Who this is for: The commercial team tracking the C&I project pipeline, what's been sold/completed, and the money in and out (collections + vendor bills).

What it is: Five sections in the sub-nav: Backlog · Sold · Completions · Collections · Bills. Commercial is a national view (no region filter).

At a glance

  1. Backlog — every open commercial project in one stage bucket (actionable vs inactionable).
  2. Sold / Completions — trailing-12-month trend charts (toggle Projects / MW / $).
  3. Collections — outstanding invoices by milestone and age, with DSO & velocity.
  4. Bills — NetSuite vendor bills (A/P) awaiting payment.

Backlog by bucket

A collapsible pipeline: Actionable buckets (In Design, Ready to Build, …) and Inactionable (Sales Incubator, Engineering Study, …), each with count, kW, contract $, and median age. Expand a bucket to see its projects; click a project to open Sunrise.

Commercial Backlog — collapsible actionable/inactionable buckets.

Commercial Backlog — collapsible actionable/inactionable buckets.

Export the backlog to CSV

Export CSV at the top-right of the Backlog card downloads every project in every bucket — actionable buckets plus each Inactionable sub-bucket — one row per project, without expanding anything.

Columns: Critical Path Group (the bucket) · Actionable vs Inactionable · Project ID · Project Name · Critical Path Stage · Project Group · State · System Size (kW) · Contract Value · Project Age (Days) · Sunrise URL. The file is named commercial_backlog_<date>.csv, with numbers unformatted so they total correctly in a spreadsheet.

Bills (A/P)

NetSuite vendor bills with Open / Pending Approval / Payment In-Transit totals up top, then a searchable, sortable table (Vendor, Tran #, Status, Date, Project, PO #, Amount, PO Unbilled). Expand a row for its line items.

Commercial Bills — NetSuite A/P with status totals and line-item drilldown.

Commercial Bills — NetSuite A/P with status totals and line-item drilldown.

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