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Phocas Software


Phocas Software is a fully featured Business Intelligence Software that helps users track and report on essential KPIs and metrics. It helps industries to consolidate essential business data from common ERP, CRM, and AP/AR systems to make it simple to access companywide insights.


Phocas Software


  • Visual Analytics
  • Data Discovery
  • Predictive Analytics
  • Collaboration Tools
  • Key Performance Indicators
  • Ad hoc Reporting
  • Trend / Problem Indicators
  • Strategic Planning
  • Trend / Problem Indicators
  • Quantitative Analysis
  • Dashboard
  • KPI Monitoring
  • Scorecards
  • Data Discovery
  • Customizable Dashboard
  • OLAP
  • Reporting/Analytics
  • Statistical Analysis
  • Data Visualization
  • Drag & Drop
  • Data Import/Export
  • Multiple export options
  • Financial Reporting
  • Ad-hoc Data Discovery
  • Data Connectors
  • Sales Reports
  • Scheduled / Automated Reports
  • Alerts
  • Inventory analytics
  • Data Warehousing
  • Data Blending
  • CRM
  • Collaboration
  • Combine data from multiple sources
  • Data Mining
  • Easy to build interactive dashboards & scorecards
  • Full Business Intelligence suite for mobile use
  • Geospatial Analysis
  • Inventory analytics
  • Mapping
  • Multiple export options
  • Sales analytics
  • Save Favourites
  • Visualisations
  • Reports Interface
  • Steps to Answer
  • Graphs and Charts
  • Score Cards
  • Calculated Fields
  • Data Column Filtering


  • Deployment: Cloud Based, Web Based, SaaS Based, Installed - Mac, Installed - Windows, iPhone / iPad, Android


  • In Person
  • Live Online
  • Webinars
  • Documentation

Phocas Software Users

Available Support

  • Email
  • Phone
  • Live Support

Language Support

  • English

Company Details

  • Company Name: Phocas Software

  • Headquarter: United States

  • Full Address:


This software allows me to gather databases from all over the organization and present the, to our users via dashboard/report or let them drive their own reporting.

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The ease to use and train employees on this BI tool makes it best in the market. The power of building your own databases, customizing reports and the level of customer service is outstanding.

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It is very easy to use! I can show someone the basics in 5 to 10 minutes and they are off and running creating favorites and dashboards. The software is updated every month and their support and documentation is outstanding. The product gives us the information we need faster than doing it in our ERP system. With a couple of clicks you can analyze you sales data and then quickly change views to look at the data in a completely different way.

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This is hard to say because their are few cons. We have requested enhancements and we have some support issues that are submitted. But we have no visibility , (web portal), to review what we already submitted. It would be nice to have a support portal to check open cases and enhancements we have submitted.

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What I most like about Phocas is I can get to the information I need by how I think about it. While someone else in my company can get to the same exact information in a totally different manner. The great thing is we get to the same exact information.

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