Phocas Software Reviews & Product Details

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.

Product Website

Seller

Phocas Software

Discussions

Phocas Software Community

Languages Supported

English

Overview by

Harley Peddie

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

Phocas Software Integrations

(7)

Verified by Phocas Software

Phocas Software Media

With centralized data, everyone can do more. Phocas pulls data from your ERP and any other source into one easily accessible platform, empowering everyone with deep-dive analytics, reporting and planning.

Phocas is an intuitive business intelligence solution. Simpler than data analysis in Excel because we‘ve done all of the hard work for you with pre-built solutions! Data shouldn’t be an enigma… dig deeper and analyze your data inside the simplified Phocas Grid. Customize reports and dashboards th...

Phocas Software Demo - Phocas Financial Statements

With Phocas Financial Statements analysis and reporting software’ powerful capabilities, you can close month-end in minutes instead of days! If consolidating financial statements has you worried about accuracy, forget about it! You can consolidate and integrate 3rd party data quickly and safely.

Phocas Software Demo - Phocas Budgets & Forecasts

Accelerate and simplify budgeting with Phocas’ driver-based budgeting and forecasting software. Building a budget doesn’t have to be a lonely task! With Phocas’s secure and auditable workflow, you can collaborate with other key stakeholders directly into the budgeting process.

Streamlines rebate management by automating calculations for payable and receivable rebates, ensuring accuracy and delivering more profitable outcomes. Built on a BI foundation, this self-serve tool makes it easy to identify trends, spot near misses, and assess overall performance. Enabling busin...

Phocas CRM connects sales analysis with tasks and activities, bringing together finance, customer, and sales data in one platform for accurate, real-time insights. Built on a BI foundation, it offers intuitive tools for contact and interaction tracking, lead and campaign management, and centraliz...

Learn how you can get quick and easy access to the information you need to make data-driven decisions with trusted data that’s pulled fresh from your ERP.

Trade Supply Group uses Phocas to get faster, automated financial reporting everyone in their business can use, cutting down the time their IT Team used to spend building static ad-hoc reports.

Stokes Electric Company streamlines financial reporting and budgeting with Phocas Financial Statements, cutting the time it takes to create monthly reports in half.

Crescent Parts & Equipment is able to support as many custom reports as their team needs, without spending "a ton of time training people" using Phocas analytics and reports

Savona Foodservice turned to Phocas to handle heaps of transaction data and enable anyone in their finance team to make informed decisions about their business with confidence.

Official Downloads

(3)

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adnan K.

Operations

Mid-Market (51-1000 emp.)

7/26/2024

"Staright to the #'s"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

Alan C.

Database Admin

Mid-Market (51-1000 emp.)

7/26/2024

"Good software"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

Oliver T.

Business Improvement Manager

Mid-Market (51-1000 emp.)

7/29/2024

"Best BI Tool we've had"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Lack of Excel multi sheet and scheduling to emails outside of Phocas is annoying. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

David K.

Small-Business (50 or fewer emp.)

4/18/2024

"Business Intellegence Integrated For NetSuite"

4/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

Verified User in Paper & Forest Products

Mid-Market (51-1000 emp.)

9/26/2024

"Exceptional Data Analytics Tool"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

It would be helpful to have more customization abilities on charts and graphs. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

Verified User in Logistics and Supply Chain

Small-Business (50 or fewer emp.)

7/29/2024

"Don't know how I'd survive without Phocas"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

Seb N.

Sales and Margin Analyst

Mid-Market (51-1000 emp.)

7/26/2024

"Excellent Software"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Very few downsides but there could perhaps be more formatting options when exporting to Excel. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

Arthur G.

Business Data and Reporting Administrator

Mid-Market (51-1000 emp.)

7/26/2024

"User friendly BI / BA application"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Unable to rearrange columns in Transaction Mode. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

Marianne B.

Mid-Market (51-1000 emp.)

4/17/2024

"Review of Phocas"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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

See how Phocas improved

Verified User in Wholesale

Small-Business (50 or fewer emp.)

9/26/2024

"Slow getting started"

3.5/5

What do you like best about Phocas Software?

I think Phocas software is a good tool for data analysis Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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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