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Users find missing real-time data updates frustrating, relying on outdated information and experiencing limitations in user support.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

5 Cons or Disadvantages of Phocas Software

Phocas Software Reviews (195)

Reviews

Phocas Software Reviews (195)

4.6
195 reviews
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Verified User in Wholesale
AW
Verified User in Wholesale
Mid-Market (51-1000 emp.)
"Phocas is the answer to simple analytics"
4.5/5
What do you like best about Phocas Software?

The ease to find most of the answers for meetings and customers. Able to track department progress is easy. Quick to access and use throughout the day! Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

I am not a huge supporter of the homepage view, I enjoyed using the last version more. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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

That's great to hear you're able to quickly access all your information, answer questions quickly and use Phocas on a daily basis.

We're constantly updating our apps to release new features and improve usability - you can find out more about new features recently rolled out for our homepage and dashboard here: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/2040562326/Analytics+release+notes

If you have specific feedback or any further suggestions, please send us an email at hello@phocassoftware.com

Warm regards,

on behalf of Mike Hills

Global Head of Customer

Norbert M.
NM
Norbert M.
Market Analyst
Small-Business (50 or fewer emp.)
"Daily user of the software"
5/5
What do you like best about Phocas Software?

Phocas provides great insight about our business. Once the databases are set up the possibilities of reviewing different parts of the business is endless. We use Phocas in collaboration with our ERP system and most of the time, the synchronization between the two softwares are working fine. Should we come across with issues, the customer success team gets with us and react to our query within a short period of time, and provide us with alternatives, should we not be able to get the results how we originally wanted. It is great to use on a daily basis, and to review certain time periods, so that we can forecast more accurately for the upcoming months. Additionally, the dashboards that can summarize certain data are very handy, giving us a great tool to use during meetings. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

As all softwares, it takes a while to master all the modules of Phocas, so some might find it cumbersome to navigate around the databases, however it is not necessary for everyone to go into the databases, instead dashboards can be used. Some things might take a while to be implemented in the system, however, if you don't need certain properties or measures to be used more flexibly, you can custom make measures, calculations and properties that can be then used easily. The one thing that might be better, is some more in-depth training videos for the custom mode, as some people might find it harder to use that mode in the databases. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

Hi Norbert,

thanks for taking the time to review Phocas. We're so glad your team is able to use Phocas daily to dive into sales and financial data, use during meetings, and speed up forecasting.

We try and keep our our library of how-to videos up-to-date: https://www.phocassoftware.com/academy - we'll definitely see if there is any common functionality in custom mode we could improve our documentation for. If you spot anything else you think could be better explained and walked through, we'd love to hear about it: hello@phocassoftware.com

Warm regards,

BB
Bob B.
Mid-Market (51-1000 emp.)
"Phocas For Business"
5/5
What do you like best about Phocas Software?

Data is easily accessed and it's easy to slice and dice information as well as adding or subtracting attributes. I use Phocas on a daily basis to quickly review results of prior days activities. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Sometimes initial setups of dashboards can be cumbersome. Also, data formatting on various sales inquiries can vary (ex. the "variance" option is shown on some data requests under the sales dashboard) Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

Hi Bob,

thank you for taking the time to review Phocas. That's great to hear that you're finding it easy to track performance against goals and objectives on a daily basis.

Sorry that you're finding data formatting tricky - we really want to make using Phocas as intuitive as possible so would love to know a bit more about the challenges you're finding - we'll get in touch with your account manager to find out more.

In the meantime, we have a library of how-to videos available: https://www.phocassoftware.com/academy and also extensive documentation available at https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/overview. 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
SS
Simon S.
customer service advisor
Mid-Market (51-1000 emp.)
"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.

Response from Harley Peddie of Phocas

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
Grace Z.
GZ
Grace Z.
Finance Manager - Operational Performance
Enterprise (> 1000 emp.)
"Phocas - flexible enough to support business decisions."
5/5
What do you like best about Phocas Software?

