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How to Adjust Your Customer's Energy Usage on the Proposal

This article covers updating your customer's energy usage through yearly or monthly values. If you'd like to update your customer's usage using additional tools or would like to update your customer's utility information from the customer page, please see this article.

Note: This feature is permission-based and may not be available to all users, depending on your company settings.

  1. In the proposal, scroll to the consumption graph page. Click on "Update Usage".
    GraphPage_UpdateUsageNEW2_GIF
    1. Legacy View (click anywhere on the graph to open the modal) : 
      GraphPage_OpeningGraphEditor_GIF
  2. In the editor, you can update either the annual usage or the monthly usage.
    1. Updating one will automatically update the other. 
  3. Once you are done adjusting the usage amount, press the update button.
Screenshot 2025-01-16 at 9.53.06 AM
     

Adjusted Consumption:

If the graph is displaying an "Adjusted Consumption", that means that an efficiency adder has been applied. This is an adder that will increase or decrease the consumption/offset by a certain percentage. Learn more HERE

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Watch How to Adjust Consumptions

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