Why are my upgrade benefits showing a negative result?

When working with upgrade projects, it is essential that both the original project and the upgrade project use the same and most up-to-date financial calculation method.

In some cases, the original project may still use an older calculation model, for example fixed pricing with full net metering and no export penalties. These outdated models often show unrealistically high savings compared to current calculation logic. As a result, the upgrade project may appear to deliver lower or even negative benefits when compared to this outdated baseline.

Resetting and recalculating both projects ensures that the comparison is accurate and based on the latest pricing logic, export compensation rules and financial assumptions.

When to perform this action

You should recalculate the financial data in the following situations:

• The upgrade benefits appear unusually high, low or negative

• The original project was created a long time ago

• Financial models, pricing logic or export compensation rules have changed

• The annual savings graph does not match your expectations

In most cases, inconsistent financial models between the original and upgrade project are the root cause.

How to recalculate the original and upgrade project

Follow the steps below to ensure both projects use the same calculation model.

Step 1 Recalculate the original project

1. Open the original project.

2. Navigate to Financial calculator.

3. Click Reset.

4. Click Calculate.

5. Wait until the calculation is completed.

This updates the project using the latest financial calculation logic and inputs.

Step 2 Recalculate the upgrade project

1. Open the corresponding upgrade project.

2. Navigate to Financial calculator.

3. Click Reset.

4. Click Calculate.

5. Wait until the calculation is completed.

This ensures that the upgrade comparison uses the corrected and updated baseline.

Step 3 Recalculate battery scenarios if applicable

If the project includes a battery:

1. Go to Battery.

2. Recalculate the benefits per scenario, if recalculation options are available.

3. Confirm that the annual savings graph updates correctly.

This step ensures that all battery-related scenarios reflect the latest financial calculation model.

Result after recalculation

After completing these steps:

• The original project uses the latest financial calculation logic.

• The upgrade project compares correctly against the updated baseline.

• The annual savings graph reflects accurate values.

• Newly generated End-customer Offers display correct and realistic benefits.

Expected outcome in the End-customer Offer

Once recalculation is complete, the End-customer Offer will:

• Display accurate savings values

• Show realistic scenario comparisons

• Reflect current pricing logic, export compensation rules and battery benefits

If the issue persists after recalculation, please contact support and include both project references for further investigation.