dashboard
Operations Center

Unified CRM Dashboard

The Unified CRM Dashboard consolidates every data point in your solar operation into a single, blazing-fast interface. Project files, homeowner contact details, communication history, utility data, and design proposals live in one searchable view—backed by a high-speed database that returns results in under 12 milliseconds. Role-based access controls ensure your office managers, sales reps, and install coordinators each see exactly what they need.

Unified CRM Dashboard OperationsLive

Active Leads

4,219+12%

Site Audits

158

Closed Won

84($2.1M)

[SYSTEM] Rep John D. uploaded utility bill...

[STRIPE] Payout of $1,250 dispatched to rep...

[API] Qualified lead in Phoenix, AZ via widget...

12msDatabase Latency
emoji_objectsKey Business Impact

How this drives value for your solar operations

Stop toggling between five different tabs to find a customer's permit status. A single pane of glass for all project data means faster decisions, fewer errors, and dramatically reduced admin overhead across your entire organization.

Key Capabilities

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Single-pane view of all project files and homeowner records

Included as a core part of the Spark Unified CRM Dashboard module.

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Sub-12ms database query response times

Included as a core part of the Spark Unified CRM Dashboard module.

speed

Role-based access controls for managers, reps, and coordinators

Included as a core part of the Spark Unified CRM Dashboard module.

insights

Full communication history timeline per contact

Included as a core part of the Spark Unified CRM Dashboard module.

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Global search across projects, contacts, documents, and notes

Included as a core part of the Spark Unified CRM Dashboard module.

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Customizable widget dashboard with drag-and-drop layout

Included as a core part of the Spark Unified CRM Dashboard module.

Operational Flow

How It Works

Phase 01Active Stream

Data Centralization

Aggregate all project records, contacts, and documents into a unified high-speed data layer.

tuneTechnical Specs

Database EngineEdge-replicated PostgreSQL
Query Latency<12ms p95 response time
Access ControlRole-based with field-level permissions
Search EngineFull-text fuzzy search with typo tolerance

help_centerFrequently Asked Questions

Our edge-replicated database returns full-text search results in under 12ms, even across databases with hundreds of thousands of project records.
Yes, each user role can have a unique default layout, and individual users can further customize their view with drag-and-drop widgets.
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Ready to Get Started?

See how Unified CRM Dashboard can transform your solar business today.