Summary with CPM: Informed Decisions, Configured Your Way

The summary tab got more than a facelift this year. It became a configurable decision surface. Build templates with custom fields and formulas. Solve for the margin or ROIC you need with a built-in goal-seek solver. Run multi-year quotes that rebalance unit pricing across 2026, 2027, and 2028. Pull external labor models in live from SharePoint. Compare US vs Mexico builds in seconds, or rev 1 vs rev 2 side-by-side. Informed decisions, on your terms, with every cost component in one view.

Headshot Tara Wiseman _250x250px
Tara Wiseman
Product Manager, Strategic Accounts, CalcuQuote

Tara Wiseman is a Product Manager for Strategic Accounts at CalcuQuote. She leads large-scale initiatives including ERP implementations, complex onboarding programs, and custom software projects. With a background in account management and a focus on Agile execution, she bridges technical teams and business stakeholders to deliver scalable, real-world solutions.

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Key Takeaways

Templates you actually own

Build summary templates for prototype, production, financial review, labor, or anything else. 

  • Decide what fields appear, where they sit, and what formulas drive them
  • Gross profit, ROIC, operating profit, all configurable
  • One template per use case, owned by your team

Bring in data that is not native to CalcuQuote

Live SharePoint imports pull external models straight into the summary.

  • Pull an external labor Excel mid-project, and re-import when it updates
  • Map each column to a summary field once and the mapping sticks
  • Net result: one RFQ view with every cost component in it

Solve for the number that matters

The summary solver is goal-seek for quoting.

  • Want a 20% gross profit margin? Tell it to solve by adjusting sales price or unit price
  • Want $10,000 ROIC? Same workflow
  • Apply across all quantities or just one

Project-level solving across years

A second solver works across multi-year quotes.

  • Take a lower margin in year one, recover in years two and three
  • The system rebalances unit prices to hit your overall project gross profit target
  • Useful for long-running programmes where year-by-year price shape matters 

Budgetary quoting across sites

Switch the site dropdown and the summary recalculates against that site’s rates.

  • Pick Mexico and the summary recalculates against Mexico’s labor rate and inflation rate
  • Decide whether to clone the RFQ and run a full quote at that site
  • A within-RFQ compare view is coming so you can see US, Mexico, NPI, and production side-by-side

Compare across RFQs, revisions, and years

Side-by-side comparison reflects your templates and formulas.

  • Most common use: revision compare (rev 1 vs rev 2 across quantities)
  • Export the comparison to drive pivot tables or Power BI dashboards
  • Inflation rate is adjustable per quote for multi-year scenarios