbersome. Also, data formatting on various sales inquiries can vary (ex. the "variance" option is shown on some data requests under the sales dashboard) **What problems is Phocas Software solving and how is that benefiting you?** Biggest problem or use of Phocas for me is financial data / results as compared to our goals and objectives. It also provides GAP analysis of potential sales growth areas with deep dive into buylines and sku's **Official Response from Harley Peddie:** > Hi Bob, thank you for taking the time to review Phocas. That's great to hear that you're finding it easy to track performance against goals and objectives on a daily basis. Sorry that you're finding data formatting tricky - we really want to make using Phocas as intuitive as possible so would love to know a bit more about the challenges you're finding - we'll get in touch with your account manager to find out more. In the meantime, we have a library of how-to videos available: https://www.phocassoftware.com/academy and also extensive documentation available at https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/overview. If you spot anything like you think could be better explained and walked through, please drop us a line at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 37. a really useful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Simon S. | customer service advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Phocas Software?** The amount of different reports and the in depth details that can be found. able to use alot and change anything needed at the click of a button **What do you dislike about Phocas Software?** It is very complicated to use when first starting out **What problems is Phocas Software solving and how is that benefiting you?** It is allowing me to find products that custors buy with ease **Official Response from Harley Peddie:** > Hi Simon, thank you so much for taking the time to leave a review! That's great that you're able to track product sales with ease, and dive into the details with a couple of clicks. Our academy is a great first place to start when getting started with the amount of data Phocas makes available to you: https://www.phocassoftware.com/academy and for more detailed information, our documentation is the next step: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/overview?homepageId=590361. If you spot anything you think could be better explained and walked through, please drop us a line at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 38. Phocas - flexible enough to support business decisions. **Rating:** 5.0/5.0 stars **Reviewed by:** Grace Z. | Finance Manager - Operational Performance, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Phocas Software?** The standout feature of Phocas lies in its seamless integration with external data sources. Consolidating information in a unified platform not only streamlines processes but also enhances operational efficiency and transparency. **What do you dislike about Phocas Software?** While the observed constraint may not necessarily be an inherent limitation of Phocas, there exists an opportunity for Phocas to excel in addressing this challenge. As a rapidly expanding enterprise with multiple locations, we encounter a scenario during the budgeting process where a location is anticipated to proceed, yet it is not yet prepared to establish ledgers in the financial system. A potential solution could involve the ability to create a dummy company and consolidate all new locations within it, allowing Phocas to seamlessly integrate and link this information to the respective budgets. Such functionality would prove highly advantageous for our organizational needs. **What problems is Phocas Software solving and how is that benefiting you?** Custom reports is very useful for me, I can run all sort of analysis by just pull data from Phocas **Official Response from Harley Peddie:** > Hi Grace, thanks for taking the time to review Phocas. We're glad you're finding custom reports so useful, and getting the data transparency you need from Phocas That's great that we can almost keep up with your rapidly growing business - we'll definitely pass on your suggestion for dummy entities within Phocas Budgeting and Forecasting. If you require assistance or have any suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 39. I have yet to have a bad expirience with Phocas **Rating:** 5.0/5.0 stars **Reviewed by:** Rhys M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Phocas Software?** I use Phocas every single day of my working life. It has streamlined the way I do our purchasing, track financials, and control our budget. I honestly can't remember what it was like before we had Phocas. **What do you dislike about Phocas Software?** I don't want to sound like that guy, but I'm going to have to. I don't have a single bad thing to say about Phocas. They have helped me so much in the past 4 years to get to where I am now in my business, which I don't think I could have done without them. **What problems is Phocas Software solving and how is that benefiting you?** I have created a query within Phocas that simplifies purchasing where anyone can now do it and get the same correct results. Our financials used to be a monster to deal with and everything is now at our fingertips to analyze. Same with how we used to do our budgeting. Before we started using Budgeting and Forecasting there was a cumbersome process every month of using Phocas and exporting to Excel just to run a Macro to get our budget. Now it's all built-in. ### 40. Software is great, although a bit pricey for a nonprofit **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Phocas Software?** It is very easy to use and I love that I can download data into a spreadhseet and slice and dice however I need to. Overall, the software if fairly easy to use. **What do you dislike about Phocas Software?