Phocas Business Intelligence Software

Phocas Business Intelligence Software Backing your manufacturing, distribution or retail business to connect, understand, and plan better together. So why are we different? It’s simple.

Our award-winning business intelligence software is used by companies across numerous industries including manufacturing, distribution and retail. Basically, our software can be used by anyone who sells a wide range of products to a varied customer base. Most of our current users are in sales & marketing, management, finance, purchasing and IT. Whereas other BI tools may only provide you with pre-designed dashboards and the answers to pre-defined queries, Phocas enables you to explore and display all your data with complete freedom. We help you identify the questions you need to ask, discover the answers and extract the essential insight that would otherwise be hidden deep within your data. If you have any questions, feel free to contact us on our page or if you'd like to have a friendly one-on-one chat with our team, you can e-mail us at [email protected]

Accessing and understanding your data can be easy because at Phocas, we keep it simple.

What’s behind that total? And what if it could tell you when it moves?More goodies from the September Phocas Highlights ...
14/10/2026

What’s behind that total? And what if it could tell you when it moves?
More goodies from the September Phocas Highlights session...

🔹 Dig into the detail: open the transactions behind any value in Flex Modes, and your filters and selections come with you.

🔹 Know when to act: set alerts on any value column, including calculations, and get a red, yellow or green status when something shifts.

Things move quickly around here, and Analytics is no exception. Flex Modes is evolving and will soon become the default way you do ad-hoc analysis and reports in the New Analytics Experience – so watch this space.

Missed the Phocas Highlights session? Watch the recording here: https://phoc.as/3UrG6TO

We’re proud to share that we've won the 2026 AD PHCP Service Provider Excellence Award! 🏆The award honors service provid...
13/10/2026

We’re proud to share that we've won the 2026 AD PHCP Service Provider Excellence Award! 🏆

The award honors service providers that show strong program compliance, high member utilization and a real commitment to supporting AD member distributors. This year, AD recognized Phocas for:

✨ Active engagement in member outreach and marketing initiatives
📊 Outstanding remittance and reporting compliance, helping drive rebates back to members
📈 Exceptional year-over-year growth and member adoption, creating even more rebate opportunities

With 160+ AD members already using Phocas, we see every day how much more distributors can get out of their ERP data. AI-powered insights, streamlined planning and reporting help teams make decisions with confidence, and turn their numbers into action.

A huge thank you to AD for the recognition, and to every AD member who trusts Phocas to help them grow their business. We’re looking forward to what’s next! 🙌

Our latest research into sales in distribution is getting plenty of attention from industry press. 👍Here are the 6 key f...
07/10/2026

Our latest research into sales in distribution is getting plenty of attention from industry press. 👍

Here are the 6 key findings from the report:
1. Distributors prioritizing new business measure success more than sales teams focused on retention
2. Many distributors (30%) don’t track what drives their sales performance
3. AI use is becoming mainstream in sales yet collaboration is the next frontier
4. What distribution customers value most depends on the market they're buying from
5. Digital hasn’t replaced field sales reps
6. Experienced and newer sales reps see customer change differently

AHCR News, honed in on finding #4 as 43% of customers in HVAC and plumbing value service and relationships when dealing with their distributors compared to 14% that are more driven by price.
Check out the findings in depth in the State of Sales in Distribution Report. ⬇️
https://phoc.as/4yEvK1V

Following the success of our recent PUG Classroom Finance Masterclasses, it was time to put Sales in the spotlight with ...
05/10/2026

Following the success of our recent PUG Classroom Finance Masterclasses, it was time to put Sales in the spotlight with our first-ever Sales Masterclass, held last week at The Windmill Hotel, Golf & Spa in Coventry, UK.

Just some of the highlights of the day included:
✨ An incredible keynote from Blair Cassidy, Phocas's Chief Product & Technology Officer, on "The sales leader's guide to the AI era"
🎤 A live customer panel with Jerry Keeble (Hayley Dexis) and Daniel Mellor (BSS) on how Phocas has helped their sales teams shift from gut-feel, to data-led selling
👀 Sneak peeks of exciting new AI-powered products and features landing in the Phocas platform for The Office of Sales including our new Sales Performance Suite

A HUGE thank you to everyone who joined us — we hope you left with plenty of fresh ideas for your sales strategy!

