Dashboard

Open RFQs

3

1 has been unanswered for 48+ hours

Orders In Transit

5

2 due to arrive this week

Outstanding Balance

$27,840

1 invoice overdue by 5 days

Credit Limit Used

42%

$62,400 / $150,000 (Net 30)

Announcements

e-STORAGE HybridInverter 50kW is running low — only 8 units left. Submit an RFQ soon if you need to secure volume.

Recent Orders

View all →

Order	Status	Amount
SO-20502	Pending	$18,900
SO-20491	Picking	$44,200
SO-20486	Shipped	$9,640

Payment Reminders

View all →

Invoice	Due Date	Status
INV-88402	2026-08-05	Overdue
INV-88355	2026-08-25	Due soon
INV-88291	2026-07-18	Paid

All Solar Modules Energy Storage Inverters

Request a Quote (RFQ)

Project orders / custom specs

Project name

Product of interest

Estimated quantity

Requested delivery date

Notes / special specs

Submit RFQ

My RFQs

Project	Product	Status
NSW rooftop distributed project	CS Power SunMax 605W	Sales following up
VIC C&I storage retrofit	e-STORAGE PowerBlock 5MW	Quote pending

Quick Order (In Stock)

Priced from your dealer price list

Product	Your Price	Qty
CS Power SunMax 585W	$118.20		Add to list
e-STORAGE Cube 215	$46,800		Add to list
e-STORAGE HybridInverter 50kW	$8,950		Add to list

Bulk Order

Drag and drop a CSV order list here, or

Choose file to upload

Supports one-click reordering from past orders

↻ Reorder from history (SO-20301)

Order List

No items yet — try "Add to list" on the left

Submit Order →

All Pending Picking Shipped

Order	Date	Summary	Amount	Status
SO-20502	2026-08-11	e-STORAGE Cube 215 × 2	$93,600	Pending
SO-20491	2026-08-08	SunMax 605W × 1,200 pcs	$44,200	Picking
SO-20486	2026-08-02	HybridInverter 50kW × 1	$9,640	Shipped
SO-20301	2026-07-14	SunMax 585W × 2,000 pcs	$236,400	Completed

Total Outstanding

$27,840

Overdue

$9,640

Credit Limit Used (Net 30)

$62,400 / $150,000

Invoices & Statements

Invoice	Order	Issued	Due Date	Amount	Status
INV-88402	SO-20286	2026-07-06	2026-08-05	$9,640	Overdue	Upload proof of payment
INV-88355	SO-20260	2026-07-26	2026-08-25	$18,200	Due soon	Upload proof of payment
INV-88291	SO-20218	2026-06-18	2026-07-18	$24,560	Paid	—

No forced online payment: upload proof of a bank transfer and Finance will reconcile the invoice automatically (built for Australian B2B payment-term norms).

Sub-Accounts

+ Invite sub-account

Name	Email	Role	Permissions	Status
Wei Zhang	wei@solaristrade.com.au	Purchasing Manager	Order / View invoices	Active
Lina Li	na.li@solaristrade.com.au	Project Engineer	RFQ only	Active
Qiang Wang	finance@solaristrade.com.au	Finance	View invoices only	Pending

Permission tiers follow the Phase 1 design: RFQ only / can order / can view invoices — the three roles can't exceed their scope, and the backend logs every login and price view.

This view is for the internal sales/ops team, used to track whether the platform is meeting its "empower distributors" goal — mirrors the core KPIs in the execution strategy.

Self-Service Order Share

42%

Target >60%

Avg. RFQ Response Time

-35%

vs. pre-launch

Active Distributors This Week

78

/ 112 signed

Inventory Sync Accuracy

99.6%

Above 99% threshold

Self-Service Order Share Trend (illustrative)

Step 2 launch — month 1

18%

Seed distributor pilot

29%

Full rollout — month 1

35%

Current

42%

Target

60%

This is the direct-service window for distributors: every RFQ submitted from the portal lands here for the internal team to respond, quote and follow up within an SLA. Nothing sits unanswered.

