Analytics & Daily Reports
PowerBI-integrated dashboards providing management with daily summaries of sales, installations, and revenue collection performance.
PowerBI
Dashboard Integration
Daily
Automated Reports
Real-Time
KPI Tracking
Multi-Level
Drill-Down Analytics
What's Included
Analytics & Daily Reports Capabilities
PowerBI Integration
Features a robust "Daily Reports" dashboard integrated with PowerBI, providing management with high-level summaries of sales, installations, and revenue collection.
Daily Sales Reports
Covers leads captured, quotations generated, and order conversions in a single consolidated daily summary for management review.
Installation Analytics
Tracks installation progress with stages completed vs. target dates across all active and completed projects in real time.
Revenue Collection Trends
Visualises payment collection trends with drill-down capability by branch, executive, or time period for targeted action.
Performance KPIs
Surfaces performance KPIs for sales executives and field operations teams to drive accountability and identify improvement areas.
Exportable Reports
Reports can be exported in required formats for management review, board presentations, and external stakeholder reporting.
Technologies Powering This Module
Built on a modern, scalable stack designed for enterprise-grade solar operations.
How It Works
The Workflow
Data Aggregation
Platform aggregates sales, installation, and payment data from all modules in real time as events occur across the system.
PowerBI Sync
Aggregated data is pushed to PowerBI datasets, triggering dashboard refresh for up-to-date management visibility.
Dashboard Access
Management accesses the Daily Reports dashboard from within the platform with role-appropriate data visibility enforced by RBAC.
KPI Monitoring
Sales and operations KPIs are reviewed daily to identify underperformance, opportunities, and trends across the business.
Report Export
Specific reports are exported in required formats for presentations, weekly reviews, and stakeholder communications.
Use Cases & Applications
Explore Other Platform Modules
Pre-Sales & CRM
Capture leads, assess site feasibility, and auto-generate branded solar quotations with GST calculations and discount management.
Learn moreOrder & Project Management
Convert approved quotations into tracked work orders with stage-by-stage workflows, subsidy tracking, and mobile field operations.
Learn moreFinancial Tracking & Receipts
Track project payments in real-time, generate professional receipts for every transaction, and manage SaaS billing via Razorpay.
Learn morePost-Sales & Support
Automatically track warranty lifecycles and manage customer complaints through a dedicated ticketing system with SLA resolution tracking.
Learn moreOmnichannel Notifications
Automatically notify customers via WhatsApp and SMS at every key milestone — order stages, payment receipts, and quotation delivery.
Learn moreReady to Implement Analytics & Daily Reports?
Let's talk about how this module can transform your solar business operations from day one.
Contact Us Today