# Phocas Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Phocas the right Dashboard solution for you? Explore 132 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/141678/Phocas-Software/reviews

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Phocas

4.7 (132)

[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/)

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Last updated March 13th, 2026

# Reviews of Phocas

Ease of use

4.6

Customer Service

4.6

## Pros and Cons in Reviews

Faiz A

Research AssistantInformation Technology and Services, 10,001+ employeesUsed the software for: I used a free trial.

“This makes my research life a lot more organized and professional.“

March 1, 2026

ML

Mark L

Group IT DirectorLogistics and Supply Chain, 1,001 - 5,000 employeesUsed the software for: More than 2 years.

“Data integration can get complicated over time.“

April 17, 2024

RP

Ray P

Store ManagerWholesale, 1,001 - 5,000 employeesUsed the software for: 1-2 years.

“Also the quickness with which it sorts and organizes the information is a great feature of the software.“

September 27, 2024

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

Faiz A

Research AssistantInformation Technology and Services, 10,001+ employeesUsed the software for: I used a free trial.

“All in all, it is a good option for data lovers.“

March 1, 2026

Aman K

ResearcherChemicals, 1,001 - 5,000 employeesUsed the software for: 6-12 months.

“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.“

March 5, 2023

sm

stuart m

Head of CommercialMedical Devices, 51 - 200 employeesUsed the software for: More than 2 years.

“I like the ease of use and how you can analyse data at various levels to get what you need.“

October 18, 2024

AS

Amber S

IT SupportWholesale, 51 - 200 employeesUsed the software for: 6-12 months.

“I believe their appears to be a bit of a backlog with the dev team currently so a few bugs aren't being resolved as quickly as they used to be.“

February 9, 2023

## Showing most helpful reviews

Showing 1-25 of 132 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Aman K.  
Researcher  
Chemicals  
Used the software for: 6-12 months

### "Phocas Software: An In-Depth Review of Business Intelligence and Analytics Solutions"

March 5, 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  
Automotive  
Used the software for: 6-12 months

### "Phocas Software will definitely change the traditional way of reporting."

February 15, 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.

Reason for choosing Phocas

Phocas has its reporting technique at 100%. No need to think twice after seeing the demo.

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.

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

JC

Jay C.  
Sales  
Automotive  
Used the software for: 6-12 months

### "Good Software"

November 1, 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

NB

Noam B.  
Founder  
Media Production  
Used the software for: 1-2 years

### "Powerful Business Intelligence Tool - Phocas Software"

January 18, 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

RM

Rhys M.  
Purchasing/IT  
Wholesale  
Used the software for: 2+ years

### "Phocas Changed Everything for US."

August 26, 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.

Review Source

JM

Jim M.  
Sales & Marketing Manager  
Wholesale  
Used the software for: 2+ years

### "Phocas has helped us keep our salespeople on task"

October 10, 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.

Alternatives considered

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

Reason for choosing Phocas

We like how easy it was to use and customize.

Switched from

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

Microsoft was to expensive and to complex for what we needed.

Review Source

CB

Chris B.  
CFO  
Wholesale  
Used the software for: 2+ years

### "Phocas Review"

September 2, 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 OS](https://www.capterra.com/p/119914/Birst/)

Reason for choosing Phocas

Drill down capabilities were superior to MITS. Birst was way over priced.

Review Source

mM

muzaffar M.  
Customer Service  
Import and Export  
Used the software for: Less than 6 months

### "Phocas is the simplest dashboard and BI tool"

January 6, 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  
Medical Devices  
Used the software for: 2+ years

### "Best BI Tool "

October 8, 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

DG

David G.  
Director of IT  
Wholesale  
Used the software for: 2+ years

### "Wholesale distributor review of Phocas"

August 6, 2021

5.0

Great!

Pros

Ease of use Speed to market (straightforward deployment)

Cons

Cloud version response time gets a little sluggish here and there but not too often.

Alternatives considered

[IBM Cognos Analytics](https://www.capterra.com/p/240583/IBM-Cognos-Analytics/)

Reason for choosing Phocas

Ease of use, intuitive, less expensive as competitor, we could pay monthly and not tied to any contracts.