The standout feature of Phocas lies in its seamless integration with external data sources. Consolidating information in a unified platform not only streamlines processes but also enhances operational efficiency and transparency. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

While the observed constraint may not necessarily be an inherent limitation of Phocas, there exists an opportunity for Phocas to excel in addressing this challenge. As a rapidly expanding enterprise with multiple locations, we encounter a scenario during the budgeting process where a location is anticipated to proceed, yet it is not yet prepared to establish ledgers in the financial system. A potential solution could involve the ability to create a dummy company and consolidate all new locations within it, allowing Phocas to seamlessly integrate and link this information to the respective budgets. Such functionality would prove highly advantageous for our organizational needs. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

Hi Grace,

thanks for taking the time to review Phocas. We're glad you're finding custom reports so useful, and getting the data transparency you need from Phocas

That's great that we can almost keep up with your rapidly growing business - we'll definitely pass on your suggestion for dummy entities within Phocas Budgeting and Forecasting.

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

Warm regards,

on behalf of Mike Hills

Global Head of Customer

Rhys M.
RM
Rhys M.
Purchasing/IT
Small-Business (50 or fewer emp.)
"I have yet to have a bad expirience with Phocas"
5/5
What do you like best about Phocas Software?

I use Phocas every single day of my working life. It has streamlined the way I do our purchasing, track financials, and control our budget. I honestly can't remember what it was like before we had Phocas. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

I don't want to sound like that guy, but I'm going to have to. I don't have a single bad thing to say about Phocas. They have helped me so much in the past 4 years to get to where I am now in my business, which I don't think I could have done without them. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"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 spreadsheet and slice and dice however I need to. Overall, the software is 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.

Response from Harley Peddie of Phocas

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
AS
Abhishek S.
Mid-Market (51-1000 emp.)
"Phocas Software : A Game Changer for data Analysis and Business Intelligence"
4.5/5
What do you like best about Phocas Software?

1- Data Visualizations: It offers data visualization capabilities, including customizable dashboards and a wide range of chart types. 2- Real-Time Reporting: Its real-time reporting and analytics allow users to access the most up-to-date information. 3- Customer Support: The customer support of this platform is very good because they are knowledgeable and skilled. 4- Easy Integration. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

1- Cost: The cost of this platform is high compared to other platforms. 2- Limited Advanced Analytics: It is primarily designed only for business intelligence and reporting. 3- Customization Complexity: While the strength of this platform is customization, creating highly customized reports and dashboards has become complex. Review collected by and hosted on G2.com.

MB
Melati B.
Wholesale
Small-Business (50 or fewer emp.)
"A must have tool for businesses"
5/5
What do you like best about Phocas Software?

There are so many ways you can get your data to compare different sets of data together and in view it in different ways, helping us understand our data better.

It is easy to use, and it works with live data, so anyone can go into the interface without waiting to get information from someone else. Also, the ability to export reports is excellent.

I also like all the training they provide and the online resources and support available. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

When drilling into information in financials, the only thing is that when clicking the back button on the browser, it reverts to the default view, so you have to set all your report settings again, and it would be easier to click back instead of having to unselect all the options to drill down into the transactions.

You also have to reset the report sometimes, as it doesn't pull back your previous settings if you drill back out of information. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

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

It's awesome that you're able to speed up your reporting, and get down to transactional level details, all without chasing down other people for the latest data!

The way that you're losing the filters when you pull out of your financial drill-downs sounds really frustrating. I hope you don't mind going into a bit more detail with your account manager to get to the bottom of whats going wrong - they should be in touch with you shortly.

If you require any other assistance or have any suggestions, please drop us a message at hello@phocassoftware.com

Warm regards,

Verified User in Construction
UC
Verified User in Construction
Enterprise (> 1000 emp.)
"Intuitive and well designed"
4.5/5
What do you like best about Phocas Software?

Ability to filter sales, products sold, margins and selling price. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Not uniformly user friendly, could be more consistant. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas

Hi there,

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

That's great to hear that you're able get better visibility of your sales and easily filter products, margins and prices.

We're continually releasing product updates to improve functionality and make our analytics solutions more user friendly You can find the most up to date info about new features in our academy: https://www.phocassoftware.com/academy. If you spot anything like you mentioned 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