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Welcome! This wiki explains how to use the FSP Marketing Dashboard — the internal web app for lead, funnel, and sales analytics. It’s written from the user’s point of view: the happy path for each screen, plus the issues that can come up.

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Pick your guide

The app has a few distinct experiences depending on who you are:

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Root Dashboard — Company Analytics Hub

The main app at the home URL. A dozen tabs covering the full lead funnel, advertising, executive KPIs, EC pipeline, closing ratios, and more. For Marketing & Leadership.

→ Root Dashboard — Company Analytics Hub

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Sales Dashboard for ASMs (by Region)

A focused, region-locked view with just Closing Ratio, EC Pipeline, and Clean Deals — pre-filtered to one market. For Area Sales Managers.

→ Sales Dashboard for ASMs (by Region)

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ASM Dashboard (by Region) — in limited preview

The nine-tab replacement for the Sales Dashboard above: the ASM's day, team pace, EC pipeline, tasks, deal blockers, 1:1 notes, proposal reports, a leadership rollup, and the monthly market review. Visible only to a named list of people while it's reviewed; the older Sales Dashboard stays available in the meantime.

→ ASM Dashboard (by Region)

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The basics (true for both)

• Sign in with Google using your Freedom Solar company account — no passwords. Non-company accounts are rejected.
• Numbers are cached and stamped with a “Data as of” time. Refresh forces a fresh (slower) recompute.
• Data-heavy screens can take 30–70 seconds on a cold cache — that’s expected; after the first load everyone gets the cached result instantly.
• Some features are permission-gated (CSV export, forecast import) and Settings is org-admin only.

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Screenshots in this wiki show live production data at the time of writing, so exact figures will differ from what you see today.

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