Phocas Business Intelligence Reviews

5 Ratings
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Score 8.3 out of 100

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Reviews (1-3 of 3)

Kenny McGarrity | TrustRadius Reviewer
May 21, 2020

Focus on Phocas

Score 8 out of 10
Vetted Review
Verified User
Review Source
Phocas Business Intelligence is used by our executives, branch managers and sales managers to dive into data derived from our legacy D3 database. We are able to dive into unrelated datasets and develop easy to follow reports and dashboards for all skill levels. Phocas makes business intelligence truly accessible to non-techies.
  • Custom reports are simple to create.
  • The ability to manage users and their dashboards is solid.
  • Easy to navigate web interface makes the software accessible from anywhere.
  • Daily data set dumps can take up a large amount of space.
The D3 community is a tight knit set of businesses that share business solutions, and this tool should be high on the list for anyone operating in our industry. If you do not want to host the software resources on your servers, Phocas has a cloud-integrated solution as well.
Read Kenny McGarrity's full review
Anonymous | TrustRadius Reviewer
April 26, 2019

Phocas Business Intelligence

Score 10 out of 10
Vetted Review
Verified User
Review Source
Phocas Business Intelligence is mainly used by Project managers and the finance and accounting departments to analyze and view sales and financial data through reports and dashboards.
  • Phocas is great at drilling down data, getting specific information, and presenting it in a report.
  • Phocas can be used to view up to the minute data gathered from the database.
  • It allows the user to create and view different type of dashboards very easily.
  • Phocas needs to make it easier to connect to different types of databases.
  • The data in Phocas needs to be updated faster in some cases.
  • It needs to provide functions to create better charts and graphs.
Phocas Business Intelligence is great for drilling down into data, getting very specific information, and viewing dashboards, but Phocas is not great for creating charts and graphs.
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Olivia Gonsalves | TrustRadius Reviewer
August 08, 2016

Phocas - A great tool for small businesses

Score 7 out of 10
Vetted Review
Verified User
Review Source
Phocas is currently being used across the organization. We're able to track our sales numbers, warehouse productivity numbers as well as purchasing inventory on Phocas.
  • Detailed tracking of sales numbers
  • Timely updates - data refreshed every day
  • Ability to work with our ERP system and extract data
  • Ability to build reports
  • Could be more user friendly
Phocas is well suited to keep track of sales numbers for small businesses like ours. It's not that well suited in writing queries, and there is some level of initial difficulty in figuring how to use the system.
Read Olivia Gonsalves's full review

Feature Scorecard Summary

Customizable dashboards (3)
Report Formatting Templates (3)
Drill-down analysis (3)
Formatting capabilities (3)
Report sharing and collaboration (3)
Publish to PDF (3)
Report Versioning (2)
Report Delivery Scheduling (3)
Pre-built visualization formats (heatmaps, scatter plots etc.) (3)
Location Analytics / Geographic Visualization (2)
Predictive Analytics (3)
Multi-User Support (named login) (3)
Role-Based Security Model (3)
Multiple Access Permission Levels (Create, Read, Delete) (2)
Responsive Design for Web Access (2)
Dashboard / Report / Visualization Interactivity on Mobile (2)

About Phocas Business Intelligence

Phocas helps users discover data and provides results in real time.  It is designed for non-technical users and delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map.  It brings up data on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. 

Phocas, based in the United Kingdom, is a business intelligence firm with offices in the UK, the United States, and Australia. The vendor says that by offering an innovative data discovery solution, it has maintained a 97 percent customer retention rate.

Phocas Business Intelligence Features

BI Platform Features
Does not have featureAdministration via Windows App
Does not have featureAdministration via MacOS App
Has featureAdministration via Web Interface
Does not have featureLive Connection to External Data
Has featureSnapshot of External Data
Has featureIn-memory data model
Has featureOLAP (Pre-processed cube representation)
Has featureROLAP (SQL-layer querying)
Has featureMulti-Data Source Reporting (Blending)
Has featureData warehouse / dictionary layer
Has featureETL Capability
Has featureETL Scheduler
Supported Data Sources Features
Has featureMS Excel Workbooks
Has featureText Files (CSV, etc)
Has featureOracle
Has featureMS SQL Server
Has featureIBM DB2
Has featurePostgres
Has featureMySQL
Has featureODBC
Has featureCloudera Hadoop
Has featureHortonworks Hadoop
Has featureEMC Greenplum
Has featureIBM Netezza
Has featureHP Vertica
Has featureParAccel
Has featureSAP Hana
Has featureTeradata
Has featureSage 500
Has featureSalesforce
Has featureSAP
Has featureGoogle Analytics
BI Standard Reporting Features
Does not have featurePixel Perfect reports
Has featureCustomizable dashboards
Has featureReport Formatting Templates
Ad-hoc Reporting Features
Has featureDrill-down analysis
Has featureFormatting capabilities
Has featurePredictive modeling
Does not have featureIntegration with R or other statistical packages
Has featureReport sharing and collaboration
Report Output and Scheduling Features
Does not have featurePublish to Web
Has featurePublish to PDF
Has featureOutput Raw Supporting Data
Has featureReport Versioning
Has featureReport Delivery Scheduling
Does not have featureDelivery to Remote Servers
Data Discovery and Visualization Features
Has featurePre-built visualization formats (heatmaps, scatter plots etc.)
Has featureLocation Analytics / Geographic Visualization
Has featurePredictive Analytics
Does not have featureSupport for Machine Learning models
Does not have featurePattern Recognition and Data Mining
Does not have featureIntegration with R or other statistical packages
Access Control and Security Features
Has featureMulti-User Support (named login)
Has featureRole-Based Security Model
Has featureMultiple Access Permission Levels (Create, Read, Delete)
Has featureReport-Level Access Control
Has featureTable-Level Access Control (BI-layer)
Has featureField-Level Access Control (BI-layer)
Does not have featureSingle Sign-On (SSO)
Mobile Capabilities Features
Has featureResponsive Design for Web Access
Does not have featureDedicated iOS Application
Does not have featureDedicated Android Application
Has featureDashboard / Report / Visualization Interactivity on Mobile
Application Program Interfaces (APIs) / Embedding Features
Does not have featureREST API
Does not have featureJavascript API
Does not have featureiFrames
Does not have featureJava API
Does not have featureThemeable User Interface (UI)
Does not have featureCustomizable Platform (Open Source)

Phocas Business Intelligence Screenshots

Phocas Business Intelligence Integrations

NetSuite, MS Dynamics AX, MS Dynamics NAV, MS Dynamics GP, Epicor Eclipse, Infor SX.e, Epicor P21, Pronto, SAP B1, SAP, Sage, MAM, Infor SHIMS, Infor FACTS, MIS, JD Edwards, Oracle, Infor A+, Infor BAAN, Lakeview, Mincron, Ximple, Magnatron

Phocas Business Intelligence Competitors


  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No

Phocas has built its business model on exceeding customer expectations. We’ve operated on a subscription basis from the start and in the words of Phocas Group chairman and co-founder Paul Magee: ‘That puts the onus on us to perform’. And we like that. In fact, our whole company ecosystem is built around that ‘light bulb moment’ when customers achieve a breakthrough by seeing their business through fresh eyes.

Phocas Business Intelligence Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

Phocas Business Intelligence Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Linux, Mac
Mobile Application:Apple iOS, Android, Windows Phone, Blackberry, Mobile Web, 2673049216
Supported Countries:United States, Canada, Europe, Australia, New Zealand, and Asia.