Phocas Reviews

Phocas provides us with an incredible insight into our business with the most excellent of tools and drill-down features, which are unrivalled in any other solutions we have looked at before.

The range of options, features and reports is so comprehensive that most of our internal comms regarding business trends, sales reporting, and gap analysis are fed and distributed by Phocas.

The initial learning curve can be steep if not used daily, but once mastered, it's a breeze. Administration is complex but thorough, and the database and data feed section requires high concentration and understanding. Saying all of the tutorial and support is first rate, so nothing is unachievable with Phocas and its excellent team of support.

Phocas presents scheduled reports of sales performance for a team of 15 sales person and this is measured against a budget and forecasting data feed also within Phocas. along with this sales trends and gap analysis is a strong feature and used daily to review sales by product as well as performance by sales person. The use of dashboards allows for live information to be presented via screens as well as scheduled reports.

The standout feature of Phocas lies in its seamless integration with external data sources. Consolidating information in a unified platform not only streamlines processes but also enhances operational efficiency and transparency.

While the observed constraint may not necessarily be an inherent limitation of Phocas, there exists an opportunity for Phocas to excel in addressing this challenge. As a rapidly expanding enterprise with multiple locations, we encounter a scenario during the budgeting process where a location is anticipated to proceed, yet it is not yet prepared to establish ledgers in the financial system. A potential solution could involve the ability to create a dummy company and consolidate all new locations within it, allowing Phocas to seamlessly integrate and link this information to the respective budgets. Such functionality would prove highly advantageous for our organizational needs.

Custom reports is very useful for me, I can run all sort of analysis by just pull data from Phocas

These ease of use, onboarding is very quick and the online videos are extremely helpful with the onboarding process

Yet to complain or hear anyone on my team complain

Inventory forecasting and budget tracking

Phocas provides great insight about our business. Once the databases are set up the possibilities of reviewing different parts of the business is endless. We use Phocas in collaboration with our ERP system and most of the time, the synchronization between the two softwares are working fine. Should we come across with issues, the customer success team gets with us and react to our query within a short period of time, and provide us with alternatives, should we not be able to get the results how we originally wanted. It is great to use on a daily basis, and to review certain time periods, so that we can forecast more accurately for the upcoming months. Additionally, the dashboards that can summarize certain data are very handy, giving us a great tool to use during meetings.

As all softwares, it takes a while to master all the modules of Phocas, so some might find it cumbersome to navigate around the databases, however it is not necessary for everyone to go into the databases, instead dashboards can be used. Some things might take a while to be implemented in the system, however, if you don't need certain properties or measures to be used more flexibly, you can custom make measures, calculations and properties that can be then used easily.

The one thing that might be better, is some more in-depth training videos for the custom mode, as some people might find it harder to use that mode in the databases.

Phocas is giving us the ability to review our sales and financial performance in a more up-to-date timeframe, as before we needed to wait longer to get certain data for review. It is also providing our external sales team a better tool to manage their CRM opportunities and their pipeline all in one place, reducing our use of Excel spreadsheets.

Phocas takes all our data and devides them into logical legos that we can turnaround and build beautiful creations with. Almost all of our decison making processes have quantitative data that came from some part of Phocas.

It is our own fault but we've built so many reports and dashboards it gets cumbersome to push all the appropriate ones to a new user. This is really only for admins but a way to multi select favorites to share with a new user would be slick.

Our native ERP system has a gap in reporting capabilities that Phocas fills for us. Instead of manipulating excel documents repeatedly we have a scalable accurate BI solution in Phocas.

I use Phocas every single day of my working life. It has streamlined the way I do our purchasing, track financials, and control our budget. I honestly can't remember what it was like before we had Phocas.

I don't want to sound like that guy, but I'm going to have to. I don't have a single bad thing to say about Phocas. They have helped me so much in the past 4 years to get to where I am now in my business, which I don't think I could have done without them.

I have created a query within Phocas that simplifies purchasing where anyone can now do it and get the same correct results. Our financials used to be a monster to deal with and everything is now at our fingertips to analyze. Same with how we used to do our budgeting. Before we started using Budgeting and Forecasting there was a cumbersome process every month of using Phocas and exporting to Excel just to run a Macro to get our budget. Now it's all built-in.

Most helpful is ease of use and quick access to so much data to work with and analyze.

Getting asked to to surveys and write reviews....

We have only been using Phocas for a year and it has eliminated so much time from our monthly close and has increase accuracy of our financial data because so many eyes are on it through out the month.

There are so many ways you can get your data to compare different sets of data together and in view it in different ways, helping us understand our data better.

It is easy to use, and it works with live data, so anyone can go into the interface without waiting to get information from someone else. Also, the ability to export reports is excellent.

I also like all the training they provide and the online resources and support available.

When drilling into information in financials, the only thing is that when clicking the back button on the browser, it reverts to the default view, so you have to set all your report settings again, and it would be easier to click back instead of having to unselect all the options to drill down into the transactions.

You also have to reset the report sometimes, as it doesn't pull back your previous settings if you drill back out of information.

Phocas has helped us with accessibility and ease, as you can view data in real time at your fingertips instead of generating a report each time and exporting it from our ERP (or going through various sources to find it).

Being able to drill down information on a transaction basis makes it easier to view and understand the data, and you can answer your own query very quickly rather than asking someone else for the information (and therefore wait for them to get this information to you) or going through multiple areas of our ERP.

I like the fact that its VERY EASY to use, we didn't even have the training yet and I was already running different reports and definitely very intuitive as well.

the one drawback is that the data isn't in real-time, it's yesterday's data and not today's data. It also has limited visual graphics to display, similar to excel but a little bit better.

It helps accurately pinpoint problems in our sales funnel and which product to highlight and focus on easily. This definitely helped us act faster and we could do it ourselves instead of getting some excel expert after downloading data from our ERP.

How quickly one can get up and running to review and drill into metrics. It is a game changer for our company. I keep Phocas up and signed in all day long. The ability to extract into excel is handy as well.

Some databases are difficult to manage especially when there is a problem. A lot of issues can be related to our ERP, but it would be helpful if they were easier to diagnose.

Phocas helps us take the rough around the edges reporting from our ERP and make it easy to navigate and drill into the details. Visualization is key and much better than just staring at numbers.