Hire Data Analyst for Solar Companies
Senior, direct, no layers

A solar business loses money in the gaps between its systems. A lead can be strong in the CRM and invisible in the design tool, a design can be approved while the install diary is full, and an installed system can underperform for months while nobody compares its generation with the forecast that sold it. Each system reports its own stage well, and none of them reports the journey from enquiry to a working, generating system.

The analyst work joins that journey on a single job record. Leads are followed through survey, design, proposal, acceptance and install, with the time and the delay cause recorded at each stage. Installed systems are then compared with their modelled generation, grouped by panel, inverter and orientation, so a pattern of underperformance shows up as a pattern rather than as a single unhappy customer. Service tickets are grouped the same way, by fault type and system age, so an install fault is not confused with a product fault.

From that joined journey, the business can see its real constraints: whether it loses leads before survey, whether design is the bottleneck, which delay causes dominate the install cycle, and which system groups underperform. Book a free discovery call to check whether your lead, design and job records can be joined on a single job before scoping the work.

Solar businesses typically run a CRM for leads and customers, a design tool for proposals and modelling, and a job management system for surveys and installs, plus monitoring data for generation. The engagement reads exports from those sources, and the job identifier is agreed before any figure is produced, because a lead in one system and a job in another are only the same job if the business says how they are linked.

Generation data needs care: a comparison is only fair over a full production period, and a system that was installed partway through a period cannot be judged on that period's total. The report states the period and the grouping used, so a generation shortfall is never presented without its basis.