Phocas Software Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the ease of use of Phocas Software, highlighting its intuitive interface and helpful tutorials. (8 mentions)

Users appreciate the speed to insight and operational clarity provided by Phocas Software, empowering effective decision-making. (5 mentions)

Users value the efficient report creation in Phocas Software, simplifying complex data for informed decision-making. (5 mentions)

Users appreciate the data analysis capabilities of Phocas Software, enabling clear insights and impactful decision-making. (4 mentions)

Users rave about Phocas Software's excellent customer support, quickly addressing queries and ensuring a smooth experience. (4 mentions)

Users experience feature limitations in Phocas Software, particularly in budgeting and user support across complex systems. (3 mentions)

Users note that improvements are needed in data structure and budgeting features for a smoother operational experience. (3 mentions)

Users express frustration over the missing features in Phocas Software, particularly with data handling and user experience. (3 mentions)

Users find missing real-time data updates frustrating, relying on outdated information and experiencing limitations in user support. (3 mentions)

Users report bugs and date format issues that complicate setup and require troubleshooting, causing delays in usage. (2 mentions)

5 Pros or Advantages of Phocas Software

1. Ease of Use

Users appreciate the ease of use of Phocas Software, highlighting its intuitive interface and helpful tutorials.

See 8 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Nest View Makes Spotting Past and Emerging Trends Easy"

What do you like about Phocas Software?

Nest view is great. Phocas is used for spotting trends, both past and emerging. Intuitive to use. Use it everyday.

Lyndon R.

Mid-Market (51-1000 emp.)

5.0/5

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

What do you like about Phocas Software?

What I value most about Phocas Software is not any single feature, but the way it turns complex operational and financial data into decisions you can

2. Data Analysis

Users appreciate the speed to insight and operational clarity provided by Phocas Software, empowering effective decision-making.

See 5 mentions

See Related User Reviews

Lyndon R.

Mid-Market (51-1000 emp.)

5.0/5

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

What do you like about Phocas Software?

What I value most about Phocas Software is not any single feature, but the way it turns complex operational and financial data into decisions you can

Matthew W.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Data Integration and Visualization with Phocas"

What do you like about Phocas Software?

Phocas brings data from both my hire software and accounting software into one place. It makes the data easy to read, easy to find and also easy to pu

3. Report Creation

Users value the efficient report creation in Phocas Software, simplifying complex data for informed decision-making.

See 5 mentions

See Related User Reviews

Lyndon R.

Mid-Market (51-1000 emp.)

5.0/5

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

What do you like about Phocas Software?

What I value most about Phocas Software is not any single feature, but the way it turns complex operational and financial data into decisions you can

Matthew W.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Data Integration and Visualization with Phocas"

What do you like about Phocas Software?

Phocas brings data from both my hire software and accounting software into one place. It makes the data easy to read, easy to find and also easy to pu

4. Capabilities

Users appreciate the data analysis capabilities of Phocas Software, enabling clear insights and impactful decision-making.

See 4 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Nest View Makes Spotting Past and Emerging Trends Easy"

What do you like about Phocas Software?

Nest view is great. Phocas is used for spotting trends, both past and emerging. Intuitive to use. Use it everyday.

Lyndon R.

Mid-Market (51-1000 emp.)

5.0/5

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

What do you like about Phocas Software?

What I value most about Phocas Software is not any single feature, but the way it turns complex operational and financial data into decisions you can

5. Customer Support

Users rave about Phocas Software's excellent customer support, quickly addressing queries and ensuring a smooth experience.

See 4 mentions

See Related User Reviews

Matthew W.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Data Integration and Visualization with Phocas"

What do you like about Phocas Software?

Phocas brings data from both my hire software and accounting software into one place. It makes the data easy to read, easy to find and also easy to pu

Jez A.

Small-Business (50 or fewer emp.)

5.0/5

"Focus on Phocas"

What do you like about Phocas Software?

Fast response and great support to queries or issues. Videos and documentation very useful in helping to understand how to get most out of the prod

5 Cons or Disadvantages of Phocas Software

1. Feature Improvements

Users experience feature limitations in Phocas Software, particularly in budgeting and user support across complex systems.

See 3 mentions

See Related User Reviews

Lyndon R.

Mid-Market (51-1000 emp.)

