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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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Learn from top reviewers

Phocas Business Intelligence

Rating: 9 out of 10
May 24, 2021
IncentivizedVetted ReviewVerified User
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 das...
Continue reading
Verified user
Technician
Phocas Business Intelligence3 years of experience

Need your data in one place? Look no further.

Rating: 8 out of 10
March 26, 2021
IncentivizedVetted ReviewVerified User
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...
Continue reading
Verified user
Manager
Phocas Business Intelligence3 years of experience

Focus on Phocas

Rating: 8 out of 10
May 21, 2020
IncentivizedVetted ReviewVerified User
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 unre...
Continue reading
Kenny McGarrity
Manager - Information Technology
IT Infrastructure Manager
Pace Supply
Phocas Business Intelligence3 years of experience

Phocas - A great tool for small businesses

Rating: 7 out of 10
August 8, 2016
IncentivizedVetted ReviewVerified User
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.
Continue reading
Olivia Gonsalves
Professional - Human Resources
HR Generalist
WHCI PLUMBING SUPPLY CO
Phocas Business Intelligence1 year of experience
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Pricing

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Phocas Business Intelligence

Phocas Business Intelligence

N/A
Unavailable

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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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)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Phocas Business Intelligence software has proven to be a valuable tool for businesses in various ways. Users have found that it eliminates the need for multiple spreadsheets, saving them time and effort. The ability to track price increases and catch errors in pricing has been helpful in avoiding customer dissatisfaction. The software allows for easy comparison of stock costs, saving users significant time and effort. It has also been effective in identifying gaps in customer spending and areas where the business is not penetrating. By exploiting business information, users have been able to make informed decisions and address key problems such as tracking individual customer sales, analyzing sales performance, and identifying inventory issues. The software has simplified reporting, allowing for quick creation of reports, analysis of data, and identification of growth opportunities with customers and specific product lines. With near real-time data access and secure distribution capabilities, executives can easily access insights for fluid conversations with vendors and employees. Overall, Phocas Business Intelligence has helped businesses improve efficiency, increase sales, and make data-driven decisions.

Easy to Use: Reviewers consistently mention that Phocas software is very easy to use, with many stating that it is intuitive and requires just a one-hour introduction for users to become proficient in its usage. The simplicity and user-friendly interface of the software are highly valued by users.

Fast and Efficient: Users appreciate the speed of Phocas software, which allows them to quickly drill down into data and obtain answers to generic business questions related to sales or inventory. Some reviewers specifically highlight the software's ability to quickly rectify mistakes made by users, enabling them to achieve desired results rapidly.

Comprehensive Analysis: Many users value the ability of Phocas software to analyze their business from various angles. They appreciate how it offers a wide view for operations while also providing detailed data for specific requests, all accessible within seconds. The consolidation of data from multiple systems into one place is seen as a major advantage, giving users a comprehensive overview of their business.

  1. Limited customization options: Several users have mentioned that the software lacks advanced features and customization options. They feel restricted in their ability to tailor the software to their specific needs, which can be frustrating for those who require more flexibility.

  2. Difficulty with data manipulation: Some users have expressed difficulties in pulling and manipulating data in an easy-to-view format. They have mentioned a need for more basic analytics tools, such as pivot table-type reports, to simplify data analysis and make it more accessible.

  3. Lack of integration with other programs: Users have pointed out the software's limitations when it comes to integrating with other programs and combining data from different databases. This hinders their ability to work seamlessly across multiple platforms and limits the overall functionality of the software.

Based on user reviews, the most common recommendations for Phocas are:

  1. Watch demos and seek references to get a better understanding of its capabilities.
  2. Take advantage of the training courses available for Phocas, especially for staff and external sales teams.
  3. Backup setup and data to avoid any potential loss, and be patient during the setup process while utilizing the helpful support from the Phocas team.

Overall, users consider Phocas a valuable tool for businesses that need to store and analyze account data. They find it easy to use, relevant, and always improving. Users believe that investing time in training, requesting demos, and seeking references will help in maximizing the benefits of using Phocas.

Reviews

(1-4 of 4)
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Phocas Business Intelligence

Rating: 9 out of 10
Incentivized
May 24, 2021
Verified User
Vetted Review
Verified User
Phocas Business Intelligence
3 years of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
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.
Alternatives Considered
Phocas is easy to use for end users and can be used on desktops, laptops, and phones.
Phocas Business Intelligence Feature Ratings
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
Other Software Used

Need your data in one place? Look no further.

Rating: 8 out of 10
Incentivized
March 26, 2021
Verified User
Vetted Review
Verified User
Phocas Business Intelligence
3 years of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • Easy to drill down data
  • Have data from multiple systems in one place
  • Has nice dashboards that can be built from your customer data
Likelihood to Recommend
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.
Phocas Business Intelligence Feature Ratings
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
Return on Investment
  • It has given our business a view on data
  • We can access it from anywhere
  • You can have multiple dashboards for different information
Alternatives Considered
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.
Other Software Used
Usability
9
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 Rating
9
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.

Focus on Phocas

Rating: 8 out of 10
Incentivized
May 21, 2020
KM
Kenny McGarrity
IT Infrastructure Manager
Pace Supply (Wholesale, 1001-5000 employees)
Vetted Review
Verified User
Phocas Business Intelligence
3 years of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
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.
Phocas Business Intelligence Feature Ratings
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

Phocas - A great tool for small businesses

Rating: 7 out of 10
Incentivized
August 08, 2016
OG
Olivia Gonsalves
HR Generalist
WHCI PLUMBING SUPPLY CO (Warehousing, 51-200 employees)
Vetted Review
Verified User
Phocas Business Intelligence
1 year of experience
View profile
Use Cases and Deployment Scope
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.
Pros and Cons
  • Detailed tracking of sales numbers
  • Timely updates - data refreshed every day
  • Ability to work with our ERP system and extract data
Likelihood to Recommend
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.
Other Software Used
Phocas Business Intelligence Feature Ratings
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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