Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Accessible BI that connects you to faster insights
Struggling to pull data from your ERP and other sources? Do you rely on finance or IT experts to generate reports and dashboards? Is it challenging to manage KPIs and make informed decisions when constantly wrangling spreadsheets? Phocas Analytics is the business intelligence platform that can move your business forward.
Connect your data and your people with Phocas
All your data in one place
Streamline the way you manage sales and inventory, track financials and control your budget.
- A cloud-based solution that integrates with over 200 data sources - not limited to specific ERPs, MRPs, finance systems or CRMs.
- Consolidate financial and operational information so sales and operations are connected to the same numbers.
- Navigate, deep dive and compare different data sets together to deliver greater business insights across your organization.
- Gain visibility over a large amount of data allowing you to tackle questions and deliver solutions.
Smarter, faster analytics
Phocas AI turbo-charges the way you do analytics. When you need an answer, just ask.
- Type in a quick question, and get instant answers about customers, products or sales.
- Finance, sales, purchasing, inventory teams can tap into insights fast - even people with limited experience - at every level of your business.
- Phocas AI shows the steps taken to answer queries, meaning no more guess work, just clear results.
Analytics in action: Take a video tour
See Analytics put to work through a series of short videos. Highlighting common pain points and the specific solutions Phocas delivers.
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Quick and easy access to data
Learn how you can get quick and easy access to the information you need to make data-driven decisions with trusted data that’s pulled fresh from your ERP. -
Self-serve reports and alerts
Break-free of the cycle of back-and-forth report requests and revisions with IT. Take a look at how easy it is to set up reports and alerts in Phocas. -
Drill down and follow your train of thought
Learn how Phocas lets you drill into your data to get super-fast answers and understand what is happening and why. -
Identify opportunities to grow sales
See how Phocas can grow sales by helping your reps quickly identify easy wins, such as cross-sell opportunities in a few clicks. -
Track profitability of sales
With Phocas you can easily track the actual margins you’re making and identify customers who may be less profitable than they first appear. -
Optimize stock
Forget managing stock using your ERP or spreadsheets – see how Phocas makes it super easy to stay on top of your inventory. -
Phocas AI
Discover how Phocas AI helps you uncover insights quickly helping you drive impact across your business.
Quick & easy Interactive dashboards
Tell your story in seconds
Clearly show your position and KPIs and gain a comprehensive view of your business, with custom graphs and dashboards that you can share in a few clicks.
- Interactive dashboards incorporating real-time data allow you to see company performance as a whole.
- Graphs, charts and graphics allow you to share business insights in a simplified format, improving individual and team engagement.
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Quickly jump from data visualizations into the underlying data, slice and dice the metrics to answer your questions.
Life before Phocas for us was more painful, we had lots of different sources of data, coming from different streams and when we implemented Phocas it really pulled it all together.”
— Graham Lane, Commercial and Sales Support Co-ordinator at Moove Lubricants.
Advanced analytics
Freely explore any way you like
Understand and improve the business at any level. See any kind of detail at an employee level you want so that your teams know where to focus their energy.
Get a demo of Phocas Analytics
- Phocas' unique Grid is an ad-hoc analysis layer that allows free-form analysis.
- Drill down from high-level dashboards to cost centre, GL code and transactional-level data for the ordered detail.
- Users can create and save reports, alerts and dashboards to answer the questions relevant to their role and needs.
Phocas allows us to slice and dice at will. The ability to focus on one entity, product or customer with a single click, and then watch the entire dashboard update is huge for us. Phocas is so flexible that we can see everything we want to see, in the way we want to see it."
— Tim Janes, Operations Specialist at Johnstone Supply.
Epicor + Phocas customer
Self serve
Intuitively simple for everyone
Gain instant and intuitive access to crucial data for every member of your team whether they're sales-focused or managing your supply chain.
- Hit the ground running with built-in dashboards, customizable reports, personalized onboarding and ongoing support tailored to your needs.
- Simple for administrators to bring in new data sources and configure Phocas to suit your business needs - all with drag and drop functionality
- No waiting for reports to be built. Allow users to get their data and their results in real-time, so they can quickly move on to what they need to do.
Phocas Analytics benefits
Visualizations
Bring data to life and use it as a daily guide with meaningful dashboards that show your progress towards targets.
Dashboards
Excel spreadsheets and static reports? It’s much easier and more rewarding to view real-time data on interactive dashboards.
Collaboration
Get on the same page as your team. Share facts and figures and move towards your goals together.
Reporting
Quickly jump from from a rich visual analytics summary into the underlying detail and uncover the whole story.
Technology
Phocas meets strict requirements around security, compliance, availability and performance.
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 forecasting… We can help.
Get a demo