Open RFQs

7

Across 6 distributors

Awaiting first response

3

1 over SLA

Avg first response

6h

Target < 8h

Won this month

5

~$0.6M pipeline

Incoming RFQs

Sorted by SLA — most urgent first

All New Quoting Awaiting customer Won

RFQ	Distributor	Product	Value	SLA	Owner	Status
RFQ-1042	Sunrise Energy	e-STORAGE Cube 215 × 4	$187,200	Overdue 2h	Wei Zhang	Quoting	Respond
RFQ-1041	Metro EPC Group	SunMax 605W × 1,200	$147,000	4h left	Lina Li	New	Respond
RFQ-1039	Coastal Solar QLD	PowerBlock 5MW × 1	RFQ	Awaiting customer	Lina Li	Awaiting customer	Respond
RFQ-1036	GreenVolt Installs	HybridInverter 50kW × 6	$53,700	Due today	Wei Zhang	Quoting	Respond
RFQ-1030	BrightRoof	SunMax 585W × 2,000	$236,400	—	Wei Zhang	Won	View

Distributor questions, complaints and after-sales requests from the portal become tickets here — assigned, prioritised and tracked to resolution. This is the customer-service side of the desk.

Open tickets

9

4 high priority

Overdue

2

Past SLA

Avg resolution

1.4d

Target < 2d

Satisfaction (CSAT)

4.6

/ 5.0

Tickets

High priority and overdue float to the top

All New In progress Waiting on distributor Resolved

Ticket	Distributor	Type	Priority	Owner	Age	Status
TK-3082	Solaris Trade	Technical	High	Lina Li	4h	In progress
TK-3080	Coastal Solar QLD	After-sales	High	Wei Zhang	1d	New
TK-3078	Metro EPC Group	Billing	Medium	Finance	6h	Waiting on distributor
TK-3071	GreenVolt Installs	Order	Low	Wei Zhang	2d	In progress
TK-3065	Delta Renewables	Access	Medium	Admin	3d	Resolved

Broadcast announcements to distributors (shown in their portal + emailed) and hold one-to-one conversations — the proactive-outreach half of the service desk.

Broadcast announcement

AudienceAll signed distributors (112)Active this month (78)By state — QLD (21)Single distributor

Subject

Message

Send announcement

Recent announcements

Sent	Subject	Audience	Reach
2026-08-14	Cube 215 price list update	All	112
2026-08-09	Melbourne warehouse stocktake	Active	78
2026-08-02	New SunMax 700W bifacial	QLD	21

Distributor conversations

Direct messages

Sunrise Energy

Can you confirm lead time on the Cube 215?

2 newReply

Metro EPC Group

Need CAD drawings for the 605W module

1 newReply

Solaris Trade

Invoice INV-88402 payment uploaded

ReadReply

GreenVolt Installs

Thanks, order received

ClosedReply

This is where all new-customer leads land (website applications, trade shows, referrals and ads), scored and prioritised. Work the pool here; move them through stages on the Nurturing Pipeline.

New Leads This Week

23

61% from website

Unassigned

4

Needs an owner

Converted This Month

6

New signed distributors

Lead Conversion Rate

14%

Lead → first order

Lead Sources

Website application

61%

Trade shows / events

18%

Customer referrals

13%

Online ads / search

8%

Lead Pool

Sort by score to prioritise

Company	Source	Score	Stage	Owner	Next action	Last touch
Sunrise Energy	Website	Hot	Quoted	Wei Zhang	Follow up quote, send sample	1d ago
Coastal Solar QLD	Trade show	Warm	Nurturing	Lina Li	Send case studies + price list	3d ago
GreenVolt Installs	Referral	Hot	ABN verified	Wei Zhang	Arrange account setup	Today
Outback Power Co	Ads	Cold	New lead	Unassigned	First contact	—
Metro EPC Group	Website	Warm	Nurturing	Lina Li	Technical Q&A call	5d ago

The nurturing board shows every active lead by lifecycle stage. Column counts and time-in-stage make it obvious where leads are piling up or going cold — move a card forward as the relationship progresses.

