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Being replaced by the ASM Dashboard. A nine-tab ASM Dashboard now covers everything here plus the ASM's day, tasks, 1:1 notes, a leadership rollup and the monthly market review. It's in limited preview; this dashboard keeps working until that changes.

→ ASM Dashboard (by Region)

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This is the guide to the region-locked Sales Dashboard built for Area Sales Managers (ASMs). It’s a focused, single-region view with just the three things an ASM needs day-to-day — Closing Ratio, EC Pipeline, and Clean Deals — all pre-filtered to one market. It is not the big company-wide dashboard (that’s the Root Dashboard guide).

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How to open your region

The Sales Dashboard lives at a per-region web address:

Sign-in is the same Google sign-in as the main app — use your Freedom Solar account. (See the Signing in section of the Root Dashboard guide if you hit trouble.) Bookmark your region’s address so you land straight on it.

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The orange region chip in the top-left (e.g. 📍 Austin) confirms which market you’re viewing. Everything on the page is already filtered to that region — there’s no company-wide navigation here, just the three tabs.

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Tab 1 — Closing Ratio (opens here by default)

EC-level closing performance for your region: Set, Ran, Run %, Contracts, CAC, Close %, S-PTR, Cancels, and Unclean, with a team total row.

Austin’s EC Performance — one row per consultant, sorted by Set (Past), with a Total row at the bottom.

Happy path: Land on the region → read each EC’s Run % and Close % → use the date range (Month to Date by default) and the Include Alphas toggle to match how you report → the Total row is your team roll-up.

• ⚠️ What the columns mean

Tab 2 — EC Pipeline

Open-pipeline health for your region’s consultants: total pipeline value, pipeline by stage, open deals, deals 30+ days old, and a per-EC table with activity and period changes.