
Phocas Software | Business Intelligence & Financial Analysis Software
Phocas' purpose-built sales analysis and forecasting capabilities put your team in charge of growing sales revenue. Reporting, analysis, enablement and forecasting with live actuals across products, regions and teams - it all happens right in Phocas.
CRM Software | Phocas - Customer Data Analytics Platform
Phocas Software offers CRM Software for businesses that gains complete clarity on which actions and activities drive customer revenue. When CRM data interlocks, you can see the track and analyse opportunities and risks, in real-time.
Smarter Analytics with Phocas AI | Fast-track Data Insights | Phocas
Fast-track data analytics with Phocas AI for smarter, faster insights. Access, analyze, and visualize data effortlessly with AI-powered analytics.
How to automate financial statements and reports - Phocas Software
The Phocas business planning and analytics solution is an easy-to-use platform to share key financial information across your team. It will help open the lines of communication between the people who are reviewing the numbers and the finance team and no matter where the conversation is taking place; everyone is working from the same numbers.
Subscriptions | User documentation
Subscriptions keep you up-to-date with all the latest changes to your favorites, dashboards, and alerts. The updates are sent from Phocas to the email address recorded in your account settings. You can only subscribe yourself to these content items (unless you're an administrator).
Drill down into your data (view transactions) | User documentation
Watch this Phocas Demo video: Drill down and follow your train of thought The first step is to filter the data . You can then select and focus on specific data to deepen your analysis.
Sync | User documentation
Feb 26, 2025 · Learn about the Phocas Sync application and its basic setup process.
Use dashboards | User documentation
Phocas Demo: Quick and easy access to data, Track performance, and Management reporting
Work with the grid | User documentation
In the grid, you might see a row with ## in the first column. This string of characters is Phocas’s way of informing you that some data is missing at the source (database) level. Although the record comes from the underlying database, there’s …
What is strategic budgeting and how to implement it - Phocas …
A BI and FP&A platform like Phocas has built-in workflows that allow finance to manage a collective approach to planning helping everyone in the business have an active role in the budget. Finance sends the budget model with inputted drivers or partially input drivers to key business partners.