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SimpleSmartSolar Admin

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Total Leads
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Enrolled
Number of Test Records Identified: 0

Potential Revenue

$0
Estimated annual revenue from submitted leads
0 leads | 0 kWh/year

Leads by State

State Leads Enrolled
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Total 0 0

Enrolled Revenue

$0
Revenue from successfully enrolled leads
0 enrolled | 0 kWh/year

Conversion Rate

0%
Lead to enrolled conversion
0 of 0 leads enrolled
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Select records to export | Auto-refresh: 30s
View:
By State:
Name Lead Gen Date Type Email Phone City, State Vendor Enrolled Enrolled Date Annual kWh Income Qualified Actions
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Business Name Contact Phone Email Utility Avg Bill Date Actions
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In-House Revenue

$0
Enrolled sales without an agent
$/kWh
0 enrolled | 0 kWh

Sales Overrides

$0
Override on enrolled agent sales
$/kWh
0 agent leads | 0 kWh

Total Revenue

$0
All enrolled revenue (In-house + Override)
Total kWh: 0
0 enrolled leads

Lead Sources

Direct: 0
Referral: 0
Agent: 0

Vendor Breakdown

Nautilus: 0 enrolled
US Solar: 0 enrolled
Pivot: 0 enrolled

Conversion Funnel

Leads: 0
Enrolled: 0
Rate: 0%

In-House Revenue Over Time

Sales Growth (Cumulative Leads)

Revenue by Period

Sales Revenue By Agent

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Per-lead rate settings are in the table below. Click Settings to customize individual lead rates.
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Name Vendor Enrolled City, State Annual kWh $/kWh Rate Commission Earned Fin. Status Settings
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Manage your sales agents and track their performance
Agent Code Name Email Phone Leads Deals Total kWh Est. Revenue Status Recruiting Actions
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Agent Applications Pipeline View Public Application Page
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New
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Reviewing
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Interview
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Approved
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Hired
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Rejected
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Archived
Showing recent applications
Name Email Phone Experience Status Stage Applied Actions
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Active Recruits (Not Yet Hired)

Name Email Phone Status Actions
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Email Sequence Manager
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📧

Select an email template to edit or click "+ Add Email Template" to create a new one

Edit Template

(Emails will be queued but not sent while paused)
0 queued
Set the delay after the trigger event before the email is sent
Send immediately after trigger
For holiday/event emails (e.g., Earth Day)
Comma-separated state codes
Comma-separated utility names
Available Variables: {{first_name}}, {{last_name}}, {{email}}, {{phone}}, {{street}}, {{city}}, {{state}}, {{zip}}, {{utility}}, {{kwh}}, {{is_business}}, {{vendor}}, {{commission}}, {{referrer_name}}, {{website}}

Internal Communications - Scheduled Emails

Automated emails to agents, staff, and admin. Editable, deletable, and reschedulable.

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Add Scheduled Email

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Total Referrers
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Referrals Sent
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Converted
$0
Fees Paid
days
0 selected
days

Referrers

Name Email Phone Referral Code Referrals Sent Converted Referral Fee ($) Cookie Duration Total Earned Status Actions
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Recent Referrals

Date Sent Referrer Referral Name Contact Method Status Converted Lead Actions
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Active Affiliates
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Pending Applications
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Total Clicks
0
Conversions
%
days
0 selected
days

Pending Applications

Name Email Website(s) Monthly Traffic Status Applied Actions
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Active Affiliates

Name Email Affiliate Code Commission (%) Cookie Duration Clicks Conversions Earnings Status Actions
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View Blog
Title Slug Category Tags Status Published Actions
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Security Overview

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Events Today
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Events This Week
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Total Events
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Unique IPs

Security Settings

Rate Limiting

Anti-Spam Protection

Admin Session Security

Notifications

Blocked Email Domains

Emails from these domains will be rejected. One domain per line.


Security Event Logs

Date/Time Form Type Reason IP Address Email Attempted Details
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Site Settings

Geolocation & State Detection

Control how visitors are directed based on their location.

When enabled, visitors will see a modal asking to confirm their detected state, and may be redirected to state-specific pages.

