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Phocas

Provide intuitive data analytics, dashboards, and financial reporting for data-driven business decisions.

Phocas Overview

Updated September 1, 2025

Phocas is a user-friendly business intelligence and analytics platform designed for mid-sized businesses in manufacturing, distribution, and retail. It transforms complex data into actionable insights through intuitive dashboards, real-time analytics, and customizable reports.

With AI-powered features, Phocas simplifies data analysis, enhances financial reporting, and supports budgeting and forecasting. Its seamless integration with over 200 data sources empowers teams to make data-driven decisions efficiently, boosting productivity and strategic growth.

Key Features

Customizable Dashboards: Dashboards display exactly the data needed for quick access to key metrics. Teams focus on specific KPIs with clear visual summaries.
Real-Time Analytics: Data processes instantly, providing up-to-date insights for timely decisions. Users always work with the latest information.
Data Visualization: Complex data converts into easy-to-read charts and graphs. Trends become clear without examining raw numbers.
Drill-Down Functionality: Specific details can be explored to reveal trends or anomalies. This helps identify what drives performance.
Financial Reporting: Automated reports for profit and loss, balance sheets, and more reduce errors and save time. Financial processes become streamlined.
Data Integration: Connections to over 200 data sources, including ERPs like SAP and NetSuite, centralize data. A single source of truth supports analysis.
Phocas AI: Questions about data return instant answers on sales, customers, or products. Analytics remain accessible even to non-experts.
Budgeting and Forecasting: Budgets and forecasts include live actuals and support collaborative planning. Performance tracking and plan adjustments are simplified.
Sales Analytics: Sales performance can be analyzed by customer, product, or region. Trends and opportunities are easier to identify, boosting revenue strategies.
Inventory Management: Stock levels optimize through product performance analysis. Overstocking and shortages are minimized for smarter purchasing.
Mobile Accessibility: Dashboards and reports remain accessible on mobile devices. Sales teams and executives stay connected with real-time updates.
Automated Alerts: Notifications trigger when specific thresholds occur. Users act quickly on critical changes or opportunities.
Ad-Hoc Reporting: Custom reports are created in minutes without IT assistance. Business questions can be addressed flexibly.
Rebate Management: Rebate calculations are automated for accuracy, supporting profitability tracking. Pricing optimization and supplier relationships improve.
Collaboration Tools: Dashboards and reports can be shared across teams. Alignment across departments ensures everyone works from the same data.

Price

Pricing Aspect	Details	Notes
Subscription Model	Cloud-based, subscription pricing	Tailored to business size and requirements
Starting Packages	Available for under $1,000 per month	Includes built-in queries and automation
Included Features	Unlimited dashboards, data modeling, training, data warehousing	No hidden fees or third-party costs
Implementation	One-time, fully managed setup	No external consultant fees
Ongoing Support	Continuous platform improvements and support included	Included at no extra cost
Custom Quote	Required for precise pricing tailored to organization	Contact Phocas directly for a personalized quote

Phocas does not provide exact public pricing, so direct contact is required for a final quote.

Pros

Competitor	Pros of Phocas
Microsoft Power BI	Phocas stands out with its intuitive interface, which non-technical users find easier than Power BI’s complex setup. It integrates seamlessly with over 200 data sources, like niche ERPs, where Power BI may lag. Phocas also offers specialized rebate management and inventory analytics for manufacturing and distribution, which Power BI doesn’t emphasize. Customer reviews highlight Phocas’s faster setup and higher ease-of-use scores (4.6/5 vs. Power BI’s 4.4/5).
Tableau	Phocas is more user-friendly than Tableau, which requires more training for its advanced tools. Its industry-specific features, like sales analytics and rebate management, give it an edge over Tableau’s general-purpose focus. Phocas’s custom pricing can be more cost-effective for mid-sized businesses compared to Tableau’s per-user fees ($15/month), which scale quickly. Users praise Phocas’s responsive customer support and simpler dashboards.
Zoho Analytics	Phocas excels with tailored solutions for retail and distribution, which Zoho Analytics doesn’t match in depth. Its AI query tool is more intuitive than Zoho’s, and ad-hoc reporting is faster. Phocas’s mobile app offers a smoother experience across devices. Customer reviews give Phocas a slight edge (100% satisfaction on some platforms vs. Zoho’s 94%), especially for industry-specific needs.
Sisense	Phocas simplifies setup compared to Sisense, which can overwhelm non-technical users. Its focus on manufacturing and retail analytics, like rebate tools, outshines Sisense’s broader approach. Phocas’s pricing, though quote-based, is often more affordable for mid-sized firms than Sisense’s higher costs. Reviews favor Phocas for its ease of use and quicker return on investment.
Domo	Phocas caters better to mid-sized businesses, while Domo targets larger enterprises. Its interface is less cluttered than Domo’s, and users value its straightforward dashboards. Phocas integrates better with niche ERPs, and its customer support scores higher (4.6/5 vs. Domo’s 4.3/5). Estimated pricing suggests Phocas is more affordable for smaller teams than Domo’s enterprise-focused plans.

Cons

Competitor	Cons of Phocas
Microsoft Power BI	Phocas lacks Power BI’s advanced visualization options, which offer more sophisticated charts for data scientists. Power BI’s transparent pricing ($10/month per user) can be cheaper for small teams than Phocas’s estimated $150/month minimum. Power BI also has stronger AI and machine learning tools, and its larger community provides more resources. Reviews note Power BI’s edge for complex, large-scale analytics.
Tableau	Phocas doesn’t match Tableau’s depth in visualization and customization, which suits technical users better. Tableau’s per-user pricing ($15/month) is clearer and often cheaper for small teams than Phocas’s custom quotes. Tableau’s larger ecosystem and user base offer more third-party support. Customer reviews suggest Tableau handles massive datasets more effectively than Phocas.
Zoho Analytics	Phocas’s quote-based pricing is less transparent than Zoho Analytics’ plans, which start at $30/month with a free tier. Zoho offers more flexibility for small businesses and includes advanced statistical tools Phocas lacks. Zoho’s broader app ecosystem integrates better with other Zoho products. Reviews indicate Zoho’s cost-effectiveness for smaller teams outshines Phocas.
Sisense	Phocas struggles to scale for large enterprises compared to Sisense, which handles big data better. Sisense’s embedded analytics are more advanced than Phocas’s offerings. While Sisense’s pricing is higher, it includes premium features that Phocas may charge extra for. Some users find Sisense’s support more responsive for complex setups, per reviews.
Domo	Phocas has fewer connectors (200+ vs. Domo’s 1,000+), which limits its versatility in diverse data environments. Domo’s real-time collaboration and cloud-native design scale better for large organizations. Domo’s pricing, though quote-based, often includes more AI-driven insights than Phocas’s AI tool. Reviews highlight Domo’s stronger security features for enterprise use.

Customers' Reviews From Reliable Websites

Gartner Review
Software Advice Review
G2 Review
Capterra Review
Glassdoor Review