Phocas Business Intelligence

Phocas Business Intelligence

About TrustRadius Scoring
Score 7.7 out of 100
Phocas Business Intelligence

Overview

Recent Reviews

Phocas Business Intelligence

9 out of 10
May 24, 2021
Phocas Business Intelligence is mainly used by Project managers and the finance and accounting departments to analyze and view sales and …
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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…

Entry-level set up fee?

  • No setup fee

Offerings

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

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Alternatives Pricing

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 Klipfolio?

Klipfolio is a cloud app for building and sharing business dashboards via the web, TV monitors and mobile devices. SMBs and teams in large companies use Klipfolio to continuously monitor the performance of their business across marketing, sales, support, and at the executive level.

Features Scorecard

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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

Phocas Dashboard on iPadPhocas Dashboard on Laptop

Phocas Business Intelligence Video

Visit https://www.youtube.com/watch?v=M3GtCU6NJik to watch Phocas Business Intelligence video.

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, SaaS
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web, 2673049216
Supported CountriesUnited States, Canada, Europe, Australia, New Zealand, and Asia.

Comparisons

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Frequently Asked Questions

What is Phocas Business Intelligence's best feature?

Reviewers rate Drill-down analysis and Publish to PDF and Dashboard / Report / Visualization Interactivity on Mobile highest, with a score of 10.

Who uses Phocas Business Intelligence?

The most common users of Phocas Business Intelligence are from Mid-sized Companies (51-1,000 employees) and the Wholesale industry.

Reviews and Ratings

 (7)

Ratings

Reviews

(1-4 of 4)
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Score 9 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.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
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
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.
Olivia Gonsalves | TrustRadius Reviewer
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.