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Phocas Business Intelligence

Phocas Business Intelligence

Overview

What is 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,…

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Recent Reviews

TrustRadius Insights

Phocas Business Intelligence software has proven to be a valuable tool for businesses in various ways. Users have found that it eliminates …
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Pricing

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What is 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…

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  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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What is Microsoft Power BI?

Microsoft Power BI is a visualization and data discovery tool from Microsoft. It allows users to convert data into visuals and graphics, visually explore and analyze data, collaborate on interactive dashboards and reports, and scale across their organization with built-in governance and security.

What is Microsoft BI (MSBI)?

Microsoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.

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Product Details

What is 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

  • Supported: Administration via Web Interface
  • Supported: Snapshot of External Data
  • Supported: In-memory data model
  • Supported: OLAP (Pre-processed cube representation)
  • Supported: ROLAP (SQL-layer querying)
  • Supported: Multi-Data Source Reporting (Blending)
  • Supported: Data warehouse / dictionary layer
  • Supported: ETL Capability
  • Supported: ETL Scheduler

Supported Data Sources Features

  • Supported: MS Excel Workbooks
  • Supported: Text Files (CSV, etc)
  • Supported: Oracle
  • Supported: MS SQL Server
  • Supported: IBM DB2
  • Supported: Postgres
  • Supported: MySQL
  • Supported: ODBC
  • Supported: Cloudera Hadoop
  • Supported: Hortonworks Hadoop
  • Supported: EMC Greenplum
  • Supported: IBM Netezza
  • Supported: HP Vertica
  • Supported: ParAccel
  • Supported: SAP Hana
  • Supported: Teradata
  • Supported: Sage 500
  • Supported: Salesforce
  • Supported: SAP
  • Supported: Google Analytics

BI Standard Reporting Features

  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to PDF
  • Supported: Output Raw Supporting Data
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization
  • Supported: Predictive Analytics

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Table-Level Access Control (BI-layer)
  • Supported: Field-Level Access Control (BI-layer)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Phocas Business Intelligence Screenshots

Screenshot of Phocas Dashboard on iPadScreenshot of Phocas Dashboard on Laptop

Phocas Business Intelligence Integrations

  • NetSuite ERP
  • 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

Phocas Business Intelligence Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web, 2673049216
Supported CountriesUnited States, Canada, Europe, Australia, New Zealand, and Asia.
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Comparisons

