Product updates | Phocas software | Phocas
What’s new in Phocas
We’re constantly enhancing Phocas to deliver more value to your business. This page brings together a curated view of product updates — from new features and products to key enhancements — along with resources to help you explore, learn more, and get the most out of them. Need help? Contact Customer Success any time.
See the latest features in action
Join the Phocas team for a curated walkthrough of recent releases and enhancements and a look at what's coming. Learn practical tips, ask questions and share feedback directly to the teams building and supporting Phocas.
We're running these sessions regularly throughout the year to keep you close to how the platform is evolving – so you can take advantage of new features as they land and get more value from Phocas every day.
You'll get a preview of near-term roadmap priorities so you can plan ahead, pick up quick wins to apply new capabilities straight away and get direct access to the teams building and supporting Phocas. Plus, test your knowledge for a chance to win a $250 Amazon voucher.
More control, deeper analysis, and new ways to explore your data with Flex Modes
Flex Modes helps you ask better questions and uncover deeper insights. Now you'll have more control over how you filter, structure, and explore your data — and it's easier to dig into the transactions that drive your business.
Phased rollout
- Powerful filtering and queries for faster answers
- Customized grid view for clearer insights and reporting
- Drill in to details with flexible Transaction Mode
More connected workflows and faster action with Sales Insights
Insights now works more seamlessly with the rest of Phocas, helping you move faster and act on opportunities without breaking your flow. You can take action directly from Insights or dive deeper into your data with connected tools for richer analysis.
What’s new
- Open customer segments in Flex Modes
- Create CRM tasks directly from Insights
Tailored sales insights, powered by more advanced segmentation
Shape Insights to better reflect how your business works, with more control over segmentation, data inclusion, and how transactions are defined.
What’s new
- Remove customers
- Define threshold sets
- Define your transaction property
Simpler creation, greater flexibility, and more control with Financial Statements
Manage statements has been upgraded to give you a more intuitive and flexible way to create, edit, and organize your financial statements.
What’s new
- Export exactly what you need
- Improved editing experience
- Simpler formula creation
- Better visibility and control
Smarter Admin controls for better data and scheduling
New admin enhancements give you more power in how you manage data, scheduling, and access—making it easier to keep everything up to date and aligned with your business needs.
What’s new
- Views/Items visibility in Sync Sources
- Smarter scheduling for builds and mappings
- Date offset filters
- AND/OR filter logic
- SSO improvements
Phocas product highlights 2025
Catch up on everything new in Phocas from 2025 and get a first look at what’s coming in 2026. This interactive virtual event brings you practical tips, insider tricks and real use cases to help you get even more from your Phocas platform.
Turn reporting into real-time discovery
A major shift from passive reporting to active discovery. Analytics now delivers richer, more flexible ways to explore your data.
From insight to action in one seamless workflow
Phocas now gives sales teams a clearer path to revenue with two tightly connected tools.
Close faster with connected financials
Financial Statements got a modern “glow up” with integrated journals, eliminations and advanced scenario planning.
Plan with more flexibility and control
Budgeting and forecasting are now more flexible and collaborative.