What are metrics?
Metrics 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. |
Total Incentives for Installer for Comparable Value Yrs | $ | Total incentives for installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings. |
Cumulative Rebates Incentives for Installer Comp Value Yrs | $ | Cumulative rebates given to the installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings. |
Cumulative Renewable Energy Certificate Incentives for Installer Comp Value Yrs | $ | Cumulative SRECs given to the installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings. |
Cumulative Performance Based Incentives for Installer Comp Value Yrs | $ | Cumulative perfromance based incentives given to the installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings. |
Site Metrics | ||
Name | Units (if applicable) | Definition |