--- title: "Phocas Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Phocas the right Dashboard solution for you? Explore 136 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/141678/Phocas-Software/reviews/" page_type: "reviews" language: "en" publication_date: "2026-11-09" --- Phocas 4.7 (135) [View alternatives](https://www.capterra.com/p/141678/Phocas-Software/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 9th, 2026 # Reviews of Phocas Ease of use 4.6 Customer Service 4.6 ## Pros and Cons in Reviews ES Eugene S Chief Product Officer and Co-FounderInformation Technology and Services, 11 - 50 employeesUsed the software for: More than 2 years. “The drag and drop stuff for the dashboards actually didn't break when I used it which is a shocker.“ July 13, 2026 JM Justin M CEOInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “Reports are difficult to create since Phocas does not include normal drag & drop functions that are common in almost all programs. If too many images or categories are included the entire report will freeze and you'll lose your filters if you reload the page.“ May 22, 2026 CM Cody M RooferConstruction, 2 - 10 employeesUsed the software for: Less than 6 months. “Overall, Phocas has made reporting and data analysis more efficient and valuable for our team.“ August 23, 2026 ES Eugene S Chief Product Officer and Co-FounderInformation Technology and Services, 11 - 50 employeesUsed the software for: More than 2 years. “I really hate how hard doing translations for the dashboards are.“ July 13, 2026 ES Eugene S Chief Product Officer and Co-FounderInformation Technology and Services, 11 - 50 employeesUsed the software for: More than 2 years. “Im just glad the natural language query thing actually functions because the non-technical users kept bothering me.“ July 13, 2026 NM Nyma M Business Systems SpecialistConsumer Goods, 51 - 200 employeesUsed the software for: More than 2 years. “Can feel restrictive for complex reporting needs“ April 30, 2026 NM Nyma M Business Systems SpecialistConsumer Goods, 51 - 200 employeesUsed the software for: More than 2 years. “Phocas is a reliable BI platform that makes data more accessible for business users.“ April 30, 2026 KL Kenny L Commercial DirectorWholesale, 51 - 200 employeesUsed the software for: 1-2 years. “I've had a ticket open for months now and can't seem to just have a call with them to discuss the issue, very disappointing.“ March 13, 2025 ## Showing most helpful reviews Showing 1-25 of 135 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chief Product Officer and Co-Founder Used the software for: 3-5 years ### "Phocas does all the work for us" July 14, 2026 5.0 We use Phocas because we needed to stick analytics into our own platform and I really didn't want to code a whole BI layer from scratch. The white-labeling is okay and clients can see their metrics. It saves us engineering time I suppose. Im just glad the natural language query thing actually functions because the non-technical users kept bothering me. The customer support is good also. Pros The widgets are fine I guess and it connects to our databases without catching fire. The drag and drop stuff for the dashboards actually didn't break when I used it which is a shocker. My screen didn't freeze when connecting the data warehouse so that is something. Cons The cube builds fail a lot when there is heavy data loads. I really hate how hard doing translations for the dashboards are. Review Source JM Justin M. CEO Used the software for: 1-3 years ### "It actually works nicely" May 26, 2026 5.0 Spreadsheets were located everywhere before we implemented Phocas. I thought for sure Phocas would break the system by bringing the financial reporting for different countries together. The P&L structures are automatically set up with phocas, therefore, I have less manual work. I suppose it saves time and I don’t have to think about as much. Pros I've never been surprised by how well Phocas doesn't crash when I input the data. I could rearrange the models. It's able to bring all the various ERP metrics into one location therefore I do not have to review 12 different screen locations. Flexibility is okay I suppose. Cons Reports are difficult to create since Phocas does not include normal drag & drop functions that are common in almost all programs. If too many images or categories are included the entire report will freeze and you'll lose your filters if you reload the page. It took me way to long to figure out. I really need to clean my glasses. Review Source Nyma M. Business Systems Specialist Used the software for: 3-5 years ### "User-friendly BI tool with strong reporting but limited advanced flexibility" May 6, 2026 4.0 Phocas is a reliable BI platform that makes data more accessible for business users. It’s especially useful for daily reporting and decision-making, though deeper customization and advanced analytics require some effort to master. Pros Very user-friendly for data analysis and reporting Strong dashboards and data visualization Good drill-down and reporting capabilities Helps centralize data from multiple systems Reduces reliance on IT for reporting Cons Learning curve for advanced features Limited customization in some dashboards/visuals Can feel restrictive for complex reporting needs Performance can slow with large datasets Review Source Faiz A. Research Assistant Used the software for: I used a free trial ### "Where different types of data can find small errors easily." March 4, 2026 5.0 All in all, it is a good option for data lovers. It’s powerful but easy to use for someone new to it. This makes my research life a lot more organized and professional. Pros Phocas is what I use to dig into data because I can “drill down.” If