Eighteen ready-made reports on sales, operations and money — with a date range, export, and a one-click weekly summary for the owner.
Finding your way around
Left rail — Owner Weekly Summary at the top, then three groups: Sales, Operations and Money. Click a report to open it.
Date range (top right) — This month, Last month, This quarter, This FY, or Custom (pick a from and to date and click Apply). The range applies to activity-based reports; reports that show "right now" or a fixed window say so under their title.
Export to Excel and Export to PDF above every report.
Owner Weekly Summary
One click for the week: New Leads, Quotes Sent, Leads Won, Revenue Won, Money Collected, Stuck Subsidies and Loans Awaiting Sanction. It always covers the last 7 days, whatever the date range picker says.
The reports
Sales
Report
What it shows
Lead Source Performance
Leads, quotes sent, won, conversion %, average ticket and revenue per lead source — which channels are worth paying for.
Sales Executive Leaderboard
Leads, quotes sent, won, conversion % and revenue per executive.
Pipeline Value by Stage
Count and rupee value of open leads in each stage, as of now.
Quote to Win Analysis
Win rate, quotes sent and won, across all quotations.
Lost Reason Analysis
Why leads were lost, with count and % of lost.
Monthly Sales Trend
Leads, quotes, wins, kW sold and revenue for each of the last 12 months.
kW Sold by Size / State
Count and total kW by system size band (0–3, 3–5, 5–10, 10 kW+).
Operations
Report
What it shows
Project Ageing
Days each project has been open, by status; flags projects open more than 60 days.
Milestone Bottleneck
Average days to complete each of the 10 milestones — where installs actually stall.
Technician Load
Open surveys and open tickets per technician.
Survey to Quote Conversion
Completed surveys, how many became quotes, and the conversion rate.
Money
Report
What it shows
Receivables Ageing
Pending payments right now in 0–30, 31–60, 61–90 and 90+ days overdue buckets.
Collections vs Target
Money collected in each month of the range.
Subsidy Pipeline
Expected vs received subsidy and the variance, by portal status.
Loan Pipeline
Count and value of loan applications in each status.
Project Funding View
For each project: quoted total, customer receipts, subsidy received, loan disbursed and what's still owed. Money in only.
GST Summary
Output GST on won quotations by month, for your accountant.
Who sees reports
Admins see every report. Per the Standard plan design, Sales Executives see their own rows on sales reports, Accounts sees the money reports, and Field Technicians see no reports.
Start every Monday with the Owner Weekly Summary, then drill into Receivables Ageing and Loan Pipeline to decide who to call.
