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
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Industries
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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
547 - 552 of 868 Results
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Planning
Rolling 12-Month Budget
Rolling Budget templates are considered a unique way of planning and are used by budget managers to provide a more dynamic alternative to a classic fiscal year budget process.
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Planning
Sales Budget
The approved budget figures typically also drive sales commission estimates. A key functionality budgeting template enables users to enter quantity and gross margin (%), that will then automatically populate sales and totals.
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Reports
Sales by Customer
It is parameter-driven and the user can run it for any date range and any group of customers. The charts on top of the report show quantity and amount per customer in relation to others.
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Reports
Sales by Sales Person Detailed Report
Provides transaction-level sales detail by sales person including customer, product, quantity, and revenue. Enables granular performance analysis, commission calculations, and audit support.
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Planning
Sales Forecast
A key functionality template allows the sales manager to automatically generate sales per sales person based on break-back of the full year sales target. Next, manual adjustments can be made at the row level to apply relevant exceptions.
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Planning
Sales Forecast from CRM Pipeline
Sales forecasts combining CRM pipeline with actual sales history are considered automated planning tools and are used by sales managers to more accurately estimate sales in upcoming months.
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