
Master how to create custom dashboards tailored to track and manage solar leads and deals effectively.
Learn to interpret key performance indicators (KPIs) such as new leads, closed-won deals, and revenue generation.
Monitor the influx of new leads in real time to evaluate the effectiveness of your marketing and outreach strategies.
Track the number of closed-won deals to measure sales team performance and identify patterns for improved conversion rates.
Analyze revenue generated within specific timeframes to assess the financial impact of sales efforts and set achievable business targets.
Learn to use bar/column charts to visualize lead distribution across different stages and assignees.
Identify top-performing team members based on deals closed and revenue generated.
Compare the performance of sales teams or regions for strategic decision-making.
Understand how to leverage donut charts to analyze the source and regional distribution of leads.
Track the effectiveness of various lead generation channels and marketing campaigns.
Visualize geographic trends in lead acquisition to focus efforts on high-performing regions.
Learn to visualize appointment locations and active leads geographically for improved territory management.
Identify lead density in specific regions to allocate resources effectively.
Enhance team efficiency by optimizing travel routes and focusing efforts in high-potential areas.
Gain insights into lead inflow trends over time to predict and prepare for busy or slow periods.
Use trend lines to monitor the growth trajectory of your sales pipeline.
Identify seasonal or recurring patterns to optimize marketing and sales strategies.
Understand how to use tables to organize and analyze potential deals for the current month.
Track essential deal details, including client names, statuses, and projected revenue, at a glance.
Sort and filter table data to prioritize high-value opportunities and streamline follow-ups.
Access multiple mapping options to enhance accuracy and detail in solar designs.
Dual Map allows comparing two views side by side for better design clarity.
Accurately design flat roofs or shed structures directly in the studio with intuitive drawing tools, ensuring precise layouts for solar installations.
Understand how to apply and configure flat folds for specific solar installations on even surfaces.
Learn to design and manage pitched roof folds for more complex layouts while maintaining precision.
Explore the vertical fold feature to address designs requiring unique angles and elevations.
Master merging faces in your designs to simplify complex geometries and ensure seamless module placement.
Automatically focus on specific design elements when editing layouts, making the process quicker and more precise.
Automatically set your preferred module type for the entire design to save time and maintain consistency across projects.
This feature eliminates repetitive manual module selection.
Learn adding the solar plants in the form of solar trackers. This lecture covers the type of solar installation as Dual axis solar tracker.
Validate string creation automatically, ensuring compatibility with system parameters and compliance with electrical calculations.
Determine the appropriate wire size based on system requirements, reducing the risk of errors in electrical design and ensuring compliance with safety standards.
Learn to generate industry-standard single-line diagrams that detail electrical connections and comply with installation codes, streamlining project approvals.
Create detailed walkthrough videos of your design to share with stakeholders or customers, ensuring clear communication and better visualization of project layouts.
Use multiple pipelines if there are different kinds of project you are managing.
Track and manage leads through every stage of the sales cycle, ensuring no opportunities are missed within individual pipelines.
Make on-the-fly adjustments to lead addresses to reflect changes or corrections without affecting other data.
Safeguard data integrity by securely deleting outdated, invalid or junk leads
This feature provides the user with the ability to track all the leads that are referred either through their own customers or through third party.
The user have the flexibility to add new partners and keep a track of leads shared by those partners.
The user can keep a track of all the payments made to third party/partner for referring/generating a lead.
We have also provided widgets in dashboard that will help the user track all the leads shared by partner.
Synchronize your email and calendar with Arka360 to manage communications, schedule follow-ups, and organize appointments efficiently.
Now, you don't need to go to other platforms to send an email to your client. Directly send them an email from Arka360.
Integrate your calendar in Arka360 platform so that none of your appointments get's missed.
Add, remove, or edit users, assign roles, and set permissions to manage your team effectively within the software.
Manage solar inventory, including modules and inverters helping your team to only quote or use those modules or inverters for which you have stock or those manufacturers that you use ensuring streamlined operations.
Customize and save default profiles for common design parameters, reducing setup time for recurring projects.
Seamlessly request changes to previously placed orders, ensuring accuracy and flexibility in ordered design.
Design reusable templates for contracts, simplifying the creation process and maintaining consistency across projects.
If you already have an existing format for contract, upload the pdf of contract and just add placeholders to use it again and again for different projects.
Enhance document management with seamless DocuSign integration, reducing time spent on manual signature processes.
Add you existing DocuSign account share the proposal directly from Arka360 portal.
Streamline contract workflows by sharing documents for signatures directly through DocuSign integrated on Arka360, ensuring secure and efficient transactions.
Get real time update of the contract status on Arka360.
Build and tailor professional proposals by customizing templates to meet client-specific requirements and branding needs.
Choose from pre-build templates and give your touch by customization.
Learn the step-by-step process of integrating Sunlight Financial into your proposals for streamlined financing options.
Request and track the loan procedure directly from Arka360.
Understand how to integrate Enium financing to provide customers with flexible payment solutions directly from Arka360.
Request and track loan procedure directly from Arka360.
Simplify tariff rate input and battery settings configuration with automated and customizable options for accurate energy modeling.
Optimize battery configurations to maximize bill savings, focusing on self-consumption and peak offset strategies.
Understand how you can achieve the best optimal configuration by customizing the battery configuration.
Allocate full usable battery capacity to reduce electricity usage during high-rate periods.
Let's learn what sales mode is ready to offer you. This section equips you with the tools and techniques to understand the quick tools for solar solutions present in Arka360 sales mode in a short time on your tab.
Learn how to create compelling and detailed solar design and proposals in sales mode. This section covers everything from creating designs to integrating it into proposals. Impress your clients with visually engaging and data-driven proposals that close deals effectively.
Discover the power of AI in roof design. This module demonstrates how to leverage advanced AI algorithms to detect roof structures, calculate available space, and generate accurate solar layouts automatically. Save time and reduce errors with intelligent design capabilities tailored for solar professionals.
Take your solar design skills to the next level with the most advanced features of Arka360! This course is designed for solar installers, engineers, and business owners looking to optimize their workflow, master lead management, and enhance their design capabilities. Master Arka360’s Advanced Features to Streamline Solar Design, Enhance Workflow Efficiency, and Boost Project Deliverables.
In this course, you’ll:
Learn how to customize dashboards for actionable insights.
Explore advanced design tools like flat roof drawing and Single Line Diagrams.
Streamline your lead pipeline with integrated email and calendar tools.
Automate contracts, tailor proposals, and integrate financial systems.
Configure storage and tariffs for better energy management.
Learn to export SLDs and designs to CAD, PVSyst, and Google SketchUp.
Handle complex roof structures with tools like pitched, flat, and vertical folds, and simplify geometries with face merging.
Gain hands-on expertise in advanced design capabilities, including automatic zoom, module defaulting, and inverter compliance.
Whether you're new to Arka360 or looking to leverage its advanced tools, this course will help you boost efficiency and grow your solar business. By mastering these advanced tools, you’ll significantly improve design efficiency, enhance project deliverables, and set yourself apart as a top-tier solar professional. This course ensures you stay ahead of the curve with practical knowledge to tackle even the most challenging solar design projects.
Join now and master Arka360 like a pro!