--- title: Phocas Software Reviews meta\_title: 'Phocas Software Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 192 reviews by the users' company size, role or industry to find out how Phocas Software works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 192 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Analytics Tools & Software url: https://www.g2.com/categories/analytics-tools-software --- # Phocas Software Reviews & Product Details Visit Website Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. * * * Product Website Phocas Software Seller [Phocas Software](https://www.g2.com/sellers/phocas-software) Discussions [Phocas Software Community](https://www.g2.com/products/phocas-software/discuss) Languages Supported English Solution Type All-in-One Overview by Tiffany Wakimoto Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months [ View More Pricing Information ](https://www.g2.com/products/phocas-software/pricing) ## Phocas Software Integrations (5) What do users say about integrations? Verified by Phocas Software [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Chalice ](https://www.g2.com/products/chalice/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Kerridge K8 ](https://www.g2.com/products/kerridge-k8/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage 200cloud ](https://www.g2.com/products/sage-200cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage Intacct ](https://www.g2.com/products/sage-intacct/reviews) Show More ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale") UW Verified User in Wholesale Small-Business (50 or fewer emp.) 2/6/2026 "Nest View Makes Spotting Past and Emerging Trends Easy" 4/5 What do you like best about Phocas Software? Nest view is great. Phocas is used for spotting trends, both past and emerging. Intuitive to use. Use it everyday. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? The period variance doesn’t display as a line graph. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? It helps me understand sales trends more clearly, and it’s useful for comparing performance against others as well as tracking VPY. Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-12321280/official_response/edit) Hi there, thank you so much for taking the time to share your feedback on Phocas. It’s wonderful to hear that you find Nest View so intuitive and essential for spotting both past and emerging trends – it’s exactly what we strive for. We're constantly updating our dashboard display capabilites, and you night find flex modes gives you just that bit more flexibility in displaying variances: https://docs.phocassoftware.com/analytics/flex-modes/take-a-tour-of-flex-modes We're always looking for ways to enhance our visualizations, so if you have any further insights or feature requests, please don’t hesitate to reach out to us at hello@phocassoftware.com. Warm regards, On behalf of Alix Huntsman Vice President of Customer Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC Verified User in Construction Mid-Market (51-1000 emp.) 8/8/2025 "Phocas Review." 4/5 What do you like best about Phocas Software? The functionality of the ability to analyze data in the format that helps me on a daily basis. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? One change I would like to see is real time data verses a lag of one business day. This is how our reporting is available. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? I am able to monitor / list manage multiple categories of daily customer activities regarding the sales cycle with respect to specific products. Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-11513090/official_response/edit) Hi there, thank you for sharing your feedback! I'm really glad to hear that Phocas is helping you analyze data in a way that supports your daily operations and allows better tracking of your sales cycle and customer activities. While our update frequency is designed to ensure stability and accuracy, there are options to have this updated more frequently than once a day, just let us know through the usual channels if this is something you'd like to change. You can always get us as hello@phocassoftware.com if you have further suggestions or questions. Warm regards, On behalf of Alix Huntsman Vice President of Customer Validated ReviewerIncentivizedSource: Seller invite ![David K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David K.") DK David K. Small-Business (50 or fewer emp.) 4/18/2024 "Business Intellegence Integrated For NetSuite" 4/5 What do you like best about Phocas Software? Easy of use is a highlight to using Phocas BI, linking our sales and financial data we can easily and quickly get the results we need. Phocas is linked to NetSuite ERP and if Phocas is not displaying the data exaclty to our requirements we can amend the Phocas saved searches in NetSuite. The customer support is excellent as any questions on the data and results is clearly explained. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? Any future integreation to other data sources can only be done by Phocas. However implementation prices are reasonable Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? Phocas is allowing us fix data issues with in our ERP to make the reporting in Phocas more accurate. NetSuite ERP does not diplay data visually great so to see our sales and financial data in visual forms is great. Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-9550642/official_response/edit) We like to build new data integrations in a way that is a stable as possible so it can be 'set-and-forget' for our users, a process that ultimately leaves you feeling great about your data. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Paper & Forest Products](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Paper & Forest Products") AP Verified User in Paper & Forest Products Mid-Market (51-1000 emp.) 9/26/2024 "Exceptional Data Analytics Tool" 4/5 What do you like best about Phocas Software? Phocas Software has been a game-changer for our organization. What I like best is its user-friendly interface and powerful data visualization capabilities. It has significantly improved our decision-making process by providing trend visibility and customizable dashboards that update regularly. