The Cost Analysis export is found on the Deal Manager Install Tab. The report contains a line-by-line cost accounting of everything a manager needs to know about a quote. This article - Cost Analysis Export Part 1 - discusses the Proposal Information, Labor Summary, Customer Info, and Investment sections of the report. Cost Analysis Export Part 2 discusses the 36-column line-by-line cost accounting of everything that was included in the price of the quote.
- Export Options: options that have been selected in the proposal will auto-populate or select the desired option. Options 1 and 3 have been selected for this Cost Analysis discussion. (Fig. 1)
- Export the File in .xlsx or .csv format.
Figure 1. Deal Manager Install Tab: Export Cost Analysis
Figure 2. Cost Analysis export Part 1: Proposal, Labor, Customer, and Investment Info.
Proposal Info: Who created, export date stamps and install date if applicable
Labor Hour total in the quote and the risk of roll-over
Risk of an Extra Day: remember risk does not add any $$'s to a quote! Keep an eye on this when you are scheduling a job and when you are analyzing the profitability.
Proposal Customer Tab
Mail-In rebates selected on the signature tab display in this section. In this example, a Mail-in rebate of 300.00 is indicated for Options 1 and 3. Instant Cash Rebates (discounts) will display in the Cost Analysis Section of the Export. This section only appears if mail-in rebates have been included in the quote.
|Taxes & Fees|
When an end-user tax is applied to the entire proposal, the taxes and fees will appear in this section. This is not the Business to Business tax applied in the business rules.
|Cost Analysis Part 2|