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Reviews and Ratings

(9)
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Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Phocas is easy to use for end users and can be used on desktops, laptops, and phones.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (2)
80%
8.0
Customizable dashboards
80%
8.0
Report Formatting Templates
80%
8.0
Ad-hoc Reporting (3)
83.33333333333334%
8.3
Drill-down analysis
100%
10.0
Formatting capabilities
70%
7.0
Report sharing and collaboration
80%
8.0
Report Output and Scheduling (3)
56.66666666666667%
5.7
Publish to PDF
70%
7.0
Report Versioning
60%
6.0
Report Delivery Scheduling
40%
4.0
Data Discovery and Visualization (3)
53.33333333333333%
5.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
60%
6.0
Location Analytics / Geographic Visualization
50%
5.0
Predictive Analytics
50%
5.0
Access Control and Security (2)
100%
10.0
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
100%
10.0
Mobile Capabilities (2)
85%
8.5
Responsive Design for Web Access
90%
9.0
Dashboard / Report / Visualization Interactivity on Mobile
80%
8.0
Application Program Interfaces (APIs) / Embedding
N/A
N/A
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Phocas Business Intelligence is being used to get data from multiple systems and gives us one view of all our systems. It has given us a greater ability to do better reporting on our systems, we get multiple tools to get the view we want our management to see, and it has been a great tool in everyday reporting and decision making.
  • Easy to drill down data
  • Have data from multiple systems in one place
  • Has nice dashboards that can be built from your customer data
  • Print of dashboards needs a bit of attention
  • Have a single-sign-on option
If you would like your data in one place with easy access, this is the software for you. You can have data from multiple systems and bring it into one view so that you have a quick and easily visible dashboard for the data you wish to see.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (2)
90%
9.0
Customizable dashboards
90%
9.0
Report Formatting Templates
90%
9.0
Ad-hoc Reporting (3)
96.66666666666666%
9.7
Drill-down analysis
100%
10.0
Formatting capabilities
90%
9.0
Report sharing and collaboration
100%
10.0
Report Output and Scheduling (3)
93.33333333333334%
9.3
Publish to PDF
100%
10.0
Report Versioning
80%
8.0
Report Delivery Scheduling
100%
10.0
Data Discovery and Visualization (3)
83.33333333333334%
8.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Location Analytics / Geographic Visualization
90%
9.0
Predictive Analytics
80%
8.0
Access Control and Security (3)
100%
10.0
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
100%
10.0
Mobile Capabilities (2)
95%
9.5
Responsive Design for Web Access
90%
9.0
Dashboard / Report / Visualization Interactivity on Mobile
100%
10.0
Application Program Interfaces (APIs) / Embedding
N/A
N/A
  • It has given our business a view on data
  • We can access it from anywhere
  • You can have multiple dashboards for different information
Phocas Business Intelligence has many more features and is a lot more user friendly. Users find Phocas Business Intelligence easy to use. As a manager of the product, I feel that the data sync works well and is easy enough to manage.
It is a very user-friendly product and is easy to understand. You can get your data from just a quick click and the dashboard loads. You can take the data and drill down easy to find what you are looking for.
Support is responsive. You log a call and they will respond quickly and resolve your issues. We have only had great experiences with the support team.
May 21, 2020

Focus on Phocas

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (2)
100%
10.0
Customizable dashboards
100%
10.0
Report Formatting Templates
100%
10.0
Ad-hoc Reporting (3)
90%
9.0
Drill-down analysis
100%
10.0
Formatting capabilities
80%
8.0
Report sharing and collaboration
90%
9.0
Report Output and Scheduling (3)
60%
6.0
Publish to PDF
100%
10.0
Report Versioning
N/A
N/A
Report Delivery Scheduling
80%
8.0
Data Discovery and Visualization (3)
53.33333333333333%
5.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Location Analytics / Geographic Visualization
N/A
N/A
Predictive Analytics
80%
8.0
Access Control and Security (3)
70%
7.0
Multi-User Support (named login)
70%
7.0
Role-Based Security Model
70%
7.0
Multiple Access Permission Levels (Create, Read, Delete)
70%
7.0
Mobile Capabilities (2)
N/A
N/A
Responsive Design for Web Access
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
N/A
N/A
Application Program Interfaces (APIs) / Embedding
N/A
N/A
Olivia Gonsalves | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (2)
40%
4.0
Customizable dashboards
50%
5.0
Report Formatting Templates
30%
3.0
Ad-hoc Reporting (3)
66.66666666666667%
6.7
Drill-down analysis
80%
8.0
Formatting capabilities
70%
7.0
Report sharing and collaboration
50%
5.0
Report Output and Scheduling (3)
63.33333333333333%
6.3
Publish to PDF
70%
7.0
Report Versioning
60%
6.0
Report Delivery Scheduling
60%
6.0
Data Discovery and Visualization (3)
80%
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Location Analytics / Geographic Visualization
80%
8.0
Predictive Analytics
80%
8.0
Access Control and Security (3)
80%
8.0
Multi-User Support (named login)
90%
9.0
Role-Based Security Model
70%
7.0
Multiple Access Permission Levels (Create, Read, Delete)
80%
8.0
Mobile Capabilities (2)
75%
7.5
Responsive Design for Web Access
70%
7.0
Dashboard / Report / Visualization Interactivity on Mobile
80%
8.0
Application Program Interfaces (APIs) / Embedding
N/A
N/A
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