Resources · BI Templates

Professional dashboards, pre-built for your data.

Don't start from a blank canvas. Download our starter templates and connect them to your TradePath HQ data in seconds.

PB

Executive Pipeline Overview

Power BI (.pbit)

Complete view of open POs, earned commissions, and team performance.

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TB

Manufacturer Performance Deck

Tableau (.twbx)

Ready-to-present visuals for your manufacturer quarterly reviews.

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XL

Commission Reconciliation Sheet

Excel (.xlsx)

Live-synced spreadsheet for deep-dive reconciliation and audit.

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PB

Retailer Distribution Map

Power BI (.pbit)

Geographic visualization of order volume by DC and ship-to location.

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