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Partner Success Metrics

Criteria Used to Evaluate Partner Tier Status in the LightReach Channel Program

Written by Mare - PLR Platform Ops

LightReach Channel Program Metrics Overview:

We track and evaluate tier status in the LightReach Channel Program through two major pillars: Quality & Impact. Within those two broader areas, we look at a combination of Submission Quality, Conversion, Cycle Times, Volume, and Customer Satisfaction.

Our platform is guided by the principles of trust, service, reliability, and results. We prioritize a standout customer experience grounded in transparency and long-term collaboration, ensuring a supportive environment for both our partners and homeowners.

By tracking data-driven leading indicators, we uphold high standards and continuously improve our shared processes.

Metrics

1. Core Performance Metrics

To ensure systems are sold, installed, and supported for long-term success, we measure the following key indicators:

Metric

What We Measure

Why it Matters

Requirements

Quality

  • 1st-Time Milestone Approval Rate (%)

  • Milestones Submissions Per Approval (#)

  • Installation Approved (#)

  • Funnel Conversion (%)

  • Cycle Times (#, days)

Measured at M1 and M2

Ensures smooth processes and high performance standards

Maintain high consistent performance across all metrics

Impact

  • Homeowner Collection Rate (%)​

  • Homeowner NPS Score (%)

Measured by partner

Ensure systems are sold, installed and supported for long term success and homeowner satisfaction

Maintain high collection rates and NPS through communication, reliable systems, and providing proactive service


2. Performance Metrics Defined

All partners must remain above a 50% approval/conversion rate and below 20% backlog aging as a minimum platform standard.

Tier

Sub. Quality (M1/M2 Approval)

Conversion (M2 vs. NTP)

Cycle Time (Aging Backlog)

Collection Rate

NPS Rate

Platinum

>80%

>80%

<5%

>98%

>0%

Elite

>70%

>70%

<10%

>98%

>0%

Pro

>60%

>60%

<15%

>98%

>0%

Certified

>50%

>50%

<20%

>98%

0%

Isolated Metrics (click to expand):

Submission Quality

The success of milestone achievement, as measured by 1st-Time M1 & M2 Approval Rate(s).

Tier

Submission Quality Metric

Platinum

>80%

Elite

>70%

Pro

>60%

Certified

>50%

Minimum

All partners must remain above 50%, as a platform standard

50%

Measurement

1st Time M1 & M2 Approval Rate(s)

Conversion

The success converting sales into active, performing and productive systems, as measured as projects achieve M2 approval.

Tier

Conversion Metric

Platinum

>80%

Elite

>70%

Pro

>60%

Certified

>50%

Minimum

All partners must remain above 50%, as a platform standard

50%

Measurement

% of M2s vs. NTP

Cycle Time(s)

(1) M1 Approved Not PTO, or the percentage (%) of the backlog that qualifies as aging

Aging = M1 approved projects > 60 days without PTO

Tier

Conversion Metric

Platinum

<5%

Elite

<10%

Pro

<15%

Certified

<20%

Minimum

All partners must remain below 20%, as a platform standard

20%

Measurement

% of backlog that is M1 approved > 60 days without PTO

(2) Rejection Age, or the number (#) of days without resubmission

Aging = Rejection age > 21 days
​

Collection Rate

Post-Activation homeowner billing payment rate

Tier

Collection Rate Metric

Platinum

>98%

Elite

>98%

Pro

>98%

Certified

>98%

Minimum

98%

Measurement

Upon due dates on recurring monthly billing cycles

Net Promoter Score (NPS) Rate

Used to denote customer loyalty and satisfaction

Tier

NPS Rate Metric

Platinum

>0%

Elite

>0%

Pro

>0%

Certified

>0%

Minimum

0%

Measurement

(1) 90 days post-activation and (2) one year anniversary


Expansion Program Requirements

The Palmetto LightReach Expansion Programs offer additional funding opportunities for our top-performing partners. While this program expands eligibility beyond the existing Eligible Sites policy to include structures such as townhomes and shared buildings (with pending inclusion of additional roof types), the increased risks associated with these projects necessitate stricter scrutiny. Because these projects involve higher risk, eligibility is strictly tied to sustained performance.

Entry Requirements

A partner's eligibility for Expansion Programs (e.g., Townhomes) is determined by their current Partner Performance and Tier Level, as detailed in the table below. Continued participation in the Expansion Program is contingent upon the partner maintaining sustained performance; a deviation more than 20% below the initial entry requirements will result in loss of access.

* To participate in advanced offerings or expansion programs, please contact your Relationship Manager to begin the required training.

Category

Requirement

Tier Level

Elite or Platinum

M1 - First Time Approval Rate

60% over 30 Days

M2 - First Time Approval Rate

60% over 30 Days

Install Approval Rate

70% over 90 Days

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