I see a big number and I want to know where that came from, I just click it. It starts with the small details right away. It really helps me to point out mistakes in my research data very quick. It is quite friendly and not scary interface. Cons Its mobile version does not work as well as the desktop one. If I’m traveling and want to see a quick report on my phone, it seems somewhat clunky. I only use it on my big office monitor. Review Source Aman K. Researcher Used the software for: Less than 1 year ### "Phocas Software: An In-Depth Review of Business Intelligence and Analytics Solutions" March 14, 2023 4.0 hocas Software is highly regarded as an effective business intelligence and analytics solution due to its user-friendly interface and customizable dashboards that enable easy data analysis and interpretation, even for non-technical users. The software's fast analytics capabilities are also a major advantage, making it ideal for businesses that need to process large amounts of data quickly and in real-time. Users have praised the software for its reliable performance and usefulness in facilitating data-driven decision-making. Pros Phocas Software is praised for its simple and intuitive interface, which enables me to navigate and analyze data in various ways. This feature is especially beneficial for businesses without dedicated data analysts, as it helps non-technical users to access and comprehend their data with ease. Cons Some users have pointed out that Phocas Software's integration options with other systems and tools are limited. This can be problematic for businesses that use various applications as it would force them to switch between different platforms to access all their data. Review Source Response from Phocas Software June 27, 2023 Hi Aman, thanks for leaving a review of Phocas. The key to making our system easy to use for complete exec, finance, ops and sales teams is the way we setup integrations with ERPs and other business systems to run automatically. If there is a system that you're really missing in your platform, get in touch and and we'd love to see what we can do to give you easy access to all your business data. Warm regards, Mike Hills Global Head of Customer BJ Benoy J. Group IT Manager Used the software for: Less than 1 year ### "Phocas Software will definitely change the traditional way of reporting." February 16, 2023 5.0 I love Phocas reporting and this has helped our branches and our operations in a big way, and we can see our company performance as a whole at once. No need to check different reports to analyse data - Use Phocas -all under one umbrella. Pros Phocas software is highly User firendly than compared to Microsoft Power BI. We were using PBI and attracted to buy Phocas immediately after first demo. The software is fantastic but not necessary for small organisations. Cons Phoca software is good in all aspecrts but the pricing needs to be revised to accommodate small organisations with minimum modules. Switched from [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Microsoft Power BI - it is a task to get something our from it. We need special training to get data from PBI. Reasons for choosing Phocas Phocas has its reporting technique at 100%. No need to think twice after seeing the demo. Review Source Response from Phocas Software June 23, 2023 Hi Benoy, thanks for taking the time to leave us a review, and great to hear that you're finding Phocas a lot easier to use than Power BI! A big part of our process is conducting a comprehensive needs assessment to ensure Phocas is the right fit for your business. We strive to provide pricing that is all all-inclusive and avoids hidden costs like consultants and data warehousing. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer Sales Used the software for: Less than 1 year ### "Good Software" November 8, 2024 3.0 Use it to see my customers buys and track their spending Pros Lots of data to view and gives a wealth of information Cons It’s too clumpy in that not user friendly Review Source Response from Phocas Software April 2, 2025 Hi Jay, thank you so much for taking the time to review Phocas. That's great to hear that you're able to track customer buying patterns closely. We're constantly working to improve our reporting and dashboard tools, and would love to hear more about which aspects of the tools you are finding too 'clumpy' Please get in touch via hello@phocassoftware.com or through the usual Customer Success channels if you have time to tell us more Warm regards, on behalf of Mike Hills Global Head of Customer Founder Founder Used the software for: 1-3 years ### "Powerful Business Intelligence Tool - Phocas Software" January 19, 2023 5.0 I have had a great experience with Phocas Software. The user interface is intuitive and user-friendly, making it easy to access and understand the various data points. Additionally, the powerful and comprehensive capabilities of the software enable businesses to gain valuable insights into their operations and performance. The only downside I have experienced is the cost, as the software can be quite expensive. Pros Phocas Software is an incredibly powerful and comprehensive business intelligence tool that can help businesses gain valuable insights into their operations and performance. With Phocas Software, users can quickly and easily access real-time data and analytics to help them make better decisions and optimize their operations. The user interface is intuitive and user-friendly, making it easy to understand the various data points and use them to inform decisions. Cons While Phocas Software is an incredibly powerful and comprehensive business intelligence tool, it can be difficult to set up and configure. Additionally, the cost of the software can be quite expensive, depending on the features and functionality you need. Switched from [A2X](https://www.capterra.com/p/173271/A2X-Accounting/) Phocas Software stands out from its alternatives due to its powerful and comprehensive capabilities. The software enables users to access real-time data and analytics to help them make better decisions and optimize their operations. Additionally, the user interface is intuitive and user-friendly, making it easy to access and understand the various data points. Finally, Phocas Software offers a range of features and customization options, allowing users to customize the software to fit their unique business needs. Review Source Response from Phocas Software June 27, 2023 Hi Noam, thanks for leaving us a review, it's awesome to hear that you're having a great experience with Phocas. 