Cost Analysis Export Part 1

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

Proposal Info: Who created, export date stamps and install date if applicable

Labor Summary

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.

Customer Info

Proposal Customer Tab

Investment

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