Drive growth and boost your team's confidence with actionable, real-time customer and product data
Whether you need to enable your sales reps, provide sales reports to your executive team or improve sales forecasting, Phocas has flexible sales data analysis tools to help. Spend less time building reports and more time driving growth with a solution built specifically around your needs.
Knowing individual results empowers the sales team
Number One Shoes uses Phocas to visualize performance on user-friendly KPI dashboards across its 110 stores.
Data paired with confidence
Sell smarter with human-friendly sales analytics tools
Grow consistently, sell strategically and identify key focus areas with actionable sales intelligence. Get live sales data, gap and risk analysis, uncover trends and identify new opportunities.
Discover Phocas Analytics Success story
No more decisions based on gut instincts at Bowens
It’s a simple system, and that’s what I like about it. I use it every day, and so do our sales managers and branch managers. Before we had Phocas, we were saying a lot of things that were just a feel; it wasn't actually the truth, or it might have been, but we had no way of identifying what was right or wrong. With Phocas, it breaks it down and gives us the real answers.
— Luke McEnaney, Group sales manager at Bowens.
Identify opportunities
Quickly isolate your top performing products
Speed up the sales cycle by identifying top-selling products to both new and existing customers. Salespeople live and breathe by the numbers; with sales dashboards, you can transform those numbers into actionable insights to help team members achieve their targets and lead your business to success.
Self service functionality
Make sales analysis easy
Empower your reps with easy-to-use data tools, customized scorecards and all-in-one dashboards to enhance customer conversations. A human-friendly analytics solution will allow your sales team to prioritize product and market focus based on real-time sales data. They can also leverage visual dashboards to make strategic moves and update sales priorities on the fly. Together, you can figure out what’s working, what’s not, and how you can adapt.
Report efficiently
Track sales activity and success like never before
Provide critical sales data across your organization and help your executives, operations, marketing and management teams get a clear understanding of sales performance with insightful reporting tools. Streamline the process with personalized scorecards and report automation, making it easy to manage, reward and troubleshoot.
Phocas benefits for sales leaders
Priorities drive profits
Sales metrics that arrive even a few days late can be outdated and unusable. With real-time data analysis and visual dashboards, you can make real-time decisions that drive your revenue forward. Identify your highest priorities with intelligence and data visualization tools built around sales processes and overall business objectives.
Data visualization at your fingertips
Provide sales pipeline forecasting and track the performance of new initiatives in real time using flexible and powerful data visualization tools. Manage your sales reps efficiently and quickly troubleshoot underperformance with ease. In short, spend less time reporting and more time selling!
Understand customer needs
Gain detailed insights into customer needs and purchasing trends. Customize your sales strategies and improve conversion rates by using actionable intelligence every day. Pivot quickly and follow market trends to ensure you’re always a step ahead of the competition.
Hundreds of sales managers share the love
Our mission at Phocas is to make people feel good about data. This is reflected by our customer satisfaction - the highest in the category - and the fact that 97% of surveyed customers* would recommend us to a friend!
Phocas
10
Product Satisfaction
9.4
Ease of Use
9.6
Business Value
9.4
Customer Satisfaction
10
Recommendation
QlikView
5
Product Satisfaction
3.3
Ease of Use
4.7
Business Value
4.2
Customer Satisfaction
2.9
Recommendation
Domo
7.2
Product Satisfaction
9.8
Ease of Use
4.4
Business Value
6.1
Customer Satisfaction
4.4
Recommendation
Power BI
5.8
Product Satisfaction
4.6
Ease of Use
4.7
Business Value
5.2
Customer Satisfaction
4.6
Recommendation
Looker
7
Product Satisfaction
5.8
Ease of Use
7.7
Business Value
7.8
Customer Satisfaction
7.9
Recommendation
*Based on the aggregate of "Definitely" and "Probably".
Source: The BI & Analytics Survey 23, BARC
Source: The BI & Analytics Survey 23, BARC
Product Satisfaction
10
Phocas
5
Qlikview
7.2
Domo
5.8
Power BI
7
Looker
Ease of Use
9.4
Phocas
3.3
Qlikview
9.8
Domo
4.6
Power BI
5.8
Looker
Business Value
9.6
Phocas
4.7
Qlikview
4.4
Domo
4.7
Power BI
7.7
Looker
Customer satifaction
9.4
Phocas
4.2
Qlikview
6.1
Domo
5.2
Power BI
7.8
Looker
Recommendation
10
Phocas
2.9
Qlikview
4.4
Domo
4.6
Power BI
7.9
Looker
*Based on the aggregate of "Definitely" and "Probably".
Source: The BI & Analytics Survey 23, BARC
Source: The BI & Analytics Survey 23, BARC
Frequently asked questions
Sales analytics is the practice of collecting, processing, and analyzing sales data to gain insights into sales performance. It involves tracking key performance indicators (KPIs) such as revenue, sales conversions, customer acquisition costs, and other metrics that can inform strategic decisions and drive sales growth. By understanding trends, patterns, and outcomes, businesses can optimize their sales processes, forecast future sales, and identify opportunities for improvement.
Sales analysis software is a tool designed to help businesses automate the process of collecting and analyzing sales data. It provides a apps for aggregating data from various sources, such as ERP systems, CRMs, and other databases, to create comprehensive reports and dashboards. This software enables sales teams to visualize data, uncover insights, and make data-driven decisions quickly and efficiently.
The best way to analyze sales data is by using a systematic approach that combines historical data review, pattern recognition, and predictive analytics. Start by setting clear objectives, such as identifying top-performing products or understanding customer buying behavior. Then, use a robust analytics platform to aggregate and visualize data, allowing for easy interpretation and actionable insights. Regularly reviewing and adjusting your analysis based on real-time data will ensure that your sales strategies remain relevant and effective.
Like other specialities of business intelligence, there are several types of sales analytics, including:
- Descriptive Analytics: Looks at historical data to understand what has happened in the past.
- Diagnostic Analytics: Delves deeper into data to understand why certain outcomes occurred.
- Predictive Analytics: Uses statistical models and forecasts to predict future sales trends.
- Prescriptive Analytics: Suggests actions you can take to achieve desired outcomes based on data analysis.
Analytics is crucial in sales because it transforms raw data into valuable insights that can guide strategic decision-making. It helps sales teams understand customer preferences, market trends, and the effectiveness of sales tactics. With analytics, businesses can optimize their sales funnel, improve customer engagement, and ultimately increase revenue and profitability.
While Excel is a common tool for sales analysis, specialized sales analytics software like Phocas Analytics offers a more powerful and user-friendly alternative. Phocas provides real-time data integration, customizable dashboards, and deep-dive capabilities that Excel lacks. It's designed for ease of use, enabling sales teams to quickly find and act on the insights they need without getting bogged down in complex spreadsheets.
Yes, many CRM systems come with built-in analytics features that can track sales activities, customer interactions, and pipeline management. However, for more advanced analytics capabilities, integrating your CRM with a dedicated sales analytics platform like Phocas can provide a more comprehensive view of your sales data and richer insights.
Data analytics can help sales in numerous ways, including:
- Identifying high-value customers and market segments
- Optimizing pricing strategies
- Forecasting sales and setting realistic targets
- Enhancing sales team performance and workflows
- Improving customer relationship management
- Streamlining the sales process for efficiency and effectiveness
By leveraging data analytics, sales teams can make informed decisions that lead to better outcomes and a competitive edge in the marketplace.
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.