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 |
Modules vs Energy Storage (KuBank): modules are certified and shipping now (small orders ~2-3 days); storage delivery (~2-3 months), stocking and installation differ. KuBank entries below indicate readiness status only — specs, timing and stocking to be confirmed with sales & supply chain. Illustrative demo.
Resource Center
Marketing content for distributors (maps to the C&I marketing ask)Certification
CEC & IEC Certificates
All C&I product certs in one place
Datasheets
Datasheets & Manuals
Specs, install guides, CAD
Whitepapers
Technical Whitepapers
ESS solution & technology papers
News
News & Announcements
Product launches, CEC updates
Projects & Case Studies
Sample cards Placeholder — real AU C&I project stories to be curated together with Marketing (Heidi's team). Shown here to illustrate the "projects" content the sales team asked for.
C&I Rooftop
2.4 MW rooftop, NSW
CS Power modules · commissioned 2025 · sample case
Storage
990 kWh KuBank storage, VIC
Planned reference project · illustrative
Carport
500 kW solar carport, QLD
Modules + inverters · sample case
Request a Quote (RFQ)
Project orders / custom specsMy 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 | ||
| e-STORAGE Cube 215 | $46,800 | ||
| e-STORAGE HybridInverter 50kW | $8,950 |
Bulk Order
Drag and drop a CSV order list here, or
Supports one-click reordering from past orders
Order List
No items yet — try "Add to list" on the left
| 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 | |
| INV-88355 | SO-20260 | 2026-07-26 | 2026-08-25 | $18,200 | Due soon | |
| 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
| Name | 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)
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| RFQ | Distributor | Product | Value | SLA | Owner | Status | |
|---|---|---|---|---|---|---|---|
| RFQ-1042 | Sunrise Energy | e-STORAGE Cube 215 × 4 | $187,200 | Overdue 2h | Wei Zhang | Quoting | |
| RFQ-1041 | Metro EPC Group | SunMax 605W × 1,200 | $147,000 | 4h left | Lina Li | New | |
| RFQ-1039 | Coastal Solar QLD | PowerBlock 5MW × 1 | RFQ | Awaiting customer | Lina Li | Awaiting customer | |
| RFQ-1036 | GreenVolt Installs | HybridInverter 50kW × 6 | $53,700 | Due today | Wei Zhang | Quoting | |
| RFQ-1030 | BrightRoof | SunMax 585W × 2,000 | $236,400 | — | Wei Zhang | Won |
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| 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
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 messagesSunrise Energy
2 new
Metro EPC Group
1 new
Solaris Trade
Read
GreenVolt Installs
Closed
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
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 stageNew · 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)
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 |
Planned capability - not built yet. Shown here to align on the approach. This maps directly to the sales ask from the C&I meeting: "pre-sales technical support for the energy-storage solution and ROI calculation."
To be developed
Distributor ROI & Solution Support
A self-service tool that lets distributors size an energy-storage / solar solution and get an indicative payback & savings, reducing manual pre-sales load on our team.
How we'd build it (proposed approach)
1 · Co-develop the model
Partner with Finn's pre-sales team to study whether the ROI calculation can live on the platform, and turn their existing calculation logic into a reusable model.
2 · Inputs → Outputs
Inputs: system size, load profile, local tariff, product mix. Outputs: payback period, annual savings, 10-year cashflow, indicative IRR.
3 · Why on the platform
Scales pre-sales support instead of case-by-case manual work; distributors self-serve a first-pass ROI, sales steps in only to refine.
Open questions to resolve with the team
- Whose calculation model do we standardise on (Finn's team)?
- Where does local AU electricity-tariff data come from, and who maintains it?
- Scope: storage-only first, or modules + storage together?
- How do we validate outputs against real quotes before exposing to distributors?
Planned capability - not built yet. Shown here to align on the approach. Maps to the sales ask: "improve lead time / consider local warehouse & consignment stock."
To be developed
Local Stocking & Consignment
Use the platform's live demand signal to decide what to stock locally, and pilot a consignment program so distributors can order fast-moving items from AU stock.
Current lead times (from the C&I meeting)
Modules (< 500 kW)
2-3 days
consignment under review
Battery / Storage
2-3 months
longer lead time
Platform demand signal
Live
RFQ + order data
How we'd build it (proposed approach)
1 · Demand signal from the platform
RFQ + order data on the platform becomes the input for what to hold in the AU warehouse.
2 · Co-design with supply chain
Work with Evan / Fangping and the AU local team; start with fast-moving modules (short lead time), extend to storage later.
3 · Make consignment usable
Live stock + ETA visibility lets distributors order from local stock with confidence - the missing piece that makes consignment work.
Disclaimer: storage and modules differ in lead time, stocking method and installation - the figures above are illustrative. The actual consignment / local-warehouse program to be defined with sales & supply chain.
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.