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? It would be helpful to have more customization abilities on charts and graphs. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? Phocas allows our sales teams to empower themselves by generating their own custom reports. This saves time and resources for our reporting team. Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-10310417/official_response/edit) Hi there, thank you so much for taking the time to leave a review. That's great that your sales team are creating their own custom reports as they need to. That's where we think our strength is, and it sounds like it's making your company much more agile too! We're always keen to get feedback on things you think could be improved. If you have got some specific improvements to charts and graphs you'd like to see, please send us an email at hello@phocassoftware.com or via the 'Give Feedback' button at the bottom left of the Phocas web app. Warm regards, On behalf of Mike Hills Global Head of Customer Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale") AW Verified User in Wholesale Small-Business (50 or fewer emp.) 9/26/2024 "Slow getting started" 3.5/5 What do you like best about Phocas Software? I think Phocas software is a good tool for data analysis Review collected by and hosted on G2.com. What do you dislike about Phocas Software? I don't think the help videos are very thorough, they are very quick paced and short. I stay confused about what should be a dimension and what should be a property, etc. I think once I grasp those differences I will be ok. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? Salesperson scorecards for tracking performance Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-10309993/official_response/edit) Hi there, thank you so much for taking the time to leave a review on your experience with Phocas so far. I agree, there's a lot of data available in the Phocas Grid to get familiar with - I think of dimensions as the list of views of your data on the left hand side of The Grid, and then properties as the columns within each dimension. Here's some additional information within our documentation that goes deeper than our intro videos: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/2931818746/Work+with+the+grid and https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590049/Filter+data+use+dimensions#View-filtered-data-in-the-grid. I hope this helps, and please get don't hesitate to get in touch if you're still stuck: hello@phocassoftware.com. Warm regards, On behalf of Mike Hills Global Head of Customer Current UserValidated ReviewerIncentivizedSource: Seller invite SS Simon S. customer service advisor Mid-Market (51-1000 emp.) 7/30/2024 "a really useful tool" 4/5 What do you like best about Phocas Software? The amount of different reports and the in depth details that can be found. able to use alot and change anything needed at the click of a button Review collected by and hosted on G2.com. What do you dislike about Phocas Software? It is very complicated to use when first starting out Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? It is allowing me to find products that custors buy with ease Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-9936230/official_response/edit) Hi Simon, thank you so much for taking the time to leave a review! That's great that you're able to track product sales with ease, and dive into the details with a couple of clicks. Our academy is a great first place to start when getting started with the amount of data Phocas makes available to you: https://www.phocassoftware.com/academy and for more detailed information, our documentation is the next step: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/overview?homepageId=590361. If you spot anything you think could be better explained and walked through, please drop us a line at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer [See how Phocas improved](https://www.phocassoftware.com/academy) Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") AN Verified User in Non-Profit Organization Management Mid-Market (51-1000 emp.) 4/17/2024 "Software is great, although a bit pricey for a nonprofit" 3.5/5 What do you like best about Phocas Software? It is very easy to use and I love that I can download data into a spreadhseet and slice and dice however I need to. Overall, the software if fairly easy to use. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? It is not always user friendly; meaning some areas are not intuitive. However, the upside is that the resources are helpful and if something is missing, the help desk is quick to respond and VERY helpful Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? Instant data and allows my team to review as needed; they no longer have to ask me for reports. Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-9523863/official_response/edit) Thank you for taking the time to review Phocas. It's great that your team are able to get to the data they need without having to ask you every. single. time.! And great that you're finding our how-to videos useful: https://www.phocassoftware.com/academy. If you spot anything like you think could be better explained and walked through, please do let us know. We like to make our pricing as all-inclusive as possible, by including all our implementation costs and data warehousing costs up-front. And as part of our process we want to make sure that an investment in Phocas really pays off for you, leaving you feeling great about your data. