A complete operating system for solar sales reps — manage your pipeline, proposals, commissions, follow-ups, objections, and weekly performance in one place.

How to use this template

1. Duplicate this page to your own workspace using the Duplicate button (top right).
2. Start adding leads to the Lead Pipeline as you knock doors and book pitches.
3. Log each proposal in the Proposal Log and link it back to the lead.
4. Track expected commissions in the Commission Tracker — formulas auto-calculate contract value and payout.
5. Use the Follow-Up System daily to see who needs to be contacted today.
6. Update the Objection Playbook as you encounter and overcome new objections in the field.
7. Log your weekly numbers in the Performance Dashboard to track close rates and hit your monthly target.

Databases

The 6 databases of the Solar Sales OS are nested under this page (also listed below):

1. Lead Pipeline — every lead from first knock to install. Includes a Pipeline Board view grouped by Stage.
2. Proposal Log — every proposal sent, financing type, and outcome. Two-way linked to Lead Pipeline.
3. Commission Tracker — auto-calculates Contract Value and Expected Commission via formulas.
4. Follow-Up System — daily call/text/knock plan. Includes a Due Today or Overdue filtered view.
5. Objection Playbook — your library of rebuttals by category, with success rates.
6. Performance Dashboard — weekly numbers with auto-calculated Close Rate %.

Publish as a duplicatable template

The Notion API does not expose public-publish settings, so this last step is manual:

1. Click Share at the top right of this page.