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Description

Klipfolio PowerMetrics is the first & only analytics tool you need. It easily brings together all of the metrics you and your team need to make faster, more confident decisions. Bring all of your business metrics together in one place PowerMetrics eliminates manual reporting by automating every step of your analytics. - Connect and automate updates for all of your data, no coding or technical expertise required - Uncover, explore, and communicate insight with your entire team Use metrics, dashboards, and PDF reports and stay in-the-know and in control of your business and the KPIs and metrics that matter most. Get it now. FREE.

Description

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot Marketing Hub Yes 
Microsoft Excel Yes 
Xero Yes 
Ahrefs Yes 
BambooHR Yes 
Buffer Yes 
Epicor Prophet 21 No 
Equinox Yes 
Google Workspace Yes 
HubSpot CRM Yes 
Infor SyteLine No 
Instagram Yes 
Jim2 Business Engine No 
LiveAgent Yes 
Microsoft Dynamics 365 Business Central No 
Motileo Yes 
Nango Yes 
Pinterest Yes 
Smartsheet Yes 
Stripe Yes 

Integrations

HubSpot Marketing Hub Yes 
Microsoft Excel Yes 
Xero Yes 
Ahrefs No 
BambooHR No 
Buffer No 
Epicor Prophet 21 Yes 
Equinox No 
Google Workspace No 
HubSpot CRM No 
Infor SyteLine Yes 
Instagram No 
Jim2 Business Engine Yes 
LiveAgent No 
Microsoft Dynamics 365 Business Central Yes 
Motileo No 
Nango No 
Pinterest No 
Smartsheet No 
Stripe No 

Pricing Details

$99.00 per month
All plans from Free to Pro come with Unlimited metrics, dashboards, and viewer users!

Free - 2 Editor Users, 2 Data Services, 2mo Date Range Window
Plus - 4 Editor Users, 4 Data Services, 1yr Date Range Window
Pro - 8 Editor Users, 8 Data Services, 3yr Date Range Window
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Klipfolio

Founded

2001

Country

Canada

Website

www.klipfolio.com

Vendor Details

Company Name

Phocas Software

Founded

1999

Country

United Kingdom

Website

www.phocassoftware.com

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP Yes 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting No 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Big Data

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

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Discovery

Contextual Search No 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation No 
Sensitive Data Identification No 
Visual Analytics Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP Yes 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Qualitative Data Analysis

Annotations No 
Collaboration Yes 
Data Visualization Yes 
Media Analytics No 
Mixed Methods Research No 
Multi-Language No 
Qualitative Comparative Analysis No 
Quantitative Content Analysis Yes 
Sentiment Analysis No 
Statistical Analysis Yes 
Text Analytics No 
User Research Analysis No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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