What happens to what we quote?
For sales lead and management · Used monthly, to decide where to act
Quote outcomes by month
Number of quotes by the month they were createdWhy quotes are lost
Recorded loss reason, number of lost quotesValue lost after the customer said yes
Won quotes only, at quote price. Products removed from the order, ordered in smaller quantities, or on cancelled orders.Which quotes should someone call about today?
For sellers · Used every morning, a short list to work through
Win rate by days to first follow-up
Decided quotes. Association, not proof of cause.Open quotes waiting for a call
Sent 3+ days ago, no completed follow-up. Highest value first.Is it broken, or was it just a cloudy week?
For service team · Used weekly, to plan service visits before customers call
Actual vs. expected production by month
MWh. Expected = installed kWp × measured irradiation × reference performance. Days with snow on the panels are not counted as missing output.Yield by location, 2025
Median kWh per installed kWp, installations connected before 2025Installations to check
Last 60 days: days where the 7-day output was under 70 % of expectedIs every installation audit-ready?
For quality and compliance · Used before audits and in monthly follow-up