SolarFlow AI Dashboard

Tue, Jun 16, 2026

Good afternoon, Priya

Your book of business at a glance · updated 1:05 PM

AI Advisor New proposal

$214,300

Open pipeline value

6

Proposals out

9

Documents pending

3

PTO this month

34%

Proposal → close

AI worked overnight

Since 6:00 PM yesterday

Advisor 5prospect chats answered · 2 became leads Proposals 3drafted from utility bills · ready to review Documents 11collected · 2 flagged · 4 reminders sent Knowledge 18incentive questions answered, with sources

New & qualified2 Jordan Lee · Okafor family Proposal sent1 Garcia · $25,600 · viewed 2× In permitting1 Walsh · AHJ plan check Awaiting PTO1 Nguyen · utility inspection passed

Needs your attention

3

Document flagged by AI — Garcia deal8:40 AM

Uploaded utility bill looks like page 1 of 2 — back page missing

Garcia opened your proposal again7:12 AM

Spent 4 min on the financing comparison — good time to call

Interconnection approved — MendozaYesterday

PG&E cleared install · schedule the crew

Recent proposals

All proposals →

Deal	Homeowner	System	Net cost	Status
SF-2048	David & Maria Garcia	8.0 kW · +battery opt.	$17,920	Viewed 2×
SF-2050	The Okafor Family	7.0 kW	$15,680	Draft — AI
SF-2044	Aisha Rahman	9.6 kW · Powerwall 3	$21,840	Accepted
SF-2051	Jordan Lee	6.8 kW	$14,210	New lead

Ask the knowledge base

"Rebates for a customer in San Jose on PG&E?"

Last asked 11:02 AM · 3 sources

Closed this quarter

28 systems installed
across Q2 — $742k contract value. Average payback 7.1 yrs.

Conversion funnel — last 30 days

34% of proposals signed · illustrative reporting view.