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What are metrics?

Metrics
Here's an example:
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How is it calculated?

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Where can I find these two values?

Total Solar Savings and Total Solar Spend could be found at the bottom part of Cash Flows on the Proposal, under the columns "Yearly Savings" and "Solar Bill" by default.

Here are screenshots for reference:

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Case in point

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Values:

Total Solar Savings = $25,468

Total Solar Spend = $31,744

Calculation:

ROI = Total Solar Savings/ Total Solar Spend

ROI = $25,468/$31,744

ROI = 0.8022933468

ROI = 80.23%are fields that you can add to your proposal that allow you to populate data from your project on the proposal.

What metrics can I add to my proposal template?

You can add metrics to the proposal while editing a template under the Insert tab. Below is the list of metrics that can be selected.

Proposal Metrics

Name

Units (if applicable)

Definition

Proposal Date Created

The date the proposal was created.

Proposal Date Generated

The date the proposal was generated. This date differs from the proposal date created if the proposal was not generated on the same day as creation

Proposal Disclaimers

Displays disclaimers associated with financial products.

Proposal Expiration Date

The date the proposal expires. The expiration date can be set in the proposal default settings.

Quote Metrics

Name

Units (if applicable)

Definition

Adder Name 1-5

Name of the adder used during cost buildup. The name will appear on the proposal in the order it was entered into cost buildup.

Adder Name and Quantity 1-5

Name and quantity of the adder used during cost build up. The name will appear on the proposal in the order it was entered into cost buildup.

Adder Price 1-5

$

Price amount of adders. This will appear on the proposal in the order it was entered into cost buildup.

Average Monthly Savings for year 1

$

Average monthly savings per month for the first year of solar as compared to the baseline scenario

Site Metrics

Name

Units (if applicable)

Definition

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