5.0/5

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

What do you dislike about Phocas Software?

What I dislike about Phocas Software stems less from what it does poorly and more from where it falls short for a commercially and operationally compl

Matthew W.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Data Integration and Visualization with Phocas"

What do you dislike about Phocas Software?

There are no really down sides to using Phocas the only part I think needs improvements is the budgeting side so you could add in more detailed financ

2. Improvements Needed

Users note that improvements are needed in data structure and budgeting features for a smoother operational experience.

See 3 mentions

See Related User Reviews

Lyndon R.

Mid-Market (51-1000 emp.)

5.0/5

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

What do you dislike about Phocas Software?

What I dislike about Phocas Software stems less from what it does poorly and more from where it falls short for a commercially and operationally compl

Matthew W.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Data Integration and Visualization with Phocas"

What do you dislike about Phocas Software?

There are no really down sides to using Phocas the only part I think needs improvements is the budgeting side so you could add in more detailed financ

3. Missing Features

Users express frustration over the missing features in Phocas Software, particularly with data handling and user experience.

See 3 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Nest View Makes Spotting Past and Emerging Trends Easy"

What do you dislike about Phocas Software?

The period variance doesn’t display as a line graph.

Lyndon R.

Mid-Market (51-1000 emp.)

5.0/5

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

What do you dislike about Phocas Software?

What I dislike about Phocas Software stems less from what it does poorly and more from where it falls short for a commercially and operationally compl

4. Missing Functionality

Users find missing real-time data updates frustrating, relying on outdated information and experiencing limitations in user support.

See 3 mentions

See Related User Reviews

Lyndon R.

Mid-Market (51-1000 emp.)

5.0/5

"Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"

What do you dislike about Phocas Software?

What I dislike about Phocas Software stems less from what it does poorly and more from where it falls short for a commercially and operationally compl

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Phocas Review."

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.

5. Bugs

Users report bugs and date format issues that complicate setup and require troubleshooting, causing delays in usage.

See 2 mentions

See Related User Reviews

Laura N.

5.0/5

"Effortless User Experience with Robust Reporting"

What do you dislike about Phocas Software?

The most difficult thing for me is setting up a new database or adding a stream to a new database because the date defaults to dd/mm/yyyy. This causes

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Fantastic Data Consolidation and Reporting"

What do you dislike about Phocas Software?

A few glitches from time to time but the upside makes these well worth putting up with and you can find ways around the glitches if you try hard enoug

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David K.

Small-Business (50 or fewer emp.)

4/18/2024

"Business Intelligence Integrated For NetSuite"

4/5

What do you like best about Phocas Software?

Ease 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 exactly 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 integration to other data sources can only be done by Phocas. However, implementation prices are reasonable. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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

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.

Response from Harley Peddie of Phocas

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

Verified User in Logistics and Supply Chain

Small-Business (50 or fewer emp.)

7/29/2024

"Don't know how I'd survive without Phocas"

4.5/5

What do you like best about Phocas Software?

Love that it's fully customisable and easy to create custom dashboards. Data manipulation is much easier and simpler with Phocas. The data feeds from our internal systems also make getting various data points simpler. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The one drawback is being unable to export custom views from dashboards. This then becomes a view that is only available on Phocas, taking away the ability to export to excel etc. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi there, thank you for taking the time to leave a review of Phocas.

It's great to hear that you're able to get to all your data easier with Phocas - that's what aim to improve for all our customers.

Exporting data can be set a user level so if you're having trouble, please check that you have the appropriate permissions set. And if you've filtered a dashboard just right, you can export the data behind each widget with just 2 clicks. Here's some more info about exporting data and charts: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590051/Export+data#Export-file-types & https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590095/Export+a+chart+as+an+image

If you require further assistance or have any other suggestions, please send us an email at hello@phocassoftware.com

Warm regards,

on behalf of Mike Hills

Global Head of Customer

Seb N.

Sales and Margin Analyst

Mid-Market (51-1000 emp.)

7/26/2024

"Excellent Software"

4.5/5

What do you like best about Phocas Software?

An extremely useful and reliable tool which really expedites the analysis of sales and operational data. Very easy to use and runs much faster than similar tools I've used in the past. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Very few downsides but there could perhaps be more formatting options when exporting to Excel. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Seb, thanks for taking the time to leave us a review.

