Solar & battery
Solar Close Rate Calculator
Measures close rate, where qualifying before the proposal protects the design time.
Result
A close rate is only comparable against your own history. It moves with how you count a quote, with the mix of work and with how quickly you follow up, so the trend matters more than the number.
Get a Free Business AuditHow the calculation works
Contracts signed divided by proposals delivered, with the value of what did not close. Because producing a solar proposal involves design work, shading analysis and a production estimate, a low close rate consumes engineering time rather than only sales time, which makes qualification before the proposal valuable.
What moves the number
- Qualification before the proposal is produced.
- Roof suitability and shading, which disqualify some sites.
- Credit qualification where financing is involved.
- Whether the proposal's assumptions are credible.
Where this one goes wrong
Qualifying roof suitability, shading, ownership and credit before investing design time is what protects the close rate and the engineering capacity, since a proposal for a shaded north-facing roof was never going to close. Proposal credibility is the other half: an optimistic proposal closes less often among customers who compare it against others, because the one claiming the most savings reads as the least trustworthy.
Before you quote
- Qualify roof, shading, ownership and credit before designing.
- Keep proposal assumptions credible and stated.
- Track why proposals were lost, not just that they were.
Questions
About this calculator
How do I protect design time?
By qualifying roof suitability, shading, ownership and credit before producing a proposal. Solar proposals involve real design work, so an unqualified opportunity consumes engineering capacity rather than just a salesperson's afternoon.
Do optimistic proposals close better?
Often worse, among customers comparing several. The proposal claiming the most savings reads as the least trustworthy, and a credible proposal with stated assumptions competes better than an aggressive one in an informed market.
Should lost proposals be reviewed?
Yes, for the reason rather than the count. Losing on price, on credibility, on timing and on disqualification need different responses, and a single close rate figure cannot tell you which of them you have.
The formula
close rate = jobs won / quotes given
Put this calculator on your site
Free to embed. Paste this where you want it to appear. It stays up to date automatically because it loads from BDEVY.
Please keep the attribution line. It is the only thing we ask in return.
How to use this calculator
- Quotes given per month. Enter your own figure; the page starts at 60.
- Jobs won. Enter your own figure; the page starts at 24.
- Average job value ($). Enter your own figure; the page starts at $21,500.
- Improvement to test (%). Enter your own figure; the page starts at 5%.
The result updates as you type, so you can try a figure, see what it does to close rate, and change it back. Nothing you enter is sent anywhere or saved.
A worked example
These are the figures the calculator opens with. Every number in the results column below is produced by the same calculation the page runs, so you can follow it through before putting your own figures in.
What goes in
| Input | Value |
|---|---|
| Quotes given per month | 60 |
| Jobs won | 24 |
| Average job value | $21,500 |
| Improvement to test | 5% |
What comes out
| Result | Value |
|---|---|
| Close rate main result | 40.0% |
| Revenue from quotes won | $516,000 |
| Revenue at the higher rate | $580,500 |
| Extra revenue per month | $64,500 |
| Value sitting in lost quotes | $774,000 |
You close 40.0% of quotes. Lifting that by 5 points is worth $64,500 a month, and there is $774,000 a month sitting in quotes you did not win.
How sensitive the answer is
Holding everything else steady and changing only average job value, this is what happens to close rate. It is worth knowing which of your inputs the answer actually hinges on, and which barely move it.
| Average job value ($) | Close rate |
|---|---|
| $10,750 | 40.0% |
| $16,125 | 40.0% |
| $21,500 example above | 40.0% |
| $32,250 | 40.0% |
| $43,000 | 40.0% |
Every other input is held at the example value while this one changes, which is not how a real job behaves. Treat it as a guide to which number matters most, not as five separate quotes.
What each figure means
- Quotes given per month
- A number, between 0 and 5000, starting at 60.
- Jobs won
- A number, between 0 and 5000, starting at 24.
- Average job value ($)
- A money amount, starting at $21,500.
- Improvement to test (%)
- A percentage, between 0 and 60, starting at 5%.
What the results tell you
| Result | What it is |
|---|---|
| Close rate | The headline result. A percentage. |
| Revenue from quotes won | A money figure. |
| Revenue at the higher rate | A money figure. |
| Extra revenue per month | A money figure. |
| Value sitting in lost quotes | A money figure. |
A design still needs a site visit
Output and sizing figures use the assumptions you enter, not measured irradiance, shading or roof orientation at your address. Real production depends on all three, plus inverter behaviour and local interconnection rules.
Estimating is the easy part
The jobs you never hear about cost more than the ones you mis-measure. BDEVY builds the marketing, systems and automation that bring them in.