Solver Marketplace
Explore based on functionality (reports, planning, and dashboard templates), or use the search function to filter by integration, industry, or to find a template that fits your specific needs. Save templates to your favorites list and use the "Share Favorites" link to share the list with others.
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FUNCTIONALITY
- Reports
- Planning
- Dashboard
Data Source
Marketplace Data Source: Filter by Data Source to find assets specific to your system
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Industries
Marketplace Industries: Filter by Industries to find assets specific to your system
Showcase Industries: Filter by Industries to find assets specific to your system
industries
Marketplace Industries: Filter by your industry to find assets created for your specific needs
Showcase Industries: Filter by your industry to find assets created for your specific needs
1 - 6 of 854 Results
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Dashboard
Summary Level Sales Dashboards
Provides a high-level view of revenue, average deal size, top customers, and top sales representatives in a single Power BI interface. Ideal for board reviews and quarterly business reporting.
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Dashboard
Sales Team Focused Sales Dashboard
Highlights individual and team-level sales performance including top sales persons by volume, sales rankings, and year-over-year comparisons. Enables coaching, quota tracking, and headcount planning.
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Dashboard
Item Focused Sales Dashboard
Tracks the top 10 items sold month-to-date (MTD) and year-to-date (YTD). Enables product managers to identify best-sellers, track product velocity, and detect underperforming SKUs before they impact revenue.
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Dashboard
Customer Focused Sales Dashboard
Surfaces top customers by revenue, sales trends, geographic distribution, and year-over-year comparisons. Helps sales managers monitor customer health and concentration risk.
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Reports
CRM Opportunities - Sales Person Summary
Summarizes CRM pipeline opportunities by sales person showing deal count, weighted pipeline value, and stage distribution. Helps sales managers assess pipeline health and forecast accuracy.
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Reports
Asset & Liability Analysis - Variances and Trends
Solver Dashboard for Asset & Liability Analysis - Variances and Trends — accelerate intelligent decisions with a pre-built xFP&A template. QuickStart-ready for fast deployment.
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