** It is not always user friendly; meaning some areas are not intuitive. However, the upside is that the resources are helpful and if something is missing, the help desk is quick to respond and VERY helpful **What problems is Phocas Software solving and how is that benefiting you?** Instant data and allows my team to review as needed; they no longer have to ask me for reports. **Official Response from Harley Peddie:** > Thank you for taking the time to review Phocas. It's great that your team are able to get to the data they need without having to ask you every. single. time.! And great that you're finding our how-to videos useful: https://www.phocassoftware.com/academy. If you spot anything like you think could be better explained and walked through, please do let us know. We like to make our pricing as all-inclusive as possible, by including all our implementation costs and data warehousing costs up-front. And as part of our process we want to make sure that an investment in Phocas really pays off for you, leaving you feeling great about your data. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 41. "Phocas Software : A Game Changer for data Analysis and Business Intelligence" **Rating:** 4.5/5.0 stars **Reviewed by:** Abhishek S. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2023 **What do you like best about Phocas Software?** 1- Data Visualizations : Its offer data Visualizations capabilities,including customizable dashboard and a wide range chart types 2-Real-Time Reporting : Its real-time reporting and analylics and is allow user to access the most up-to-date information 3-Customer Support : the Customer support of this platform is also very good beacuse they knowelable and skilled person 4- Easy to Integration **What do you dislike about Phocas Software?** 1-Cost : the Costing of this platform is high in complaratively to other platform 2-Limited Advanced Analytics : its primarly design only for business inteligence and reporting 3- Customization Complexity : While the strength of this [platoform is customization but creating highly customized reports and dashboard have beacame complex **What problems is Phocas Software solving and how is that benefiting you?** Phocas Software have solve some challenges and offer bentifs its will depend on its industry ,goals , and the way its implemented and utilizes the software . in genral the software helps businesses become more data-driven , efficient and competitive by addressing the data-related challenges they faces ### 42. A must have tool for businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Melati B. | Wholesale, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Phocas Software?** There are so many ways you can get your data to compare different sets of data together and in view it in different ways, helping us understand our data better. It is easy to use, and it works with live data, so anyone can go into the interface without waiting to get information from someone else. Also, the ability to export reports is excellent. I also like all the training they provide and the online resources and support available. **What do you dislike about Phocas Software?** When drilling into information in financials, the only thing is that when clicking the back button on the browser, it reverts to the default view, so you have to set all your report settings again, and it would be easier to click back instead of having to unselect all the options to drill down into the transactions. You also have to reset the report sometimes, as it doesn't pull back your previous settings if you drill back out of information. **What problems is Phocas Software solving and how is that benefiting you?** Phocas has helped us with accessibility and ease, as you can view data in real time at your fingertips instead of generating a report each time and exporting it from our ERP (or going through various sources to find it). Being able to drill down information on a transaction basis makes it easier to view and understand the data, and you can answer your own query very quickly rather than asking someone else for the information (and therefore wait for them to get this information to you) or going through multiple areas of our ERP. **Official Response from Harley Peddie:** > Hi Melati, thanks for taking the time to leave us a review. It's awesome that you're able to speed up your reporting, and get down to transactional level details, all without chasing down other people for the latest data! The way that you're losing the filters when you pull out of your financial drill-downs sounds really frustrating. I hope you don't mind going into a bit more detail with your account manager to get to the bottom of whats going wrong - they should be in touch with you shortly. If you require any other assistance or have any suggestions, please drop us a message at hello@phocassoftware.com Warm regards, ### 43. Intuitive and well designed **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Phocas Software?** Ability to filter sales, products sold, margins and selling price. **What do you dislike about Phocas Software?** Not uniformly user friendly, could be more consistant. **What problems is Phocas Software solving and how is that benefiting you?** Sales visabilty **Official Response from Harley Peddie:** > Hi there, thank you for taking the time to leave a review of Phocas. That's great to hear that you're able get better visibility of your sales and easily filter products, margins and prices. We're continually releasing product updates to improve functionality and make our analytics solutions more user friendly You can find the most up to date info about new features in our academy: https://www.phocassoftware.com/academy. If you spot anything like you mentioned you think could be better explained and walked through, please drop us a line at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 44. "Unleashing Data Insights : A review of Phocas Software's Analytics Solutions " **Rating:** 4.5/5.0 stars **Reviewed by:** Payal G. