SALES PIPELINE
Heat Pump Projects · cohort health, speed & bottlenecks
Refreshed Aug 5, 2026 9:30 AM ET
All sales orgs
Apex Energy
GreenPath Solar
SolarPrime
ThermalWave
BrightHome
All payment types
Lightreach
Heat Loan
Synchrony
Cash
Submission date
All time
Month to date
Last month
Quarter to date
Last quarter
From
To
Operations →
🗺 Project Location →
2
Assessment aging
>3 wks in HEA
3
Site survey overdue
>1 wk, not yet surveyed
4
Install overdue
>1 wk in Installation
1
Inspection overdue
>3 wks post-install
These alerts always show
all time
— they ignore the submission date filter so overdue jobs are never hidden.
By month · click a point to drill through
Submission volume
Through the last complete month — each point is one calendar month
All-time snapshot · click a stage to drill through
Where every job sits
Submitted
14
Home Energy Assessment
9
Heat Loan Paperwork
6
Site Survey
11
Insulation
5
Waiting for Inst. Date
13
Confirmed Inst. Date
7
Installation
8
Inspection
6
Completed
22
Hold
4
Cancelled
3
How fast they move
Median days in stage
vs target benchmarks
HEA
9 jobs · target 21d
18d
✓
Heat Loan Paper.
6 jobs · target 7d
9d
+2d
Site survey
11 jobs · target 7d
6d
✓
Insulation
5 jobs
12d
Waiting for Inst.
13 jobs · target 7d
8d
+1d
Confirmed Inst.
7 jobs · target 7d
5d
✓
Installation
8 jobs · target 7d
10d
+3d
Inspection
6 jobs · target 21d
17d
✓
Runs alongside the backbone, not part of it
HEA, insulation & financing tracks
Conditional/parallel steps that don’t belong in a linear funnel — shown here as live breakdowns instead.
Home Energy Assessment
12
Pre-existing
31
Done with us
9
In progress
Insulation
5
In progress
18
Done
Heat Loan Paperwork
6
In progress
20
Done
By sales org
Sales organization
Total jobs and pipeline share by sales organization.
Apex Energy
28
28%
GreenPath Solar
23
23%
SolarPrime
19
19%
ThermalWave
16
16%
BrightHome
15
15%
Financing approval tracker · Installation & beyond
Lightreach status
Tracks where each Lightreach job stands with the financier once equipment is installed.
38
LR jobs
Not ready
5
13%
Submitted
9
24%
Accepted
21
55%
Resubmitted
3
8%
Stage
Not ready
Submitted
Accepted
Resubmitted
Total
Installation
3
5
7
1
16
Inspection
2
4
8
2
16
Completed
—
—
6
—
6
How jobs are financed · click segment to see records
Payment mix
101
jobs
Lightreach
38
38%
Heat Loan
28
28%
Cash
21
21%
Synchrony
14
14%
×
Homeowner
Sales Org
Stage
Payment
Days in Stage
Submitted