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Headcount Planning

Headcount planning can be simpler

Tired of the uncoordinated approach to headcount and workforce planning? Ready to take back control?
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4.8/5 on Capterra
4.6/5 on G2
Headcount planning can be simpler

Stay on top of your most important and complex operating cost

Phocas headcount planning tools puts you in the driving seat

  • Easy-to-use software helps workforce planning keep up with changing business goals
  • Enhance scenario planning across departments
  • Use current performance data to create strategic workforce plans
  • Use multiple data drivers in your workforce planning process


So, take back your time by being more agile and accurate with your staffing decisions.

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Phocas headcount planning tools puts you in the driving seat

Powering thousands of data-driven companies worldwide

  • Henry Schein
  • Bunzl Industrial Safety
  • Thermo Fisher Scientific Australia
  • Husqvarna Construction Products
  • Johnstone Supply
  • Stark
  • Gazman
  • WD-40
  • Hoyts
  • Monument Tools
  • Becker Electric Supply
  • Steiner Electric
  • Guest Supply Sysco
  • Seasol
  • Sistema
  • KYB
  • Triton
  • TJM Australia
  • Nassco
  • Baylis & Harding
  • Morelli Group
  • DMK
  • Flournoy

Integrate headcount into your budget planning

To avoid any surprises throughout the year your finance team needs accurate workforce numbers to budget fixed and variable staff costs. These include salary, bonus and commission as well as related benefits. These forecasted expenses are the foundation of every business budget.

With the Phocas headcount driver tool, talent costs can now be an integral part of your financial and operational planning. This brings clarity to the process and helps you meet your business goals. 

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Integrate headcount into your budget planning

Quick, accurate, collaborative planning

Empower key stakeholders to collaborate in a fast and efficient way. No more sharing multiple Excel spreadsheets and waiting for revisions. Involve business leaders in the process in real-time enabling faster decision-making and more accurate forecasting.
Get a demo to see how your managers can be accountable for the profitability of their area!
Quick, accurate, collaborative planning
Multiple models

Multiple models

Test different staffing models and determine their cost effectiveness  so you can hire the best talent while managing costs
Top security

Top security

World-class encryption ensures all sensitive and personal information is secure
Workflows

Workflows

Budget owners can assign users and request input. Built-in workflows enable remote and cross-functional talent planning.

Be data-informed and make better decisions.

When you are using reliable ERP data to inform your strategies, you can make resource management decisions with confidence. Phocas’ heritage lies in analytics and BI, where unlocking data is a specialty. This has been extended to our budgeting and planning solutions, making it easier than ever to test initiatives, identify trends and ultimately make better business decisions.
Let's chat about our integrations
Phocas Integrations

Use multiple data drivers in your forecasting models

Phocas enables you to gather all the critical information you need to inform your budgets and forecasts.  Historical sales, pricing, margins, inventory – whatever is important for your business. This data can be used to create more accurate forecasts today and to simplify re-forecasting into the future.
Get a demo to see how your managers can be accountable for the profitability of their area!
Driver-based-budgeting-setup

Get everyone on board for effective data-driven planning

With an adoption rate 48% higher than the industry average, Phocas is the best way to ensure that your driver-based financial modelling is cohesive and effective. You will love navigating the intuitive Phocas software and how collaboration becomes an intrinsic part of the process. 
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Get everyone on board for effective data-driven planning

Operational + financial data: a match made in heaven!

What if you could combine your supply chain data to drive your financial forecasts? Or, directly link your sales team’s budgets to your revenue forecast?

With your critical financial data securely housed in a data analytics platform, you can easily investigate anything you want, even down to transaction level data. Forecasts are made more accurate when they're driven from a single source of truth.

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Phocas BI and financial reporting

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and analytics… We can guide you. Let’s see if we can help.
Financial planning
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