174 Phocas Software Reviews
Overall Review Sentiment for Phocas Software
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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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
Very few downsides but there could perhaps be more formatting options when exporting to Excel. Review collected by and hosted on G2.com.
Easy to create a BI / BA database from the designer perspective and easy to use from a user pespective. Review collected by and hosted on G2.com.
Unable to rearrange columns in Transaction Mode. Review collected by and hosted on G2.com.
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! Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I think Phocas software is a good tool for data analysis Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
The flexibility and support offered. A report can be tweaked and changed as much as required to give the detail you need Review collected by and hosted on G2.com.
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 Review collected by and hosted on G2.com.
The dedicated team behind the platform, to assist with every query, no matter how complexed. Review collected by and hosted on G2.com.
You use it so much, you want to integrate every stream of data, which costs to add on. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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! Review collected by and hosted on G2.com.
I am not a huge supporter of the homepage view, I enjoyed using the last version more. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
