Industrial Heat Pumps & Electrified Thermal Systems worked example

Heat Pump Quote Margin at 92% quoted scope capture: a worked example

What does the result look like when quoted scope capture reaches 92%? The full calculation is worked below with real intermediate numbers. Use it when estimators and sales engineers are pricing packaged heat pumps, process hot water systems, heat recovery skids, or turnkey electrification projects.

The inputs for this scenario

  • Quoted heat pump project units: 6 units (unchanged)
  • Expected margin per unit: 48,000 $ / unit (unchanged)
  • Quoted scope capture: 92 % (raised for this scenario; the documented default is 80)
  • Fixed engineering and contingency cost: 45,000 $ (unchanged)

Working through the calculation

  • Applying the documented formula (Variable heat pump quote margin = quoted heat pump project units × expected margin per unit × quoted scope capture) to the inputs above produces each figure below.
  • At this operating point the engine returns 309,960 $ for net heat pump quote margin, the number this scenario is built around.
  • At this operating point the engine returns 51,660 $ / unit for expected margin per unit.
  • At this operating point the engine returns 264,960 $ for variable heat pump quote margin.
  • At this operating point the engine returns 45,000 $ for fixed engineering and contingency cost.

How this compares with the baseline

  • Against the tool's baseline example, where quoted scope capture sits at 80% and the headline result is 275,400 $, this scenario comes in 12.55% above the baseline at 309,960 $.
  • A figure at this level is achievable when quoted scope capture is genuinely sustained, not just peaked for a shift. Scope capture is an estimate of how much engineered scope converts to billings; if the real capture differs, or fixed cost overruns, the net margin shifts — and the tool models neither schedule risk nor escalation.

Results at a glance

  • Net heat pump quote margin: 309,960 $ (headline result)
  • Expected margin per unit: 51,660 $ / unit
  • Variable heat pump quote margin: 264,960 $
  • Fixed engineering and contingency cost: 45,000 $

Run it with your numbers

  • Every input above is editable in the live Heat Pump Quote Margin calculator, which recalculates instantly and can be shared with the inputs intact.

Last reviewed 2026-05-12.