When enabled, returning visitors who previously selected a state will be automatically redirected to their state page.

Session Timeout Settings

Configure how long each user type stays logged in before being automatically logged out. A warning modal will appear 30 seconds before logout.

Admin Users

Super admins and admin users in the dashboard.

hours
Sales Agents

Agent dashboard sessions (standard login).

hours
Sales Agents (Extended)

When agents check "Stay logged in for 12 hours".

hours
Affiliates

Affiliate dashboard sessions.

hours
🔒

Financial Management

Re-enter your admin password to access financial data.



Incorrect password

Due Now

$0
Commissions past 21 days

Due Soon (10 days)

$0
Commissions due in 4-11 days

Future

$0
Commissions not yet due

Total Invoiced

$0
Already on invoices

Commission Timer - Enrolled Deals

21-day clock starts from enrollment. Gold = due in 11 days or less. Red = past due. Green = already invoiced.

Name Vendor State Annual kWh Rate Commission Enrolled Date Days Elapsed Status
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Invoices

Invoice # Client Amount Paid Balance Status Due Date Created Actions
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Payments

Date Invoice Amount Method Note Actions
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Advances

Date Client Amount Status Note Actions
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Clients

Clients are the companies that pay you. Use "Display Name" to rename them for privacy - only you see the real name.

Real Name Display Name Notes Contract Date Created Actions
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Expense Ledger

Date Category Amount Memo Mileage Reimbursable Actions
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Profit & Loss Statement

Revenue

Total Invoiced $0.00
Total Collected $0.00

Expenses

Total Expenses $0.00
NET INCOME (Collected - Expenses) $0.00
Net Invoiced (Invoiced - Expenses) $0.00

Website Analytics

Analytics Unavailable

Umami analytics is not configured or unreachable.

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Page Views
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Unique Visitors
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Bounce Rate
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Avg Duration
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Active Now

Traffic Overview

Top Pages

Top Referrers

Countries

Devices

Browsers

Admin Users Management

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Total Users
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Active Users
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Admins
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Viewers
Username Name Email Role Status Tab Access Last Login Actions
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Active Admin Sessions

UserTypeLogin TimeIP AddressDuration
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Admin Session History

UserLogin TimeLogout TimeDurationIP Address
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Sales Agent / Affiliate Sessions

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Active Agent Sessions
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Total Agent Logins (30d)
0
Active Affiliate Sessions
NameTypeLogin TimeLogout TimeDurationIP AddressStatus
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Goal Tracker

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Training & Sales Resources

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Off

Quiz Questions

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Agent Quiz Results

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Onboarding Email Sequence

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Add Quiz Question

Marketing Resources

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System Logs

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Total Events
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Today
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Forms
0
Auth Events
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Emails
Timestamp Category Event Message IP Address Details
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Create Admin User

Manage Expense Categories

New Blog Post

Manage Categories

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Manage Tags

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Mass Upload Blog Posts

Create multiple blog posts at once. Perfect for state-specific content. Each post needs a title and content.

Customer Record

Revenue Settings

Override the calculated annual kWh (monthly x 12)

Default: $0.015/kWh (1.5 cents)

Edit Lead

Accepts PDF, PNG, JPG (max 10MB)

New Agent

https://simplesmartsolar.com/

Check this if this agent should be attributed all leads that don't come from agent referrals.

Reset Login Password

Application Details

Confirm Delete

Are you sure you want to delete this applicant?

This action cannot be undone.

HR & Personnel Files

Upload New File

Agent Chart Settings

Select which agents to display in the chart:

Loading agents...

Commission Settings

Configure commission rates (in cents per kWh) for each vendor and lead type:

Nautilus Solar (Xcel Energy - Residential)

US Solar (Black Hills - Residential)

Pivot Energy (Business/Commercial)

Revenue Calculation Logic:
  • In-House Leads: Annual kWh × In-House Rate
  • Sub-Agent Leads: Annual kWh × Override Rate (your earnings)
  • Rates are automatically applied based on vendor assignment

Session Expiring

Your session will expire due to inactivity. You will be automatically logged out in:

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