SolarBud
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Reports & Dashboard

Real-time KPIs, a custom report builder, AI-powered trend analysis, and exportable insights to make data-driven decisions.

SolarBud
Business Dashboard
Active Projects
28
+4 this month
Monthly Revenue
$158k
+14% vs Feb
kW Installed (MTD)
94
-3% vs last month
Close Rate
68%
+12% vs Feb
Today's Schedule
8:00 AM · Team A · Johnson Residence · 6kW InstallIn Progress
10:00 AM · Team B · Smith Residence · Site SurveyUpcoming
2:00 PM · Team A · Park Commercial · 20kW InstallUpcoming

Real-Time Dashboard

See your company's vital signs at a glance with a live KPI dashboard. Active projects, revenue, kW installed, and today's schedule — all updating in real time. Quick-access widgets surface pending actions so nothing slips through the cracks.

  • Active projects, revenue, kW installed, and crew utilization
  • Today's installation schedule with live project status
  • Quick-access widgets for pending actions
  • Customizable layout to suit your workflow
SolarBud
Custom Report Builder
Build reports with drag-and-drop filters
Report Type: Revenue by System Size
Date Range: Jan 1, 2024 – Mar 4, 2024
Group By: System Size, Crew
Filters: Completed Installs Only
Preview
System SizeRevenueInstallsAvg $/kW
5–7 kW$68,4005$2,280
8–12 kW$94,5004$2,363
15–25 kW$142,0003$2,370

Custom Report Builder

Build any report you need with intuitive filters and pre-built templates. Whether it's revenue by system size for your accountant or crew performance for operations — generate it in seconds, not hours, and export to PDF or CSV.

  • Pre-built templates for common solar company reports
  • Filter by date range, system size, crew, or region
  • Revenue by system size, crew, or customer segment
  • Export to PDF or CSV for board meetings and reviews
SolarBud
AI Insights & Trends
Alert: Tesla Powerwall inventory at 3 units. Reorder recommended to avoid install delays.Action
Positive: Close rate up 12% this quarter. Top factor: same-day quote delivery.Positive
Forecast: Based on current pipeline, expect 6–8 new contracts in next 30 days.Insight
Trend: Average install time decreased by 0.5 days after new crew scheduling system.Improving

AI-Powered Trend Analysis

AI that proactively identifies trends and opportunities you'd otherwise miss. From predicting seasonal demand dips to spotting crew utilization inefficiencies — get actionable recommendations that help you grow smarter, not just bigger.

  • Predictive demand forecasting by season and region
  • Customer conversion and churn pattern analysis
  • Crew utilization optimization recommendations
  • Revenue anomaly detection and alerts

Ready to grow your business?

Get a personalized walkthrough and see how SolarBud fits your operation.