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Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Take control of your retail operations
The retail industry is fast, complex and competitive. Customer behavior changes overnight, supply chains face disruptions and margins are under constant pressure. Retail leaders and their teams need data that’s easy to access and act on. Not endless spreadsheets or static reports.
Phocas is built for mid-market retail businesses. Our self-serve BI and Financial Planning and Analytics platform connects seamlessly to your ERP and point of sale (POS) systems, consolidating sales, inventory and financial data into a single source of truth. The result? Clearer insights, faster decision-making, and stronger financial outcomes.
Smarter decisions, faster growth
Hairhouse relies on Phocas to turn complex retail data into clear answers – from tracking promotions to spotting dead stock and planning purchases with confidence.
“You might see sales data and suddenly you’re more interested in a particular brand relating to that sales information. Just being able to drill down quickly and discover answers to off-the-cuff questions was a real advantage to us.”
– Terry Fagan, ICT Operations Manager at Hairhouse
Extend your ERP capabilities
Your ERP holds critical retail data, but it wasn't built to give you fast answers or deep insights. Phocas integrates seamlessly with your ERP, consolidating it with other data sources (POS, sales, stock, financial data) into one accessible source of truth.
Phocas makes retail analytics accessible to everyone
- Self-serve analysis: Empower anyone to build dashboards or run reports without coding or IT support.
- One-click drill-downs: Move from top-line metrics to SKU-level detail in seconds to answer questions on the fly.
- Secure, shared data: Give head office and retail store teams access to the same real-time data while finance controls access to sensitive information.
- Scalable performance: Our cloud-based platform handles big data and diverse datasets, providing fast performance – no lag.
Controlled inventory, less guesswork
Retailers walk a fine line; too much stock ties up cash, too little risks empty shelves and lost sales.
Phocas helps you manage every product decision
- Live inventory management: See inventory levels across every store, warehouse or channel in one dashboard so you can react fast to changes in demand.
- Drill-down analysis: Slice by SKU, category, supplier or store to uncover slow movers, dead stock or high-performing items in seconds.
- Smart purchasing: Use historical sales data and predictive analytics to confidently plan stock buys, reducing overstock and freeing up working capital.
- Proactive alerts: Get notified when inventory hits thresholds so you can prevent stock-outs and missed sales opportunities.
Turn customer data into customer loyalty
Consumer shopping habits shift quickly. Retailers need to understand what’s working now, and what’s not. With powerful retail data analytics tools, Phocas uncovers patterns in customer behavior, preferences and segmentation so you can market smarter and build loyalty.
Phocas helps you know your customers better
- Sales pattern tracking: Spot trends by store region or product line to see what customers actually want and adjust your marketing accordingly.
- Campaign measurement: Track promotions and marketing campaigns instantly, from high-level results down to SKU-level impact.
- Cross-sell and up-sell opps: Use data to guide smart add-ons and bundles that encourage customers to add more to their basket.
- Customer segmentation: Group customers by demographics, spend or product preference to personalize offers and build customer loyalty.
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Stronger financial control, healthier margins
Month-end shouldn't mean hours of reconciliation, multiple spreadsheets and guesswork. And protecting margins shouldn't feel like a gamble.
Phocas streamlines financial reporting
- Reporting automation: Build interactive profit & loss, balance sheet and cashflow statements in seconds. No manual consolidation or IT delays.
- Granular profit views: Drill into performance by product, store, region or channel to pinpoint what's driving profit – or driaining it.
- React faster: Adjust pricing, promotions or spending quickly when costs rise or demand shifts.
- Clear visual dashboards: Securely share real-time insights with head office and retail store teams, boosting collaboration and accountability.
Data clarity drives retail growth
With real-time dashboards and financial reporting at their fingertips, retailer Pick-A-Paint can see performance across branches, cut through bottlenecks and make confident, data-driven decisions that keep the business growing.
Customer quote
One platform
for smarter retail analytics
Customer testimonials
Customer quote
"Using Phocas gives us awareness of what products are selling in the store and whether they should move a product front of house or back of house based on the sell-through."
Chief Information Officer
Gazman
Customer quote
"It’s simple to get really detailed results. If there’s a product our Sales Reps are having trouble selling, we can see this."
General Manager
Splosh
Customer quote
“Phocas helps us deal with the issues that arise, and we methodically work through each one and move to the next.”
General Manager
MUK Haircare
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