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 suggestions, please send us an email at hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer Rhys M. Purchasing/IT Used the software for: 3-5 years ### "Phocas Changed Everything for US." September 1, 2021 5.0 As I said in my Pros section, we are making data driven decisions now and our sales reflect that. Also, their customer service team is top notch and more on the ball than any other software company I have dealt with in recent years. Pros Before we migrated over to Phocas we were using MITS which was very clunky and very slow. Because of these reasons most of us never really touched it. That meant that we weren't utilizing data when making decisions and more using our gut. Since implementing Phocas our decision making has been data driven and we are making smart choices and it shows in our sales. Cons The only con I can think of had really nothing to do with Phocas. We had a rough time when we switched ERP systems. But the issue was with the ERP company and not Phocas. Switched from Phocas had a much better, much faster and a complete user friendly product. Review Source RM Rick M. President Used the software for: 3-5 years ### "Excellent BI company" October 3, 2024 5.0 The software helps me to enable my Team with information that is timely and relevant for them to perform their job to the best of their ability and to provide the excellent service our customers require. Pros The software works very well and the support from Phocas is exceptional and very knowledgeable. Cons I have no complaints regarding Phocas, they are a company that does what it says Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reasons for choosing Phocas Phocas provided everything we needed and the company is great to work with. Review Source James M. Sales & Marketing Manager Used the software for: 3-5 years ### "Phocas has helped us keep our salespeople on task" October 11, 2019 5.0 Phocas software is great! We are just scratching the surface with what it can do and look forward to using this more. Pros We have used Phocas since 2008 and have always liked how fast we can generate reports. The reports that I have setup to e-mail keep me informed on key indicators in our business. We started using CRM a couple of years ago and like how easy it is for our salespeople to enter calls on their mobile device. Cons I would like to see a better way to track and run reports on leads in CRM. Sometimes upgrades and support take a little longer the we would like. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Microsoft was to expensive and to complex for what we needed. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reasons for choosing Phocas We like how easy it was to use and customize. Review Source CFO Used the software for: 3-5 years ### "Phocas Review" September 6, 2021 5.0 It is the primary tool for our management reporting. Pros It's intuitive and easy to navigate. Gets to the answers quickly. Cons The dashboard graphics/colors do not have as much visual pop as other apps. Alternatives considered [Infor Industry Cloud Platform](https://www.capterra.com/p/119914/Birst/) Reasons for choosing Phocas Drill down capabilities were superior to MITS. Birst was way over priced. Review Source Customer Service Customer Service Used the software for: Less than 1 year ### "Phocas is the simplest dashboard and BI tool" January 17, 2023 5.0 happy and satisfied with the onboarding process and data presentation Pros User freindly and easy to understand reports and dashboard. In depth analysis with detailing of each parameter Cons not encountered anything that is not as per requirement Switched from [Cin7 Core](https://www.capterra.com/p/133038/Cin7-Core/)[Xero](https://www.capterra.com/p/120109/Xero/) The reporting structure of DEAR and XERO are very poor and provide zero customisation Review Source JA Jorge A. IT Used the software for: 3-5 years ### "Best BI Tool " October 11, 2019 5.0 I love it, since we really started using phocas(last pug conference) I have decreased the amount of crystal reports by at least 75% or more. Pros This software allows me to gather databases from all over the organization and present the, to our users via dashboard/report or let them drive their own reporting. Cons It was a bit difficult to understand the Sync/dbdesigner part since documentation on this was a bit vague Switched from [SAP Crystal Reports](https://www.capterra.com/p/212107/SAP-Crystal-Reports/) It gave visuals to our team to put a story behind the data. Review Source Data Analyst Used the software for: Less than 1 year ### "Omar Review on Phocas" November 8, 2024 4.0 Postive. Again, I like how user friendly it is, but I think it just needs to have the function to import data so you can get values faster. Pros I like that is very user friendly, and that is not hard to figure out. Cons I don't