Sales Insights

Phocas Sales Insights helps sales teams spot opportunities faster and take action without manual analysis.

Sales Insights automatically analyzes your sales data and surfaces actionable insights. It currently includes Customer segmentation, which automatically analyzes your sales data to help you spot opportunities, identify risks, and take action faster. In the future, we’ll expand Sales Insights with features for other areas of your business.

Don’t have Sales Insights in your Phocas site? Ask your administrator about it or visit our website to learn more.

Use the search box or Ask Assistant above to quickly find what you need. Click one of the key topics below to get started, or browse the full list of pages in the left menu.

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Get started with Sales Insights

Learn how to access Sales Insights or, if you're an administrator, complete the setup.

Use customer segmentation

Explore customer segmentation, analyze insights, and take action.

Manage customer segmentation

For administrators. Set up your databases for use with Sales Insights and tailor customer segmentation for your business.

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Want to know what's new? Read our release notes

Can’t find what you are looking for? Raise a Customer Support Desk request