Phocas Business Intelligence Review

Phocas Software
Phocas Software
Coventry, UK
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Phocas At A Glance

Good: Self-service functionality for all users, collaborative features, native integration with over 200 data sources.
Bad: Could use more options, especially in customization, for visualization tools.
Bottom Line: Cloud-based BI software that empowers end users to perform data analysis and track business performance without relying on IT.

Product Overview

The Phocas platform consists of several modules to help businesses make better decisions and stay on top of their operations. One of those modules is Phocas Analytics, which will be the focus of this review.

Phocas Analytics is a cloud-based business intelligence solution that provides a single source of truth. It integrates with over 200 data sources, such as enterprise resource planning (ERP) systems, customer relationship management (CRM) software and financial solutions. End users can perform ad-hoc analysis within Phocas’s interactive Grid by slicing and dicing into the data, and they can also drill down into the data within the dashboard. Phocas provide intuitive features, so all users, regardless of their familiarity with analytics, can easily use it.


Some key features of Phocas include:

  • Dashboards and visualizations
  • Ad-hoc analysis
  • Predictive analytics
  • Collaboration (sharing dashboards or reports with other users)
  • Self-service functionality

Target Market

Phocas targets midsize and large companies in many industries, such as construction, automotive, retail, manufacturing and wholesale distribution. We’ve listed 10 of its customers below:

  • American Golf
  • Caprice
  • Equipment Controls Company (ECCO)
  • Johnstone Supply
  • KLN Family Brands
  • Montana Food Bank Network
  • PoolPro
  • Trade Supply Group (TSG)
  • Viva Leisure
  • Wessex International

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Phocas provide a five-step customized implementation process:

1.) Phocas advises the new client on the implementation process based on the client’s goals and data needs.

2.) Kickoff meeting is set between Phocas and key players within the client’s company that will be involved in the project (e.g., ERP or IT manager).

3.) Implementation staff will access the client’s servers to connect data into the software either via an API connection or SQL.

4.) Implementation staff builds the solution using the client’s data and presents it to the client for review and validation.

5.) Once the software is tested and before it’s ready to go live, Phocas provides an introductory training session to all users.

Customer Service & Support

Users can access the help center that displays users guides, information on product upgrades or watch tutorials. They can also submit a ticket.

Phocas also has a dedicated community forums for users to seek guidance and to exchange ideas.


Phocas offer monthly subscriptions based on number of users a company has. However, it does not publicly release their pricing information. Please contact them directly for a price quote.


Phocas has a wide range of visualizations, however, the company has been asked to add more options and customization possibilities for end users.


Phocas Software Screenshot 1
Phocas Software Screenshot 2
Phocas Software Screenshot 3


Founded in 2001, Phocas is a privately owned and self-funded team of passionate professionals who are committed to helping people feel good about their data. Today it has grown to serve over 2,300 companies and roughly 30,000 people who rely on its software to complement ERP functionality and manage business operations.

Phocas serves both midmarket and enterprise customers, who appreciate its tailored, industry-focused solutions that simplify data management through powerful analytics and visualization tools, and revolutionize the way they interact with their own information.

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