Phocas - A great tool for small businesses
Olivia Gonsalves profile photo
August 08, 2016

Phocas - A great tool for small businesses

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Phocas Business Intelligence

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
Data refreshes every night, not real time. It's been easy to integrate with our ERP system, and we are looking for ways to integrate it with our HRIS system.
Haven't found it very easy to share reports
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.

Phocas Business Intelligence Feature Ratings

Customizable dashboards
5
Report Formatting Templates
3
Drill-down analysis
8
Formatting capabilities
7
Report sharing and collaboration
5
Publish to PDF
7
Report Versioning
6
Report Delivery Scheduling
6
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
8
Predictive Analytics
8
Multi-User Support (named login)
9
Role-Based Security Model
7
Multiple Access Permission Levels (Create, Read, Delete)
8
Responsive Design for Web Access
7
Dashboard / Report / Visualization Interactivity on Mobile
8