Energy & Solar Partnership and Affiliate Management Notion Template

About This Product

Stop losing track of solar referrals and affiliate commissions scattered across emails, spreadsheets, and sticky notes.

This Notion template turns partnership chaos into a single, automated dashboard. Track every referral source from homeowners to installers, log commissions, manage payouts, and automatically update lead statuses—all without manual data entry. It's the only solution built specifically for the unique commission structures and lead flows of the energy solar industry.

## What's Included

- Centralized Affiliate & Partner Database with custom fields for commission type (flat fee, percentage, tiered) and partner level - Commission Tracking with auto-calculated rollups per partner, per lead, and per payout cycle - Lead Assignment & Status Pipeline that moves leads from referral to closed-won with automatic partner commission tags - Payout Schedule & History with date-based reminders and exportable reports for accounting - Automated Reminders & Notifications using Notion buttons and formulas to alert you of overdue payments or new leads

Key Features

• Stop losing track of solar referrals and affiliate commissions scattered across emails, spreadsheets, and sticky notes
• This Notion template turns partnership chaos into a single, automated dashboard
• Track every referral source from homeowners to installers, log commissions, manage payouts, and automatically update lead statuses—all without manual data entry
• It's the only solution built specifically for the unique commission structures and lead flows of the energy solar industry
• ## What's Included - Centralized Affiliate & Partner Database with custom fields for commission type (flat fee, percentage, tiered) and partner level - Commission Tracking with auto-calculated rollups per partner, per lead, and per payout cycle - Lead Assignment & Status Pipeline that moves leads from referral to closed-won with automatic partner commission tags - Payout Schedule & History with date-based reminders and exportable reports for accounting - Automated Reminders & Notifications using Notion buttons and formulas to alert you of overdue payments or new leads ## Who Is This For - Solar installation companies managing direct homeowner referrals and contractor affiliate networks - Energy consultants with multiple partner relationships needing clear commission visibility - Solar marketing agencies running affiliate programs across residential, commercial, and utility-scale segments - Renewable energy startups looking to scale their partner channels without hiring a full-time affiliate manager ## How It Works After purchase, you'll receive a link to duplicate the Notion template into your workspace
• Follow the guided setup with pre-built example records for partners, leads, and commission structures