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

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FUNCTIONALITY
  • Reports
  • Planning
  • Dashboard
Data Source

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industries

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Reports

Credit Union – New Member Acquisition

It shows new member KPIs for any given month and branch.
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Dashboard

Credit Union – New Member Dashboard

Monitors new member acquisition trends, channel performance, and onboarding metrics. Used by credit union marketing and operations teams to drive membership growth strategies.
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Dashboard

Credit Union – Product Dashboard

Analyzes product penetration rates, balances, and revenue across savings, checking, loan, and other product lines. Helps credit union teams optimize their product mix and cross-sell strategies.
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Reports

Credit Union – Product Report

Some of the main functionality KPI report is that it can be filtered by any region and period, and it provides both detailed and summarized figures. The three charts on the top of the report show.
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Reports

Credit Union – Regulatory Report

Some of the main functionality compliance report is that it is a standard format that populates automatically based on the period.
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Reports

Credit Union – Securities Listing by Category

It is parameter driven and for any select group of securities it displays book- and market values as well as variances between these.
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