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FieldDescriptionValueNotes
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OUTSIDE SALES DESIGN TEAMFor this spreadsheet fill in the yellow
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Number of Sales RepsActive sales reps creating proposals5<add your values here>
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Deals Closed per Rep per MonthAverage signed contracts per rep per month2<add your values here>
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Average Monthly ProposalsTotal proposals generated each month150<add your values here>
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Annual Proposal Software CostSubscription/licensing/per unit spend per year50000<add your values here>
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IN HOUSE DESIGN TEAM
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Number of EmployeesDesigners building proposals (if applicable)5<add your values here>
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Average Cost per EmployeeFully‑loaded hourly rate ($/hr)25<add your values here>
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Average Monthly ProposalsTotal proposals generated each month100To edit the monthly proposals please add your value in cell C5
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Annual Proposal Software CostSubscription/licensing/per unit spend per year25000To edit the monthly proposals please add your value in cell C6
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Base_Close_RateHistorical proposal-to-contract conversion rate (e.g., 0.25 for 25%)10%
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CALCULATIONS AND SAVINGS BELOWTo Edit you must first make a copy of this spreadsheet in your drive account.
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Avg_Deal_ValueAverage contract value ($) – default 4000040000
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Work_Hours_per_MonthWorking hours per month – default 160160
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Average_Change_Order_RateTypical CO rate (e.g., 0.20)0.2
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SOLO_Change_Order_RateLightReach CO rate – default 0.080.08
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New_Close_RateClose rate after SOLO uplift11.50%
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Incremental_Deals_per_MonthExtra deals per month from higher close rate2.25
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CO_DifferenceChange orders reduced per month1.8
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OpEx_SavedOperations savings from fewer COs1350
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Cancelled_Deals_AvoidedDeals saved by fewer COs (10% of CO diff)0.18
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Revenue_PreservedRevenue kept from avoided cancellations7200
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Total_CO_BenefitTotal financial benefit from CO reduction8550
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Hours_Saved_per_MonthProposal time saved so your team can do more productive activities50
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Rep_Value_per_HourRevenue generated per rep-hour1750
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Labor_Value_SavedRevenue capacity unlocked by time savings87500
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Cost_per_ProposalDynamic cost per proposal based on tiered pricing ($)29
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SOLO_CostTotal Cost per Proposal * Average Monthly Proposals4350
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Monthly_Proposal_Prep_CostTotal $ spend on real‑time proposal generation (variable + OTP)91000
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Monthly_Employee_CostNumber_of_Employees × Average_Cost_per_Employee × Work_Hours_per_Month20000
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Monthly_Software_CostAnnual_Proposal_Software_Cost ÷ 124166.666667
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Total_Current_CostEmployee + software monthly cost24166.66667
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Cost_DifferenceCurrent monthly cost – SOLO pricing monthly cost19816.66667
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Overall_Cost_SavingsCost_Difference + Labor_Value_Saved + Total_CO_Benefit115866.6667
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Additional Backend Calculations / Assumptions
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Close Rate (%)Percentage of proposals that convert into signed contracts.
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Avg. Employee Hourly CostFully loaded hourly rate for employees involved in sales or design.
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Work Hours / MonthTotal working hours per employee each month (default: 160).
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Avg. Deal ValueAverage value of a signed contract.
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Deals Closed / MonthMonthly deals closed based on proposal volume and close rate.
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Current Monthly RevenueRevenue generated from closed deals under your current process.
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Monthly Deal Uplift (15%)Estimated deal volume with Solo’s 15% close rate improvement.
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Projected Revenue (Solo)Expected monthly revenue if using Solo.
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Projected Revenue Gain Additional monthly revenue compared to your current workflow.
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Total Labor CostMonthly labor cost for sales, design, and proposal work.
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Software & Tool CostMonthly cost of software/tools used for design and proposals.
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Total Current CostCombined monthly cost of labor and software/tools.
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Solo Monthly CostEstimated monthly cost of Solo based on proposal volume.
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Estimated Monthly SavingsDifference between your current total cost and Solo’s monthly cost.
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