Shyne Solar CRM Prototype

Total project value $0 closed and signed

Commission liability $0 $0 pending

Install-ready systems 0 milestone M2 complete

Avg. system size 0 kW solar plus storage tracked

Closed Deal Contacts

Only signed deals enter this workspace.

Customer	Address	Sales Rep	System	Project Cost	Status

Commission Tracker

Editable payout rules, milestone releases, splits, adders, and deductions.

Deal	Payee	Base	Rate	Adders	Deductions	Split	Total	Status	Action

Agent Ledger

Historical commission detail by rep, deal, milestone, and payment event.

Project Milestones

Track signed date, M1, M2, install, utility, AHJ, and payout release readiness.

Reports

Performance and commission visibility across reps, states, installers, and months.

Commission by Agent

Project Value by State

Monthly Closed Revenue

Commission Rules

Default commission rate M1 release percent M2 release percent Final release percent

Payout Readiness

Plaid payout account Not connected

Live payments would require Plaid Transfer approval, secure server-side token storage, manager approval, and payout webhooks. This prototype simulates the user flow.