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

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

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553 - 558 of 868 Results
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Dashboard

Sales Opportunity Analysis

It looks at a number of factors and then uses algorithms to rank all opportunities that a sales person should focus on first. These factors include.
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Reports

Sales Order Detail Report

Sales order detail reports are considered sales analysis- and data validation tools and are often used by sales managers and accountants to track and review sales transactions.
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Reports

Sales Person Estimated Revenue

It is driven by date range parameters and other user-defined filters. The is based on Won and Open Opportunity data from the CRM system. Each sales person is listed down the rows with a grand total at the bottom.
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Reports

Sales Rank by Product

Ranks products by total sales revenue for the selected period with MTD, YTD, and trend data. Helps sales and product teams identify top performers and underperforming items.
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Reports

Sales Rank by Sales Person

Ranks sales persons by total revenue for the selected period with MTD and YTD comparisons. Used by sales managers for quota tracking, accountability, and incentive planning.
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Dashboard

Sales Simulation

Some of the main functionality simulation dashboard is that it automatically combines actual year-to-date sales with forecast and provides interactive sliders where the user can simulate changes to various sales drivers.
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