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The Planning Survey 24

See how Phocas performed in the world's largest business planning survey and how it can help you choose the right FP&A solution
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The Planning Survey 24

Phocas strengthens its position on the Financial Planning & Analysis (FP&A) map

The Planning Survey 24, BARC

The voice of the planning software user community has spoken

Software selection and strategy experts BARC have released The Planning Survey 24; the world's largest business planning survey.

Following years of success in BARC’s BI & Analytics Surveys, it’s the first time Phocas has EVER participated – strengthening our position on the map for financial planning and analysis (FP&A).

Over 1200 users provided detailed feedback about 21 planning tools, ranking the software across 33 Key Performance Indicators (KPIs). Phocas has secured 8 top rankings and 26 leading positions across three peer groups, outperforming dominant players such as Anaplan, Board, Prophix and Vena.

By far, our stand-out performance is in the ‘Reporting/Analysis’ category with perfect 10s across all our three peer groups; proof that FP&A built on BI is appealing to product-oriented businesses.

Read the report to:

  • Learn more about BARC and how it can help you choose the right FP&A solution
  • See how Phocas performs on a range of KPIs including Reporting/Analysis and Innovation
  • Understand how Phocas compares to other perceived FP&A leaders in the industry, including Excel [Spoiler alert: It's really well]

Further information can be found at: barc.com/reviews and barc.com/reviews/data-tools

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FP&A built on BI

What sets Phocas apart is its uniquely integrated platform that brings BI and FP&A together. Helping businesses to make smarter decisions based on real-time data, this combination also ensures budgets don't just become set-and-forget tools.

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Reporting/Analysis
10
Phocas
7.8
Anaplan
9.5
Board
9.8
Prophix
6.2
Vena
Recommendation
8.6
Phocas
9.1
Anaplan
7.9
Board
7.3
Prophix
9.2
Vena
Predefined Connectors
8.4
Phocas
2.8
Anaplan
8.0
Board
8.0
Prophix
1.0
Vena
Planning Content
8.3
Phocas
5.4
Anaplan
2.7
Board
8.6
Prophix
5.5
Vena
Vendor Support
7.4
Phocas
5.2
Anaplan
4.8
Board
7.2
Prophix
6.5
Vena
Source: BARC The Planning Survey 24
Customer quotes

Human-friendly planning loved by all departments

See what our customers told BARC they love most about Phocas:
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Ease of use. Quick loading. Good UI.

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A good user-friendly interface. Generally easy to use.

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Ease of use for all levels of users.

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The easy visibility of sales and inventory data.

This allows us to truth the performance of products, categories and departments. The financial side of Phocas allows for the same visibility and truth and additionally leads our business decision-making processes.
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Its versatility across multiple formats

– i.e. Sales BI, Customers Sales BI, Finance Module and Forecasting and Budgeting integration.
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Everyone can prepare and see their budgets...

...and then their actuals are imported every night so they always know where they are at within their budgets.

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and analytics… We can guide you. Let’s see if we can help.
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Understand the past, operate better today, and plan well for the future