Phocas Business Intelligence Software

02/09/2026

Since our last Phocas Highlights, a lot has landed, this September session is one you don't want to miss.

Here's a look at just a few highlights:
🔹 Analytics and Flex Modes: multiple enhancements including side-by-side stream comparisons and new subscription features
🔹 Admin: Add glossary descriptions that appear in Analytics, manage database items with in-context editing
🔹 Sales Insights: AI summaries and revenue-ranked opportunities
🔹 CRM: AI voice to task and pipeline management
🔹 Financial Statements: AI account mapping, statement library and a sneak peek at our new Excel plug-in
🔹 Budgets & Forecasts: a sneak peek at Workforce Planning - model salary and FTE by department, flowing straight to your P&L
🔹 Rebates: early access to New Rebates with automated rule import from Excel

🆕 Plus, a first look at Stock Insights, our brand-new inventory product.

Register now 👉 https://phoc.as/4ya5cVp

19/08/2026

Your P&L is often the last to know.

By the time margin compression, budget overruns or cash flow issues show up in the financial statements, the moment to act on them has already passed.

Join former CFO Nick Aversano for a live look at the 4 signals finance teams should be watching before month end — not after:

📉 Early margin compression by branch, product or rep
💰 Mid-month budget overruns while there's still time to fix them
📊 Department spend spikes so finance isn't the bottleneck
💵 Rising cash pressure and spotting DSO creep before it hits the actuals

If you're in finance for a distribution or manufacturing business and you're tired of explaining what already happened — this session's for you.

🗓️ Wednesday, August 26, 2026 | 45 minutes

Secure your spot: https://phoc.as/4qtJDN5

03/08/2026

Planning shouldn't happen once a year, hoping it stays relevant. It should happen continuously, as the business changes. BARC The Planning Survey 26 results show what that looks like in practice for Phocas customers.

🔹 96% plan more frequently
🔹 96% say it's less complex to do
🔹 100% got better quality planning results
🔹 100% increased transparency and traceability across their planning

Less complexity and accurate, shared numbers mean the whole business can contribute, and plans can be revisited all year, not just at the end of it.

See what the results mean ➡️ https://phoc.as/4xdnTqQ

26/07/2026

Reps live on their phones. Most CRMs still act like they're stuck at a desk.

Phocas CRM flips that. Optimized for mobile, connected to your ERP, and built around how reps actually sell, not how software vendors think they should.

Watch how it comes together, from a voice note in the field to a pipeline your manager can actually trust 👇

Ready to see it in action?
Book a demo: https://phoc.as/45qkARc

10/07/2026

Here's the uncomfortable question for every sales leader:
"Would your reps know if a customer quietly cut them out of half an order?"

Not lost the account. Just buying less, across enough products that nothing sets off an alarm. That's slow, silent erosion — invisible until it's too late to do anything about it.

Next Thursday (July 16), we're chatting with Holly Horner, Director of Information Systems at distribution business Central Pro Supply about how they catch that erosion early — and help their 70+ reps shift from order-takers to trusted advisors. 🤝

We'll explore:
🔍 Why reps with strong relationships still lose wallet share — and how to spot it early
🧀 The "Swiss Cheese" problem: identifying which products are quietly disappearing within an account
📊 How to segment your customer base into lost, shrinking, growing and new — so every rep knows exactly what conversation to have next
👀 What a real signal strategy looks like in practice, built by a team who's still refining it every month

Secure your spot 👇
https://phoc.as/4yci5PG

08/07/2026

AI is moving faster than most businesses can keep up with. That's the problem Phocas is solving for you.

Our job is to stay across every new model and approach, and work out what's genuinely worth building into Phocas.

Here's what that looks like:
🔹 Connected, trusted data: your ERP, financial and operational data in one place, so AI works from the full picture.

🔹 Built for your industry: 25 years in distribution and manufacturing means we already know the use cases, so the value shows up fast.

🔹 One platform: BI and FP&A that connects finance, sales and operations, so AI adds value across your business.

🔹 A partner, not just a product: 2,900+ customers and a roadmap shaped by what you actually need.

Where we're heading: less time on routine tasks, recommendations you can act on straight away, and a platform that flags what needs attention before you go looking. Always with your team in control. We call it decision intelligence.

See where we're at 👇
https://phoc.as/4f4SU8O

07/07/2026

Your sales rep just left a great customer meeting. 🎙️

Instead of pulling over to type up notes, they tap Record – talk for 45 seconds – and Phocas CRM does the rest.

It listens. It understands. It creates the activities for you to review and confirm.

No typing. No forgetting. No "I'll log it later" that never happens.
And with two-way Outlook Calendar sync, every meeting and task stays in step with your team's calendars automatically. Nothing falls through the cracks.

That's AI Voice and calendar sync in the new Phocas CRM – built for reps who are always on the move.

This is just two of the new features landing in Phocas CRM for 2026. See everything that's new 👇
https://phoc.as/4wvJfzd

07/07/2026

The numbers speak for themselves: 160+ Affiliated Distributors (AD) members use Phocas to turn ERP data into real clarity, action, and momentum. That's not just a product win, it's what happens when you build tools around how distributors actually work.

That’s why we’re proud to be a Silver Sponsor of the 2026 AD Functional Success Summit in Orlando!

📍Visit us at booth 305, and don’t miss our flash presentation: “The Software 160+ AD Members Use to Make Smarter Distribution Decisions”

🔹 Tue, Jul 14
🔹 2:30 – 2:40pm
🔹 Expo Hall Stage

Learn more about the event here: https://phoc.as/4viqpL5

02/07/2026

BARC The Planning Survey 26 doesn't just say Phocas performs well. It shows you where and how that translates to customer value.

🔹 Ease of Use - Top Ranked: Finance teams can plan and report without IT dependency
🔹 Predefined Connectors - Top Ranked: ERP + all business data is connected and accessible, so you see value faster
🔹 Planning Content - Leader: Out-of-the-box templates empower teams to plan faster and more accurately
🔹 Reporting & Analysis - Leader: Plan, analyze and report within the same platform, no tool switching
🔹 Project Length - Leader: Implementation, pre-built solution delivered in weeks gives you faster ROI

BARC's video below walks you through Phocas' key highlights.

Or link to our handy web page guide in comments 👇

02/07/2026

Constant disruption is changing how distributors plan.
After more than 20 years working across the sector, Phocas co-Founder and CEO Myles Glashier shares his perspective in The Supply Chainer. He knows resilient distributors don’t predict every challenge but with consolidated data they have performance visibility and the confidence to adapt.
read more ⬇️
https://phoc.as/3Rc0sik

Myles Glashier, co-founder and CEO of Phocas explains the importance of a strong data foundation for distributors to support tasks such as planning, coping with disruption and AI.