How to Validate Savings Analyses

Validate a Savings Analysis by comparing pre-solar and post-solar hourly costs, inspecting export rates, and checking the underlying inputs.

Approach

Since rates come from tariffs and depend on account-holder criteria, including usage, this approach uses a specific account with the actual consumption and solar production profiles that you might use in a simple integration. You can repeat this process for any given account.

How it works

A Savings Analysis compares a pre-solar scenario (before) and a post-solar scenario (after). To model savings given the parameters used in the proposal, we assume the same load curve in the pre-solar and post-solar scenarios, then calculate the aggregate difference. There are positive savings when the post-solar scenario costs less.

To validate the underlying data, you make API calls that represent the pre-solar and post-solar hourly costs for the same load curve over the same time range, but on different tariffs to reflect the expected post-solar tariff. Each call calculates energy cost over the specified range and returns it by hour so you can inspect the savings for that period.

Inputs

Input	Purpose
`accountId` or `providerAccountId`	Identifies the account used in the Savings Analysis.
Pre-solar consumption profile	Recreates baseline usage.
Solar production profile	Recreates post-solar net load.
Pre-solar `masterTariffId`	Calculates baseline utility cost.
Post-solar `masterTariffId`	Calculates post-solar utility cost.

Validation workflow

Identify the Savings Analysis you want to validate.
Retrieve the account, consumption profile, solar profile, and relevant tariff IDs.
Run an hourly pre-solar Account Cost Calculation.
Run an hourly post-solar Account Cost Calculation.
Compare hourly itemQuantity, rateAmount, and cost values.
For NEM3 & NBT tariffs, retrieve hourly export rates and compare them against export credit behavior.
Reconcile the hourly calculations against the aggregate Savings Analysis response.

Workflow steps

Step 1: Gather Savings Analysis Inputs

Identify the account, profiles, tariffs, date range, and export-rate inputs used in the Savings Analysis.

Step 2: Retrieve Hourly Pre-Solar Cost

Run an hourly Account Cost Calculation for the baseline scenario and inspect pre-solar line items.

Step 3: Retrieve Hourly Post-Solar Cost

Subtract the solar profile from load and identify post-solar export intervals.

Step 4: Verify NEM3 Export Rates

Retrieve export-rate lookups and compare them against post-solar export intervals.

Step 5: Reconcile with the Savings Analysis Response

Compare hourly calculations against aggregate Savings Analysis summary, series, and scenario values.

Optional: Set Up a Validation Example from Scratch

Create a controlled account, usage profile, solar profile, and Savings Analysis for validation practice.

Use the workflow steps above to validate a Savings Analysis. The detailed process lives in the step pages so this page can serve as the section hub.

Summary

Use this workflow to validate a Savings Analysis by gathering the original inputs, recreating hourly pre-solar and post-solar Account Cost Calculations, checking NEM3 export rates where applicable, and reconciling hourly behavior against the aggregate Savings Analysis response.