Volumes and P&L Simulations

Once your quotes are complete, you can create P&L simulations adding volumes to each quote in the package.

For the volume scenarios, you can use the same or different quotes, just as the scenario requires. The only restriction is that the quotes you use for a P&L simulation package, should belong to the same quote package.

 

Start with selecting the package you want to simulate, than add a volume to it. In the Quotes in Package will appear in the left list box. Only those quotes will appear, which are not used in the scenario yet. In the right list box the quotes will appear with the preset volume for the scenario, which you can overwrite with the volume, which will be valid for that item. It can happen that in a package for a package volume you will have different item volume.

When you add another volume scenario, you can select different quotes, so if you have different calculations for different volume scenarios, you can easily setup these differences, using the right quote for the right volume and you can compare the P&L simulation results, based on them.

You can reorder the tabs and also reorder the quotes within a volume.

Note! The quotes must be complete with their calculation in order to generate the P&L simulation. Within this area, you will not be able to edit the variables. If you want to edit a quote, you need to go back the to the Edit Quote or Edit Package windows.

When you click on the Show P&L Sim for Volume, the application will display the volume scenario, which is on the currently active tab. If you want to see another simulation, you need to change the active tab to the scenario, you want to view. After that you can get the Simulation window open and the calculation done for each quote and volume and their summary for Revenue and Cost Elements.

  

If there is an error in the calculation, the view will show it. If this is the case, you need to edit the faulty quote as described above.

Export to Excel

If you want to export the calculation to Excel, press the Export to Excel button. A save dialog will be opened and you will be able to save the calculation into an Excel file by selecting or typing the save folder and the filename.

The calculation formulas will not be saved along with the values.