How to View Customer Savings History

The Savings History feature, available in the financing section of proposals, allows users to review a customer’s past electricity savings.

Note: To use this feature, your account manager must first enable the NEM 3 setting.

Follow the steps below to view a customer’s savings history.

Step 1: From your customer’s proposal page, click “View Detail” on the proposal card.

Step 2: Complete your customer’s design and add the necessary equipment to the proposal.

Step 3: Scroll down to the financing section of the proposal and click “Savings History”.

Step 4: You can view your customer’s savings data here.