📋 Proposals 🔧 Jobs 💳 Billing
connecting
Period
Business Overview
Revenue, active jobs, pipeline value and what needs your attention today
LIVE
Last 90 days
/100
Health Score
Business Health · based on 5 performance areas
Computing…
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METHODOLOGY Sales conv. 25% · Pipeline 20% · Velocity 20% · Completion 20% · Quality 15% · Benchmarks derived from your own data
Business Summary
Generating intelligence summary…
Business Overview
Pipeline Value
💰 awaiting completion
Revenue Completed
✅ cash realised
Project Completion Rate
accepted → handover
Active Jobs
in execution
kWp Installed
this period
Avg Cycle Time
days: accepted → done
Sales Pipeline
Proposal generated through to handover completed
End-to-End Conversion Funnel
Every stage from first proposal to handed-over job — where volume is lost
Full Pipeline
Revenue & Growth Trends
Monthly Revenue Pipeline
Total quoted value generated per month (all proposals)
Revenue
Jobs Started vs Handed Over
Are you closing jobs as fast as you open them?
Growth
Performance Overview ▾ Hide
5 key business areas scored against your own data · click to expand
Overview
Axis Breakdown
Each axis is scored 0–100 against internal benchmarks derived from your own data.
Sales Intelligence
Proposal pipeline, lead conversion, and client follow-up management
LIVE
Sales Pipeline
Proposal funnel — lead to accepted
Total Leads
in system
Proposals Sent
emailed or WhatsApp
Hot Leads
viewed, not yet won
Proposals Won
client accepted
Won Rate
accepted / sent
Avg Deal Size
per won proposal
Proposal Conversion Funnel
Lead → Generated → Sent → Viewed → Won
Proposals
Proposal Financials
Average metrics across all generated proposals
Averages
Next Best Actions
Follow-up moves that protect revenue right now
🎯 Actions
Pipeline Insights
What your numbers are telling you
💡 Insights
Client Follow-Up Status
Every proposal — where it stands and what action to take
Active Proposal Register
Sorted by urgency — act on highlighted rows first
Client Location Status Follow-Up Action Days Since Sent System Cost
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Operations
Active jobs, delays, stage progress and installer workload
LIVE
Active Job Overview
kWp in Pipeline by Stage
Solar capacity sitting at each execution stage
Capacity
Design Change Breakdown
How often site visits change the original spec
Quality
Monthly Completions
Handovers completed — revenue realisation rate
Completions
How Fast Jobs Move
Average days your team spends at each stage — identify bottlenecks
Average Days Per Stage
From stage entry to next stage progression (completed jobs only)
Efficiency
Stage Transition Avg Duration Fastest Slowest Sample Relative Speed
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Attention Required
Jobs that need action to prevent pipeline stall
🔴 Stale Jobs — Revenue at Risk
Accepted but no progress in 14+ days — money stalled

No stale jobs

⚠ Pending Approvals — Delayed Cashflow
Major design changes awaiting client sign-off — installs blocked

No pending approvals

Installed Systems
All completed installations — capacity, savings generated and environmental contribution
ALL TIME
Installed Capacity
All-time cumulative metrics — unaffected by period filter
Total kWp Installed
across all completed jobs
Jobs Handed Over
completed installations
CO₂ Avoided / yr
tons per year (est.)
Trees Equivalent
planted equiv. per year
Financial Impact & Customer ROI
Lifetime value delivered to clients based on installed systems
Lifetime Revenue Installed
total value of completed jobs
Est. Lifetime Savings Generated
cumulative annual savings × 25 yr
Avg Customer ROI
lifetime return on system cost
Avg Payback Period
years to break-even (avg)
Energy & Environmental Offset
Est. Annual Solar Production
kWh/yr @ 1,400 peak hours (SA)
Cumulative Energy Offset
over 25-year system life
Battery Capacity Deployed
kWh storage across all sites
Avg System Size
kWp per completed install
Portfolio Distribution
System size tiers and geographic spread across completed installs
System Size Distribution
Completed jobs by kWp tier — residential vs commercial profile
Capacity
Municipal / Regional Distribution
Where your installations are concentrated
Geography
Pipeline ROI Forecast
If all active jobs complete — projected impact
Forecasted Revenue (Pipeline)
value of jobs in execution
Forecasted kWp
pending installs in pipeline
Forecasted CO₂ Offset
t/yr when pipeline completes
Jobs In Progress
active across all stages