Lead-to-consult exports, setter scorecards, and appointment quality summaries.
For solar and home energy teams
Turn consultations, proposal-to-close rate, install volume, battery attach, and cancellations into one dashboard.
Use the reports already coming from sales ops, proposal tools, install scheduling, and financing trackers. Instalytix helps solar and home energy operators turn scattered exports into one performance view.
- Consults, proposals, and close rate by setter, rep, channel, or branch
- Install count, backlog, and cancellation risk in one operating picture
- Battery and add-on attach rate tied to actual booked and installed jobs
Relevant inputs
Show the transformation instead of describing it.
Lead with a visual from raw reports to a finished dashboard so visitors understand the product without reading a paragraph block first.
Proposal counts, finance outcomes, rep conversion, and deal-stage spreadsheets.
Install count, backlog aging, permit delays, and cancellation or fallout logs.
Storage penetration, add-on mix, and revenue-per-install scorecards.
Sample dashboard
Solar And Home Energy Pipeline
Consultations Run
214Proposal-to-Close Rate
29%Installs Completed
96Battery Attach Rate
37%Consults and Closes by Channel
Consultations / Closed DealsDoor-to-Door
Digital
Referral
Retail
Install Backlog vs Cancellation Rate
Top contributing buckets
Week 3
81 Backlog (Jobs)
Week 4
79 Backlog (Jobs)
Week 2
78 Backlog (Jobs)
Week 1
74 Backlog (Jobs)
Battery Attach Rate by Rep
Visual mix
Rep 1
Rep 2
Rep 3
Rep 4
What jumps out
Proposal-to-close improved after the latest financing offer rollout, and the lift is strongest on digital and refer…
Dashboard mock
Make the outcome obvious in one glance.
Use a graphic KPI band and a fuller dashboard surface so the page feels like a product preview, not just copy about a product preview.
Consultations Run
214Proposal-to-Close Rate
29%Installs Completed
96Battery Attach Rate
37%Consultations run
214
+10.8% · rolling 30 days
Proposal-to-close rate
29%
+2.7 pts · sales team average
Installs completed
96
+13.1% · month to date
Battery attach rate
37%
+6.0 pts · upmarket mix
Sample dashboard
Solar And Home Energy Pipeline
Consultations Run
214Proposal-to-Close Rate
29%Installs Completed
96Battery Attach Rate
37%Consults and Closes by Channel
Consultations / Closed DealsDoor-to-Door
Digital
Referral
Retail
Install Backlog vs Cancellation Rate
Top contributing buckets
Week 3
81 Backlog (Jobs)
Week 4
79 Backlog (Jobs)
Week 2
78 Backlog (Jobs)
Week 1
74 Backlog (Jobs)
Battery Attach Rate by Rep
Visual mix
Rep 1
Rep 2
Rep 3
Rep 4
What jumps out
Sales and install dashboard for a regional solar and battery team. Consultation volume is up, proposal-to-close improved, and battery attach rate jumped after…
Questions the dashboard can answer
Attach the questions to the visual itself.
Question bubbles create a faster scan than another row of text cards and make the analysis angle feel much more concrete.
Sample dashboard
Solar And Home Energy Pipeline
Consultations Run
214Proposal-to-Close Rate
29%Installs Completed
96Battery Attach Rate
37%Consults and Closes by Channel
Consultations / Closed DealsDoor-to-Door
Digital
Referral
Retail
Install Backlog vs Cancellation Rate
Top contributing buckets
Week 3
81 Backlog (Jobs)
Week 4
79 Backlog (Jobs)
Week 2
78 Backlog (Jobs)
Week 1
74 Backlog (Jobs)
Battery Attach Rate by Rep
Visual mix
Rep 1
Rep 2
Rep 3
Rep 4
What jumps out
These are the kinds of drill-down prompts a manager would ask during review.
Which setter and rep combinations are producing the strongest close rate?
Where are cancellations or fallout climbing before install completion?
How much battery attach lift is tied to specific reps, products, or finance paths?
Workflow fit
Use a visual operating strip instead of a text wall.
Show the motion from exports to decisions in a way that feels more like a pitch deck and less like long-form site copy.
Export reports
Consultation and setter reports
Connect sales and install operations
See consults, proposals, closes, installs, and cancellations in one dashboard ins…
Watch attach rate and backlog together
Battery adoption and install delays often move together operationally; this view…
Work with exports from a mixed tech stack
Use whatever spreadsheets, PDFs, and exported reports the team already depends on…
FAQ
Short answers before you upload anything.
Is this only for pure-play solar installers?
No. The page is also built for home energy companies selling storage, efficiency products, and related residential upgrades.
Can I combine sales and install reporting?
Yes. That is one of the main reasons to use Instalytix here: the sales pipeline and install backlog should be visible in the same dashboard.
What if our team still shares PDFs and screenshots?
That is supported. V1 is designed for the messy reporting formats operators actually receive from the field and back office.
Final CTA
Upload solar and home energy reports
Start with consultation reports, proposal pipelines, install schedules, or battery attach summaries.