Industrial Heat Pumps & Electrified Thermal Systems worked example

Heat Pump Quote Margin at 58% quoted scope capture: a worked example

Here is what the math looks like when conditions slip. We hold every other input steady and drop quoted scope capture to 58%, then walk the calculation through step by step. Estimate net quote margin for an industrial heat pump opportunity from quoted units, expected margin per unit, scope capture, and fixed engineering or contingency cost.

The inputs for this scenario

  • Quoted heat pump project units: 6 units (held at the documented default)
  • Expected margin per unit: 48,000 $ / unit (held at the documented default)
  • Quoted scope capture: 58 % (the input this scenario stresses; the baseline uses 80)
  • Fixed engineering and contingency cost: 45,000 $ (held at the documented default)

Working through the calculation

  • The calculation starts from the formula this tool documents: Variable heat pump quote margin = quoted heat pump project units × expected margin per unit × quoted scope capture.
  • Net heat pump quote margin works out to 212,040 $ at these inputs, and this is the headline figure for the scenario.
  • Expected margin per unit works out to 35,340 $ / unit at these inputs.
  • Variable heat pump quote margin works out to 167,040 $ at these inputs.
  • Fixed engineering and contingency cost works out to 45,000 $ at these inputs.

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 23.01% below the baseline at 212,040 $.
  • The practical read: the gap between this scenario and the baseline is entirely attributable to quoted scope capture, so recovering it is worth quantifying in dollars before considering equipment or staffing changes. 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: 212,040 $ (headline result)
  • Expected margin per unit: 35,340 $ / unit
  • Variable heat pump quote margin: 167,040 $
  • Fixed engineering and contingency cost: 45,000 $

Run it with your numbers

  • To rerun this with your own numbers, open the live Heat Pump Quote Margin calculator, set quoted scope capture to your actual value, and adjust the remaining inputs to match your operation.

Last reviewed 2026-05-12.