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Phocas Software?** 1- Customization Options : User have heighlighted the software's customizations features. 2- Responsive Customer support:Postive feedback ooften mentions phocas software responsive and helpfull customer support , 3-Fast Performance :the software performance in terms of data processing and querying speed is another aspect tht user tend to like. **What do you dislike about Phocas Software?** 1-Data Transformation : user who require extensive data transformation and cleansing capabilities might find that phoscas software's data prepration are not as robust as those in dedicated data prepration tool 2-Pricing : Costing of this software is might be high in comparshaion of other software 3-this have also limited ofline access **What problems is Phocas Software solving and how is that benefiting you?** Phocas software have solving many problem and also giving benifit are vary based on the industry, business size and individual use case. to understand this software can benifit you and your organization , it recommeded to reach phocas team for taiolored demostrations or consultations ### 45. "Revolutionizing Data Insight: A Deep Drive into the Capabilities of Phocas Software " **Rating:** 4.5/5.0 stars **Reviewed by:** Vipin j. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Phocas Software?** 1- Customizations: its offer the customization to the users to tailor dashboard and reports according to their specific needs 2-Speed and Performance : it is used to design to handle large volume of data quickly and efficiently 3-Customer Support : Many users have postive feedback on Phocas customer Support **What do you dislike about Phocas Software?** 1-Learing Curve : Some new users still find a learning curve associated with understanding all the features and functionalities 2-Limited Data Transformations : there is some limitation to have advacnce data transfer capabilites 3-Cost : the costing of the software is higher for small organisation in comparashion of other software **What problems is Phocas Software solving and how is that benefiting you?** Phocas Software have solved many problem and its aim to simplify data analysis,streamline decision-making and provide actionable insight to organisations.By addressing these challenges , bussiness can make more informed choice ,enhance efficiency ,improve their overall perfomance in competive landscape ### 46. We would be lost without Phocas **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon G. | Supply Chain Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Phocas Software?** Phocas takes all our data and devides them into logical legos that we can turnaround and build beautiful creations with. Almost all of our decison making processes have quantitative data that came from some part of Phocas. **What do you dislike about Phocas Software?** It is our own fault but we've built so many reports and dashboards it gets cumbersome to push all the appropriate ones to a new user. This is really only for admins but a way to multi select favorites to share with a new user would be slick. **What problems is Phocas Software solving and how is that benefiting you?** Our native ERP system has a gap in reporting capabilities that Phocas fills for us. Instead of manipulating excel documents repeatedly we have a scalable accurate BI solution in Phocas. ### 47. The most user friendly BI tool available **Rating:** 5.0/5.0 stars **Reviewed by:** Scott H. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Phocas Software?** These ease of use, onboarding is very quick and the online videos are extremely helpful with the onboarding process **What do you dislike about Phocas Software?** Yet to complain or hear anyone on my team complain **What problems is Phocas Software solving and how is that benefiting you?** Inventory forecasting and budget tracking **Official Response from Harley Peddie:** > Hi Scott, thanks for taking the time to review Phocas. That's great that we're able to help with your inventory forecasting and budget tracking needs. We try and keep our our library of how-to videos up-to-date: https://www.phocassoftware.com/academy. If you spot anything like you think could be better explained and walked through, please drop us a line at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer ### 48. Great Program **Rating:** 5.0/5.0 stars **Reviewed by:** James (Jim) H. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Phocas Software?** Most helpful is ease of use and quick access to so much data to work with and analyze. **What do you dislike about Phocas Software?** Getting asked to to surveys and write reviews.... **What problems is Phocas Software solving and how is that benefiting you?** We have only been using Phocas for a year and it has eliminated so much time from our monthly close and has increase accuracy of our financial data because so many eyes are on it through out the month. ### 49. Phocas Rebates Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2023 **What do you like best about Phocas Software?** User Interface Ease of USE Integration Implementation **What do you dislike about Phocas Software?** Updates are very slow, New features are not rolled out regularly **What problems is Phocas Software solving and how is that benefiting you?