You can’t see your channel, or what it installed.
Invoices aren’t connected to deals
Invoices live in accounting, so HubSpot can’t show what each distributor or installer actually bought.
You can’t tell who’s slowing down
No view of which distributors and installers are buying less than last quarter, until the quarter’s gone.
The data’s too messy to trust
Duplicate companies, missing serial numbers and installer names that don’t match, which makes an ERP move risky too.
Installed systems in spreadsheets
Sites, serial numbers, SKUs and commission dates tracked in a master spreadsheet nobody trusts.
Alerts, warranties and RMAs on their own
Monitoring alerts and warranty claims aren’t tied to the site, the product or the installer.
Sell-through reports in every format
Distributors send point-of-sale reports in their own formats, with names that don’t match yours.
See which partners are slipping, before the quarter’s gone.
An example of the dashboard we build, with sample data. Revenue by quarter from your invoices, and a flag on every account that needs attention.
- Buying dropped, or nothing invoiced in 90 days
- An open deal that hasn’t been invoiced
- Healthy
In the live version, revenue comes from your QuickBooks or NetSuite invoices, and every account is a real distributor or installer in HubSpot.
Revenue by quarter, last four quarters
| Account | Q1 to Q4 | Status |
|---|---|---|
| Distributor A | Healthy | |
| Distributor B | Buying down 48% since Q1 | |
| Distributor C | Open deal not invoiced | |
| Installer D | Healthy | |
| Installer E | No invoices in 90 days | |
| Installer F | Open deal not invoiced |
Revenue trends by account, partner and channel, with AI that flags at-risk accounts 30 to 60 days early. Built on the same approach as the solar dashboard above: invoices in, slipping partners flagged.
Your whole channel, and everything it installed.
Your channel, modeled
Distributors, installers and installed sites as records, linked to each other and to every deal and order.
Invoices in HubSpot
QuickBooks or NetSuite invoices synced daily and matched to the right company automatically.
Channel revenue and risk
Revenue by quarter for every distributor and installer, with a red, yellow or green flag on each account.
Warranties that calculate themselves
Warranty start and end dates set from the commission date, with overrides for transferred systems.
Alerts that become tickets
Monitoring alerts reviewed and turned into tickets, with warranty, RMA and service request forms.
Clean data, ready for an ERP
Matching workflows, missing-data views and a data-quality dashboard, so the data holds up wherever it goes next.
Connect what you have.
Most solar portals we see have the pieces in different systems. Start by connecting them.
- Free instant auditConnect HubSpot read-only. See your Health Score, top issues and unused AI credits in minutes.
- Connect your invoicesQuickBooks or NetSuite synced to HubSpot and matched to the right companies.
- Model what you sell and installPartners, projects and installed systems as records, with the reports on top.
- Keep it runningThe HubSpot Admin Subscription, from $2,500 a month.
Solar companies we've built for.
We describe clients by what they do and keep their names private.
Every installed system, linked to its installer
About 2,800 installed sites imported into HubSpot and linked to their installers and distributors, with custom objects for sites, alerts and warranties.
Invoices matched to the channel
Accounting invoices synced into HubSpot daily, with about 80% matched to the right distributor or installer automatically.
A dashboard that flags slipping partners
Revenue by quarter for each distributor and installer, with accounts flagged when buying drops or a deal hasn’t been invoiced.
Warranties that set themselves
Warranty dates calculated from each system’s commission date, with an override for transferred systems.
What you'll want to know.
Do you work with solar manufacturers or installers?
Both. Most of our solar work is with solar and energy storage manufacturers that sell through distributors and installers. We also work with residential and commercial installers.
Can HubSpot track installed solar systems and warranties?
Yes. Installed sites, serial numbers and commission dates become records linked to their installer and distributor. Warranty dates are set from each system's commission date, with overrides for transferred systems, and monitoring alerts become tickets. For one storage manufacturer, about 2,800 installed sites were imported and linked.
Can our QuickBooks or NetSuite invoices show up in HubSpot?
Yes. Invoices sync into HubSpot daily and are matched to the right distributor or installer automatically. For one solar energy storage manufacturer, about 80% matched without anyone touching them.
How can we see which distributors and installers are slipping?
A channel revenue dashboard shows revenue by quarter for every distributor and installer, from your invoices, with a red, yellow or green flag when buying drops, nothing has been invoiced in 90 days, or an open deal hasn't been invoiced.
Talk it through in 15 minutes.
Fifteen minutes on your channel, your installed systems and your reporting. You’ll leave knowing what to model first.