# Page 4 | Phocas Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 --- 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/) * * * Last updated March 13th, 2026 # Page 4 - Reviews of Phocas ## Showing most helpful reviews Showing 76-100 of 132 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use GB Grahame B. Head of Technical Services Warehousing Used the software for: 2+ years ### "Our experience over 16 years of Phocas usage" October 8, 2019 5.0 Pros We have been a user of Phocas since 2003 and it has proved to be the single most useful piece of software we have ever used. We have our staff, customers and suppliers accessing the system, it is that good. Our suppliers prefer to use Phocas to their own in house systems and our customers say they have never seen anything as good. Without Phocas we would seriously struggle to know what is going on in our business. Cons There is nothing we don't really like... Review Source SS Stephanie S. B.I. Software Specialist Logistics and Supply Chain Used the software for: 2+ years ### "I've worked with Phocas for just a year, and absolutely LOVE it. " May 9, 2017 5.0 Pros The ease of use is great, and has brought so much benefit to our company. We are able to customize reports and dashboards to our needs as a company, which is a huge deal. Getting reports out to our field is easy and painless. We use subscriptions constantly, and that has made many employee's lives easier. Cons I wish, still there was more ability to customize the report layouts. There are a lot of times when I have to create the report in Phocas, export it, and then do additional formatting in Excel. Also, the ability to download an entire dashboard would be amazing! It would make it so much easier than exporting each part individually. Review Source SS Shakti S. Data Analyst Building Materials Used the software for: 2+ years ### "Phocas Easy To Use" October 29, 2019 5.0 Phocas allows the business to have data available on the go. BSS administrates and creates the data tables which allows the business to easily customise new company requirements. Pros One Click Functionality. User friendly. The ability to access data wherever you are in the world. Cons As BSS hold a vast amount of information sometimes we have issues viewing the data. This might be an internal or external network issue. Reason for choosing Phocas The ease of use and the training that was provided. Review Source mV mark V. sales manager Automotive Used the software for: 2+ years ### "Phocas Software review" October 8, 2019 5.0 great staff , great system I have nothing but praise for Phocas Pros The system is great to use and easy , I like the fact I can customize reports and dashboards to suit my business. Cons I have no issues with the software, the system works well for us. Reason for choosing Phocas the system sold its self , the demo we had many years ago showed us the benefits . We are now 6-7 years down the line and we love it more now than ever. Review Source MM Martin M. IAQ Market Mgr Wholesale Used the software for: 2+ years ### "x" August 26, 2021 5.0 I use it daily and it provides me the info I need Pros Ease of use. Simple to navigate and download Cons I do not have any cons! Everything seems fine Review Source GP Gene P. Salesman Packaging and Containers Used the software for: 2+ years ### "My experience " October 8, 2019 5.0 Use it everyday, helps service customers quickly. Pros Find out extended history on a customer; get transactional data over any specified time period; review usage by product category, vendor, customer, grade, order type, etc. Cons Can view on iPad, but not real clean: limiting fields in some of the functions tend to overlap making it impossible to do. Would like to abbreviate column headings, but can’t. Review Source MC Mitch C. Director - Lighting and Gear Wholesale Used the software for: 1-2 years ### "Phocas Review" August 4, 2021 5.0 Very pleased with the product and the Phocas team. Pros Phocas quickly converts data from Job Management and Eclipse into simple, easy to use, customizable dashboards to help monitor all aspects of our business. Cons The Phocas team has been very helpful with listening to our needs and training, facilitating change requests, and assisting us with problems. Review Source CL CHRISTOPHER L. Manager Wholesale Used the software for: 2+ years ### "Phocas Software review" October 8, 2019 5.0 Sales and profit information by customer and product line is instantaneously available. I do not know how we functioned without it. Grat tool to analyze sales and profitability Pros Information Availability and speed of access to queries Cons We cannot link our customer price matrix database to our sales information Reason for choosing Phocas Willingness to access our current ERP system to create our database. Ease of use. Review Source CS Cyndi S. Pricing Manager Building Materials Used the software for: 2+ years ### "Phocas BI" October 10, 2019 5.0 We are an Electrical Distributor. We use Phocas in every facet of our business to pull data about sales, inventory, products. Pros Easy to use and understand. Logical thought processes to pull your data. Cons When using the Nesting feature you have to be right on the "Drag here" in order to have your other dimension stick. Sometimes you must try three or four times before it holds. Review Source JB John B. Sales/Marketing Automotive Used the software for: 2+ years ### "Phocas Software review" October 29, 2019 5.0 Good, I can see what everyone is buying, how I’m targeting specific products we manufacture. Follow up leads. Easily compare turnovers. See who has stopped buying a particular part no, and see who is buying something new. Pros All information I need for sales, prospects easily available. Updates every day Cons Nothing really. All works pretty easily for the info I need Review Source RM Ryan M. Inside Sales Building Materials Used the software for: 2+ years ### "Excellent reporting software" July 29, 2021 5.0 Pros It makes pulling inventory and financial information very easy. You can be as broad or as granular as you want to be. Cons The first day of the month, all inventory and financial data is zero. Review Source NA Nicole A. Showroom Sales Manager Wholesale Used the software for: 2+ years ### "Very useful!" August 12, 2021 5.0 after some practice, it becomes easier. Pros Easy to prepare useful sales information with the opportunity to get very specific results. Cons Some of the filtering could be a little easier. Review Source DM David M. Director Building Materials Used the software for: 2+ years ### "Phocas review" October 8, 2019 5.0 We have