A executive dashboard for a solar business tackles one specific leak: the numbers that tell you whether the business is healthy, leads by source, quote-to-close, installs booked, STCs outstanding, margin per job, live across your CRM, your OpenSolar designs, your monitoring portals and Xero, and none of them line up. Assembling a true picture takes days, so by the time you see conversion has dropped or certificates are banking up, the problem is well advanced. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
The numbers that tell you whether the business is healthy, leads by source, quote-to-close, installs booked, STCs outstanding, margin per job, live across your CRM, your OpenSolar designs, your monitoring portals and Xero, and none of them line up. Assembling a true picture takes days, so by the time you see conversion has dropped or certificates are banking up, the problem is well advanced.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a solar business, and the system is built to close it. You can see the full picture of where a solar business leaks margin on the solar industry page.
A dashboard that pulls sales, install and financial data from the systems you already run, your CRM in HubSpot or Salesforce, your OpenSolar pipeline, your monitoring portals and Xero, and puts leads by source, quote-to-close, installs scheduled, STC revenue outstanding and margin per job on one screen, current. It lets you drill from the whole business into a single deal or install, and we build the integrations so the numbers pull live rather than being keyed in from four systems on a Monday morning.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one you stop waiting for the weekly report, because the current position of leads, quotes, installs and outstanding certificates is on one screen, pulled from the same systems your team already uses.
Month three. By month three you are catching the problems early, a source that stopped converting, certificates banking up, margin slipping on a product line, while there is still time to act, rather than discovering it in a month-end report when the quarter is already shaped.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built executive dashboard for a solar business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.