like that you can't import data into it so that you can return values that reflect the imported data. For example, instead of clicking on each SKU you want to look at, I think it would be beneficial to import a large dataset that involves SKUs so that you can see their data much faster. Review Source Response from Phocas Software April 2, 2025 Hi Omar, thanks for taking the time to review your experience with Phocas so far - we're happy to hear that you're finding Phocas so easy to use. If you're not getting the SKU Level of detail you need from your ERP, it is possible to load in additional data into Phocas using file uploads of Formatted data: https://docs.phocassoftware.com/other-information/upload-a-file This does require some additional configuration to setup. Please reach out to us using the usual channels or at hello@phocassoftware.com if you have further questions about this functionality. Warm regards on behalf of Mike Hills Global Head of Customer Director of Supply Chain Used the software for: 3-5 years ### "Phocas is a necessity! " August 13, 2021 5.0 Fantastic. \[SENSITIVE CONTENT\], our Customer Success Consultant is amazing. She's readily available and knows exactly what she is doing. Their support staff is also very accommodating and knowledgeable. We've dealt with other software companies and they take their time and treat you like they don't need your business and over charge for routine services. Phocas is a true partner. A couple projects that were able to be successful with the use of Phocas is: Customer Stratification, Gap Analysis, Daily Inventory Analysis (Which was huge for this last year) and our Dead Stock process. Pros The ease of use. As an admin of Phocas, it was very easy to get our staff onboarded and very comfortable with day to day usage. If the staff isn't going to use the tool, then it's worthless no matter how great the data is. Cons Phocas is great at listening to our issues and roll out timely updates to add new features or fix issues. Switched from MITS was outdated and not user friendly at the time. Reasons for choosing Phocas They aligned with our culture of taking care of customers first. They aren't this big corporation that is out there to sell you a package and then walk away and let you figure out how to use it. They are beside us all the time and always willing to go above and beyond. Review Source Director Used the software for: 1-3 years ### "A great product with an excellent, dynamic and knowledgeable support team." February 17, 2023 5.0 It's really quick to get the information we need. When we implemented it we presumed the sales team would spend hours on it. They don't. They get the information they need within seconds and can quickly move on to do their actual jobs. It's an extremely powerful tool.Some functions in the business don't use it very much but that's because we didn't collect data before because we couldn't analyse it. Now that we can analyse it we need to collect a bank of data so we can see what we want to do with it. Chicken and egg. Pros The screens are easy to navigate and there aren't lots of clicks to get the information you need.I particularly like how easy it is to create Dashboards and delve deeper into dashboard data.The supporting team are excellent too. After a bumpy handover to BAU Phocas have completely turned it around. Their team are engaging, helpful and knowledgeable. I also know that, if I can explain the data composite I'm looking for, the team will find a way of getting it. Cons It isn't so easy for less skilled team members to use- those who don't understand databases, don't have very good computer skills or only use it occasionally.I'd like it to be easier to import simple data such as a spreadsheet. Reasons for choosing Phocas We went straight to Phocas because they had recently partnered with our ERP solution provider. It shortcut the process for us. Review Source Response from Phocas Software June 23, 2023 Hi Sam, thanks for taking the time to to leave us such a thorough review! We really pride ourselves for providing real people to help you solve your problems the best way we can. It's great your wider team can quickly find the data they need too. For less frequent users, hopefully our library of easy-to-follow videos at: https://www.phocassoftware.com/academy, are proving useful. If you spot any gaps in our how-tos we're always open to suggestions: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer Business Optimization Manager Used the software for: 3-5 years ### "Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!" November 6, 2019 5.0 Overall we are very happy with this product. It has opened the door for getting information to our teams much faster and it also created a new full time position for data analysis! The flexibility of being able to create our own databases, & adding to existing databases has increased our ability to share information to our teams in a easy to view format instead of sending spreadsheets that some people did not look at. Pros It is very easy to use! I can show someone the basics in 5 to 10 minutes and they are off and running creating favorites and dashboards. The software is updated every month and their support and documentation is outstanding. The product gives us the information we need faster than doing it in our ERP system. With a couple of clicks you can analyze you sales data and then quickly change views to look at the data in a completely different way. It very robust in all the options you have. The company is developing based on their customer needs, you can tell that they all want to help us achieve success with this product. Cons This is hard to say because their are few cons. We have requested enhancements and we have some