Phocas for UBT clients
UBT clients have a strong passion for business success but often remind us of the challenges associated with accessing data and getting the insights they need. Phocas is here to help and make things simpler.
4.8/5 on Capterra
4.6/5 on G2
UBT Rebate Supplier
Drive business success with data
Phocas Software is a proud UBT rebate supplier, providing Business Intelligence and Financial Planning & Analysis solutions to community businesses globally. Our partnership has supported the ongoing success of UBT clients, local Campus&Co. stores, and UBT themselves through the power of quicker access to data and valuable insights.
Used by 200+ UBT community businesses
Join the many UBT clients that rely on Phocas to get more value and business insights from their data.
The Phocas platform
Analytics
Phocas Analytics
- Access a single source of data truth
- Consolidate ERP, CRM and multiple other data sources into one central platform
- With an intuitive interface and visualization tools, people of all skill levels can become more data-driven
- Hit the ground running with built-in dashboards, AI queries, customizable reports and ongoing support from real Phocas humans
Phocas Financial Statements
- Create dynamic profit and loss, balance sheet and cashflow statements
- Customize statements to suit teams and departments, then automate reports across the organization
- Track performance at any time and freely investigate financials
- Quick, easy visuals mean more people understand business performance
- Bring other business data into your statements
Phocas Budgets & Forecasts
- Choose from pre-built budget styles and add detail like inventory, sales and headcount
- Connect everyone with operational, sales and inventory data to serve budgets, scenarios and forecasts
- Secure workflows deliver quick feedback and improve company-wide collaboration
- Make regular reforecasting easier by comparing live actuals to planned performance
Phocas Rebates
- A purpose-built tool that automates multiple rebates programs - simple to complex
- Clear visibility of up-to-date rebates information enables everyone to tap into opportunities
- Avoid costly errors or a stockpile of unprocessed transactions with trusted software
- Review rebates programs against sales performance and view profit and margin impact
- Strengthen key partner relationship with well-managed, accurate rebates
Phocas CRM
- Unlock new opportunities by understanding your customers better
- Interlock CRM data with actual sales information and identify, track and analyze opportunities and risks, turning data analysis into action
- Gain complete clarity on what actions and activities drive customer revenue
UBT + Phocas customer Read case study
Empower everyone to do more
"It’s very rewarding to be able to give staff and teams access to data that they can understand and drill themselves."
Tim Barr, CFO – Woodberry
UBT clients love data-based decisions
Here is what UBT clients have to say about Phocas
Customer quote
“The data is in Phocas and our people can manage their departments with effective facts and data. They can now make sensible business decisions without making assumptions.” Paul Brough
Operations Manager
MIDFIX
Operations Manager
MIDFIX
Customer quote
"Phocas is true BI, built to provide data analytics, while tools like Power BI are an empty box that requires you to build it yourself." Tim Devenish
Managing Director
Strongdor
Managing Director
Strongdor
Customer quote
“Every decision I’m making on a day-to-day basis is based on Phocas. Phocas makes me feel confident. There are a lot of unknowns in business and there are a lot of things that Phocas can give me that become ‘knowns’ very quickly or easily.” Don Scott
National Sales Manager
Timberline Bathroom Products
National Sales Manager
Timberline Bathroom Products
Take a product tour
See Phocas products 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. -
Automate month-end
Speed up month-end close by 50%. See how Phocas automatically structures your data into up-to-date financial statements, saving you hours of number-crunching. -
Customize statements
Phocas makes customization a breeze. Learn how users can easily tailor statement views to suit specific needs without the hassle of spreadsheets. -
Track performance
With Phocas, dynamic, interactive statements and dashboards allow you to track performance at any time and to freely investigate your financials. -
Financial ratios
Phocas simplifies the process of creating and tracking essential financial ratios. In this video, learn how to build custom ratios, like revenue per customer, to keep your business on top of its key performance metrics. -
Spot opportunities & risks
With Phocas, you can easily check for errors, spot potential risks and uncover the root causes very quickly by drilling down to the transactional data. -
Management reporting
Phocas makes it easy to create tailored, up-to-date management reports and board-level dashboards. Customize views for each department, and share insights effortlessly, all from one platform. -
Visual storytelling
See how Phocas brings performance metrics to life with dashboards and charts, making it easier for non-financial team members to engage with their numbers. -
Financial consolidation
Phocas makes it easy to report across multiple currencies and subsidiaries in your Profit and Loss, balance sheet and cashflow statements. -
Create a P&L budget in no time
Forget spending days - even weeks - gathering data, manually entering figures and managing multiple versions of your budget, with Phocas you can get it done in no time. -
Easy to use
You’ll find Phocas provides a familiar Excel experience that is purpose-built for budgeting with automated functions specifically designed to simplify the budgeting process. -
Accurate and detailed budgeting
It’s time to leave the massive, unwieldy spreadsheets behind. Create detailed and up-to-date budgets that your team can easily access, contribute and understand. -
Sales budgeting and forecasting
Create sales budgets across multiple levels such as branch, product and sales rep then, collaborate with your team and reforecast in a few clicks. -
Simple and flexible allocations
Learn how Phocas can simplify allocations - offering the flexibility to use various methods ensuring the fair distribution of budgeted expenses across different parts of your business. -
Scenario planning
Here we show you how Phocas makes it easy to experiment with different assumptions and forecast scenarios. -
Workflows and user permissions
Take a look at how robust workflows in Phocas Budgets and Forecasts help foster a collaborative budgeting process, ensuring that accountability is shared across your teams. -
3 statement forecasting
How to create accurate cashflow forecasts from your profit and loss statement, balance sheet and cash flow statement. -
Headcount planning
Manage headcount expenditure with detailed budgets for each employee directly from your HRIS system data – and see automated remuneration figures updated in your P&L. -
Demand planning
See how Phocas can help you create a demand plan that seamlessly integrates sales forecasts and purchasing data – making sure you’ve always got the right stock amount on hand. -
Track performance and reforecast
Don’t miss any early signs of overspending or let growth opportunities slip by – with Phocas you can automatically pull in live actuals making reforecasting easier and more accurate. -
Security and user permissions
Learn how Phocas keeps your business data safe and secure, while also being easily accessible to the people who need it. -
Get started in no time
With Phocas, our out-of-the-box, customizable solutions for leading ERP systems and dedicated adoption experts mean you’ll be up and running in no time.
A perfect match Get a demo
Browse all integrations
Integration with most ERPs
- Simple to use
- Cloud-based, secure platform
- Syncs multiple data sources
- Built-in metrics for key industries
- Accessible anywhere
- Custom dashboards and reporting
- Ability to drill into the data and follow train of thought
We think you’ll love Phocas, but don’t take our word for it
Based on 270+ customer reviews
UBT webinar sessions
On-demand
Budgets and Forecasts beyond Excel
On-demand
Driving growth for UBT clients: Analytics and Financial Planning with Phocas
On-demand
The future of analytics and financial reporting
On-demand
Make smarter decisions with Business Intelligence
On-demand
5 ways to reduce finance admin time with data analytics
On-demand
Kickstart your morning with Phocas
On-demand
Crunch your numbers with Phocas
On-demand
Directors Dashboards
On-demand
4 ways dashboards provide more insight into financial performance
On-demand
Exclusive UBT insight session
On-demand
Maximising the value of your business data
On-demand
