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Marketplace: View all Marketplace reports, forms, and templates.

Showcase : View all Showcase reports, forms, and templates.

FUNCTIONALITY
  • Reports
  • Planning
  • Dashboard
Data Source

Marketplace Data Source: Filter by Data Source to find assets specific to your system

Showcase Data Source: Filter by Data Source to find assets specific to your system

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

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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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