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Session started · today 09:14 AM

Why did the profit margin drop on residential installations in the south zone last week?

Yaritza · 09:15

Analyzing QuickBooks + Commissions SQL

Cross-referencing QuickBooks transactions (week Jun 09–15) with commissions data, I found 3 key factors:

1

Material cost increase (+8.2%)

SolarTech MX applied price adjustment on 400W panels. Estimated impact: -$14,200 on gross margin.

2

Re-installation commissions (installer C. Mendez)

2 jobs required extra visits for mounting failure. Extra commissions: +$4,920. Unbudgeted.

3

Low-ticket project mix

4 of 7 installations were <8kW systems with structural margin 28–31%, below zone average (38.6%).

Recommendation: Renegotiate SolarTech MX contract (expires Q3) and set 10kW minimum per project in South Zone to improve mix.

09:15 · Sources: QuickBooks, Commissions

How much would we recover if we renegotiate with SolarTech?

Yaritza · 09:17

Calculating scenario...

Connected to QuickBooks · Sunbase CRM · Commissions live