Key module · Analytics
Production, performance and portfolio reports in one place
Analytics shows actual generation against a weather-based estimate across every site, scores each class of the portfolio, and builds custom reports you can save as templates and export as CSV or a board-pack PDF.
Illustration of Portfolio production in Analytics. The figures are invented.
Six things Analytics gives the portfolio team
Portfolio production
Actual against a weather-based estimate, from 24 hours to a year or a custom range.
Per site and site list
Drill from the portfolio into any single site.
Class insights
Installed against pipeline, live share, YTD generation and revenue, and a 12-month trend.
Health score
A 0 to 100 score per class: 40% momentum, 30% live-to-pipeline, 30% revenue per kWp.
Custom reports
Any combination of class, risk, stage, parties, manufacturers, codes and dates.
Exports
Saved templates, CSV, a board-pack PDF and a REGO pack.
See your portfolio in Analytics
A short demo, from production to the board pack.
Score each part of the portfolio, not just the whole
Retro, development, customer and acquired sites each get a card with installed against pipeline, the share that is live, and a health score. Open the score to see how it was made, or filter the page to that class.
- Health score weighted 40% momentum, 30% live-to-pipeline, 30% revenue per kWp
- YTD generation and revenue with a 12-month trend
- Filter the whole page to one class
Illustration of class insights. The figures are invented.
Build a report once, run it every month
Set the filters for a report once and save them as a template. Next month, load the template, run it, and the figures are current. Tick SLA overrun only to see projects that have run past their stage target.
- Save any set of filters as a named template
- Load and run in two clicks
- SLA overrun only, and include or exclude Not Proceeding
Illustration of saved templates in Custom Reports. The template names and figures are invented.
The same figures for the board, finance and the regulator
Every custom report exports as CSV for finance or as a board-pack PDF for the board. For renewables certificates, Analytics produces a REGO pack across the portfolio.
- CSV of the matching projects
- Board-pack PDF of the report
- REGO pack for the portfolio
Illustration of report exports. The sites and figures are invented.
From question to board pack
The same four steps for any question about the portfolio.
Filter
Choose classes, risk, stages, parties, codes or dates.
Run
See combined kWp, CAPEX, average £/kWp and the project list.
Save
Keep the filters as a template for next time.
Export
CSV for finance, board-pack PDF for the board.
Building the monthly pack by hand?
Book a demo and see it come out of Analytics instead.
Analytics across the project lifecycle
Benchmark the case
Compare a new site’s £/kWp with the average across similar projects.
See the Plan stage 2 · BuildFind the delays
Report on projects that have overrun their stage SLA.
See the Build stage 3 · MonitorWatch production
Actual against weather-based estimate across every site.
See the Monitor stage 4 · ReportMake the board pack
Class insights, custom reports and a board-pack PDF.
See the Report stageQuestions about Analytics
Where does production data come from?
From each site’s daily sync in Monitoring, from SolarEdge, Solis or MeterOnline, or from imported files.
How is the health score worked out?
It is weighted 40% on year-on-year momentum, 30% on the live-to-pipeline ratio and 30% on revenue per kWp, and opens to show its breakdown.
Can we save reports?
Yes. Save any set of filters as a template and load it again later.
What can we export?
Custom reports export as CSV or a board-pack PDF, and Analytics produces a REGO pack.
Are cancelled projects included?
Not by default. Not Proceeding projects are left out unless you choose to include them.
Bring the question your board always asks
See how quickly Analytics answers it.
See Analytics working on your portfolio
Production, class insights and the board pack, from live records.
Contact salesBuilding the monthly pack? See Analytics in a short demo.