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What is Phocas Software?

Phocas delivers a comprehensive business intelligence (BI) and financial planning and analysis (FP&A) platform tailored for mid-market companies engaged in manufacturing, distribution, and sales. With a focus on empowering users to feel confident about their data, Phocas facilitates improved collaboration, understanding, and strategic planning among businesses. By integrating with ERP systems such as Epicor, Sage, and Oracle NetSuite, Phocas enhances their functionalities by merging various data sources—including ERP, CRM, and spreadsheets—into a singular, user-friendly platform that offers diverse tools for analysis, reporting, and planning. Its standout features encompass user-friendly dashboards, customizable reporting, dynamic financial statements, adaptable budgeting, precise forecasting, and automated management of rebates. With real-time data access and robust security measures, Phocas enables teams across different functions to delve into their data and make well-informed decisions with confidence. Designed for ease of use by all business users, Phocas streamlines data-related tasks by automating the consolidation of financial and operational information, which not only saves time but also minimizes the potential for errors. Whether it’s for generating month-end reports, identifying trends, overseeing cash flow, or enhancing rebate strategies, Phocas equips businesses with the insights necessary to maintain a competitive edge in the market. Additionally, this platform fosters an environment where data-driven decision-making becomes central to daily operations, ultimately transforming how organizations approach their strategic goals.

What is Mr Dashboard?

Mr. Dashboard is dedicated to improving business performance management and streamlining spreadsheet processes by offering tailored solutions that simplify operations, reduce errors, and facilitate data-driven decision-making. Their range of services includes flexible tools for automated reporting, financial assessments, and strategic planning, all designed to enhance efficiency and support business growth. With expertise in Excel VBA and Google Sheets scripting, Mr. Dashboard develops scalable solutions that integrate seamlessly with existing workflows, empowering organizations to operate more intelligently and rapidly. This ongoing dedication to innovation not only helps businesses thrive but also ensures they maintain a competitive edge in an ever-evolving market landscape. By prioritizing adaptability and user-friendly design, Mr. Dashboard positions itself as a leader in the field of business performance enhancement.

Media

Media

Integrations Supported

Microsoft Excel
Enapps ERP
Epicor Eagle
Epicor Kinetic
Epicor Prophet 21
Infor SyteLine
Infor VISUAL
Intact Xline
Jim2 Business Engine
MYOB
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
NetSuite
SAP HANA
Sage 100
Sage 100 Contractor
Sage 200
Sage 50
Sage Intacct
Sage X3

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$19.99 one-time payment

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Phocas Software

Date Founded

1999

Company Location

United Kingdom

Company Website

www.phocassoftware.com

Company Facts

Organization Name

Mr Dashboard

Date Founded

2000

Company Location

United States

Company Website

www.mrdashboard.com

Categories and Features

Big Data

Collaboration
Data Blends
Data Mining
Data Visualization

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization

Data Discovery

Visual Analytics

Data Visualization

Analytics
Dashboard Creation
Filtered Views
OLAP
Visual Discovery

Qualitative Data Analysis

Collaboration
Data Visualization
Quantitative Content Analysis
Statistical Analysis

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Dashboard

Not specified

Reporting

Customizable Dashboard
Drill Down
Forecasting
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

RFM Analysis

Not specified

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