Review Source

RJ

Robin J.  
Project Manager  
Logistics and Supply Chain  
Used the software for: 2+ years

### "Great tool for inventory & sales management"

September 27, 2024

4.0

Overall Phocas is a great tool for analyzing and comparing sales data, inventory analysis, and revenue tracking.

Pros

The functionality to build custom reports with easy to choose options.

Cons

At first it takes some use to familiarize with all of the options and choices, almost too many options, but once you get the hang of it, and save custom options it's great.

Review Source

JC

Josh C.  
Director of Supply Chain  
Wholesale  
Used the software for: 2+ years

### "Phocas is a necessity! "

August 5, 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.

Reason 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

sB

samantha B.  
Director  
Mining & Metals  
Used the software for: 1-2 years

### "A great product with an excellent, dynamic and knowledgeable support team."

February 16, 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.

Reason 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

ML

Mark L.  
Group IT Director  
Logistics and Supply Chain  
Used the software for: 2+ years

### "Phocas - Great Tool, Great customer service"

April 17, 2024

5.0

Phocas provide great customer service and are easy to do business with

Pros

Phocas is easy to use providing self service to users. This reduces the workload on IT

Cons

Data integration can get complicated over time. This is really down to how we have added data rather than an issue with Phocas

Reason for choosing Phocas

Ease of use, quick implementation & competitive pricing

Review Source

GL

Graham L.  
Business Intelligence Coordinator  
Oil & Energy  
Used the software for: 2+ years

### "Happy to Recommend Phocas!"

October 17, 2019

5.0

We started with Phocas in 2009 with just the standard sales database for one region of our business but have now progressed to multiple sales databases for other business units with fully integrated rebates module as well as finance and procurement style database now, with plans to roll it out further in other parts of the business.

Pros

The ease of use of Phocas is what puts it at the top of our list for BI software. The set up of the data was quick and easy (with great support from the Phocas guys) and ability to drill down from top line data right into the detail of a transaction is what makes Phocas a great tool for us. Phocas is widely used across our business to track and analyse sales data, finance data and purchasing data with future plans to add more modules. The PUG Forum is also a good feature for me, if there is something that you don't know how to do then you'll find the info there or someone can point you in the right direction. It's also a great place to suggest the feature that you'd like to see and Phocas review and add on to their product road map, so you know they are listening to your ideas.

Cons

I'd say the visualizations and widgets on the dashboards could do with abit of updating. The charts aren't always a flexible as you'd like with axes labels and adjusting the axes to suit the chart, plus you have to be quite specific with the data in the first place to get the chart you want.

Reason for choosing Phocas

Since we've been using Phocas we've been assessing the use of Tableau and Microsoft Power BI however, these would replace Phocas for us, these would be secondary tools most likely used in our business for their visualization functions.

Review Source

DN

Delaney N.  
IT Data Analyst  
Consumer Goods  
Used the software for: 6-12 months

### "Marketing Review 8/2021"

August 17, 2021

5.0

Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report customization and flexibility within the way we structure our data.

Pros

I love the customization of creating reports. Our users enjoy the independence of creating their own reports and the flexibility they have with customizing the structure of any data pulled.

Cons

We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.

Review Source

CM

Chris M.  
Business Analyst  
Wholesale  
Used the software for: 2+ years

### "Great Product with First Class Support"

August 5, 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.

Alternatives considered

[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Review Source

AS

Amber S.  
IT Support  
Wholesale  
Used the software for: 6-12 months

### "Fantastic bit of kit"

February 9, 2023

5.0

Pros

I love from an IT admin point of you how it allows users to build their own reports. Previously we had to write sql queries to get users the custom reports they required. Now users are confident to go in and have a go themselves. The software training academy and weekly live training sessions has allowed users to pick up the software easily.User friendly, very powerful tool. Always new features being added.

Cons

I believe their appears to be a bit of a backlog with the dev team currently so a few bugs aren't being resolved as quickly as they used to be.

Review Source

Response from Phocas Software

June 23, 2023

Hi Amber, thanks for taking the time to leave a review, we love that managed to we've free you up from writing SQL queries every time a custom report was required! Our team works hard to quickly resolve issues and fix any bugs that our users find, so please let us know if you have anything in particular that isn't quite looking right: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer

MA

Moe A.  
Inside Sales  
Building Materials  
Used the software for: 6-12 months

### "Great , Impactful Software "

July 29, 2021

5.0

overall I am very satisfied with this program and I highly recommend it to my clientele.

