How We Helped a Solar Company Simplify Agent Commissions and Financial Management

In the fast-paced solar industry, companies frequently struggle to track commissions, revenue, and cash flow in real-time. One of our clients, a growing solar installation company, faced this exact challenge.

Their business model relied on multiple sales agents, including Closers and Setters , with commissions tied to project profitability. However, calculating these commissions manually was time-consuming, error-prone, and lacked transparency for both agents and administrators.

The Challenge

The company needed a system to:

• Automate commission calculations for agents based on Redline pricing .
• Distribute commissions between Setters and Closers according to agreed split percentages.
• Provide financial dashboards for company admins to track revenue, expenses, receivables, and cash flow.
• Ensure transparency for both sales teams and management while reducing manual work.

The Formula Behind the Automation

We designed the commission engine using a clear and scalable logic:

Order Commission = (PPW – Agent Redline) × System Size (kW) ×1000

• The system automatically splits this commission between the Closer and Setter according to their predefined percentage share.
• This ensured fairness, accuracy, and faster payouts—without Excel sheet headaches.

The Admin Financial Dashboard

Alongside commissions, we developed a comprehensive financial dashboard for the company’s admin team. The dashboard provides:

• Revenue tracking (Installer-wise, Division-wise)
• Expense tracking (Installer-wise, Division-wise)
• Cash flow visibility (inflows, outflows, net position)
• M2 Receivables monitoring
• Advance payment tracking
• Pending clawbacks

With real-time insights, the management team could finally make data-driven financial decisions , optimize installer partnerships, and ensure healthy cash flow.

The Impact

By implementing this solution, the solar company achieved:

✅ 80% reduction in manual calculation errors

✅ Faster commission payouts , boosting agent motivation

✅ Real-time financial insights for better decision-making

✅ Scalable system that grows with the company’s operations

Closing Thoughts

In industries like solar, where margins are tight and sales networks are complex, automation of commissions and financial dashboards isn’t just an efficiency upgrade—it’s a competitive advantage .

We’re proud to have helped this solar company turn its financial operations into a transparent, reliable, and scalable system , empowering both sales teams and management.