The Cost Analysis export is found in the Management Portal Sales Management Tools Section.
Managers and Admins with access to the Sales Management Tools can export the Cost Analysis in the Proposal Snapshot section of the Job Timeline. (Fig. 1)
- Export Options: options that have been selected in the proposal will auto-populate or select the desired option.
- Export the File in .xlsx or .csv format. (Fig. 2)
- Options 1 and 3 have been selected for the Cost Analysis discussion.
Figure 1. Export the Cost Analysis in the Proposal Snapshot section of the Job Timeline.
Figure 2. Cost Analysis export Proposal, Labor, Customer, and Investment Info.
Proposal Info: Who created, export date stamps and install date if applicable
Abbreviations: There is a lot of information to display in the worksheet headers. This table will help you decipher the info!
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 Option 1 and 2. Instant Cash Rebates 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|