Template Marketplace
Estimated reading time: 15 minutes
The Template Marketplace offers pre-built analysis templates across multiple categories. Instead of starting from scratch, pick a template that matches your business question and customize it with your data.
What Is a Template?
A template is a pre-configured analysis that defines:
- The question it answers (e.g., "What is my customer acquisition cost by channel?")
- Required data fields it needs from your data source
- Visualizations it generates (charts, tables, KPIs)
- Analysis logic including calculations, groupings, and filters
Browsing Templates
Open the Template Marketplace from the sidebar. The marketplace shows a count of available templates and categories at the top. Use the filters to narrow down:
- Search — search templates by keyword
- Category — filter by business category
- Type — filter by template type (Dashboard or Report)
- Source — filter by recommended data source
- Sort — sort results by relevance, popularity, or newest
Categories
Templates are organized into categories including:
- Sales & Revenue — pipeline analysis, win rates, revenue trends
- Marketing — campaign performance, lead gen, attribution
- Finance — cash flow, P&L analysis, budget vs actual
- Customer Success — churn analysis, NPS, engagement
- Operations — efficiency metrics, throughput, SLA compliance
- HR & People — headcount, turnover, hiring pipeline
- Product — feature adoption, user journeys, retention
- E-Commerce — conversion funnels, cart analysis, CLV
- SaaS Metrics — MRR, ARR, churn, expansion
- Executive — company scorecards, board decks, OKRs
Using a Template
Find a template and click to see its detail page
Review what the template does, what data it needs, and what it produces
Click Use Template
Select a data source and map your fields to the template's required fields
Click Run Analysis to generate results
Template Details
Each template includes:
- Clear description of what it analyzes
- Template type (Dashboard or Report)
- Recommended data source types
- Category classification
Customizing Templates
After running a template, you can customize:
- Date ranges and filters
- Chart types and colors
- Additional calculations
- Which sections to include in the report
Your customizations are saved as a personal copy. The original template is not modified.
Template Access
The template system is available on all plans. All users can browse and use templates from the marketplace to generate reports and dashboards.
Popular Templates
- Monthly Revenue Dashboard — MRR, growth rate, revenue by product
- Customer Churn Analysis — churn rate, cohort retention, at-risk indicators
- Marketing Campaign ROI — spend, conversions, cost per acquisition
- Sales Pipeline Review — deals by stage, conversion rates, pipeline trends
- Employee Satisfaction Survey — eNPS, response analysis, trends
Pro Tip
Use the search bar to find templates by keyword. Searching "churn" shows all churn-related templates across categories. You can also filter by type (Dashboard or Report) and recommended data source.
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