Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Epicor Grow vs Epicor Data Analytics
Epicor Grow is a great first step for data visualization, but when your business needs more than static dashboards, Phocas takes you further. As the engine behind Phocas' white-labeled EDA (Epicor Data Analytics) tool, Phocas empowers cross-functional teams with deeper data exploration, self-serve reporting and more control.
From first steps to full-scale analytics
If you’re asking yourself, “Why would I need EDA if I already have Grow?” – the answer is simple: most businesses outgrow static dashboards fast. EDA (Epicor Data Analytics) powered by Phocas delivers the next level of capability – combining deeper insights, flexible reporting and broader data integration in one self-serve solution. It's also the foundation of The EDA Suite – supporting financial reporting, planning, rebates and CRM.
Epicor Grow
- Purpose
Embedded dashboard tool for Epicor - Data integrations
Direct Epicor ERP integration; limited support for non-Epicor sources - User Experience
No-code dashboards, designed for business users - Deployment
Embedded in Epicor - Pre-built solutions
Supports select Epicor ERPs
Phocas
- Purpose
A self-serve BI tool providing deeper analysis of all business data and custom reporting - Data integrations
Integrations with multiple ERPs, CRM, Excel, HRIS, Finance, inventory + other systems - User Experience
Self-serve reporting, drill-downs, custom KPIs, AI-assisted Analytics - Deployment
Managed by Epicor + Phocas including ongoing support and training - Pre-built solutions
Delivers full solutions for all major Epicor ERPs: P21, Eclipse, Prelude, Kinetic. E10, CMS, Mattec, BisTrack, LumberTrack, Eagle
| Epicor Grow vs Phocas | | |
|---|---|---|
| Purpose | Embedded dashboard tool for Epicor | A self-serve BI tool providing deeper analysis of all business data and custom reporting |
| Data integrations | Direct Epicor ERP integration; limited support for non-Epicor sources | Integrations with multiple ERPs, CRM, Excel, HRIS, Finance, inventory + other systems |
| User Experience | No-code dashboards, designed for business users | Self-serve reporting, drill-downs, custom KPIs, AI-assisted Analytics |
| Deployment | Embedded in Epicor | Managed by Epicor + Phocas including ongoing support and training |
| Pre-built solutions | Supports select Epicor ERPs | Delivers full solutions for all major Epicor ERPs: P21, Eclipse, Prelude, Kinetic. E10, CMS, Mattec, BisTrack, LumberTrack, Eagle |
| Talk to a Phocas + Epicor expert |
Implementation
Because Phocas is Epicor’s chosen analytics partner, the implementation process is smooth, supported, and tailored to your Epicor ERP. Epicor + Phocas manage the setup to get you up and running quickly and to ensure your solution is ready for real-world use.
- Clean, structured data: You data is centralized, cleaned and configured so it's ready for reporting.
- Training & resources: Phocas provides admin + user training, workshops, and self-paced learning tools.
- Dedicated support: Once you're live, you'll have a locally-based Phocas Account Manager and responsive human support (no bots or ticket queues).
- Built for complex data setups: Ideal for businesses juggling fragmented or multi-system environments.
Customer quote
"As a global manufacturing business, EDA makes life a lot easier for us. We didn’t have to provide internal resources to build out our own BI solution, and we don’t have to worry about the ingress into the system and to have to get that data. EDA has done it for us."
— Greg Heeley, Chief Technology Officer at Sistema Plastics.
Epicor + Phocas customer
Integration
Unlike third-party tools that require complex mapping, EDA powered by Phocas is designed to pull directly from your Epicor ERP, and beyond. While Grow is focused on ERP dashboards, Phocas supports multiple data sources like CRM, finance and HRIS systems, multiple spreadsheets plus other databases.
- Centralized data warehouse with built-in governance.
- Auto-cleans, validates and refreshes incoming data.
- Supports complex hierarchies and large data volumes - no lag.
- Delivers consistent, real-time insights from a single source of truth.
- Consolidates data views across branches, sales regions or product lines.
User experience
Epicor Grow gives users clean, prebuilt dashboards for visualizing high-level ERP insights. But when you need to go deeper, follow your train of thought, drill into transaction detail or build custom views – that's where EDA powered by Phocas takes over. EDA is designed for teams who need more than just answers, it's built for self-serve exploration and accurate insights.
Epicor Grow
- Dashboards
Pre-built, static dashboards show top-level ERP metrics - Reporting
Basic visibility, limited customization - KPIs & insights
Fixed metrics with limited flexibility - Drill down
Surface-level data only - Customization
Fixed structure; deeper changes require upstream edits (BAQs, SQL, ERP-level config) - Ease of use
Easy to consume - Best for
Operational snapshots
Phocas
- Dashboards
Self-serve dashboards with drill-down to transaction level - Reporting
Self-serve, custom-built reports – no BAQs or IT help needed - KPIs & insights
Build and track custom KPIs, benchmarks and calculated logic - Drill down
All users can explore transaction-level detail instantly - Customization
Users can adjust logic, blend data and tailor views directly in the EDA tool - Ease of use
Easy to explore, interact with and act on - Best for
Empowering ongoing decision-making across finance, sales, ops
| Epicor Grow vs Phocas | | |
|---|---|---|
| Dashboards | Pre-built, static dashboards show top-level ERP metrics | Self-serve dashboards with drill-down to transaction level |
| Reporting | Basic visibility, limited customization | Self-serve, custom-built reports – no BAQs or IT help needed |
| KPIs & insights | Fixed metrics with limited flexibility | Build and track custom KPIs, benchmarks and calculated logic |
| Drill down | Surface-level data only | All users can explore transaction-level detail instantly |
| Customization | Fixed structure; deeper changes require upstream edits (BAQs, SQL, ERP-level config) | Users can adjust logic, blend data and tailor views directly in the EDA tool |
| Ease of use | Easy to consume | Easy to explore, interact with and act on |
| Best for | Operational snapshots | Empowering ongoing decision-making across finance, sales, ops |
| Talk to an expert |
Human-friendly tech loved by all departments
At Phocas, we believe in delivering a great user experience. Because when software makes your job easier, it becomes invaluable. That's a win for you and us, and there's nothing we love more than a confident customer who's seeing real-world growth in their partnership with us.
Customer quote
"Compared to all the other tools that I have used, Phocas is a people-centered solution and by far the easiest. The learning curve is much less steep.”
— Michelle Nelson, Business Analyst at ECCO.
Epicor + Phocas customer
BI, Financial Planning & Rebates in one platform
The EDA Suite powered by Phocas goes beyond BI Analytics to deliver a fully integrated platform that helps businesses connect, understand and plan better together.
Why Epicor users love EDA Financial Statements
Hear first-hand from Epicor customers about how EDA Financial Statements is improving efficiencies and enabling them to bring in more detail to their reporting. Learn how it's self-serve functionality empowers teams to achieve more.
A secure end-to-end solution
As your data volumes and user base increase, security and governance become paramount. Rest assured, your data is safe with Phocas.
AICPA accredited
SOC 2 Type 2
AWS partner network
GDPR compliant
Featured Guide
The ultimate business intelligence guide
Everything you need to know to choose reliable business intelligence software for your manufacturing, distribution or retail business.
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