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Analytics Dashboard in Solargraf
Published on 25 Mar 2026
The Solargraf analytics dashboard provides account owners with a centralized view of their company's activity on the Solargraf platform.
It consolidates key performance metrics — from project creation through proposal signing, system design trends, financing activity, permitting status, and team engagement — into a single, easy-to-read interface.
This dashboard is designed to help solar installers make data-driven decisions, identify bottlenecks in their sales and operations pipeline, and track team performance over time.
Note: The Analytics Dashboard is currently available only to account owners.
Filters
At the top of the dashboard, you can apply filters to narrow down the data based on timeframe, project zoning, company name, project owner and state. These filters apply globally across all charts, allowing you to focus on a specific time period or segment of your business. Use filters to compare performance across months, quarters, or custom date ranges.
Dashboard components
1. KPI summary cards
At the top of the dashboard, four key performance indicator (KPI) cards provide a snapshot of your current month's activity. These are divided in two tabs based on the base time frame used –
Analytics based on projects created in current month – This shows the status of projects created in current month i.e. if the month is shown as Apr 2026, then the proposals sent/seen/signed correspond to projects created in Apr 2026.
Analytics based on project status in current month - This shows the status of projects updated in current month i.e. if the month is shown as Apr 2026, then proposals sent/seen/signed correspond to all projects which have their status updated in Apr 2026.
Each card presents a month-to-date (MTD) percentage change, indicating the metric's increase or decrease relative to the equivalent period in the preceding month.
How to use this insight:
These KPI cards represent the core sales funnel for the installer on Solargraf. Track them together to understand conversion efficiency. For example, if "Proposals Sent" is high but "Proposals Seen" is low, it may indicate delivery or follow-up issues. If "Proposals Seen" is healthy but "Proposals Signed" is dropping, your proposal content or pricing may need attention.
2. Project status trend
Current status of projects based on created date.
This stacked bar chart displays the monthly count of projects for last 13 months broken down by their current status— such as active, seen, sent, signed and design pending. Each bar represents a month, and the colored segments show how many projects fall into each status category.
How to use this insight:
Monitor the ratio of active-to-signed projects over time. A growing backlog of "Design Pending" or "Active" projects that aren't converting to seen/sent/signed" could signal operational delays or sales inefficiencies. Seasonal trends may also emerge — for example, a summer surge in project creation followed by a fall dip.
3. Proposal distribution
% distribution of proposals by design type.
This 100% stacked bar chart shows the percentage distribution of your proposals across four categories each month:
Storage Only — Proposals involving only battery storage.
PV + Storage —Proposalswith PV& battery storage.
PV Only — Proposals with PV added without battery storage.
No Design — Proposals that don’t have any system design.
How to use this insight:
A persistently high "No Design" percentage suggests a large backlog of undesigned projects with project credits being wasted. Track the growth of "PV + Storage" over time to gauge how well your team is upselling battery solutions. This chart helps you understand your product mix and adjust your sales strategy accordingly.
4. Avg. time between project stages
Trend of proposal status change between stages.
This line chart tracks three metrics over time:
Avg time (Created to Sent)- Average number of days between project creation and when the proposal is sent.
Avg time (Sent to Seen)- Average number of days between when a proposal is sent and when the homeowner first views it.
Avg time (Seen to Signed)- Average number of days between when a proposal is viewed by the homeowner and when it’s signed.
How to use this insight:
This is one of the most actionable charts on the dashboard. It directly measures the speed of your sales pipeline.
An increasing trend ofcreated to sent time means your design and proposal preparation process needs to be checked to streamlineit further.
An increasing trend of high sent to seen time suggests homeowners aren't engaging quickly — review your proposal delivery method, follow-up cadence, or email subject lines.
A declining trend in both metrics over time is a strong positive signal that your operations are becoming more efficient.
5. Signed proposals - Cash/Loan/TPO split
Signed proposals based on selected financing type.
This 100% stacked bar chart breaks down your signed proposals each month by financing type:
Cash – Signed proposals with cash option chosen
TPO — Signed proposals financed byleases and PPAs (Third-Party Ownership).