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, on behalf of Mike Hills Global Head of Customer [See how Phocas improved](https://www.phocassoftware.com/academy) Validated ReviewerIncentivizedSource: Seller invite ![Siddharth K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Siddharth K.") SK Siddharth K. Web Developer Small-Business (50 or fewer emp.) 5/19/2023 "One of the most helpful analytical tool" 4/5 What do you like best about Phocas Software? It does provide variety of analytical tools as well as help in preparing budget Review collected by and hosted on G2.com. What do you dislike about Phocas Software? At the recent, I dont have anything to dislike about it Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? It helped me to analyze the finance and also provided sufficient options to create a budget respectively Review collected by and hosted on G2.com. Show More Response from Harley Peddie of Phocas [Editedit](https://www.g2.com/survey_responses/phocas-software-review-8113312/official_response/edit) Hi Siddharth, thanks for taking the time to leave us a review. We're glad you're making good use of the budgeting and forecasting tools in Phocas. To keep you up-to-date with the latest product updates, please check out the Phocas academy (link below), and if you need any assistance or have any feedback, please email us at hello@phocassoftware.com Warm regards, [See how Phocas improved](https://www.phocassoftware.com/academy) Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale") AW Verified User in Wholesale Mid-Market (51-1000 emp.) 9/2/2021 "Phocas Review" 4/5 What do you like best about Phocas Software? Easy to use The online training provided is excellent to get an in-depth understanding of how Phocas works Review collected by and hosted on G2.com. What do you dislike about Phocas Software? You cannot make some dates variable, so when years end and begin, you need to update reports manually. When reports are customized they lose their fluidity Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? Easy to gauge business performance at a glance and then drill down to the detail to identify key causes. I can write reports for the sales team so they have information that is relevant to them. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic FJ Florencio J. Business administrator Mid-Market (51-1000 emp.) 9/21/2021 "Intuitive sales and management" 3.5/5 What do you like best about Phocas Software? DIY database, new data source managers and configure to suit specific needs. Data management and nice interface. Share with work team. Review collected by and hosted on G2.com. What do you dislike about Phocas Software? Export of data, database and sales for another management or administration system. Review collected by and hosted on G2.com. What problems is Phocas Software solving and how is that benefiting you? Sales analysis and cover all users and requirements thereof, everything is done from the main management platform without losing data and time. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Phocas Software? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Phocas Software ](https://www.g2.com/products/phocas-software/discussions/new) GP Gary Povall • Last activity almost 3 years ago Why could I not download the word document I set the screenshot of me using Phocas on? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/33916-why-could-i-not-download-the-word-document-i-set-the-screenshot-of-me-using-phocas-on) GU Guest User • Last activity almost 3 years ago What is Phocas Software used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-phocas-software-used-for) [ View all Discussions ](https://www.g2.com/products/phocas-software/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months ### Average Discount 8% [ View More Pricing Information ](https://www.g2.com/products/phocas-software/pricing) Phocas Software Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_aeae116c52945fdecd7ed16d621cb315/looker.png "Product Avatar Image") Looker 4.4/5(1,656) [ Compare Now ](https://www.g2.com/compare/looker-vs-phocas-software) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3b24e394394d1ee05f48b4eb19686309/gooddata-ai.png "Product Avatar Image") GoodData.AI 4.3/5(619) [ Compare Now ](https://www.g2.com/compare/gooddata-ai-vs-phocas-software) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_56fb55c7e30c67eb1b5ac38e7e524b66/zoho-analytics.png "Product Avatar Image") Zoho Analytics 4.2/5(286) [ Compare Now ](https://www.g2.com/compare/phocas-software-vs-zoho-analytics) ##### ##### Phocas Software Features Reports Reports Interface Steps to Answer Graphs and Charts Self Service Calculated Fields Data Column Filtering Data Discovery Advanced Analytics Predictive Analytics Data Visualization Big Data Services Building Reports Data Modeling [ View More Features ](https://www.g2.com/products/phocas-software/features) ## Top-Rated Alternatives [ ![Board](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Board") Board 4.4/5(321) ](https://www.g2.com/products/board/reviews) [ ![Looker](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Looker") Looker 4.4/5(1,656) ](https://www.g2.com/products/looker/reviews) [ ![Domo](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Domo") Domo 4.3/5(1,077) ](https://www.g2.com/products/domo/reviews) [ View All Alternatives ](https://www.g2.com/products/phocas-software/competitors/alternatives) ##### Categories on G2 [Analytics Platforms](https://www.g2.com/categories/analytics-platforms)[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting) [Analytics Platforms](https://www.g2.com/categories/analytics-platforms)[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Financial Analysis](https://www.g2.com/categories/financial-analysis)[Rebate Management](https://www.g2.com/categories/rebate-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which recruiting automation platform offers the fastest candidate sourcing?](https://www.g2.com/discussions/which-recruiting-automation-platform-offers-the-fastest-candidate-sourcing)[What are the top grant management platforms for improving team operational efficiency and reducing manual administrative work?](https://www.g2.com/discussions/what-are-the-top-grant-management-platforms-for-improving-team-operational-efficiency-and-reducing-manual-administrative-work)[AWS Batch vs Azure Batch for a data engineering team with heavy workloads: which batch management platform is worth the setup effort?](https://www.g2.com/discussions/aws-batch-vs-azure-batch-for-a-data-engineering-team-with-heavy-workloads-which-batch-management-platform-is-worth-the-setup-effort) [Best digital asset management software](https://www.g2.com/discussions/best-digital-asset-management-software-in-2025)[Top-rated purchasing apps for medium-sized companies](https://www.g2.com/discussions/what-are-the-top-rated-purchasing-apps-for-medium-sized-companies)[Pros and Cons Details](https://www.g2.com/products/phocas-software/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)