How do I configure my proposal cash flows table?

Owned by Samantha Lieberman
Last updated: Feb 25, 2022 by Tucker Marchese (Unlicensed)
3 min read

Data tables in your proposal templates are extremely customizable! You can make changes to an existing table:

  1. Go to a proposal template that you wish to edit, make sure it’s not locked!

  2. Navigate to the Cash Flows page

  3. Click Edit on the upper right side of the screen

     

  4. Once the menu loads, you’ll want to select the cash flows table that is on the page already and scroll to the bottom of the page.

  5. There you’ll find an action bar where you can make changes to your table. From left to right, your options are:

    1. Table properties - allows you to set different properties related to the style of the table.

    2. Delete table - removes the entire table

    3. Insert row before - adds a row in above whichever row you’re in

    4. Insert row after - adds a row in below whichever row you’re in

    5. Delete row - removes the row you’re in

    6. Insert column before - adds a column in to the left whichever column you’re in

    7. Insert column after - adds a column in to the right of whichever column you’re in

    8. Delete column - removes the column you’re in

  6. You can also configure the data that is shown in the table itself. Including adding Yearly Site Owner Incentives and Yearly Tax Savings columns, deselecting any columns in the table already, and reordering columns.

Note: follow the instructions below to reach the Cash Flows Table Configuration Modal.

How do I show tax savings in its own column?

  1. Follow steps 1-3 above

  2. Once the menu loads, you’ll want to select the cash flows table that is on the page already and scroll to the bottom of the page.

  3. Select the second option, Delete Table.

     

  4. Then add a new table, Click Insert > chose Data Tables > Cash Flows Table.

     

  5. This will bring up a modal to customize the Cash Flows Table.

  6. Make the following selections in the modal:

    1. De-select Yearly Site-Owner Incentives and Tax Savings

    2. Select Yearly Site-Owner Incentives and Yearly Tax Savings

  7. Re-order columns (by dragging via the corresponding three horizontal bars) such that: Yearly Energy Project Bill, Yearly Tax Savings, Yearly Site-Owner Incentives Yearly Savings, Cumulative Savings is the order

  8. Select Insert.

  9. Assuming your data table now shows what you want, hit Save to keep the changes you made.

Additional Customizations to Cash Flows Available:

Depreciation

Follow steps 1-5 above and select Tax Savings from Depreciation

 

Tax savings from interest

Follow steps 1-5 above and select Tax Savings from Interest

Note: to ensure depreciation is applied on a given job, ensure the job type is set to commercial and add depreciation through the incentives drawer. Other tax savings from interest, abatements, or exemptions will also appear in the yearly tax savings column.

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