Define the pilot before calculating
- Use comparable periods and record the enquiry and job volumes in each.
- Time the same tasks with the same inclusion rules.
- Track unique issued offers, acceptance and confirmed collection separately.
- Include implementation, subscription, usage and tools retained.
- Keep the source records, owner and unresolved measurement gaps.
Sources: [1]
Example: four hours of capacity, not guaranteed cash savings
Illustrative week: 40 handovers each take six fewer minutes. That releases 240 minutes, or four hours. At an illustrative A$50 per hour, the capacity value is A$200 per week. It is not automatically a payroll reduction, extra revenue or collected cash. Record how the released time is actually used and the incremental software cost.
| Calculation | Illustrative result |
|---|---|
| 40 × 6 minutes | 240 minutes |
| 240 ÷ 60 | 4 hours |
| 4 × A$50 | A$200 capacity value |
Sources: [1]
Separate the commercial outcomes
Measure accepted offers using a defined offer cohort, then check the deposit and balance evidence. Keep processing and confirmed collection apart. ArcSolar’s sales metrics can lead you to the underlying customer and offer; a won-deal count is not a cash-collected total.
Sources: [1]
What can the pilot leave uncertain?
Different lead sources, team sizes, prices or seasons can change results without the CRM causing them. State the period, sample and missing evidence. Competitor case studies belong to their publishers; the example here is fictional and is not an ArcSolar customer outcome.
Trace the evidence in an ArcSolar demo
Use the pilot ledger to agree the metric, owner and source before implementation. Then compare the measured workflow and complete cost after the pilot.
Sources and review (1)
Published by ArcSolar. Examples are illustrative; product details come from the sources below. Editorial standards.
- ArcSolar sales metrics and source review — ArcSolar; checked 11 October 2026.