Pros

Ever Since the team has implemented Phocas, I have been able to track my sales progress and been able to keep up with my goals and successes. this program also allows me to have my track record available and see where I need improvement and have a clear written history in terms of graphs and charts as to what has been done in the past, and present.

Cons

the only problem I have with this problem is that sometimes , the program freezes, lags and does not upload the data from the day prior.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Cost efficiency

Review Source

KZ

Khayam Z.  
Sales Consultant  
Building Materials  
Used the software for: 2+ years

### "Phocas motivates our team"

April 19, 2022

5.0

I would diffidently use Phocas if I ever open up my own business

Pros

Showing Sales figures as opposing to same time last year, we are basing our bones system based on this.

Cons

It should have been accessible to all employee to keep checking the sales stats instead of just one user without a password and username.

Review Source

aM

alan M.  
Business Improvement Manager  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "Cost effective Management Information"

October 31, 2019

5.0

This replaced "hand crafted" Excel and VBA sheets over a 10 day period to the consumer , we then developed Phocas to suit our needs and one drop of data updates all users with all views in 1 day.

Pros

Ease of use , ability to develop our own customised views , one change updates all consumers of the views , scalable - we can add more data and create relationships to enrich existing views to the consumer , Enable better decision making data in dashboard views allowing the consumer to pic and choose what is important today . We have never looked back - we chose Phocas in 2013 to feed our front end business with tailor made views of data to enable swift decision making - we developed our support team to self create views from data feed through to data visualisation - this replaced our Excel and VBA sheets that were people hungry to produce - now we simply load our data periodically and the consumer can a see "all they want to see when they want to see it "

Cons

Understanding how the background of the product , as we decided from day one that we would be self sufficient in all our development needs and not many businesses had taken this approach with Phocas at that time.

Review Source

MJ

Mike J.  
IT Manager  
Wholesale  
Used the software for: 2+ years

### "BI software that let's me do it the way I want to do it."

October 9, 2019

4.0

Being able to run reports in minutes instead of hours has saved me so much time. It helps me work more efficiently.

Pros

What I most like about Phocas is I can get to the information I need by how I think about it. While someone else in my company can get to the same exact information in a totally different manner. The great thing is we get to the same exact information.

Cons

The thing I like least is the inability to print nice looking dashboards. We have sales meetings and the managers want to print each salesmen's information from a master dashboard. This way it can be handed out to each person so they can see their information as it is talked about generally in the meeting.

Reason for choosing Phocas

We chose it because of its flexibility.

Review Source

JL

James L.  
Finance Director  
Wholesale  
Used the software for: 1-2 years

### "Phocas going forward"

October 9, 2019

5.0

It is giving us an insight we have never had before into our performance and the measure ability especially in terms of profit and there link to rebates.

Pros

I am most excited about the ability to draw in different strands of information from the various software platforms we operate as part of the business. We generate so much data that frankly its too intimidating to consider analysis of it all without the services of Phocas

Cons

I would like to see more integration in the CRM side of the software. For instance our ERP is ultimately our primary CRM system aswell, so we manage the contacts there, but they do not automatically sync through to the contacts tab of the CRM section. Some further automation from existing systems would be nice.

Reason for choosing Phocas

N/A

Review Source

JH

James H.  
Vice President Sales and Marketing  
Automotive  
Used the software for: 2+ years

### "Jim's Review "

August 26, 2021

5.0

Good

Pros

Sales reports, inventory reports for customers

Cons

Challenging to learn, glad that you have had training

Review Source

RD

Rebecca D.  
Marketing Co-ordinator  
Food & Beverages  
Used the software for: 2+ years

### "Phocas - Exceptional software with amazing support."

October 29, 2019

5.0

Phocas have been an amazing help with streamlining our business processes. Not only is it easy to gain insights into our market, the team at Phocas have made it as quick and easy as possible by setting up automatic synchronisations from our accounting software directly to Phocas so we always have the latest data on hand without any effort at all. A favourite tool for the staff here and can't recommend it enough.

Pros

Ease of use and navigation, ability to customise and a perfect support team!

Cons

The functionality is awesome, only think I can think of is to give more options with custom formatting dashboards.

Reason for choosing Phocas

\-

Review Source

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