QuiPlans Internal Audit

Financial Projection, Cost Estimation & Budget Intelligence System Audit

Complete audit + architecture design — May 2026

Executive Summary — Financial Tool System Audit

🔴 VERDICT: QuiPlans has FIVE separate financial tools with incompatible formulas, zero cross-linking, no unified data layer, and no conversion tracking from any of them. The tools generate interest but convert almost no one to a paid product. This is a major revenue leak and must be treated as a P0 system failure before any paid traffic is scaled.

5

Tools Audited

Public + dashboard + component-level

None

Unified Formula

Each tool uses different math

0 of 5

Conversion Tracking

No CTA click tracking confirmed

Partial

State Adjustment

RoiDefaults entity exists, rarely used

1 of 5

Saved Estimates

RoiCalculator only

OBBudgetPlanner only

Dashboard Integration

Not connected to project entity

The 5 Core Problems

1

Formula fragmentation — 5 tools, 4 different cost-per-sqft assumptions ($90–$250/sqft), producing wildly different outputs for identical inputs. Users who use two tools see contradictory numbers.

Impact: Trust destruction. Users who notice contradiction lose confidence in QuiPlans.

2

No conversion path from any calculator — CTAs exist but none are tracked. No A/B testing possible. No funnel attribution from estimate → $99 report → permit-ready plans.

Impact: Calculators are free value giveaways with no revenue capture. Estimated $0 direct attribution.

3

No state-specific accuracy — The RoiDefaults entity exists but is sparsely populated. AduCostCalculator and OBBudget both use flat national multipliers. Users in CA see the same estimate as users in Mississippi.

Impact: CA users see estimates that are 40–60% too low. Leads to sticker shock at contractor bids, refund requests, and lost trust.

4

No confidence scoring — No tool tells the user how reliable the estimate is based on available data. A user with a ZIP code, ADU type, and finish level gets the same confidence indicator as a user with no data.

Impact: Users cannot distinguish a rough guess from an actionable estimate. Reduces urgency to get professional feasibility.

5

Dashboard budget tool (OBBudgetPlanner) is not persisted — Estimates are calculated in-session only. Users cannot return, update, or compare contractor bids against their estimate.

Impact: Zero long-term value delivery. No reason to return to dashboard. No budget tracking during project management.

Opportunity Size

💡 If calculator-to-paid conversion reaches even 5% (industry standard for financial tools), and 500 users/month use calculators: 25 additional $99 report purchases = $2,475/month from the calculator channel alone. Add permit-ready attach and engineering inquiries, and the financial tool system could drive $15,000–$40,000/month in direct attributable revenue at scale. Currently: $0 tracked.
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