AK
adnan K.
Operations
Mid-Market (51-1000 emp.)
"Staright to the #'s"
5/5
What do you like best about Phocas Software?

I appreciate how much data it extracts from our system every night and the way we can thoroughly analyze and dissect that data. It's impressive to see the depth of insights we can gain from this comprehensive data collection process. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

I'm feeling uncertain about where to begin because we have an overwhelming number of options. Choosing just one is proving to be quite difficult. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas
Edit edit

Hi Adnan, thanks for taking the time to leave a review of Phocas.

That's great that you're finding it easy to drill down from market trends right down individual sales.

Now you have everything setup, we have some great intro videos that step through some basic reports and dashboards that should help you get more familiar with the Phocas Grid: https://www.phocassoftware.com/academy

If you require 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

AC
Alan C.
Database Admin
Mid-Market (51-1000 emp.)
"Good software"
4.5/5
What do you like best about Phocas Software?

I love the versatility and insights that viewing the data at different angles affords. I also love that it's easy enough for our execs to use, but powerful enough to handle large volumes of data. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Setup is a chore. Getting the numbers to match was kind of a pain. And combining data streams was difficult. However, our implementation specialist was a pleasure to deal with and we eventually got where we needed to be. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas
Edit edit

Hi Alan,

thanks for taking the time to leave a review of Phocas. We appreciate your feedback!

Glad to hear that our implementations team got you setup and running, and your exec team can build their own reports and dashboards.

As always, 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

OT
Oliver T.
Business Improvement Manager
Mid-Market (51-1000 emp.)
"Best BI Tool we've had"
5/5
What do you like best about Phocas Software?

The software is so easy to use, intuitive and really helps us get insights from our data.

The implemention was very easy and moulding the database to our needs adhoc has been such a benefit to our business.

Integrating the tool into the business has been easy, with people being able to go with a quick 30 minute training session and people are now using it daily.

Support get back to you quick on any issues and follow up promptly. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Lack of Excel multi sheet and scheduling to emails outside of Phocas is annoying. Review collected by and hosted on G2.com.

Response from Harley Peddie of Phocas
Edit edit

Hi Oliver, thank you so much for your review of Phocas.

It's fantastic to hear that your implementation went smoothly and you've been able to get your team using Phocas daily with our self service training materials. We're constantly rolling out new features and training that can be found at https://www.phocassoftware.com/academy.

We'd love to hear more about the issues your having around scheduling emails - please drop us a line at hello@phocassoftware.com and we'll see how we can make that easier for you.

Warm regards,

on behalf of Mike Hills

Global Head of Customer

David K.
DK
David K.
Small-Business (50 or fewer emp.)
"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.

Response from Harley Peddie of Phocas
Edit 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
AP
Verified User in Paper & Forest Products
Mid-Market (51-1000 emp.)
"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 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
UL
Verified User in Logistics and Supply Chain
Small-Business (50 or fewer emp.)
"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 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

SN
Seb N.
Sales and Margin Analyst
Mid-Market (51-1000 emp.)
"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 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

AG
Arthur G.
Business Data and Reporting Administrator
Mid-Market (51-1000 emp.)
"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 pespective. 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 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.
MB
Marianne B.
Mid-Market (51-1000 emp.)
"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 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
AW
Verified User in Wholesale
Small-Business (50 or fewer emp.)
"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 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