** Easy show rebate calculation for our Customers **Official Response from Harley Peddie:** > We appreciate your review of Phocas Rebates. We love that you find our user interface, ease of use, integration, and implementation valuable. At the same time, we take your concerns about the speed of updates and the frequency of new feature rollouts seriously. We want to assure you that our team is actively working to address these issues. We’ve recently increased our cadence of Rebates updates to twice weekly with some exciting new features being released in the New Year. Please feel free to reach out to your customer success consultant who will be able to take you through these updates and the upcoming roadmap in more detail. Thank you for being a valued Phocas Software user. Warm regards, On behalf of Mike Hills Global Head of Customer ### 50. Easy to use BI tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2023 **What do you like best about Phocas Software?** I like the fact that its VERY EASY to use, we didn't even have the training yet and I was already running different reports and definitely very intuitive as well. **What do you dislike about Phocas Software?** the one drawback is that the data isn't in real-time, it's yesterday's data and not today's data. It also has limited visual graphics to display, similar to excel but a little bit better. **What problems is Phocas Software solving and how is that benefiting you?** It helps accurately pinpoint problems in our sales funnel and which product to highlight and focus on easily. This definitely helped us act faster and we could do it ourselves instead of getting some excel expert after downloading data from our ERP. **Official Response from Harley Peddie:** > Hi there, thanks for taking the time to leave a review. We're glad you've found our self guided documentation (it's available at https://www.phocassoftware.com/academy) so easy to follow, and were able to uncover insights yourself without data analysts and Excel specialists. Generating reports with data that is just a day old can be a challenge; Phocas can refresh data more frequently, depending on your customized setup. Please get in touch with us via hello@phocassoftware.com so we can look into your account and see if there is some tweaks we can make to your implentation. If you require any other assistance or have any suggestions, please don't hesitate to get in touch. Warm regards, ## Phocas Software Discussions - [Why could I not download the word document I set the screenshot of me using Phocas on?](https://www.g2.com/discussions/33916-why-could-i-not-download-the-word-document-i-set-the-screenshot-of-me-using-phocas-on) - 1 comment, 1 upvote - [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment - [View Phocas Software pricing details and edition comparison](https://www.g2.com/products/phocas-software/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-31+08%3A55%3A55+-0500&secure%5Bsession_id%5D=c0109cfa-d419-411b-b6a6-1393fff64166&secure%5Btoken%5D=b14cfb95c446ef607799779cd00aa9294e6e019e34d52646b8c0857fee590d3a&format=llm_user) ## Phocas Software Integrations - [Chalice](https://www.g2.com/products/chalice/reviews) - [Kerridge K8](https://www.g2.com/products/kerridge-k8/reviews) - [Kinetic](https://www.g2.com/products/epicor-kinetic/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Sage 200cloud](https://www.g2.com/products/sage-200cloud/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [SAP Business One](https://www.g2.com/products/sap-business-one/reviews) ## Phocas Software Features **Reports** - Reports Interface - Steps to Answer - Graphs and Charts - Score Cards - Dashboards **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Data Preparation** - Connectors - Data Governance **Financial Planning** - Extended Planning - Reporting - Integration **Rebate Program - Rebate Management** - Rebate agreements - Rebate calculation - Program creation - Rebate match **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Data Modeling and Blending** - Data Querying - Data Filtering - Data Blending **Analytics & Reporting - Rebate Management** - Rebate programs - Vizualization - Prediction **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Generative AI** - AI Text Generation - AI Text Summarization **Collaboration - Rebate Management** - Internal Communication - External Communication **Status Communication** - Version Control - Scorecards **Analytics** - Variance Analysis **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Integration - Rebate Management** - Sales Data source - Payments **Agentic AI - Analytics Platforms** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Self Service ** - Calculated Fields - Data Column Filtering - Data Discovery - Search - Collaboration / Workflow - Automodeling **Deployment & Integration - Analytics Platforms** - No-code Dashboard Builder - Report Scheduling and Automation - Embedded Analytics and White-labeling - Data Source Connectivity **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Advanced Analytics** - Predictive Analytics - Data Visualization - Big Data Services **Performance & Scalability - Analytics Platforms** - Large data handling and Query Speed - Concurrent User Support **Advanced Analytics & Modeling - Analytics Platforms** - Data Modeling and Governance - Notebook and Script Integration - Built-in Predictive and Statistical Models **Agentic AI Capabilities - Analytics Platforms** - Auto-generated Insights and Narratives - Natural Language Queries - Proactive KPI Monitoring and Alerts - AI Agents for Analytical Follow-ups **Personalized Intelligence - Analytics Platforms** - Behavioral Learning for Contextual Query Refinement - Role-based Insight Personalization - Conversational and Prompt-based Analytics **Building Reports** - Data Transformation - Data Modeling - WYSIWYG Report Design - Integration APIs ## Top Phocas Software Alternatives - [Board](https://www.g2.com/products/board/reviews) - 4.4/5.0 (300 reviews) - [Looker](https://www.g2.com/products/looker/reviews) - 4.4/5.0 (1,579 reviews) - [Sisense](https://www.g2.com/products/sisense/reviews) - 4.2/5.0 (985 reviews)