βοΈ SunFusion CRM & Business System
Complete Energy Solutions Management Platform
Version 10.0 CRM Enhancedπ― Sales Dashboard
24
Active Leads
$486.5K
Pipeline Value
12
Quotes This Month
68%
Win Rate
$1.2M
Revenue YTD
$38.4K
Avg Deal Size
π Sales Pipeline
New Lead
8
John Smith
Residential - 2100 sqft
Est: $32,400
Sarah Johnson
Residential - 1800 sqft
Est: $28,500
Mike Chen
Commercial - Office
Est: $85,000
Qualified
6
Davis Corp
Commercial - Warehouse
Est: $125,000
Lisa Brown
Residential - 3200 sqft
Est: $48,000
Quote Sent
5
Pacific Holdings
Commercial - Multi-site
Quote: $285,000
Robert Wilson
Residential + EV
Quote: $45,800
Negotiating
3
Green Tech Inc
Industrial - Factory
Negotiating: $156,000
Closed Won
2
Anderson Family
Residential - Complete
Won: $38,500
π Recent Activities
| Time | Activity | Customer | Rep | Value |
|---|---|---|---|---|
| 2 hours ago | Quote Sent | Pacific Holdings | John D. | $285,000 |
| 5 hours ago | Site Visit | Sarah Johnson | Mike R. | $28,500 |
| Yesterday | Deal Won | Anderson Family | Lisa K. | $38,500 |
| Yesterday | Follow-up Call | Green Tech Inc | John D. | $156,000 |
π₯ Customer Management
| Customer | Contact | Status | System | Value | Last Activity | Actions |
|---|---|---|---|---|---|---|
|
John Smith
123 Solar St, San Diego
|
john@example.com
(619) 555-0123
|
New Lead | Guardian E2 (48kWh) | $32,400 | 2 hours ago | |
|
Davis Corp
456 Business Blvd
|
procurement@daviscorp.com
(619) 555-0456
|
Qualified | Guardian Tower (144kWh) | $125,000 | 1 day ago | |
|
Pacific Holdings
789 Corporate Center
|
facilities@pacificholdings.com
(619) 555-0789
|
Quote Sent | Multiple Units (480kWh) | $285,000 | 5 hours ago | |
|
Anderson Family
321 Sunset Ave
|
anderson@email.com
(619) 555-0321
|
Closed Won | Guardian Elite 15K | $38,500 | Yesterday |
π Customer Interaction History
π° Dealer & Contractor Pricing
π Pricing Tiers & Margins
π₯ Platinum Dealer
$1M+ Annual Volume
20% Margin
Best Pricing
π₯ Gold Dealer
$500K-$1M Annual Volume
15% Margin
Priority Support
π₯ Silver Dealer
$250K-$500K Annual Volume
10% Margin
Standard Support
π
Authorized Contractor
$100K-$250K Annual Volume
5% Margin
Basic Support
π€ Retail Customer
Direct to Consumer
List Price
DIY Support
π¦ Supplier & COGS Management
| Product | Supplier Cost | Landed Cost | MSRP | Max Margin | Min Margin |
|---|---|---|---|---|---|
| Guardian E2 (48kWh) | $15,800 | $17,818 | $32,397 | 45.0% | 30.0% |
| Guardian Elite 12K | $7,440 | $8,401 | $15,275 | 45.0% | 30.0% |
| Guardian Elite 15K | $9,140 | $10,314 | $18,753 | 45.0% | 30.0% |
| Guardian Tower Base | $16,280 | $18,366 | $33,392 | 45.0% | 30.0% |
| ECHO 3T /28/12 | $6,725 | $7,591 | $13,802 | 45.0% | 30.0% |
πΈ Commission Calculator
Estimated Commission
$0
Based on $0 Gross Profit
π― Volume Incentives & Bonuses
| Tier | Quarterly Volume | Base Margin | Volume Bonus | Total Margin | Additional Benefits |
|---|---|---|---|---|---|
| Entry Level | $0 - $50K | 3% | 0% | 25% | Basic Training |
| Bronze | $50K - $100K | 5% | 2% | 30% | Marketing Support |
| Silver | $100K - $250K | 8% | 5% | 35% | Co-op Advertising |
| Gold | $250K - $500K | 10% | 7% | 40% | Priority Support + Leads |
| Platinum | $500K+ | 13% | 10% | 45% | Exclusive Territory + VIP Events |
π€ Client Information
π Energy Storage Configuration
Current Pricing Tier
π€ Retail Customer
Standard Pricing
List Price
Margin: 0%
List Price
$0
Your Price
$0
Your Margin
$0
Margin %
0%
π Advanced Energy Analysis
Time-of-Use Rate Analysis
Load Profile Chart