Proposals in HelioScope

Currently proposals are in a closed beta, and are free to use while they remain an in-progress feature.
We are currently not adding users to the closed beta, but if you are interested in trying them out before the full release, please send us an email at and we will make sure you get access in the next round of additions. 

Live Training Webinars

Sign up in the link below for the next scheduled live training webinar. The date and time details will also be in the link.
Register for Proposals Webinar

Getting to Proposals

To access proposals go to

Quick Training Video

This training video quickly steps you through how to set up the financial assumptions in HelioScope. If you have any additional questions, feel free to email us at

Creating Financial Templates Video

This training video details how to create custom financial templates, which can be used to pre-define financial models and assumptions. Admins can set up templates to automate financial calculations and give sales team control over relevant financial inputs.

Please keep in mind that each financial template requires a discount rate. Deleting the discount rate will cause the financial template to break and show ERROR. The discount rate allows the buyer to consider risk in an investment and set a benchmark for future investments. The discount reduce the financial returns of the cash flow, allowing the buyer to consider the value of money over time.

Creating Utility Rates Video

This training video details how to create a custom utility rate in more detail:

Full Webinar Recording

If you're not able to join a full webinar training, feel free to check out a recording of a recent training below:

Glossary of Auto-Complete Smart Tags

The following terms can be typed into proposal text fields to automatically pull in HelioScope data directly into the report. Typing a curly bracket "{" will bring up a list of available terms. As you start typing you will see a list of matching Smart Tags. Below is a complete list of the currently available terms. Please let us know if there are any values you would like added to the list. 


Smart Tag Definition
avg_bill_monthly Pre-solar monthly electricity costs
avg_bill_monthly_with_solar Post-solar monthly electricity costs
total_bill_yearly Pre-solar annual electricity costs
total_bill_yearly_with_solar Post-solar annual electricity costs
total_bill_lifetime Total electricity costs across system lifetime
Annual electricity costs savings
total_savings_monthly Monthly electricity costs savings
lifetime_savings Total electricity cost savings across system lifetime
avg_cost_per_kwh Pre-solar electricity costs on a per kWh basis
avg_cost_per_kwh_lifetime Pre-solar electricity costs on a per kWh basis adjusted for utility cost inflation
Average pre-solar electricity consumption in kWh
total_consumption_yearly Total pre-solar electricity consumption in kWh


Smart Tag Definition
Annual solar array energy generation
design_name Design name
design_nameplate_ac System size in AC
design_nameplate_dc System size in DC
system_yield Specific yield, calculated as he total simulation energy generation divided by the system DC nameplate power.
system_performance_ratio Performance Ratio (PR) shows the percentage of total potential energy for the array that is converted to AC energy ( read more here)
annual_degradation Annual system degradation
cost_per_watt_ac System price in $ / AC Watt
cost_per_watt_dc System price in $ / DC Watt


Please note, currently HelioScope smart tags for equipment are limited to one inverter type and one module type per design. 

Smart Tag Definition
inverter_manufacturer Inverter manufacturer brand name
inverter_model Inverter model name
inverter_quantity Count of inverters in the design
inverter_wattage Inverter nominal output power
module_manufacturer Module manufacturer brand name
module_model Module model name
module_power Module STC rated power
module_quantity Count of modules in the design 


Smart Tag Definition
avg_full_cost_monthly Monthly cost of solar financing + remaining electricity bill
financing_costs_monthly Monthly cost of solar financing
IRR Internal Rate of Return ( Investopedia definition)
LCOE Levelized Cost of Energy: calculated as the net present value of all costs over the life of the system divided by the net present value of energy generation over the life of the system
The sum of all incentives received over the life of the system
Percentage of electricity costs ($) offset by solar production
offset_energy Percentage of electricity consumption (kWh) offset by solar production
ROI Return on Investment: value from electricity savings divided by investment cost
Net system price after incentives
Total system price before incentives
Net Present Value of cash inflows and outflows over the life of the system. Adjust future cash flows to today's dollars to adjust for the time value of money ( Investopedia definition)
Net Present Value of energy outflows over the life of the system. Adjusts future energy generation to account for the time value of money


Smart Tag Definition
Date of project creation
Company name associated with the project creator's account
Project creator's email address
project_creator_firstname Project creator's first name
project_creator_fullname Project creator's full name
project_creator_lastname Project creator's last name
project_name Name of the project


The environmental metrics come from the EPA Greenhouse Gas Equivalencies Calculator. All the values are structured on a per kWh basis. For example, 1 kWh of electricity is equal to 1.6 pounds of Carbon Dioxide emissions. In the financial template, setting the Carbon Dioxide field to 1.6 equivalent then your HelioScope reports will show 1.6 x system kWh generation to calculate the total carbon dioxide offset in pounds. The table below provides the per kWh equivalencies in both metric and imperial units. 

Smart Tag Name Metric Imperial
co2_kg Carbon Dioxide 
0.707 (kg / kWh) 1.6 (lbs / kWh)
driven_vehicle Passenger Vehicles Driven for 1 Year  0.0002 (cars / kWh) 0.0002 (cars / kWh)
driven_km Passenger Vehicle Distance Driven 2.73588 (km / kWh) 1.7 (miles / kWh)
Waste Recycled Instead of Landfilled  0.00025 (tons / kWh) 0.00025 (tons / kWh)
recycled_truck Waste Recycled Instead of Landfilled (truckload) 0.00004 (trucks / kWh) 0.00004 (trucks / kWh)
gasoline_liter Gasoline Consumed 0.3028 (liters / kWh) .08 (gallons / kWh)
gasoline_tanker Gasoline Consumed (Tanker Truck) 0.000009 (trucks / kWh) 0.000009 (trucks / kWh)
energy_annual_home Home Annual Energy Usage 0.00008 (homes / kWh) 0.00008 (homes / kWh)
electricity_annual_home Home Annual Electricity Usage
0.00012 (homes / kWh) 0.00012 (homes / kWh)
led_bulb Incandescent Lamps Switched to LEDs
0.027 (bulbs / kWh) 0.027 (bulbs / kWh)
oil_barrel Barrels of Oil Consumed  0.00164 (barrels / kWh) 0.00164 (barrels / kWh)
propane_can Propane Used for Home Barbecues  0.029 (cylinders / kWh) 0.029 (cylinders / kWh)
coal_kg Coal Burned 0.3506 (kg / kWh) 0.773 (lbs / kWh)
coal_railcar Coal Burned (Railcars) 0.00004 (railcars / kWh) 0.00004 (railcars / kWh)
seedling_ten_year Tree Seedlings Grown for 10 Years 0.117 (seedling / kWh) 0.117 (seedling / kWh)
forest_hectare Hectares of Forest Preserved for 1 Year 0.00832 (hectares / kWh)
0.00832 (hectares / kWh)