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Solar & battery

Solar Sales Conversion Calculator

The solar sales funnel from lead to installed system, and where the deals actually disappear.

Your numbers

$

Result

Lead to install 9.5%
Lead to appointment 48.0%
Proposal to signed 35.3%
Signed but never installed 20.8%
Revenue from the cohort $423,700
9.5% of leads reach an installed system. 48.0% become appointments, 35.3% of proposals are signed, and 20.8% of signed contracts never get installed, which is the step most solar companies underestimate.

Cancellation after signing is the stage that distinguishes solar from most trades. Contracts fall out on credit decline, failed roof inspection, shading found on survey, utility refusal or simple buyer's remorse during the long wait for permits, and a company that only tracks close rate never sees it.

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Questions

About this calculator

Why do signed deals fall through?

Credit declines, a roof that turns out to need replacing, shading found at survey, utility interconnection refusal, and the long permitting wait giving customers time to reconsider. Twenty percent fall-out is not unusual.

Which stage should I fix first?

Usually fall-out after signing, because that work is already paid for in sales cost. Qualifying credit and checking the roof before signing removes most of it.

The formula

each rate = that stage / the stage before it

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Estimating is the easy part

The jobs you never hear about cost more than the ones you mis-measure. BDEVY builds the marketing, systems and automation that bring them in.