Phocas was founded in 2001 in the UK and is now a medium-sized company with full-service offices on three continents. The company has shown continuous growth over the last ten years and currently has around 1,700 customers. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. The self-funded company is still a private company held by the founders.

Phocas offers a business intelligence solution created for business users with flexible analysis capabilities and good integration with several third-party ERP systems. The core product is broken up into three layers: a visualization area for combining information on dashboards, an analysis panel for digging deeper into the data and a database designer to create data cubes. Once the IT department has provisioned the data, business users can use Phocas’ set of capabilities to perform individual analyses, visualize information and create reports and dashboards.

Phocas software is designed for the manufacturing, distribution and retail industries. The company aims to provide its customers with data analytics solutions for the whole business, targeting users from different departments such as finance, sales, executives, IT and operations.

Phocas offers prebuilt solutions and an easy-to-use, self-service tool that enables non-technical users to view and build dashboards, or work in a spreadsheet-style environment when more detail and analytical capability is required. The product provides flexible analysis for business users who can administer the tool themselves.

The user interface has a consistent look and feel in both the cloud and on-premises versions, as it is based on HTML5 and Java. Phocas offers a multi-tenant BI solution in the cloud (hosted by Microsoft Azure, AWS or Rackspace). Over half of its existing users and nearly all new customers use the cloud-based version.

User & Use Cases

Phocas is primarily used for dashboards (by 97 percent of respondents), ad hoc query (97 percent) and enterprise reporting (91 percent). It offers business users a very interesting and intuitive way of presenting data for ad hoc analysis. They are presented with possible filter and drill options in data and can use them to find insights. This not only explains the high usage for ad hoc query in general but also the most frequently performed by business users: analyzing and exploring data. The emphasis on business users is underlined by the list of five most commonly encountered competitors.

Phocas concentrates on mid-market businesses, so it is no surprise that 66 percent of customers are in the 100 to 2,500 employees bracket. Its penetration rate is quite high: an average of 29 percent of employees use the product, comfortably above the survey average of 18 percent. This is a positive reflection on the tool’s versatility, ease of use and applicability to multiple horizontal business functions. Phocas is often used on Epicor ERP systems.

Current vs. planned use


5 products most often evaluated in competition with Phocas


Percentage of employees using Phocas


Number of users using Phocas


Tasks carried out with Phocas by business users


Company size (number of employees)


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Peer Groups Ad Hoc Reporting-focused Products, BI & Analytics Specialists, Dashboarding-focused Products, Midsize/Departmental Implementations (BI)
Number of responses35
ProductPhocas 8.0
OfficesMelbourne, Sydney and Orange, Australia; Coventry, UK; Reno, Philadelphia and Orlando, USA
Customers 1,700