Analyst report
The Planning Survey 2026
See how Phocas performed in the world's largest business planning survey and how it can help you choose the right FP&A solution
Phocas strengthens its position on the Financial Planning & Analysis (FP&A) map
Phocas in the BARC Planning Survey 26
See how Phocas performed in the world's largest independent planning software survey.
The voice of the planning software user community has spoken
BARC (Business Application Research Center) conducts the world's largest independent annual survey of planning software users. Rankings are based entirely on real user feedback.
"Faster, live data available to users and transparent budgets and forecasts without the use of Excel, which users can access and update. Reporting and analytics have been a game changer for us."
-- Head of business department, Retail, 100-2,500 employees | BARC The Planning Survey 26
In the 2026 edition, Phocas achieved 4 top-ranked positions and 16 leading positions across 3 peer groups:
- Top-ranked for ease of use across 3 peer groups
- Top-ranked for predefined connectors in the Integrated Products for Planning and BI & Analytics peer group
- Rated #1 for connecting planning to ERP and business data
- Leader in reporting and analysis, planning content, project length, and sales experience
- 100% of surveyed users achieved better quality planning results
- 100% of customers said they are satisfied with Phocas
Download the report to:
- See the full KPI rankings across all peer groups
- Read satisfaction and recommendation scores from real Phocas users
- Understand how Phocas performs in the Midsize/Departmental Implementations and Integrated Products for Planning and BI & Analytics peer groups
Further information: barc.com/reviews and barc.com/research/the-planning-survey
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Customer quotes
Human-friendly planning loved by all departments
See what our customers told BARC they love most about Phocas:
Faster, live data available to users and transparent budgets and forecasts without the use of Excel, which users can access and update. Reporting and analytics have been a game changer for us.
Easy to use. Ability to show a high-level view, then drill into detail and easily navigate to related items. Dashboard, once set up, is a very easy way of keeping on top of KPIs.
Drives self-sufficiency in the business. Data is with the people who make decisions. Easy access to data.
It is very good, and after a little setup it is a very powerful tool that we would not be without.
Phocas is a tremendous software program that simplifies the analysis and conversion of business data for users across all departments.
Phocas won on ease of use and the feel of the output. Data is presented in a clear, uncluttered way and easily exported to reports or dashboards.
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.
