Reporting & Analytics

Make Smarter Decisions with Real Business Intelligence

Understand your solar business like never before. From sales pipeline to project profitability, get the insights you need to grow.

Sales Reports

Track every aspect of your sales performance to optimize your pipeline and close more deals.

Pipeline value (raw and probability-weighted)
Won/lost deal analysis with reasons
Conversion rates by stage
Lead source ROI tracking
Monthly, quarterly, and yearly comparisons

Project & Profitability Reports

Track installation performance and ensure every project contributes to your bottom line.

Project Reports:

Installation metrics (scheduled, completed, overdue)
Completion rates and trends
Installation revenue tracking

Profitability Analytics:

Per-project margin tracking
Low margin alerts (automatic flagging below 20%)
Profit trend visualization

Forecasting & Team Reports

Plan ahead with accurate forecasting and optimize team performance with utilization metrics.

Forecasting

6-month sales forecast
Probability-weighted pipeline projections
Monthly revenue forecasting
Stage-by-stage breakdown

Team Reports

Crew utilization rates
Jobs per installer
Workload distribution
Scheduling efficiency

Export Your Data

All reports can be exported to CSV for further analysis in Excel, Google Sheets, or your preferred tool.

Leads

Customers

Projects

Tasks

Explore More Features

Discover how Installa helps you manage every aspect of your solar business.

Lead Management

Track leads that feed into your sales reports.

Team Scheduling

Optimize team performance with scheduling insights.

Proposals & Quoting

Track proposal success rates and revenue impact.

Transform Your Solar Installation Business

Join the growing community of solar installers who are closing more deals, reducing paperwork, and completing installations faster with Installa. Get your entire team on the same page - from sales to design to installation.

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