support issues that are submitted. But we have no visibility , (web portal), to review what we already submitted. It would be nice to have a support portal to check open cases and enhancements we have submitted. Switched from Phocas is a very modern looking and easy to use product, very little training for end users. Its updating and evolving with the times we live it. The employees of Phocas are passionate about their product and it shows in their support, documentation, training videos, and user conferences. We wanted a product that would take us to the next level. We did not see that in Mitts Review Source IT Manager Used the software for: 3-5 years ### "Happy PHOCAS User" August 18, 2021 5.0 I speak for all at 3E when I say this product is used daily and relied upon to be the source of good data for analytics from our ERP System. Pros Ease of use. Depth of its capabilities. Intuitive - Minimal Training needed for general user. Cons I wish I had more time to learn the product backend features. Reasons for choosing Phocas We chose this product because it was fast and easy to get installed and implemented. It was less expensive at the time than like products and PHOCAS was capable of doing everything we needed, which still holds true today. Review Source Pricing Specialist Used the software for: 1-3 years ### "Powerful tool for all level of users!! Simple, Intuitive, and Flexible!" July 30, 2021 5.0 Very user friendly, lots of learning opportunities, great customer support, very intuitive. Pros I love the ability to customize your data. I can run a high level report to summarize data another employee may need and with a few clicks can drill down to the details needed to create a more in-depth analysis of the data. I also love the flexibility of changing views, measures, dates, etc. with ease without starting from scratch. Cons I honestly can't think of anything I don't like. Customer Service in very customer-centric and work to use feedback to always make improvements. Review Source Business Analyst Used the software for: 3-5 years ### "Great Product with First Class Support" August 12, 2021 5.0 Phocas has easily been one of our most successful implementations. Users love it. Pros Offers easy deployment and maintenance. Database builds are a snap while offering dynamic reporting, dashboards and alerts. Cons More access to backend functionality would be helpful. Switched from Cost, functionality and maintenance Alternatives considered [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Review Source VP Finance Used the software for: 3-5 years ### "Phocas Review" August 2, 2021 4.0 Phocas has been really easy to use and allows us the insight into our business that we need. Furthermore, support has been really good. Pros The best part of Phocas is the ease of use. They really make it easy and intuitive to find the information you are looking for. Cons This is largely in part to our ERP system, but not everything we would like to have in Phocas came with our integration. We have to have custom programming done to unlock further usage of our system in Phocas. Reasons for choosing Phocas Ease of use Review Source Vice President Used the software for: 3-5 years ### "Phocas is a very robust BI tool that has a lot to offer." August 26, 2021 5.0 Phocas gives us visibility into many aspects of our business. I need to carve out more time to learn and become comfortable with Phocas. Our sales teams loves being able to easily pull data regarding customers. Pros Easy to implement. The support is great. Cons It's difficult to learn and remember how to do things. Reasons for choosing Phocas Then entry price point was appropriate and it was clear that the team at Phocas wants success for their clients. It is a great product at a fair price. Review Source PW Peter W. Senior Business Line Manager Used the software for: 3-5 years ### "Quick data analysis that creates easy talking points and business opportunities " February 10, 2023 4.0 My experience is that the software is a major tool in my working day that allows me to tackle many business questions and come up with a solution or talking point via the data. Pros The Product is easy to use, clear and concise with a good simple view of the data. Cons Maybe some more different style's of graphs would be good. Review Source Response from Phocas Software June 26, 2023 Hi Peter, thanks for taking the time to leave us a review, we love that you're able to quickly get to actionable data with Phocas. If you have any graphs or gauges that you are really missing from your dashboards we would like to know more - you can always email us at hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer Area Manager Used the software for: 3-5 years ### "Comprehensive Reporting & Business Building Tool" October 13, 2019 5.0 My overall experience with Phocas has been excellent, we use the system to monitor growing and declining sales to protect out business and easily identify buying gaps to help increase sales. Pros Ease of use, speed of reporting and level of detail available that can be accessed. Automated reporting saves a lot of time. Support from the account managers when required is excellent. Cons Sometimes some of the functionality could be improved further to allow more flexibility. An example here would be multiple options for subscriptions i.e. a weekly report that you could also set to receive at monthend without the need to create a new favourite. Nest function is a fantastic addition to the functionality but due to the way Phocas works you have to start at the bottom layer of data then build layers above. Reasons for choosing Phocas Ease of use, level of detail and accuracy of reporting Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.