Total Sales This Week
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Top Consultant
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Sales 7d
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Leads 7d
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Pres 7d
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Consultants ▾
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Team Status
Live Status
0 Online
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To Do List
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Reminder Calendar
Su
Mo
Tu
We
Th
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Sa
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Financials
Gross Profit
$0
Fixed Costs
$0
Net Profit
$0
Total Sales
0
Total Revenue
$0
Sale Profit Breakdown
| Date | Consultant | Product | Solar Profit | Battery Profit | Total |
|---|
Weekly Operating Costs
Baseline Weekly Costs
Fixed operating expenses (wages, rent, utilities, etc.)
$23,923.56
Extra Weekly Costs
Total Weekly Costs
$0
P&L by State
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Sales Audit
Click an audit button to scan all 2026 sales.
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Weekly Sales
| Date & Time | Consultant | Lead Gen | Customer | State | Lead Source | Sold Price | Profit | Commission | Oversell | Finance |
|---|
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Monthly Sales
Showing:
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Pipeline Funnel
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Live Activity
Listening for team activity...
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Team Goals & Progress
Weekly Sales Target (per consultant)
Benchmarks: Sale:Pres ≥ 25% | Sale:Lead ≥ 12%
Team Performance — This Month
$
Team Commission
Total Team Commission
$0
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Consultant Leaderboard
| # | Consultant | Sales | Leads | Pres | 7d Trend | Streak | Momentum | W/W |
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Consultant Rankings & Statistics
Last updated: Never
Manage Data
View:
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| Consultant | Leads | Sales | Pres. | No Ans. | Call Back | Reschedule | Cancels | Not Int. | Been Resched. | Conv. % |
|---|---|---|---|---|---|---|---|---|---|---|
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WhatsApp Groups
⊞
Calculator
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Import Week Data
In Google Sheets, click the CONSULTANT column header, then Ctrl+click the OUTCOME column. Press Ctrl+C then paste below.
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Pending RRP Requests 0
Custom products needing RRP entry
No pending RRP requests
Sales Pipeline
| # | Consultant | Company | Open Solar ID | Client | State | Lead Gen | Product | Price | Payment | Finance Status | Pre-Approvals Status | Meter Change | Installation | Status | Install Date | Install Status | Finalisations | Payment Status |
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Google Sheets Sync
◈ Connection Settings
Create at console.cloud.google.com → APIs → Credentials. Enable the Google Sheets API.
The long ID from the Google Sheet URL. Sheet must be shared as "Anyone with the link can view".
◈ Sync Controls
Not configured
◈ Last Sync Summary
◈ Sync Log
No sync performed yet.
◈ Imported Records Preview
| Date | Consultant | Client | Phone | Source | Outcome |
|---|
🧠 NOVA Knowledge Brain
Manage the AI knowledge base, review pending questions from staff, resolve conflicts, and configure settings.
💬 ClickSend SMS
Configure ClickSend API credentials and SMS templates for appointment confirmations sent to Bloome leads.
◈ API Credentials
Your ClickSend account email/username. Sign up at clicksend.com
Found at: ClickSend Dashboard → Developers → API Credentials
The name or number that appears as the sender (max 11 characters for alphanumeric)
◈ SMS Template
Available placeholders:
{firstName}
{surname}
{date}
{time}
{consultant}
{address}
{phone}
◈ SMS Log
Click refresh to load SMS history
🔒 Security Centre
Manage team passwords and review security status. Build AV — passwords are now handled entirely by Firebase Auth (server-side).
◈ Password Management
Send password reset emails to team members via Firebase Auth. They'll receive an email with a link to set a new, unique password.
Or send to individual team members:
◈ Security Status
◈ Firebase Database Rules
Server-side security rules control who can read and write each part of the database. To deploy:
- Open Firebase Console → Realtime Database → Rules
- Replace the existing rules with the contents of firebase-database-rules.json
- Click Publish
Commissions Overview
📊 Commission Payout Report
Filter completed sales by date range and consultant to process weekly commission payouts.
Leads Report
Generate a full breakdown of all leads booked across all consultants for any date range. Filter by lead generator, consultant, outcome, and more.
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📞 Aircall Analytics
Call performance metrics, agent activity, missed call tracking, and callback management.
Agent Availability
Active Calls
Today's Call Volume (Hourly)
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