Pipeline performance in one view
Review sales and pipeline activity without assembling a recurring report from individual representative spreadsheets.
Solar business reporting software
See solar sales, operations and communications performance in one workspace.
ArcSolar brings sales and pipeline, operational and platform reporting into one workspace built from the records teams use each day. Managers can move from the high-level view into communication evidence and the underlying customer or job context when something needs attention.
Book a workflow demoSales, operations and communication reporting reference the connected customer and job records behind the figures.
ArcSolar / Solar business reporting
What changes
Replace a broken handoff with a connected workflow.
Operational activity stays visible
Use an operations view beside the sales picture so managers can see how work progresses after a deal is accepted.
Communication evidence remains accessible
Open recorded call evidence, transcripts and the audited SMS archive when the team needs to understand the history behind a customer outcome.
How it works
One record through the work that matters.
The workflow is configured around the retailer rather than forcing the team into a generic software template.
- 1
Choose the business view
Move between sales and pipeline, operations and platform information depending on the question being reviewed.
- 2
Inspect the underlying evidence
Open the related customer, job, call or message context behind the activity that needs closer attention.
- 3
Act in the connected workflow
Return to the live record and assign the follow-up or operational action without maintaining a separate reporting process.
Questions
What solar teams ask about solar business reporting.
Which areas of the business can ArcSolar report on?
The reporting workspace includes separate views for sales and pipeline, operations and platform activity, using the connected records already maintained in ArcSolar.
Can managers review call recordings and transcripts?
Where call recording is enabled and authorised, ArcSolar can provide a call-evidence view for recordings and transcripts from the communications history.
Is SMS history available for review?
Yes. The reporting workspace can include an audited SMS archive so authorised users can review the communication history attached to business numbers and customers.
Related solutions
Continue through the connected workflow.
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