Rooftop solar project tracker in Excel
One row per project from enquiry to subsidy, with the days at the current stage. A project stuck for over 15 days turns red.
What the file looks like
The heading row and the five example rows, as they open in Excel. Under them the file has empty rows that are ready: the lists, the formulas and the colours are already set.
| Project no. | Customer | Phone | Address | DISCOM | Consumer no. | Size (kW) | Stage | Stage started | Days at this stage | Waiting on | Our person | Application no. | Order value | Received | Balance | Next action date | Remarks |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| S-041 | Deepak Chaudhary | 98xxx 20714 | Sector 11, Rohtak | State DISCOM | 2841xxxx06 | 5 | Inspection and net meter | 21 Sept 2026 | fills itself | DISCOM | Manoj | APP-41xxx7 | 2,85,000 | 2,28,000 | fills itself | 10 Oct 2026 | Visited the SDO office. File is with the JE. |
| S-044 | Anita Rastogi | 97xxx 66310 | Model Town, Panipat | State DISCOM | 5120xxxx91 | 3 | Portal application | 4 Oct 2026 | fills itself | Portal | Manoj | APP-44xxx2 | 1,74,000 | 52,000 | fills itself | 12 Oct 2026 | Applied. Waiting for feasibility. |
| S-046 | Rakesh Tyagi | 99xxx 05582 | Shastri Nagar, Meerut | State DISCOM | 7733xxxx18 | 4 | Order | 1 Oct 2026 | fills itself | Customer | Seema | 2,32,000 | 46,000 | fills itself | 9 Oct 2026 | Property paper still to come. | |
| S-038 | Sarita Verma | 98xxx 91027 | Vasundhara, Ghaziabad | State DISCOM | 6405xxxx47 | 3 | Subsidy claim | 16 Sept 2026 | fills itself | Portal | Seema | APP-38xxx5 | 1,71,000 | 1,71,000 | fills itself | 13 Oct 2026 | Claim raised. Bank details verified. |
| S-047 | Mohit Chauhan | 96xxx 43390 | Sector 4, Karnal | State DISCOM | 6 | Site survey | 8 Oct 2026 | fills itself | Survey team | Manoj | fills itself | 11 Oct 2026 | Survey on Saturday morning. |
- Red row: More than 15 days at one stage. (Change 15 to your own limit in Home, Conditional Formatting, Manage Rules.)
- Amber row: The next action is due today or was missed.
- Green row: Handed over.
The columns, and what to write in each
- Project no.
Your own running number: S-041.
- Customer
Name as on the electricity bill.
- Phone
Mobile number.
- Address
Area and city.
- DISCOM
The supply company.
- Consumer no.
From the electricity bill.
- Size (kW)
Proposed or installed size.
- Stage
One current stage.
EnquirySite surveyQuoteOrderPortal applicationApprovalInstallationInspection and net meterSubsidy claimHandover - Stage started
The day the project reached this stage.
- Days at this stage
Fills itself: today minus the day the stage started.
- Waiting on
Who has the ball.
SalesSurvey teamCustomerPortalDISCOMOur team - Our person
One name from your team, at every stage.
- Application no.
From the portal.
- Order value
Agreed price.
- Received
Money received so far.
- Balance
Fills itself: order value minus received.
- Next action date
When someone looks at this project next.
- Remarks
What was said at the office, what paper is missing.
How to keep it
- Give every project a number on the day of the enquiry and use it in every chat and on every document.
- When a project moves, change "Stage" and write today's date in "Stage started". "Days at this stage" counts by itself.
- Keep one person of your own team against every project, even when the ball is with the DISCOM.
- Type application numbers and meter numbers into the row. They must not stay in a photo on a phone.
- Once a week, sort by "Days at this stage", longest first, and read the red rows together.
Free to use and to change. No macros, nothing to install.
How to track rooftop solar projects from enquiry to subsidy
The usual stages of a rooftop solar job, what to record at each one, payment wording for the quote, and a weekly review that shows which file is stuck.
People also look for this as: solar project tracking sheet in Excel · rooftop solar project tracker · solar installation tracker