Loan — Signed proposals financedthrough a loan product.
How to use this insight:
Understand which financing options your customers prefer. A heavy skew toward one financing type may indicate that your sales team is not presenting all available options, or that market conditions favor a particular product. If TPO adoption is growing, ensure your team is well-versed in the TPO products offered through your integrated financing partners.
6. PV system metrics
Average PV size and price per watt quoted in proposals created.
This dual-line chart tracks two critical metrics on a monthly basis:
PPW (Price Per Watt) — The average price per watt quoted in your proposals.
Avg. PV Size (kW) — The average system size (in kW) quoted in design options.
How to use this insight:
Monitor pricing competitiveness and system sizing trends. If your average PPW is rising while your close rate (Proposals signed) is falling, you may be pricing yourself out of the market. Conversely, if average system sizes are shrinking, it could indicate a shift in your customer base or a change in utility net metering policies. Compare these trends against industry benchmarks to ensure you remain competitive.
7. PV system size distribution
% distribution of proposals based on PV system size.
This donut chart categorizes all proposals into quoted system size buckets (e.g., 0–2 kW, 2–4 kW, 4–6 kW, 6–8 kW, 8–10 kW, 10+ kW) and shows the percentage breakdown.
How to use this insight:
Understand the composition of your design portfolio by system size. If a large portion of your designs fall into smaller size categories, you may want to explore strategies for upselling larger systems, such as adding battery storage or additional panels. This chart also helps with inventory planning and equipment procurement decisions — knowing your most common system size range allows you to negotiate better bulk pricing with distributors.
8. Applications by TPO providers
Solar financing applications split by TPO provider.
This stacked bar chart shows the monthly count of financing applications submitted through each integrated TPO provider — GoodLeap, EnFin, LightReach and Concert.
How to use this insight:
Track which financing partners are getting the most volume from your team. If one provider dominates, consider whether that's by design or if your sales reps are simply defaulting on a familiar option. Diversifying across providers can give homeowners more choices and improve your close rate. Use this data during quarterly business reviews with your financing partners to discuss volume, approval rates, and potential incentives.
9. Permits by status
Solar installation permit volume and approval status.
This stacked bar chart tracks your monthly permit submissions broken down by status:
Received — Permits that have been received.
Rejected — Permits that were denied and may require resubmission.
Ordered — Permits that have been ordered/requested.
How to use this insight:
Permitting is often the biggest bottleneck in solar installation timelines. A high "Rejected" count may indicate recurring design or documentation issues that need to be addressed. If permit volume is declining while project creation is steady, it may signal a gap between your sales and operations teams.
10. Active users (by project created)
Active users who created at least one project.
This bar chart shows the monthly count of unique team members who created at least one project on the Solargraf platform.
How to use this insight:
This is a direct measure of team engagement and platform adoption. If you have 20 sales reps but only 8 are creating projects, it may indicate a training gap or resistance to using the platform. Track this metric after onboarding new team members or rolling out process changes to ensure adoption is on track.
11. Active users (by last login)
Active users based on last login time.
This horizontal bar chart groups your team members by how recently they last logged into Solargraf:
Never logged in
> 90 days ago
31–90 days ago
8-30 days ago
1–7 days ago
Today
How to use this insight:
Identify inactive users who may need re-engagement or whose projects can be reassigned. A healthy distribution should show most users logging in within the last 7 days. A significant number of users in the "Never logged in" or "90+ days" categories may indicate incomplete onboarding or disengaged team members. Use this data to drive platform adoption initiatives and ensure your Solargraf licenses are being fully utilized.
Summary
The Solargraf Analytics Dashboard gives solar installation business owners a comprehensive, bird's-eye view of their operations. By regularly reviewing these metrics, you can:
Optimize your sales funnel — from project creation to proposal signing.
Identify operational bottlenecks — in design turnaround, proposal delivery, and permitting.
Understand your product and financing mix — to align with market demand.
Monitor team engagement — to ensure full platform adoption and productivity.
Make data-driven decisions — backed by real trends.
We recommend checking the dashboard on a daily basis to stay on top of emerging trends and address any lingering issues.