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Phocas is a cloud-based software provider that is committed to helping people feel good about using data. Phocas offers solutions for Analytics, Budgeting and Forecasting and Financial Statements that work seamlessly together to help businesses report, budget, and act faster by putting data in the hands of decision makers.

Phocas makes it easy to drill down through all levels of Sage data from high-level visual summaries into the underlying data and arrive at insights to make better decisions. Phocas is preferred by non-technical people from sales to purchasing to executives.

Why do you need Phocas?

In manufacturingdistribution and retail where complexity reigns the problem is: the data is often distributed across ERP, CRM and financial systems making it difficult for your decision makers to actually make fluid data-driven decisions. Phocas has served customer-centric and product-centric businesses like yours for 19 years. It brings critical data together and structures it in a user-friendly interface which becomes a central source of truth for non-technical people across all departments.

Product Profile

  • Analytics – Turn your data into insights for smarter decisions – A cloud-based data analytics solution designed for the everyday user. Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. Building dashboards and scorecards is straightforward but what sets Phocas Analytics apart is its ad-hoc analysis layer – the Grid. Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. The user decides how much detail to see and in what format.
  • Financial Statements – Financial reporting and analysis to eliminate static spreadsheets – Allows your finance team to share financial performance information across the business so people can manage their area’s expenses and financial KPIs proactively. Data from your ERP is fed directly into Phocas Financial Statements, leaving the ERP data intact to ensure ledger data integrity. Financial statements (profit & loss, balance sheet and cashflows) can be customized.
  • Budgeting and Forecasting – Modern approach to budgeting and forecasting – A dynamic and user-friendly financial budget planning and forecasting solution. Keep track of budget plans in the cloud, from anywhere, at any time. A workflow-driven approach allows multiple stakeholders to collaborate securely in real-time for accurate budgets. Interactive forecasting capabilities allow business leaders to re-forecast estimates easily during the budget period or prepare a rolling forecast to keep pace with market conditions.
  • Rebates – Analyse margins and performance to ensure you’re never losing out – Businesses that rely on tight product margins and operate in multi-tiered supply chains use Phocas Rebates for enhanced discount and commission management. Phocas Rebates allows commercial and finance teams to bring order to rebate rules, with everything visible in the one place, from one source of data.
  • CRM – Unlock new opportunities by understanding your customers better – Phocas CRM is a simple customer relationship management system that integrates with Phocas Analytics. When your CRM data interlocks with actual sales information in Phocas, you can see, track and analyse opportunities and risks, helping you turn analysis into action.

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