BI and FP&A for lumber and building materials

The trusted platform for distributors and manufacturers
Tariffs, tight margins and thousands of SKUs make lumber and building materials one of the toughest industries to run on spreadsheets alone. Phocas connects securely to your ERP + any other source, and brings everything together into one accessible platform, whether you're distributing structural timber, panels, roofing materials, insulation, concrete or steel.
- Multiple connections: connects to the ERPs lumber and building material businesses actually run on; Epicor Bistrack, Lumbertrack and Eagle, Klipboard ERP One and ERP Go, NetSuite plus many more.
- Centralized access: teams are empowered with fast, secure access to consolidated, real-time data within a user-friendly environment.
- Auto updates: data is mapped to enable seamless updates and ongoing validation, with daily (or as needed) data synchronization.
- Handles acquisitions: brings acquired ERPs into view of performance, with consistent reporting before, during and after migration.

Customer quote
"Most people in mid-level management, sales management, inventory management and purchasing are looking at transactions in the ERP. We give them data ahead of time and the tools they need right away in Phocas, which quickly improves strategic decision making."
Hear from customers in your industry
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NEFCO CorporationHelping all teams take charge of their own data -
BSS GroupAutomated financial reports and branch managers can self-serve queries -
Trade Supply GroupOne view across every division, from lumber to plumbing -
Spokane Hardware SupplyReplaced a 50-tab spreadsheet grind with daily, drill-down financial visibility -
LSCEvery department, from sales to HR, gets its own dashboard
Customer quote
"Someone would basically spend 3 – 4 days per week doing spreadsheet analysis, now this wage can be redirected to more meaningful tasks. We can do a lot in Phocas, so for us it was a simple decision."
Why lumber & building
merchants choose Phocas
Built for your industry
Ready-made views, KPIs and data modeling, built on 25 years serving the industry. You don't have to figure out what to track or build it yourself, we've got you covered.
Easy to use
Secure & reliable
Role-based permissions keep sensitive data protected without slowing anyone down. SOC 2 Type 2 and GDPR-compliant, so you can meet regulatory requirements as you grow.
Uniquely integrated platform
"Phocas makes me feel like an expert with our data."
That’s the impact Phocas products are having for Eddy Group Limited, a building materials wholesaler.
- Fast access to data changed their workday
- Self-service dashboards are empowering sales teams
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Phocas gives them confidence in accurate, trusted data
Krystyna LeBlanc, CIO, Eddy Group Limited
Different solutions, one connected platform
Analytics
Fast access to sales, inventory and margin data across every branch and SKU. Spot trends, find gaps, act quickly,
- Self serve design means anyone can drill into the numbers, right down to transaction level.
- Custom dashboards and reports with shareable alerts
- Spot customers who are less profitable than they first appear
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Compare margins across product lines, from timber and panels to roofing, insulation and steel
Phocas AI
AI-powered insights across sales, finance and operations, so your team spends less time chasing data and more time making decisions.
- Ask questions in plain language, like "which customers declined last quarter" or "what's our best-selling product line across every branch"
- No waiting on IT or data analysts, get answers and insights on the spot
- Your data stays within the Phocas environment, nothing shared externally
Financial Statements
Turn ERP numbers into dynamic profit and loss, balance sheet and cash flow statements by branch. Drill into transaction detail to find and solve problems.
- Fast, automated monthly reporting and consolidations
- Live actuals tracked alongside budget
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Drill down to transaction level to pinpoint issues
Budgets & Forecasts
A collaborative, flexible budgeting tool. Aligns financial budgets, sales forecasts, demand planning and headcount, and stays easy to use for everyone.
- Familiar excel-like interface
- Adjust for supplier price changes, seasonal demand and sales trends, including volatile materials costs across lumber and steel
- Live actuals enable ongoing reforecasting
Rebates
Stay ahead of multiple supplier and buying group rebate programs with a tool that delivers accurate, efficient rebates and helps you negotiate with confidence.
- Live data to improve rebate performance
- Automated calculations reduce errors
- Near-miss analysis unlocks revenue
CRM
Connect sales insights to sales activities. See trade customer data and live sales information in one place, and track opportunities and risks as they happen.
- AI Voice turns a 45-second recap into structured notes and follow-up tasks
- Drag-and-drop pipeline updates in the flow of selling
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Optimized for mobile, built for reps in the field
Sales Insights
Focus on what and who really drives growth. Spot early signs of contractor accounts going quiet, and re-engage lapsed accounts before it's too late.
- Segment customers by buying behavior using recency, frequency, monetary value (RFM) analysis
- Automated insights and summaries
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Built for busy sales teams to act fast
Here's what lumber & building materials customers say
Customer quote
"Before Phocas we had 'gut feel'. Now we can look at the data and know what's happening, and where the problem is specifically. I find Phocas much easier to use than other reporting tools."
Kamco Supply
Customer quote
"Phocas took us to a different level of intelligence. It has definitely helped us make smarter business decisions about our customers and about our stock."
Managing Director
Branch Bros
Customer quote
"Support is fantastic. It's one of the best support teams that we work with as an IT department. We can put a query in before the start of business, and it's resolved straight away. So with the ease of use and good support, it's a it's a no brainer."
IT Technician
Arran Isle Holdings
Go deeper on what matters to your business
Building materials distributors deal with a lot of moving parts. These pages go beyond the overview; pick the challenge that's most relevant to you and see how Phocas helps you tackle it.
Sales analytics
Operations Analytics
Frequently asked questions
It's the layer that connects your ERP, branches and spreadsheets into one place, so sales, purchasing, operations and finance can see the same numbers and act on them – without waiting on IT or specialist skills.
Multi-branch operations, thousands of SKUs, supplier rebates and contract pricing don't fit generic tools. Phocas is built for how a builders merchant or building materials distributor actually works.
Phocas connects to 200+ sources including the ERPs this industry runs on most; Epicor Bistrack, Lumbertrack and Eagle, Kerridge ERP One and ERP Go, NetSuite plus many more.
Yes. Distributors growing through acquisition use Phocas to bring data from different ERPs and branches into one place, before, during and after the migration, so nothing gets lost in the transition.
Phocas Rebates automates rebate tracking for both payable and receivable programs, with near-miss alerts, so you're not leaving margin on the table or chasing suppliers for reconciliations.
No. Phocas connects to your ERP and other systems, turning what it captures into something your whole business can act on – it doesn't replace what already works.
Most Phocas customers are live within 8–12 weeks, with a dedicated implementation team managing the data connection so your IT team isn't carrying the load.
Yes. Phocas is used across the full building materials range, including structural timber and engineered wood, panels and sheet materials, roofing and waterproofing, insulation, concrete and masonry, steel and structural metals, and doors, windows and glazing, whether you're a distributor or a manufacturer.
Understand the past, operate better today, and plan well for the future
