📊 Management Dashboard

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Survey Complete → SOW Sent

Survey Complete → Install Scheduled

Install Scheduled → Inspection Date

Project Submitted → Survey Complete

Survey Complete → Aurora Complete

Aurora Complete → Planset Complete

Planset Complete → SOW Sent

SOW Sent → SOW Approved

SOW Approved → Permit Submitted

Permits Submitted — SolarAPP/Symbium %

Permit Submitted → Install Scheduled

Install Scheduled → Install Complete

Install Complete → Inspection Approved

Inspection Approved → PTO Submitted

PTO Submitted → PTO Received

PTO Received → System Activated

SOW Approved → EE Request Sent

EE Request Sent → EE Received

SOW Approved → SE Request Sent

SE Request Sent → SE Received

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Pipeline by Stage

Projects by Department

Department Breakdown by Status

Projects by Warehouse & Department

to

Install Complete → M2 Approved

—
Avg Days
—
Median

Install Complete → M3 Approved

—
Avg Days
—
Median

Inspection Approved → M3 Approved

—
Avg Days
—
Median

PTO Received → M3 Approved

—
Avg Days
—
Median
⚡ Powered by QB Report 1000277

Total Sales by Week

Sales by Sales Org

Sales by Finance Company

Sales by Warehouse

Sales by Storage Option

⚡ Powered by QB Report 1000280

Pipeline Funnel — Projects

Pipeline Funnel — Contract Value

Baked Predicted Installs from Current Pipeline

Using realization rates from 90-180 day old projects
—
predicted from — in pipeline

Realization Analysis

Stage Velocity (Median Days)

8-Week Install Forecast

Stage Conversion Rates

Sales Organization Performance

Baked cohort: 90-180 day old projects · Orgs with 10+ deals

Predicted Sales Org Performance

Last 90 days · In-progress weighted at 0.4 · Orgs with 10+ deals

Velocity Impact Factors

Average days Sale → Install Complete · Completed projects only
⚡ QB Report 1000242

Weekly Trend

⚡ QB Report 1000214

Weekly Trend

⚡ QB Report 1000002

"Nothing Completed" Breakdown by Reason

Weekly Completion Rate

to

Projects