That's fantastic that you're finding Phocas fast and easy to use!

If you have specific requests about formats you'd like to see in Excel exports, please let us know via hello@phocassoftware.com or via the in-app Feedback form - we're always keen to hear how we can make you data more accessible to you and your team.

Warm regards,

on behalf of Mike Hills

Global Head of Customer

Arthur G.

Business Data and Reporting Administrator

Mid-Market (51-1000 emp.)

7/26/2024

"User friendly BI / BA application"

5/5

What do you like best about Phocas Software?

Easy to create a BI / BA database from the designer perspective and easy to use from a user perspective. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Unable to rearrange columns in Transaction Mode. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Arthur,

thanks for taking the time to leave a review of Phocas. That's great that you're finding database designer easy to use and end users in your organization are able to analyse cost and sales all the way down to an item level.

We'd love to know more about how you're expecting the columns to display in transaction mode, so will get your account manager to connect with you on this.

In the meantime, 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

Marianne B.

Mid-Market (51-1000 emp.)

4/17/2024

"Review of Phocas"

5/5

What do you like best about Phocas Software?

It is the easiest tool to be able to pull business data together and slice it about any way you want it. It is very powerful and can give you a ton of data with a couple clicks! Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The inability to print out the dashboard into an easy to use format for discussion with customers, vendors, etc. You can build an awesome dashboard but unless someone can actually view it on screen, you can't share it with a non-license user. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Marianne,

thank you for taking the time to review Phocas. That's great that you're able to quickly and easily drill into all your data, and track so many inventory metrics for your business.

Sorry that you've been having trouble sharing reports and dashboards with external folks - have a look at Sharing External Links: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590015/Share+a+dashboard#Share-an-external-link We'll also pass this onto your account manager so they can help you make this process easier.

We also have a library of how-to videos available: https://www.phocassoftware.com/academy. If you spot anything like 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

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.

Response from Harley Peddie of Phocas

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

Verified User in Food & Beverages

Mid-Market (51-1000 emp.)

7/30/2024

"Game changer"

5/5

What do you like best about Phocas Software?

The flexibility and support offered. A report can be tweaked and changed as much as required to give the detail you need Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

At first it is quite a mindfield to get your head around and you do have to really put time aside to really play with it and understand how it can work for you Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi there, thank you so much for taking the time to leave a review of your experience of Phocas so far.

That's great that you're able to use Phocas to track purchasing trends across customers and respond when orders decline - a way that many of our customers get the most out of our sales analytics tools.

Our academy is the first place to start when getting started with Phocas: https://www.phocassoftware.com/academy and beyond that our documentation https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/overview?homepageId=590361 and PUG user forum https://pug.phocassoftware.com/ are both great resources.

If you require any further assistance, please don't hesitate to send us an email at hello@phocassoftware.com.

Warm regards,

On behalf of Mike Hills

Global Head of Customer

See how Phocas improved

Adam H.

Committee Member, Website Developer, Social Media & Podcast Producer (Voluntary)

Mid-Market (51-1000 emp.)

7/29/2024

"Tailored, bespoke and awesome software"

5/5

What do you like best about Phocas Software?

The dedicated team behind the platform, to assist with every query, no matter how complexed. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

You use it so much, you want to integrate every stream of data, which costs to add on. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Adam, thanks so much for taking the time to leave us a review.

That's awesome that your organization is using Phocas so frequently to save you time and effort around reporting. And I agree, isn't our support team amazing?

If you do come across features you think are missing or could be explained better in our documentation, we're always happy to hear about them: hello@phocassoftware.com

Warm regards,

on behalf of Mike Hills

Global Head of Customer

Stuart O.

Technical Business Manager

Mid-Market (51-1000 emp.)

7/21/2021

"Game changing business tool for reporting, forecasting and presenting business analytics."

5/5

What do you like best about Phocas Software?

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. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

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. Review collected by and hosted on G2.com.

What problems is Phocas Software solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

edit

Hi Stuart,

thanks for taking the time to revisit your review of Phocas! That's great that your sales team are referring to Phocas regularly and you're able to use our dashboards and reports to share business performance data around the business.

We try and keep our our library of how-to videos up-to-date: https://www.phocassoftware.com/academy. If you spot anything like 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