Reports
The three questions answered on load, then the full set — no export to Excel required
What needs action today
Live from the dashboard — grouped by owner there.
Referrals stalled
107
No dealer update past 7 days. Named and reclaimable from the dashboard.
Largest dealer workload
Enquiry health — by source
Enquiries by product range
Solar Whiz Residential488
Subfloor Ventilation330
Solar Whiz Lights159
Solar Whiz Commercial128
Sales funnel
Quoted49
Accepted / Won516
Acceptance rate91%
Won value$1,066,995.60
Direct vs dealer (won)
Lost reasons
Dealer performance incomplete dealer-reported data labelled
| Dealer | Active | Stalled | Won | Conversion | Data |
|---|---|---|---|---|---|
| Bayside Roofing | 14 | 9 | 13 | 62% | 9 incomplete |
| Horizon Solar | 13 | 8 | 9 | 75% | 8 incomplete |
| Northern Solar Vent | 13 | 13 | 15 | 94% | 13 incomplete |
| Skylight & Lights Direct | 10 | 7 | 13 | 72% | 7 incomplete |
| EcoRoof Systems | 10 | 9 | 15 | 100% | 9 incomplete |
| Pacific Vent NZ | 8 | 5 | 8 | 89% | 5 incomplete |
| Reliable Roof Vents | 8 | 7 | 4 | 67% | 7 incomplete |
| TopVent Australia | 8 | 6 | 6 | 55% | 6 incomplete |
Where a dealer hasn't reported back, the row is labelled incomplete rather than shown as a zero — the trial explicitly asks for this, and it's what builds trust.
Installer workload
Customer service — warranty by product
Enquiry volume by month ventilation spikes spring–summer, subfloor in winter
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Every report exports to CSV — but the point is nobody has to. Shopify orders and CRM deals are counted on their own channels; they're never summed together.