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A Residential Solar & Home-Services Operator
No forward visibility into installs. Sales and ops on different numbers.
The problem
This residential solar and home-services operator had no reliable way to see future installation completions. Sales projected one set of numbers, operations tracked another, and the two never reconciled, so leadership planned capacity and cash against forecasts nobody trusted.
Pipeline, revenue, and install status each lived in a different tool. Answering "how many installs actually close next quarter" meant stitching exports together by hand, and the answer changed depending on who built it.
What I built
- →Automated ETL pulling pipeline, revenue, and install data from 3 source systems on a daily cadence, with data-quality checks
- →A DOMO executive dashboard surfacing the metrics that actually drive the business, refreshed automatically
- →A forecasting model with user-controllable conversion rates, seasonality, and growth factors, driven off live pipeline data
The outcome
- 6-month forward visibility into installation completions, per installer
- The first accurate, trusted forecast in company history
- Sales and ops finally planning against one set of numbers
Tech stack
DOMO · Python · ETL · REST APIs
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