In Pipeline

48

Active leads being worked

Moved Forward This Week

11

Stage advances

Stalled > 14 days

6

Need re-engaging

Avg Time to Convert

34d

Lead → first order

Pipeline Board

Count · leads in each stage

New · 5

Outback PowerAds · Cold · 16d

Delta RenewablesWebsite · Warm · 2d

Contacted · 7

BrightRoofReferral · Warm · 4d

Nurturing · 12

Coastal SolarShow · Warm · 21d

Metro EPCWebsite · Warm · 5d

Qualified · 9

Sunrise EnergyWebsite · Hot · 3d

Sample/Quote · 8

GreenVoltReferral · Hot · 6d

Converted · 6

Solaris TradeSigned

Stage Health

Stage	Leads	Avg days in stage	At risk
New	5	2d	1
Contacted	7	3d	0
Nurturing	12	9d	4
Qualified	9	6d	1
Sample / Quote	8	7d	2

The conversion funnel shows how visitors become repeat buyers over the last 90 days. The stage-to-stage rates highlight where the biggest drop-off is, so nurturing effort goes where it moves the number.

Visitor → Lead

15%

Capture rate

Lead → Qualified

42%

Above benchmark

Qualified → Order

33%

Sample/quote to signed

Visitor → Order

2.1%

End to end

Lead-to-Order Funnel (last 90 days, illustrative)

Website visitors - 1,200

Traffic

Leads captured - 180 · 15%

Applied / requested quote

Contacted - 132 · 73%

First sales touch

Qualified - 76 · 58%

ABN / needs confirmed

Sample / Quote - 38 · 50%

Samples & formal quote

First order - 25 · 66%

Signed + first order

Repeat buyers - 16 · 64%

Into distributor portal

Biggest drop-off: Qualified → Sample/Quote loses 50% of leads. Focus here — faster sample dispatch and quicker formal quotes move the whole funnel.

A snapshot of where every active contact sits across the lifecycle — from anonymous visitor to converted distributor. Each state shows how many are in it, how long they have been there, and how many are at risk of going cold.

Lifecycle States

Visitor pool

1,200

Anonymous · last 90d

New lead

5

2 unassigned

Contacted

7

Avg 3d in stage

Nurturing

12

4 stalled > 14d

Qualified

9

Avg 6d in stage

Sample / Quote

8

2 at risk

Converted (MTD)

6

New signed distributors

Repeat buyer

16

In distributor portal

Nurturing Actions by Stage

Visitor → Lead

Landing page + partner application form; gated downloads capture email into the lead database automatically.

Lead → Qualified

Automated welcome email + catalogue; sales call to verify ABN, business size and needs.

Qualified → Quote

Share case studies and technical docs, send samples, provide a tiered price-list quote.

Quote → First order

Open the account, set credit limit and payment terms, assist with the first order.

First order → Repeat

Move into the distributor portal for self-service reordering; promotions and rebates keep them active.

Automated throughout

Follow-up reminders and email sequences at each stage so no lead is lost and conversion stays trackable.

At Risk — Stuck in Stage

No touch in 14+ days

Company	Stage	Days in stage	Owner	Suggested action
Outback Power Co	New lead	16d	Unassigned	Assign owner + first contact
Coastal Solar QLD	Nurturing	21d	Lina Li	Send case studies, book a call
Delta Renewables	Contacted	18d	Wei Zhang	Re-engage, confirm needs

These features belong to the plan's "Phase 2" and are shown here for team discussion of priorities. Phase 1 stays focused on the core ordering and self-service loop — Phase 2 is not in current development scope.

Coming soon

Rebate Self-Lookup

Distributors can check rebate program progress and estimated payout online.

Coming soon

Promotions Zone

Time-limited discounts, clearance pricing, early access to new releases.

Coming soon

Sample Request

Request samples online with automatic internal approval routing.

Coming soon

RMA / After-Sales

Submit and track warranty/repair requests online, end to end.

Coming soon

Project Registration

Register large projects in advance to lock in pricing and dedicated support.

Coming soon

Sales Analytics Dashboard

Distributors can view their own purchase trends, top products, and quarter-over-quarter comparisons.