How To Enable Required Actual Data For The Consumption Profile

Organizations can enable a setting related to the consumption profile which requires at least one month of the customer’s actual data to be input into the consumption profile before financing a proposal with Goodleap Lease/PPA Follow the steps below to locate and enable this feature.

Step 1: From the main menu, open your profile and select “Settings”.

Step 2: Go to the Incentives/Financing section and click the edit button located across from “Action”.

Step 3: Toggle “Require at Least One Month of Usage Data” on, then click “Update” to save. 

Note: If this setting is enabled, then when financing a proposal with Goodleap Lease/PPA, if the sales rep has not added at least one month of actual data to the consumption profile, an error message will appear when attempting to finance the proposal as shown in the image below.