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

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FUNCTIONALITY
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Reports

Win Loss Analysis Report

It gives CFOs, FP&A managers, and controllers fast, reliable access to the financial and operational insights they need — without custom development.
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Reports

Working Capital Trend Analysis

It dynamically displays data from the past 13 months. The chart on the top of the report gives a clear idea of the historical trend in Working Capital (left axis) and the Current Ratio (right axis).
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Reports

Stargate Category to Account Category Validation

Validates the mapping of GL accounts to Stargate reporting categories before financial consolidation. Ensures data integrity and prevents mapping errors from affecting consolidated reports.
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Reports

Trial Balance by Dept by Entity

Presents the trial balance segmented by department and entity. Enables detailed reconciliation of departmental spending across the full organization.
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Reports

CRM Opportunities - 18 Month Trend

Tracks CRM pipeline opportunities over an 18-month rolling window showing deal creation, stage progression, and win/loss trends. Aligns pipeline forecasting with revenue plans.
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Reports

CRM Opportunities - Sales Person Detail

Provides a transaction-level view of each sales person's CRM opportunities including deal name, value, stage, and expected close date. Supports pipeline reviews and sales coaching.
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