⚡ SBI PORTAL · SOLAR SALES COMMAND

Command Your Solar Workflow

Centralize lead entry, dispatch forms, and pipeline handoffs in one high-velocity dashboard built exclusively for solar field reps and sales directors.

✓ Direct CRM Handshake · Live Quota Tracking · Zero Data Drop

SBI Solar Workflow Dashboard Interface Overview

FIELD DISPATCH & QUICK ACTIONS

Accelerate Your Data Entry

High-velocity workflow tiles engineered for field reps. Trigger direct CRM logging, rapid consultation scheduling, and proposal generation in a single tap.

Create New Lead Record

Launch the comprehensive solar qualification intake flow. Captures homeowner utility spend, historical kWh metrics, roof tilt estimations, and assignable sales rep tagging.

Add Opportunity To Pipeline

Stage verified solar consultations into active pipeline stages, set contract values, and assign financing partners.

Create Opportunity →

Schedule Site Assessment

Sync with regional engineering calendars to dispatch site auditors and secure confirmed homeowner appointment windows.

Open External Portal & Docs

Direct access to internal solar design calculation spreadsheets, utility rate matrices, and lender portal links.

CENTRALIZED ACCESS

Every GHL Form, Unified

Eliminate endless sub-account toggling and deep menu navigation. The SBI Portal aggregates every active capture form, survey, and site audit into an instant, high-speed directory built specifically for solar reps in the field.

Solar Status Indicator +24.8% Today
Leads Added Today: 48 / 60 Quota Pacing: Optimal
9 Active Forms Connected
Residential Solar Audit & Electric Bill Intake GHL Form ID: #FRM-9021 • Step 1 Intake
High Conversion Open Form
Commercial Roof & Inverter Survey GHL Form ID: #FRM-4410 • Site Survey Spec
Multi-Step Open Form
Homeowner Credit & Utility Pre-Qual GHL Form ID: #FRM-3199 • Instant Soft Pull
Auto-Routing Open Form
Post-Install Handover & Net-Metering Form GHL Form ID: #FRM-8802 • PTO Verification
Ops Pipeline Open Form

GOVERNANCE & DATA CONTROL

Engineered For Admins

Full administrative command over backend integrations, dynamic access tiers, and instant pipeline synchronization across all solar sales operations.

VIB Integration

Directly link and map external Virtual Identity Bridge endpoints. Maintain unbroken API connectivity, token handshakes, and centralized payload validation across all rep-facing forms.

Granular Visibility

Establish exact role-based view settings for individual solar reps and managers. Instantly toggle form availability, restrict sensitive fields, and prevent accidental data leakage.

Real-Time Sync

Sub-second webhook propagation pushes updated form schemas and lead pipelines into GHL immediately, eliminating manual refreshes and operational lag.

COMMAND CENTER ACTIVE

Start Your Session Now

Launch your daily command workspace to sync active solar leads, dispatch updates, and process pipeline submissions in real time with complete accuracy.

Encrypted Connection : GHL HighLevel Database Synced : Real-Time Pipeline Ready