The custom dashboard your CRM should have shipped with.
A live analytics command center - built to your exact spec, integrated directly with any CRM, and surfacing only the numbers that actually drive decisions in your business.
Solar Sales
Customizable for any industry
Profitability & Commissions
Company-wide revenue, margin, and commission / owner/manager view
| Date▼ | Rep | State | Installer | PPW | kW | Adders | Revenue | Rep Comm. | Co. Margin | Net Profit |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 2026 | Cole DeFranco | VA | Volt Horizon | $3.48 | 15.6 | - | $54,288 | $3,931 | $19,188 | $15,257 |
| Jun 2026 | Priya Shah | MI | Volt Horizon | $3.55 | 14.2 | $1,200 | $51,410 | $4,629 | $26,360 | $21,731 |
| Jun 2026 | Marcus Reed | OH | SunPeak Installs | $3.31 | 15.0 | $800 | $50,450 | $2,460 | $14,391 | $11,931 |
| Jun 2026 | Tyler Boone | IL | SunPeak Installs | $3.38 | 13.4 | $500 | $45,495 | $1,373 | $11,752 | $10,379 |
Live interactive mockup - change any filter, sort any column
As detailed, niche, and granular as you want.
This is not a template with your logo dropped in. Every widget, filter, alert, and permission is designed around your operation - during the onboarding period we build, tear down, and rebuild until every screen answers a question you actually ask. No wasted pixels. No vanity metrics. No dashboard graveyard.
Widgets we can drop in.
A starting menu, not a limit. If it lives in your CRM - or in a spreadsheet your team maintains by hand - we can put it here.
Total Revenue
Live revenue rolled up across every rep, product line, or location - filtered any way you want.
Gross Margin
True margin after installer cost, adders, and pass-throughs. Not just top-line vanity.
Rep Commissions
Auto-calculated payouts per rep, per deal, per split - no more spreadsheets.
Net Profit
Company net after every rep payout and cost of sale. The number that actually matters.
Avg Deal Size
PPW, system size, contract value, ticket - whatever your unit economics live on.
Performance by State
Net profit, close rate, and volume broken out geographically.
Performance by Installer / Vendor
See which partners actually drive margin - and which quietly erode it.
Revenue by Month
Booked contract value per month with forward projections and trailing comparisons.
Deal Ledger
Every single deal, sortable by any column, with drill-down to raw CRM record.
Multi-dimensional Filters
Rep, state, installer, product, source, campaign, date - stack them however you like.
Pipeline & Conversion
Stage-by-stage funnel with velocity, drop-off, and rep-level close rates.
Speed-to-Lead
Median time to first touch, per rep, per source - flag anything over threshold.
Lead Source Attribution
Revenue and net profit attributed back to the exact ad, form, or referral channel.
Leaderboards
Rep, team, or office rankings on any metric - refresh live on a wall TV.
Custom Alerts
Slack, email, or SMS when a deal hits, a rep stalls, or a KPI drifts out of range.
Role-Based Access
Owners see everything. Reps see their own numbers. Managers see their team. Locked down by design.
Anything Else
If your CRM stores it - or your team wishes it did - we can put it on the dashboard.
From kickoff to live in weeks.
Discovery
We sit down with ownership and ops. What decisions do you make weekly? What numbers do you wish you had at 7am on Monday?
CRM Integration
Direct connection to your CRM - GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho, or custom. Live sync, no CSV exports.
Custom Build
Every KPI, chart, filter, and alert is built to your exact spec. Nothing generic. Nothing you don't use.
Onboarding Period
Fully customizable during installation. Change your mind, add widgets, restructure layouts - all included.
Live Ops
Ongoing tweaks as the business evolves. New rep? New product line? New market? The dashboard grows with you.
Tell us what you wish you could see.
Book a working session. We'll map the metrics that matter to your business and scope a build - no cookie-cutter demo.
Book a build call