Weekly Retailer Reporting

Below is the actual HTML report a single retailer would receive on a Monday morning. The example is rendered for an invented retailer (“GreenLeaf Solar”) under an invented broker (“Meridian Finance”). Every retailer name, BDM name, lender label and number is completely fictional and bears no relation to any real client or company.

In production this report goes out to the primary contact at every active retailer — around 64 individually-rendered emails a week. The KPI bar, period tables, lender splits and pipeline filter view are exactly what the recipient sees.