Review criteria
- +Pipeline from sold to permit to install to PTO
- +System size and value columns
- +Stage and milestone highlighting
- +Works in Google Sheets and Excel
Solar Install Pipeline in Solar Installer
The Solar Install Pipeline is a copy-ready spreadsheet for solar installer that tracks projects, stage, system size, value, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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Live preview of “Solar Install Pipeline”
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What’s inside “Solar Install Pipeline”
Tabs: How to use · Projects · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 9
Columns (grey = calculated for you)
- Customer
- Sold date
- System (kW)
- Contract value
- Stage
- Next milestone by
- PM
- Days since sale
- Price per watt
- Open the Projects tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Move each project through the stages and set the next milestone date; it turns red when missed.
- Days since sale turns amber after 90 days; PTO (permission to operate) is when the customer starts saving.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Solar Install Pipeline
About this template
It is built for people who want results without another subscription: installers tracking projects through milestones. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Solar Install Pipeline
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Installers tracking projects through milestones
- +Anyone managing the permit-to-PTO timeline
Pause before choosing when
- -Permit-submission automation
- -CRM email sequencing
About Solar Installer
Why people consider this option
- +Build proposals and track installs without paid solar software
- +Show savings math clients can follow
- +Keep the install pipeline organized
What to review before acting
- -No shading analysis or permit automation
- -Scaling installers eventually need design software
Trust FAQ
Questions people ask before copying a template
Does the Solar Install Pipeline work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Solar Install Pipeline really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Solar Install Pipeline track?
It tracks projects, stage, system size, value, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.