How can I add Charts to the Proposal Template?
On top of adding metrics and data tables, it's also possible to add predesigned charts to proposal templates! Easily present Cost, Usage, Shading, and Offset data visually and beautifully on proposals - showing full details with only a couple of clicks!
How do I add a chart?
To add a chart to a proposal, you may follow these steps:
Go to a proposal template that you wish to edit
Select the page where you'd like to add a chart (you can also copy a page or add a new blank page)
Click Edit on the upper right side of the screen
Once the menu loads, click Insert > chose Chart > and then select the chart that you'd like to have on your proposal options are:
Categorized Usage Chart - Monthly and Daily
Daily Energy Profile Chart - Typical Day and Yearly Average
Energy Costs over Comparable Value Years
Pre + Postproject Average Utility Bill Yr1
Savings Chart over Comparable Value Years
Sunroof Yearly Imagery
Utility Cost over Comparable Value Year
Usage Offset Chart - Annual and Monthly
This will insert a dynamic chart of your choosing, on the template.
Can I resize the chart?
Yes! You can select between two sizes of each chart - Standard and Large. You will see both options on the insert menu when you’re adding the chart to the proposal page.
Standard: same size as charts are currently in proposal templates
Large: fills the most space given the width of the page
Example of a standard size chart versus a large size chart.
What is shown in each chart?
Categorized Usage Chart - Monthly and Daily
Shows the projected energy consumption of the homeowner in different categories either over the course of a typical day by hour or annually by month.
The categories considered in this chart are: Appliance, Cooling, Lighting, Water Heater, and Other.
Daily Energy Profile Chart - Typical day and Yearly Average
Shows the daily energy profile including the following categories: Battery Discharge, Battery Charge, Solar Production, Solar Offset, Post Project Usage, and Historical usage. This shows the typical daily energy flows for the project. You can show an annual average or based on a typical day. For more information on Sighten’s storage modeling see: https://sighten.atlassian.net/wiki/spaces/SS/pages/593494124.
Energy Costs over Comparable Value Years
This chart compares the annual costs of up to 3 quotes to the cost of doing nothing so the homeowner can see a variety of different financial outcomes based on their options.
Pre + Postproject Average Utility Bill Yr1
Compares the average pre-project utility bill to the average post-project utility bill in year 1.
Savings Chart over Comparable Value Years
This chart compares the cumulative cost of up to 3 quotes to the cost of doing nothing so the homeowner can see a variety of different financial outcomes based on their options.
Sunroof Yearly Imagery
Shows the average annual shading on the roof of the building for an applicable job.
Utility Cost over Comparable Value Year
Shows the homeowner their projected utility bill over the life of the system to show the cost of doing nothing.
Usage Offset Chart - Annual and Monthly
Shows the homeowner's monthly offset of their energy usage with their quoted project.
Shows the homeowner’s annual percentage offset of their energy usage in the first year.
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