Want to hear about future Phocas customer events? Find out what's next:
https://phoc.as/4yCjUp4

A blank statement and a spreadsheet full of unmapped accounts: two of the biggest afternoon-killers in finance.Financial...
28/09/2026

A blank statement and a spreadsheet full of unmapped accounts: two of the biggest afternoon-killers in finance.

Financial Statements just made both disappear. Start from a pre-built template, or upload a statement you already have – the structure, groups and calculations come in ready to use, no blank page required.

Then there's AI account mapping. Whatever's left unmapped gets matched automatically, each suggestion with a confidence rating attached. Accept the obvious ones, take a second look at the rest.

What used to take an afternoon now takes minutes.

Missed the walkthrough? Catch the recording here 👉 https://phoc.as/4ykCz8x

Or read up on the Financial Statements highlights here 👉 https://phoc.as/47ur7eB

25/09/2026

🧱 Congratulations to Lee Harwood from Bradfords Building Supplies who guessed 178 and came closest to the actual total of 179 Lego bricks in our jar, winning our guess-the-bricks competition and a £100 Amazon voucher at this year's Annual Conference!

Our team spent their time meeting Builders Merchants Federation - BMF members face-to-face, from long-standing customers and partners to plenty of new faces. In an industry that moves fast, conversations like these are where the real value lies, and it was great to hear directly what's front of mind for merchants right now.

One theme kept coming up: businesses want their data working harder for them. Not more reports, just clear, fast answers on stock, margin and branch performance that help teams make decisions with confidence. That's exactly what Phocas helps BMF members do, turn their numbers into action.

Thanks to everyone who stopped by for a chat, and to the BMF for another great event.

Most "sales tools" are just another login. Another dashboard nobody checks. Another thing reps have to remember to updat...
24/09/2026

Most "sales tools" are just another login. Another dashboard nobody checks. Another thing reps have to remember to update.

The Sales Performance Suite isn't bolted on, it's built up.

Analytics ➕ Sales Insights ➕ CRM, all running on the ERP data you already have.

One stack. No extra logins. No guessing what to do with the numbers.

Learn more here👇
https://phoc.as/3TttsDp

Last Sunday (20th Sept), a team of Phocas UK staff, plus friends and family, took part in The Shakespeare Hospice Dragon...
24/09/2026

Last Sunday (20th Sept), a team of Phocas UK staff, plus friends and family, took part in The Shakespeare Hospice Dragon Boat Race in Stratford.

There were soggy Phocas t-shirts, photo-finish heats, and some fiercely competitive paddling, but the sun was out and spirits were high all day!

So far, the team has raised £1,300 for an incredible cause — and there's still time to help push that total higher if you'd like to donate:
👉 https://phoc.as/4xGRKYs

Huge congrats to everyone who raced or came to support 🎉

Missed last week's Phocas product updates session? It's now ready to watch whenever suits you, so you can make the most ...
22/09/2026

Missed last week's Phocas product updates session? It's now ready to watch whenever suits you, so you can make the most of all the enhancements.

Every week at Phocas something changes; this is where we slow things down for you. Half the value is seeing what's new and coming soon. The other half? Getting a fresh look at what's already sitting in your Phocas products, ready to put to work.

Swipe through the highlights, then watch the full session on-demand.

Watch now 👉 https://phoc.as/4y7eIce

16/09/2026

Introducing AI built for the way sellers actually work.

The Sales Performance Suite pairs predictive machine learning with generative AI, anchored in your Phocas data, sitting right where your reps already sell.

🔹 AI summaries on every customer, before you dial
🔹 Cross-sell opportunities ranked by revenue
🔹 Voice-to-task in 45 seconds

Gartner says 95% of seller research will run on AI by 2027. Yours can start today.

See how AI-powered sales works inside the Suite. Learn more here👇
https://phoc.as/4yCLfH9

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