# Solar CRM pilot measurement ledger

Use comparable periods and retain each metric's definition and source. Record unavailable evidence as unknown, not zero. This worksheet does not guarantee savings, conversion or ROI.

| Metric | Baseline period / count | Pilot period / count | Definition and denominator | Evidence | Owner |
| --- | --- | --- | --- | --- | --- |
| Enquiries | | | Unique eligible enquiries, fixed sources | | |
| Contact | | | First attempt and two-way contact separately | | |
| Staff effort | | | Same task, inclusion rules and volume | | |
| Offer acceptance | | | Unique issued-offer cohort and observation end date | | |
| Collection | | | Confirmed payment evidence; processing separate | | |
| Costs | | | Implementation, subscriptions, usage and retained tools | | |
| Released capacity | | | How the time was actually used | | |

Illustrative calculation: 40 handovers × 6 minutes = 240 minutes = 4 hours. At an illustrative A$50/hour this is A$200 of capacity value. It is not automatically cash saved, extra revenue or a payroll reduction.

Guide: https://www.arcsolar.com.au/resources/solar-crm-roi-measurement