Who this is for: Ops and PMs who want to see every open residential project in exactly one pipeline stage — and how much work (and revenue) sits at each step.
What it is: Four views of the residential install pipeline, reached from the Backlogs hover menu: Combined (all three products merged), Solar, Batteries, Generators.
Every project sits in exactly one of six stages — Site Assessment → Design → Approvals → Installation → Inspections → Closeout — plus an Inactionable group for projects parked in Collections, Legal, NTP issues, etc.
Solar Backlog — the six-stage funnel with count and dollars per stage.
Combined merges Solar + Batteries + Generators into one pipeline, deduplicated by project (a solar+battery job appears once, in its least-advanced stage, with both dollar portions summed). This is the view behind the Overview's Actionable Backlog $.
Combined Backlog — all three products merged into one pipeline.
Export CSV sits at the top-right of the report, next to the refresh icon. It downloads everything the report holds for the region you're on — all six stages, both subtotal groups, and every Inactionable sub-bucket — as one flat file with a row per project. No need to expand each stage first.
Columns: Critical Path Group (the stage or sub-bucket the project sits in) · Section (Actionable / Post Install / Inactionable) · Actionable vs Inactionable · Project ID · Project Name · Contract Amount · the view's product columns (System Size, Battery Type/Qty, Generac Type/Qty) · Critical Path Stage · Region · Project Age (Days) · the … Excluded flags (the already-installed values the report strikes through) · Sunrise URL.