improved margin, customer retention, staff output and much more. Pros Data is very powerful when used properly. Easy to use once leaned and it's extremely quick to extract important data. Cons Some bugs still sit in the software. Not a lot but they are annoying when they do pop up. Review Source JH Jeremy H. Operations Manager Wholesale Used the software for: 2+ years ### "Phocas Review" August 27, 2021 5.0 Fun to use! Pros Easy to use and drill into data. The matrix feature is powerful. Cons Not able to save and recall favorite or selected properties in transaction view. Data is from yesterday. Review Source VD Vinod D. Commercial Administration Manager Medical Devices Used the software for: 1-2 years ### "Best BI in the market" October 31, 2019 5.0 Team at Phocas has been very customer focused, easy to deal with. We have used this software for almost 2 years and have changed the way we do business today as all information is only a few clicks away. Pros The ease to use and train employees on this BI tool makes it best in the market. The power of building your own databases, customizing reports and the level of customer service is outstanding. Cons There isn't much I don't like about this software. Review Source OG OLIVIA G. HR Manager Wholesale Used the software for: 1-2 years ### "Simplified Tool for business data" April 17, 2019 4.0 Pros I'm able to see various snapshots of all the data that drives my business decisions in one place - and even better - I am able to slice and dice the data in different ways so as to get in depth analysis when needed Cons Not in real time (at least for my organization) - the data downloads every night so we have to wait until next day to see numbers up until the previous day Review Source kD ken D. General Manager Wholesale Used the software for: 1-2 years ### "INcrease knowledge" October 29, 2019 5.0 we use Phocas to gain a better understanding of our customer transactions and history. we used this to review what if customer verses product purchases and this enabled us to put some attention to opportunities we had not seen before, increasing sales by 5% Pros allowed data analysis that improved our ERP system. enabled decisions that increased sales Cons remembering how to use all of the features Reason for choosing Phocas nil Review Source JL James L. Data Manager Paper & Forest Products Used the software for: 2+ years ### "I'm a daily power user for focus and train our team. Best data analysis software to date!" May 9, 2017 5.0 Pros The software is not only easy to use, and basically unbreakable, it is accessible almost anywhere. Hours have been saved thanks to the software. This is hands down the best software that i've ever used in my company. Cons Minor gripes about the interface and specific features that could be easily fixed. Currently running an older version, so 2016 may fix some of them Review Source GS Gar S. Sales Paper & Forest Products Used the software for: 2+ years ### "Phocas Software review" October 29, 2019 4.0 Helps me stay up to date with what happened and anticipate coming trends Pros Easy to use, quick access, daily reporting Cons Can’t streamline some of the reporting not a timely report process Review Source EP Earl P. Managing Director Wholesale Used the software for: 2+ years ### "Phocas Software Review" October 8, 2019 5.0 Pros \* How quickly you can slice and dice your data \* Reliability of data \* No hidden costs and no extra charges \* Support desk that helps and does not charge Cons \* Remembering how to do things, \* Inability to manage your favourites or saved reports e.g. folder arrangement would be great Reason for choosing Phocas Demonstration of product using our data, showed us information we had never been able to do previously and it was being done by someone not in our business. Ease of implementation and no hidden costs. Review Source VR Verified Reviewer CEO Design Used the software for: 6-12 months ### "My data intelligence" September 20, 2023 5.0 As an IT administrator, this tool enabled me to gain visibility over a large amount of data in a school. Pros Thanks to this tool, you'll be able to understand your company's data. It's easy to deploy and allows you to centralise your data. Cons this tool is regularly updated but does not come regularly with patches updates but is compatible on several platforms Reason for choosing Phocas it's a tool that offers a customisable, ergonomic interface for team collaboration Review Source ED ERIN D. sales person Wholesale Used the software for: 1-2 years ### "phocas review" October 29, 2019 4.0 I would say it is a positive experience helps me track what sale are most profitable. I would 100% recommend it to anyone looking to grow sales. Pros It is so useful to be able to track my sales and returns. It also has many great features for tracking sales and proformance. Cons its not always easy to find things and it doesn't always update. Review Source DM Dianne M. Information Systems Building Materials Used the software for: 2+ years ### "Love Phocas!" May 9, 2017 5.0 Pros I have been a Phocas user for a couple of years. Being a SHIMS user, we are always looking for software to enhance it and make the end users lives easier. Phocas has been a great fit for us. Cons We started using the CRM database about 6 months ago. After a somewhat rocky start, the salesforce is finally embracing the technology. Review Source JH Jerry H. Director of Operations Wholesale Used the software for: 2+ years ### "Easy to use and learn. Powerful, but not intimidating. " May 9, 2017 5.0 Pros This software deals with large amounts of data with exceptional speed and simplicity putting relevant data at your finger tips. Easy to convince people to use Cons Limited in complex searches. CRM is Limited. Whenever you get a software that offers simplcity, there is some sacrifice on flexibility, but it is worth the sacrifice Review Source Reunaldo P. Senior Data Analyst Marketing and Advertising Used the software for: 6-12 months ### "Phocas Software: Personal Review" March 4, 2023 4.0 Pros The fact that Phocas Software is simple to use and enables quick and simple access to data was appealing to me. Additionally, the visuals are excellent, allowing for simple customization of the dashboards' appearance and feel. The team is always willing to assist with any questions or problems, and the customer service is also excellent. Cons I didn't like how the user interface was clunky and not as intuitive as other software applications I'd used before. It was difficult to navigate the system and find the information I needed. Review Source Similar Products Featured