Phocas | BI and Financial Planning and Analysis

Overview

Phocas Software provides a company-wide and industry-matched data analytics, reporting and financial planning solution for Netsuite users. 

Phocas Data Analytics makes it easy to drill down through all levels of NetSuite data from high-level visual summaries into the underlying data and arrive at insights to make better decisions. Phocas presents a business’ essential data in an intuitive interface that is easy to access historical and predictive and prescriptive analysis, and is preferred by non-technical people from sales to purchasing to executives. 

From day one with Phocas, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry. But users can also add custom measures, dimensions, dashboards and scorecards to meet the unique reporting needs of their business. 

Phocas Financial Statements brings the finance team into the modern world of democratized, user-friendly, cloud-based data analytics for better business intelligence and performance management. 

Phocas Financial Statements is an extra module complementary to Phocas, giving the finance leader complete control over who has access to what. With controls and permissions in place, the finance team can generate customized statements while other teams are empowered to access and interrogate reports without direct involvement of the finance team. 

Phocas and Phocas Financial Statements are cloud-based subscription products with pre-built content and integration to your Netsuite system.

Key Benefits

• Increased sales
• Improved mix of product purchase options for existing customers to maximize revenue
• Greater customer retention
• Lower inventory values
• Reduced costs
• NetSuite data presented through a simple, intuitive interface reduces complexity
• Decreases stress and saves time for IT departments
• Happy end users
• Reduces data silos to improve internal communication

Customer Quote

"Phocas helps us drill down to quite detailed levels. It helps our sales team and regional sales managers to make those decisions on the go, rather than having a boardroom meeting and pulling that information out and depending on the finance managers. This has significantly changed the way we used to do business."

- Vinod Devarapalli, Commercial Administration Manager at ICU medical

Ideal Customers

Phocas is a great option if:

• Your company struggles with the complexity of creating and managing reports
• You’re unable to dig far enough into your data to gain full visibility
• Your existing report writing system leads to IT bottlenecks
• You want to empower end users to write reports
• Your employees struggle to easily make decisions based on existing data
• Your users have difficulty finding answers to their business intelligence questions
• You want to grow your company in size and revenue
• You want a company-wide BI solution that can be used across operations