SALES PIPELINE
Operations
Who needs a call, what's blocked, and what to clean up
← Pipeline
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
Clear
Board hygiene
Data quality
Stage progression · click a band to drill through
Cumulative stage reach
How far active & completed jobs have progressed — each band counts everyone at that stage or beyond.
Jobs with an installation date
Permit Status
Procurement outlook · click a row to expand jobs
Manufacturer & system size
Useful for ordering forecasts and stock planning.
Market segments & field complexity · click a row to expand
Fuel replaced & electrical work
What customers are switching from, and how much electrical prep is needed.
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Homeowner
Sales Org
Stage
Payment
Days in Stage
Submitted