Subsidy tracker - Solarflow CRM
Subsidy tracker /a/subsidy_tracker
A single-screen view of every project's PM Surya Ghar paperwork — portal status, net-meter status, and how long each application has been sitting.
What's on the page
The top-right header shows two KPIs:
- Total Expected — sum of expected subsidy across every project listed.
- Stuck Subsidies — count of applications older than the threshold (default 45 days, configurable in Settings).
Filters and search above the table:
- Search — customer or project name.
- All Locations — filter to one state.
- All Statuses — Not Started / Registered / Documents Submitted / Approved / Disbursed.
- Show Stuck Only (>45 Days) — checkbox toggle for follow-up shortlist.
Table columns
| Column | What it tells you |
|---|---|
| Project / Customer | Project title (click to open detail) and the customer's name. |
| Location | The state, which drives the state subsidy slab. |
| Expected Subsidy | Central + state subsidy, rolled up. |
| Portal Status | Not Started · Registered · Documents Submitted · Approved · Disbursed |
| Net Meter | Not Applied / Applied / Meter Installed. |
| Time Elapsed | Days since the application went into its current status. Stuck applications turn red automatically once they cross the threshold. |
| Actions | View, Upload documents, Delete. |
Updating a subsidy record
Click the View (eye) icon on any row to open the project's full subsidy page (or use the project detail's Subsidy Documents card — it's the same data).
- Document checklist — Aadhar, electricity bill, ownership proof, bank passbook/cancelled cheque. Add the installation certificate and DISCOM inspection report after commissioning.
- Portal Registration Status — flip as you progress on the National Portal.
- Portal Reference Number — record once registered.
- Net Metering Application Status — tracks the parallel DISCOM workflow.
- Subsidy Expected Date / Subsidy Received Date / Subsidy Received Amount — closes the loop. A delta between expected and received flags the project for review.
PM Surya Ghar central subsidy — baked-in slabs
The state subsidy adds on top and varies by state. Solarflow ships seed values for Maharashtra, Gujarat, and Delhi; add others under Settings → Subsidy Rules.
Chasing stuck applications
Tick Show Stuck Only (>45 Days) first thing every Monday. The dashboard's Stuck Subsidies card on the home screen mirrors this list. For each row:
- Open the project, check the latest Portal Reference Number.
- Log in to the PM Surya Ghar portal and pull the current status.
- Update Portal Status here so Time Elapsed resets.
When subsidy is disbursed, record it on this page and tick the final project milestone in Projects.
