Tableau

Tableau

Salesforce
+
+

Related Products

  • TIMi
    68 Ratings
    Visit Website
  • ClickUp
    19,572 Ratings
    Visit Website
  • SCIKIQ
    14 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Google Cloud BigQuery
    2,027 Ratings
    Visit Website
  • Propel
    215 Ratings
    Visit Website
  • Grafana Cloud
    861 Ratings
    Visit Website
  • DataBuck
    6 Ratings
    Visit Website
  • Intellimas
    30 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website

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.

About

Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Manufacturers, distributors, and retailers who want better data insights

Audience

Tableau is ideal for businesses looking to unlock the full potential of their data through AI-powered analytics, empowering analysts, business leaders, and IT teams to make data-driven decisions and foster a Data Culture

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$75/user/month
Free Version Supported
Free Trial Supported

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:

Review this Software

Reviews/Ratings

Overall 4.4 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.7 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Seamless and power-packed with tools. It is very generic and can be integrated with a lot of software. It gets frequent upgrades. The price is very decent.
  • #1- Data collected from various sources gives us the best insights to analyze. #2- Salesforce connection is great. #3- Summarised Analytics gives very easy to understand and helps to take the best decision for business.
  • Tableau offers a wide suite of visualization types and is quite powerful, sometimes even bypassing the need to do basic types of calculations (like ratios, you do that within Tableau so you don't have to calculate special columns in your spreadsheet).
  • Clear interface for better visualization Simple to use - Drag & Drop Easily integrates with multiple data points Multiple graphical structures Great performance even with large amount of data Good documentation
  • - The whole concept of drag and drop interface is quite novel and makes the software really easy to pick up and deploy. - Lot's of really interesting built-in and tested features that make the reports interactive. A lot of niche excel skills were needed to do this before.

Cons

  • It has limited tools for analyzing unsupervised data. Does not provide support for neural algorithms.
  • #1- We enjoyed using this platform. No cons we ever faced.
  • If your data is complex or irregular you do need to normalize the data and make sure each column's references don't break (i.e. referring to a cell in another book sometimes might cause problems). And the interface for Tableau isn't all that intuitive either, so expect to do some reading of tutorials. Oh and Tableau can be expensive if you're using it commercially.
  • Expensive for individual license Advanced features require good amount of learning
  • - It might not be so obvious initially but the software gets really expensive once you start deploying it in large teams. This makes it beyond reach for small businesses.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Salesforce
Founded: 1999
United States
www.tableau.com

Alternatives

Martus

Martus

Martus Solutions

Alternatives

Yurbi

Yurbi

5000fish
Grafana Cloud

Grafana Cloud

Grafana Labs
Denodo

Denodo

Denodo Technologies
JMP Statistical Software

JMP Statistical Software

JMP Statistical Discovery

Categories

Big Data Supported
Dashboard Supported
Data Analysis Supported
Data Discovery Supported
Data Visualization Supported
Reporting Supported

Categories

Dashboard Supported
Data Analysis Supported
Data Collection Supported
Data Discovery Supported
Data Visualization Supported
Heatmap Supported
RFM Analysis Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Supported
Widgets Supported

Data Analysis Features

Data Discovery Supported
Data Visualization Supported
High Volume Processing Not Supported
Predictive Analytics Not Supported
Regression Analysis Not Supported
Sentiment Analysis Not Supported
Statistical Modeling Not Supported
Text Analytics Not Supported

Data Discovery Features

Contextual Search Not Supported
Data Classification Not Supported
Data Matching Not Supported
False Positives Reduction Not Supported
Self Service Data Preparation Not Supported
Sensitive Data Identification Not Supported
Visual Analytics Supported

Data Visualization Features

Analytics Supported
Content Management Not Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Supported
Relational Display Not Supported
Simulation Models Not Supported
Visual Discovery Supported

Qualitative Data Analysis Features

Annotations Not Supported
Collaboration Supported
Data Visualization Supported
Media Analytics Not Supported
Mixed Methods Research Not Supported
Multi-Language Not Supported
Qualitative Comparative Analysis Not Supported
Quantitative Content Analysis Supported
Sentiment Analysis Not Supported
Statistical Analysis Supported
Text Analytics Not Supported
User Research Analysis Not Supported

Big Data Features

Collaboration Supported
Data Blends Supported
Data Cleansing Not Supported
Data Mining Supported
Data Visualization Supported
Data Warehousing Not Supported
High Volume Processing Not Supported
No-Code Sandbox Not Supported
Predictive Analytics Not Supported
Templates Not Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Supported
Quantitative Analysis Supported
Scorecarding Supported
Strategic Planning Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Integrations

Bloomfire Not Supported
DBA xPress Not Supported
DataMarket Not Supported
Decube Not Supported
ElectroNeek Not Supported
Email Meter Not Supported
IOMETE Not Supported
Incident Insight Not Supported
Isora GRC Not Supported
Micromerce Not Supported
Microsoft Dynamics GP Supported
MongoDB Not Supported
Orion Not Supported
Rambox Not Supported
Rapidminer Not Supported
Rayven Not Supported
Scoop Analytics Not Supported
ServiceNow Not Supported
Torii Not Supported
VideoWatch Not Supported

Integrations

Bloomfire Supported
DBA xPress Supported
DataMarket Supported
Decube Supported
ElectroNeek Supported
Email Meter Supported
IOMETE Supported
Incident Insight Supported
Isora GRC Supported
Micromerce Supported
Microsoft Dynamics GP Not Supported
MongoDB Supported
Orion Supported
Rambox Supported
Rapidminer Supported
Rayven Supported
Scoop Analytics Supported
ServiceNow Supported
Torii Supported
VideoWatch Supported
Claim Phocas Software and update features and information
Claim Phocas Software and update features and information
Claim Tableau and update features and information
Claim Tableau and update features and information