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What is UQube?

By utilizing an intuitive spreadsheet application, various professionals such as field representatives, payer marketers, brand marketers, pricing specialists, and managed market experts can enter data into a permission-based framework that compiles information for the headquarters. This aggregated data can easily be disseminated through UQ subscription reports or other third-party reporting tools, making it simple to generate essential reports with just a few clicks. Users have the ability to prioritize key performance indicators, pinpoint critical metrics, and funnel information into multiple reporting systems. Furthermore, it's crucial to protect sensitive data with individualized access controls throughout both the collection and sharing processes. It's also important to address any discrepancies that may occur between traditional spreadsheets and more robust enterprise solutions. This system not only fosters the integration, coordination, and synchronization of data across various platforms, enhancing both efficiency and precision, but it also bolsters collaboration among teams. Ultimately, this comprehensive approach ensures that all stakeholders remain informed with the most pertinent and current information available. This commitment to streamlined communication may significantly boost operational effectiveness and decision-making processes.

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.

Media

Media

Integrations Supported

3 Clicks Cloud
Enapps ERP
Epicor Eagle
Epicor Propello
HubSpot Marketing Hub
Infor CloudSuite Industrial Enterprise
Infor SyteLine
Infor VISUAL
Jim2 Business Engine
MYOB
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Cloud Platform
Sage 100
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage Intacct
Xero

Integrations Supported

3 Clicks Cloud
Enapps ERP
Epicor Eagle
Epicor Propello
HubSpot Marketing Hub
Infor CloudSuite Industrial Enterprise
Infor SyteLine
Infor VISUAL
Jim2 Business Engine
MYOB
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Cloud Platform
Sage 100
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage Intacct
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upper Quadrant

Company Location

United States

Company Website

www.upperquadrant.com

Company Facts

Organization Name

Phocas Software

Date Founded

1999

Company Location

United Kingdom

Company Website

www.phocassoftware.com

Categories and Features

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Dashboard

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

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Reporting

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

Categories and Features

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
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
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

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

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Qualitative Data Analysis

Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis

Reporting

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

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