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About

Meet the easy, open source way for everyone in your company to ask questions and learn from data. Connect to your data and get it in front of your team. Dashboards (like this one) are easy to build, share, and explore. Anyone on your team can get answers to questions about your data with just a few clicks, whether it's the CEO or Customer Support. When the questions get more complicated, SQL and our notebook editor are there for the data savvy. Visual joins, multiple aggregations and filtering steps give you the tools to dig deeper into your data. Add variables to your queries to create interactive visualizations that users can tweak and explore. Set up alerts and scheduled reports to get the right data in front of the right people at the right time. Start in a couple clicks with the hosted version, or use Docker to get up and running on your own for free. Connect to your existing data, invite your team, and you have a BI solution that would usually take a sales call.

About

Phocas offers a cloud-based BI and financial planning and analysis (FP&A) platform tailored for mid-market businesses who make, move and sell. Our intuitive platform makes data analysis and financial planning accessible and straightforward, empowering cross-functional teams to make confident, data-driven decisions. Seamlessly integrating with ERP systems like Epicor, Sage, and Infor, Phocas consolidates data into one centralized platform, unlocking ERP potential and improving workflows across the business. Phocas’ key features are: intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, the Phocas platform provides the clarity you need to stay ahead.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Data teams in need of a powerful Data Analysis solution

Audience

Manufacturers, distributors, and retailers who want better data insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Metabase
United States
www.metabase.com

Company Information

Phocas Software
Founded: 1999
United Kingdom
www.phocassoftware.com

Alternatives

Alternatives

Martus

Martus

Martus Solutions
Yurbi

Yurbi

5000fish
Tableau

Tableau

Salesforce

Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis Features

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Big Data Features

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Discovery Features

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Qualitative Data Analysis Features

Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

3 Clicks Cloud
Acryl Data
Ad Orbit
Amazon Redshift
Apache Spark
Google Analytics
H2
HubSpot Marketing Hub
HubiFi
Infor VISUAL
Lyftrondata
Microsoft Dynamics 365
MongoDB
OpenMetadata
Recruit CRM
SQL Server
Sage 200
Select Star
Truto
nao

Integrations

3 Clicks Cloud
Acryl Data
Ad Orbit
Amazon Redshift
Apache Spark
Google Analytics
H2
HubSpot Marketing Hub
HubiFi
Infor VISUAL
Lyftrondata
Microsoft Dynamics 365
MongoDB
OpenMetadata
Recruit CRM
SQL Server
Sage 200
Select Star
Truto
nao
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