Zoho Analyticsevery solar KPI on one screen for San Diego.
Cost-per-watt by branch. Gross margin per job. Crew utilization by week. AHJ permit velocity by city. ITC pipeline by quarter. AMC churn risk per customer. Lead-to-PTO funnel. The dashboards we build pay for themselves before month-3.
Six steps from connect to embedded customer portal.
We’ve turned 380+ solar Zoho instances into owner dashboards. The path below is the same one we run for every customer.
Connect CRM, Books, FSM, Inventory, Desk, one-click.
Zoho Analytics ships with native connectors for every Zoho app. We pull deals from CRM, invoices from Books, work orders from FSM, SKUs from Inventory, tickets from Desk. Plus external sources: Aurora, OpenSolar, Enphase Enlighten, SolarEdge, Stripe, GoodLeap.
Pre-built solar schema, joins, calc fields, hierarchies.
Raw Zoho data is messy: cost-per-watt requires joining 4 tables. Our data model has those joins pre-built. Calc fields for ITC value, net margin per job, days-in-AHJ, attach rate. Date hierarchies (week, month, quarter, fiscal year). Branch / crew / sales-rep dimensions ready to slice.
Day 5 of implementation: every KPI in one screen.
The Owner Pack, 14 dashboards we’ve shipped 380+ times. Cost/W, gross margin/job, crew utilization, AHJ velocity, ITC pipeline, AMC churn, lead-to-PTO funnel, cash-flow forecast, attach rate by market, RMA cost, sales-rep leaderboard, financing mix, monitoring exceptions.
Real SQL access. Build any custom report you need.
Beyond the Owner Pack, your analyst (or ours, on retainer) can write full ANSI SQL against the data model, joins, window functions, CTEs. Save as a custom dataset, drop on any dashboard. We build 30-40 custom queries during typical Pro implementation.
Monday 7 AM: full owner P&L hits the founder’s inbox.
Every Monday morning, the CFO/founder gets a one-page PDF: last week’s revenue, cost/W, gross margin, jobs installed, AHJ submissions, ITC dollars in pipeline, top 3 risks. Slack alerts fire mid-week if any KPI breaches threshold.
White-label dashboards inside YOUR customer portal.
Enterprise customers embed white-labeled production dashboards into their own customer-facing portal, “Your system produced 42.6 kWh today, +3.2% vs forecast.” Each homeowner sees only their own data, branded with your logo and colors.
Priced by users + rows. Annual saves ~25%.
Monthly USD list pricing below. Free tier: 2 users, 10,000 rows, fine for evaluation but real solar businesses outgrow it quickly.
Most San Diego solar EPCs land on Premium ($145) or Enterprise ($445). Annual billing saves 25%. Pricing as of January 2026.
Three Analytics packages.
All fixed-price USD. All include the ETG solar data model + Owner Pack dashboards.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development75 hrs
- Project management20 hrs
- Training & user manuals15 hrs
- Hypercare (post go-live)30 hrs
- Meetings & reviews10 hrs
- Zoho Analytics Standard
- 3 dashboards (sales / finance / ops)
- CRM data integration
- Email scheduling
- General User Manual Documentation
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development230 hrs
- Project management40 hrs
- Online training sessions10 hrs
- Hypercare (post go-live)50 hrs
- Meetings & reviews20 hrs
- Zoho Analytics Premium
- 8+ dashboards (Sales / Finance / Install / AMC / HR / Tax / Service / CEO)
- Cross-module data blending
- Forecast + alert configuration
- WhatsApp / Slack digest delivery
- 14-day hypercare
- Product Specificed Usermanual Documentation
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development550 hrs
- Project management70 hrs
- Online training20 hrs
- Hypercare (post go-live)70 hrs
- Meetings & reviews40 hrs
- Zoho Analytics Enterprise
- Embedded BI in your apps
- Custom SQL workspaces
- Dealer/partner-facing dashboards
- 21-day hypercare + 1-mo AMC
- Department + Product Specificed Usermanual Documentation
- Department Based Training
Every solar KPI you’ve been chasing in spreadsheets.
Cost / Watt, Gross Margin / Job
The two numbers every solar owner refreshes hourly. Sliced by branch, crew, financing type, panel SKU and salesperson.
Crew utilization, AHJ velocity
Are your crews idle? Are permits stuck in San Diego-area AHJs vs San Diego? Spot the bottleneck in 8 seconds.
ITC pipeline, Cash-flow forecast
Federal ITC dollars in queue. 13-week cash forecast. Quarterly P&L projection. CFO-ready, board-ready.
AMC churn, Lead-to-PTO funnel
Which customers are at risk of canceling their AMC? Where is your sales funnel leaking, proposal, contract, install?
Ask-Zia natural language
“What was San Diego’s gross margin last month?” Ask in English. Zia returns the chart in 2 seconds. No SQL required.
Slack alerts + predictive forecasting
KPI breaches a threshold? Slack ping to the owner. Predictive models flag at-risk jobs 14 days before they slip.
We’ve built 380+ Analytics deployments for San Diego solar.
Solar data model out-of-the-box
22 calc fields, 11 joined tables, 8 dimensions, pre-built for solar. You’re not paying us to learn what “cost per watt” means.
Real SQL, not just drag-and-drop
Your analyst gets ANSI SQL access. CTEs, window functions, the works. We build the first 30 queries; you build the next 300.
Monitoring data baked in
Enphase Enlighten, SolarEdge mySolarEdge and Tesla pulled hourly. Production-vs-forecast on every system, automatically.
Fixed USD pricing
Quick is $4,800. Pro is $11,000. Enterprise is $24,000. Quoted before kickoff. No “we’ll see how it goes.”
Zoho Analytics FAQ.
Do you work with solar installers in San Diego?
How fresh is the data, real-time or batch?
Can we embed dashboards in our customer portal?
Do we get real SQL access?
How do Slack alerts work?
How accurate is the forecasting?
Can the dashboards work on mobile for our field crews?
See your San Diego solar pipeline on Zoho, in 30 minutes.
Walk through your current sales-to-PTO flow with one of our San Diego solar implementation leads. You will leave the call with a fixed-price quote in USD and a defined go-live date.