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Monitoring

Work sales insights from your fleet

Turn a fleet-wide signal, like a battery or expansion opportunity, into a quote.

Not everything solarOS finds is a problem. An Opportunity-category alert, like a site consistently near its production capacity, shows up here as an Insight instead of on the Alerts page: the same record, viewed as a possible sale rather than a health issue.

Before you start

Anyone with Monitoring access can view Insights. Creating a quote from one needs the Owner, Admin, or Operations Manager role by default.

Steps

  1. Go to Monitoring → Insights. The list shows each insight's Group (for example, Battery add-ons, System expansion, Inverter upgrades), Est. Annual value, and Status. Click View as alerts to see the same records in the Alerts list layout instead.

Monitoring Insights list showing two open insights with their group, estimated annual value, and status

  1. Click Create Quote on a row's Next Action (or from its "..." menu) to turn it into a sale. This opens the standard New Quote form for that customer, with an Opportunity picked or created for you automatically.

New Quote drawer opened from an insight, with the customer card, Open work row, New opportunity, Opportunity Type, and Originator

  1. Select rows and click Dismiss selected if an insight isn't worth pursuing.

Check it worked

Once a quote exists for an insight, its status moves along the pipeline shown in the filter chips (for example, out of Without quotes).

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Triage with Command Center

Work through every open alert, insight, site, and subscription that needs attention from one screen.

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Enroll a customer, review a new subscriber, and pause or cancel an existing subscription.

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Before you startStepsCheck it worked