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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Users find missing real-time data updates frustrating, relying on outdated information and experiencing limitations in user support.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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Gary C.
GC
Gary C.
Controller
Small-Business (50 or fewer emp.)
"Shows great promise"
5/5
What do you like best about Phocas Software?

We spent many months investigating different software for budgeting, and Phocas combines simplicity with performance very well. It allows us to make a complex budget if needed while making it easy for department heads to contribute to the budget. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

We are using this software for the first time preparing our 2022 budget so we don't have any significant dislikes yet. We did experience a problem setting up the portion of the budget relating to confidential salaries but that was due to how we set it up initially which was not explained very well during training. Review collected by and hosted on G2.com.

JM
Jordon M.
business systems analyst
Mid-Market (51-1000 emp.)
"Great BI tool!"
4.5/5
What do you like best about Phocas Software?

Data is presented in an easy-to-use manner, and end-users can't break anything no matter how much they click around. Designer is easy for admins to add and customise data. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

There haven't been many new features added to the core product. Development seems to be focused on new products that require an extra subscription. Review collected by and hosted on G2.com.

PK
Peter K.
CEO
Small-Business (50 or fewer emp.)
"A Business Tool that Really is a Game Changer"
5/5
What do you like best about Phocas Software?

Ease of use. The Flexibility of the Phocas Team to adjust the Software to our needs. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Nothing that I do not like the Software is game changing. Review collected by and hosted on G2.com.

BG
Ben G.
Finance Business Partner
Enterprise (> 1000 emp.)
"Powerful, flexible & user friendly BI Tool. A great Analytical tool for all levels of data users."
5/5
What do you like best about Phocas Software?

The ability to quickly change Dimensions, Measures & from Data Tables to powerful visuals. It's easy to navigate & with favorites & subscriptions (it saves time building everything from scratch) Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

That there is currently not a "Market Variance" mode, I find the Market mode incredibly powerful tool to identify quickly over & under indexes, its limited to only one timeframe, which means I have to repeat my query multiple times to get the end results. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Verified User in Construction
Enterprise (> 1000 emp.)
"Useful tool for Account Management"
5/5
What do you like best about Phocas Software?

The ability to drill down into fine detail. It is very user-friendly, and the interface is intuitive. The controls to reset the system are also very simple so you can drill down into fine detail and quickly and easily come back out to start again. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

When you export the data to spreadsheets or CSV files, it would be helpful if it was in a neater format. At the moment, the data is perfect but just needs to be tidied up slightly before it is usable. Review collected by and hosted on G2.com.

SJ
Steve J.
Sales Manager
Mid-Market (51-1000 emp.)
"A great sales tool"
4.5/5
What do you like best about Phocas Software?

Phocus is very easy to use and gives excellent chart options. Sales Reps can get a lot of detail quick and fast. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

No major dislikes. Maybe they could improve the exporting options Review collected by and hosted on G2.com.

AP
Andy P.
IT
"Simple, intuitive, flexible"
5/5
What do you like best about Phocas Software?

Phocas is simple to use and is accessible on most devices. The UI is intuitive, enabling even the less IT literate members of our team to easily access information. The help desk is extremely helpful, and the product is continuously developed. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Of all the systems I have used, Phocas stands out, so I find it hard to dislike anything about it. Perhaps if some of the configurable fields were more easily create by the user, rather than their support team, it would be more flexible? Review collected by and hosted on G2.com.

Verified User in Construction
AC
Verified User in Construction
Mid-Market (51-1000 emp.)
"Simplicity at its best"
5/5
What do you like best about Phocas Software?

Phocas is a powerful tool for any business to have in its arsenal. The ease of use for an end-user ensures buy-in from users. Too many BI tools require complex manipulation of various filters, whereas Phocas has kept it simple with click and drill functionality. Don't let this simplicity fool you; functions like Matrix view for quickly identifying opportunities and transaction mode for deeper dive information are beneficial. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

There's very little to dislike about this software; my only suggestion for an improvement would be a designer mode for transaction exports. Transaction data is exported based on the order of the dimensions and the properties within; the ability to tailor this order for various exports would save time manually rearranging via Excel. Review collected by and hosted on G2.com.

MG
Michael G.
S
Mid-Market (51-1000 emp.)
"You’ll never look back and you’ll wonder how you did business without Phocas!"
5/5
What do you like best about Phocas Software?

User friendly, intuitive, exceptional support.. even our least tech savvy team members can use this system to great effect. Time saving on customer analytics alone is worth the investment. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

It would be great to combine data from different databases

Email subscription to dashboards is not possible

Dashboards are not print friendly. Review collected by and hosted on G2.com.

JD
Jamie D.
Wholesale Sales Manager
Mid-Market (51-1000 emp.)
"Such a powerful tool!"
5/5
What do you like best about Phocas Software?

I love how simple Phocas is to navigate and how customizable the reporting is, I use it multiple times a day and genuinely don't know how I ever did without it, great tool. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Only that we didn't have it ten years ago! Review collected by and hosted on G2.com.