If you haven't already entered the customer's energy usage in the Project Dashboard, add it in Sales Mode before moving on. You can click the plug icon at the top of the Sales Mode proposal.
Or you can also scroll through the proposal and click “+ Add energy usage”.
The most likely utility provider and rate will automatically be selected based on the project location, but you can select a different pre-configured utility rate if needed. Select a post-solar utility rate if the local utility company requires it. If you don't see the rate you're looking for, you can search for it by typing in the name. Admins can also create custom utility rates for further control over your proposals.
There are 3 ways to enter consumption information into Sales Mode by selecting one of the following under “Input method”.
Selecting Monthly Average will prompt you to select the units (kWh or $) and enter a value into the box next below the dropdown. Once entered, Aurora will automatically enter that same value for every month of the year, and show the annual estimated value below the chart.
Monthly Estimate (1-12 months)
Selecting Monthly estimate (1-12 months) will prompt you to select the units (kWh or $), then require you to input a value for at least one month. Once one month has been entered, Aurora will extrapolate the energy usage for the entire year based on other homes in the area. You can also see the calculated annual and monthly average estimation above the chart.
Note: Using only one month’s bill or energy will extrapolate the annual usage based on a typical homeowner for that location. The more months you add, the more representative it will be for your customer.
Selecting Interval Data will prompt you to copy and paste your customer’s interval data to create the consumption profile. For more detail, see Adding Interval Data in Aurora.
Click Done to proceed. On the “Consumption” page in Sales Mode, you can see the customer’s average utility bill details, as well as a lifetime total based on your utility rate escalation.