Energy / Solar · In Development
Solar Lead & Sales Monitoring Dashboard
A dashboard for capturing, storing and tracking solar leads through the sales pipeline — from first enquiry to sale, with status monitoring at every stage.
Overview
A sales-focused dashboard built for solar businesses to monitor incoming leads and track them through to a closed sale, replacing scattered spreadsheets with one live view.
Client / Industry
Solar / renewable energy sales teams
Problem
Leads arrived from multiple sources (calls, forms, referrals) and were logged inconsistently, making it hard to see which leads were being followed up and which sales stage each one was in.
Solution
A central dashboard that captures every lead in one place, tracks it through configurable pipeline stages, and gives sales staff a real-time view of lead volume, conversion and follow-up status.
Key Features
- Lead intake and storage from multiple sources in one table
- Pipeline view with drag-through sales stages
- Sales and conversion monitoring with simple charts
- Follow-up reminders so leads don't go cold
Development Process
- Mapped how leads currently entered the business and where they were getting lost
- Designed a lead/pipeline data model
- Built the dashboard views and stage-tracking logic
- Currently refining reporting and reminder features
Results
In development — core lead capture and pipeline tracking are working in a test environment.
Challenges
Keeping the dashboard fast and simple to read at a glance, rather than turning it into a heavy reporting tool.
Future Improvements
Automatic lead capture from web forms and call logs, plus exportable sales reports.