Reporting

Lifecycle Volume

Illustrative monthly lead, accepted-deal, and completed-install movement.

6 months

Conversion Path

Illustrative progression from captured lead to operations-ready handover.

186 leads

Leads186 · 100%

Qualified122 · 65.6%

Quotes issued81 · 43.5%

Accepted deals46 · 24.7%

Ready for operations39 · 21%

Work Requiring Attention

Cross-functional exceptions that link back to their canonical workspaces.

4 groups

First recorded response is outside the illustrative service target.

Ready-for-operations handovers are missing required context.

Upcoming field jobs do not yet have an installer assignment.

Payment or finance records are waiting for an internal review.

Reports