Case Study: Phorest achieves company-wide self-service BI and faster insights with Periscope Data

Phorest - Customer Case Study

Phorest, a hair & beauty software company (customer since 2016), set out to become truly data-driven but faced major obstacles: data was hard to access, only engineers could run queries, metrics were inconsistent, and their multi-region infrastructure and CRM design made joins and a single source of truth difficult. After evaluating BI options, Phorest selected Periscope Data as their SQL-capable BI tool to connect directly to multiple databases, support cross-region joins, secure access, and provide reusable query snippets.

Periscope Data was deployed to build team-specific dashboards, enable self-serve analytics through SQL training and data champions, and replace several internal tools. As a result Phorest freed engineering from ad-hoc requests, improved customer support response and migrations work, and expanded analytics capability (cohort analysis, financial exports). The rollout produced measurable scale: 756 dashboards, 8,674 charts and 105 monthly active users, demonstrating Periscope Data’s impact on productivity and data consistency.

Phorest

John Doran

Director of Engineering