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Phocas Analytics

Get a 360-degree view of Phocas Analytics

In this 12-minute video, see how Phocas Analytics brings all your data together, allowing you to quickly access insights, create self-serve reports and alerts, and drill down to follow your train of thought. Learn how to identify opportunities to grow sales, track profitability, optimize stock, and leverage Phocas AI for smarter decision-making.

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<p><div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/dikbxcqkse?seo=true&videoFoam=true" title="Analytics | 12-min overview Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script></p>

Phocas Analytics

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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.

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<p><div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/psqbh91kyd?seo=true&videoFoam=true" title="Analytics #1 | Quick and easy access to data Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script></p>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/bgdpdfel5b?seo=true&videoFoam=true" title="Analytics #2 | Self-serve reports and alerts Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Learn how Phocas lets you drill into your data to get super-fast answers and understand what is happening and why.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/4b961ufa91?seo=true&videoFoam=true" title="Analytics #3 | Drill down and follow your train of thought Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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See how Phocas can grow sales by helping your reps quickly  identify easy wins, such as cross-sell opportunities in a few clicks.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/dez2xu3dci?seo=true&videoFoam=true" title="Analytics #4 | Identify opportunities to grow sales Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Easily track the actual margins you’re making and identify customers who may be less profitable than they first appear.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/5vpbnq0ctk?seo=true&videoFoam=true" title="Analytics #5 | Track profitability of sales Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Forget managing stock using your ERP or spreadsheets – see how Phocas makes it super easy to stay on top of your inventory.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/5is1zupshi?seo=true&videoFoam=true" title="Analytics #6 | Optimize stock Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Discover how Phocas AI helps you uncover insights quickly helping you drive impact across your business.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/sfokfrbtei?seo=true&videoFoam=true" title="Analytics #7 | Phocas AI Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

Phocas Financial Statements

See Phocas Financial Statements in action

In this 20-minute video, see Phocas Financial Statements put to work, highlighting common pain points and the specific solutions Phocas delivers. Learn how to automate month-end, customize statements, track performance, spot opportunities and risks and much more.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/iwfhncve48?seo=true&videoFoam=true" title="Financial Statements | 20-min overview Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

Phocas Financial Statements

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/rzwr0n3n86?seo=true&videoFoam=true" title="Financial Statements #1 | Automate month-end Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Phocas makes customization a breeze. Learn how users can easily tailor statement views to suit specific needs without the hassle of spreadsheets.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/yizklkg9yr?seo=true&videoFoam=true" title="Financial Statements #2 | Customize statements Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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With Phocas, dynamic, interactive statements and dashboards allow you to track performance at any time and to freely investigate your financials.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/90iuycnoy0?seo=true&videoFoam=true" title="Financial Statements #3 | Track performance Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/suznnh23g1?seo=true&videoFoam=true" title="Financial Statements #4 | Financial ratios Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/5obhed0632?seo=true&videoFoam=true" title="Financial Statements #5 | Spot opportunities and risks Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/dalp3wgghq?seo=true&videoFoam=true" title="Financial Statements #6 | Management reporting Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/aey2xj92m1?seo=true&videoFoam=true" title="Financial Statements #7 | Visual storytelling Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Learn how Phocas makes it easy to report across multiple currencies and subsidiaries in your Profit and Loss, balance sheet and cashflow statements.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/oon0xjnjcb?seo=true&videoFoam=true" title="Financial Statements #8 | Financial consolidation Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

Phocas Budgets & Forecasts

See Phocas Budgets & Forecasts in action

In this 28-minute video, discover how Phocas Budgets & Forecasts simplifies business planning, allowing you to easily collaborate in real time, customize workflows, and create accurate budgets and forecasts. See how to streamline processes, improve engagement, and make better business decisions with confidence.

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<p><div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/2uu08e2yv9?seo=true&videoFoam=true" title="Budgets &amp; Forecasts | Overview Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script></p>

$Phocas Budgets \x26amp; Forecasts$

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/6jcq0rjiq1?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #1 | Create a P&amp;L budget in no time Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/54i7yvo3xs?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #2 | Easy to use Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/3p32oh9m65?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #3 | Accurate and detailed budget Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Create sales budgets across multiple levels such as branch, product and sales rep then, collaborate with your team and reforecast in a few clicks.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/4qws4i7581?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #4 | Sales budgeting and forecasting Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Phocas offers the flexibility to use various methods ensuring the fair distribution of budgeted expenses across different parts of your business.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/nqttl56x37?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #5 | Simple and flexible allocations Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Here we show you how Phocas makes it easy to experiment with different assumptions and forecast scenarios.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/2ov5xn7524?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #6 | Scenario planning Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Take a look at how robust workflows help foster a collaborative budgeting process, ensuring that accountability is shared across your teams.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/0vlwkb83gk?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #7 | Workflows and user permissions Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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How to create accurate cashflow forecasts from your profit and loss statement, balance sheet and cash flow statement.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/i9wnf8fipj?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #8 | 3 statement forecasting Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/co77o7cozd?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #9 | Headcount planning Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/s5o4szqvu7?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #10 | Demand planning Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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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.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/6ocfvkwrii?seo=false&videoFoam=true" title="Budgets &amp; Forecasts #11 | Track performance and reforecast Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

Phocas platform

Phocas platform

Learn how Phocas keeps your business data safe and secure, while also being easily accessible to the people who need it.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/c7usqr9meb?seo=true&videoFoam=true" title="Analytics #8 | Security and user permissions Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

Phocas platform

With Phocas, our out-of-the-box, customizable ERP solutions and dedicated adoption experts mean you’ll be up and running in no time.

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<div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="https://fast.wistia.net/embed/iframe/7hjxe19q3p?seo=true&videoFoam=true" title="Analytics #9 | Get started in no time Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" msallowfullscreen width="100%" height="100%"></iframe></div></div><br><script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>