As a sales manager, you want to know how gross margin, labor & material, and mark-ups are being applied to fully understand how they are arriving at the final sale price that is presented to the customer.
Proposal Inspector gives you an in-depth breakdown of how prices are being calculated at every step of the proposal and can only be accessed by admins.
How does it work?
From App >> Select Proposal >> Click on any proposal Options
Proposal Options Preview will expand.
Click on the "Proposal Inspector" button.
Continue to the Accessories page.
Click on Proposal Options Preview >> Proposal Inspector
Continue to the Installation Items page.
Click on Proposal Options Preview >> Proposal Inspector.
Continue to the Summary page.
Click on the 'Inspector' button right next to the Total Investment amount.
After presenting or accepting a proposal, go back to the home screen and open the Proposal History.
Access Proposal Inspector by clicking the blue buttons with Proposal names.
Example on Proposals page:
Example on Accessories page:
Example on Installation Items page:
Example on Summary page:
Examples from Proposal History:
