With larger portfolios, it becomes increasingly important to understand the buildings and interventions where the biggest opportunities for improvement lie. The Portfolio Overview feature helps to surface trends, benchmark performance, and prioritize decarbonization efforts at a larger scale. Whether you are managing regulatory risk, identifying underperforming buildings, or determining where to invest next, Portfolio Overview will provide insight to allow you to take action.
You can also use Advanced Filtering to focus your analysis on specific subsets of buildings, such as those in a particular region or those over a certain size.
How to Use Portfolio Overview
At the top of the Portfolio Overview, there are four summary cards that highlight key metrics across all buildings included in the current filter. These cards provide a quick snapshot of your portfolio’s performance.
- Buildings in View: Total number of buildings captured by the applied filter. If no filter is used, it reflects all buildings in the portfolio. Only buildings whose results have finished calculating are counted, so this number can lag the number of buildings the filter matches while models are still running.
- Energy Use Intensity (EUI): The EUI of the filtered building set (the total amount of energy divided by the total floor area).
- Greenhouse Gas Intensity (GHGI): The GHGI of the filtered building set (the total emissions divided by the total floor area)
- Emissions: The total emissions of the filtered building set.
These summary cards update dynamically as filters are applied.
Portfolio Overview consists of five widgets: Building performance, Portfolio reduction pathway, Portfolio cash flow, Interventions, and Performance standards. Like the summary cards, every widget respects the current filter.
Building Performance
This widget plots the buildings in your portfolio on a map, showing their geographic distribution so you can see where your portfolio sits and jump straight into any building.
Nearby buildings are grouped into clusters; zoom in to separate them. Click a marker to open that building’s detail page. This widget has no axis, metric, or sort controls.
Portfolio reduction pathway
The combined reduction pathway for all of the buildings in your current filter, plotted over time. Use the dropdown to switch the units shown, choosing from Emissions, GHGI, EUI, Energy, and Cost.
Portfolio cash flow
The combined cash flow of all of the buildings in your current filter, showing intervention costs against operational savings year by year, along with the net present value and marginal abatement cost for the filtered set.
Interventions
This widget lists the interventions delivering the largest emissions reductions across the buildings in your current filter.
This is a read-only table of the top five interventions, sorted by emissions reduction. Each row shows the intervention, the building it applies to, and the emissions reduction. There are no metric or sort controls on the widget. To compare interventions on other metrics, including reduction per unit of investment, click See all interventions to open the full Interventions page.
Performance standards
The performance standards that apply to the buildings in your current filter, showing how many buildings are currently compliant and how many are at risk.