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Need help in this area? See Get Started FAQ.
Open Home in the sidebar (page title Dashboard) when you log into Nectar. Think of it as your morning briefing for the selected company — a quick snapshot of counts, saved analytics views, shortcuts, and the latest bills. If you manage utility data for multiple buildings or clients, switch companies in the sidebar to see each client’s Home. Home does not roll up every company into one total.

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What you see when you log in

When the selected company has sites and bills, the Main dashboard tab is organized into four sections from top to bottom: stats, Favorites, Quick Links, and Recent Bills. The Onboarding status tab next to it shows collection status by site. If the company has no sites yet, Home shows a setup empty state. If sites exist but no bills have landed, you see the stats (with zeros where appropriate) plus welcome CTAs to create connections or upload bills. If your display name still looks like an email address, Home may prompt you to set a name in personal settings — that is a profile setup tip, not a data problem.

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Stats overview

At the top of the dashboard, you’ll see summary cards that give you the big picture at a glance for the selected company: Each card jumps to its own list — not every card goes to Data Inventory. After the stats, Home shows a two-column row:
  • Favorites — your saved analytics views and favorite custom dashboards. Save a filter selection from any analytics page with Save view, or click Add to favorites on a custom dashboard. Open or delete favorites from this card (use Manage to remove ones you no longer need).
  • Quick Links — shortcuts to common areas:
    • Analytics — consumption charts
    • Data Inventory — bills list
    • Upload Data — uploads
    • Data Quality — completeness
These shortcuts save you a few clicks when you already know what you need to do. Think of them as the “express lane.” Open issues and connection problems live under Data Quality > Issues, not on Home.

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Recent bills

The bottom of the dashboard shows Recent Bills — the latest utility bills for the selected company (newest bill date first). For each bill, you can see:
  • Bill Date — when the bill was dated
  • Service Period — the billing period covered
  • Sites — which building(s) the bill belongs to (a bill can list more than one)
  • Utility Provider — who issued the bill (for example ConEd or PG&E)
  • Total Charges — the dollar amount, when cost tracking is on for the company
Click any row to open the bill preview sheet. Cmd/Ctrl-click (or use View All Bills) to open the full page in Data Inventory. For example, if you connected a ConEdison account yesterday, you might log in today and see a row with Bill Date, Service Period for Jan 1–31, site “123 Main St,” Utility Provider “ConEdison,” and Total Charges when cost is enabled. This table is particularly useful in the first few days after setting up new connections, when data is flowing in rapidly. It gives you confidence that things are working as expected without having to dig into Data Inventory.

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Onboarding status

Switch to the Onboarding status tab at the top of Home to see, site by site, whether each commodity a site needs is being collected. Each row is a site (with its data owner), and each column is a commodity. A cell reads Online or Upload when data is arriving, No recent data when it has gone quiet, Error when a connection needs attention, No data when no account covers it yet, or Not required when the site does not need that commodity and has no account for it. Click a cell to see the accounts behind it. The grid leaves out archived sites (sites whose data collection stop date has passed), and shows only the commodity columns that at least one site requires. If no site has required data set, every column shows.

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Tips for using the dashboard effectively

The dashboard is designed to be your daily starting point. Here are some habits that experienced Nectar users swear by:
  • Check it every morning. Glance at stats and Recent Bills. For connection errors or flagged bills, open Data Quality > Issues.
  • Use it as a health check. If your bill count is growing steadily over time, your connections are working. If it plateaus unexpectedly, check Completeness or Issues — something might need attention.
  • Bookmark it. If you’re checking utility data regularly, make Home your browser’s default page for Nectar. The URL is https://dash.nectarclimate.com.
  • Use it before client calls. Switch to that client’s company, then check Recent Bills. For open issues, use Data Quality.

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FAQ

If you just set up your connections, give it a few days. Nectar’s first data pull typically completes within a few days of setup. Also check Data collection start month under Settings > Company > Data Collection — connection or account overrides can narrow history further.
If you have no sites, finish site setup. If you have sites but no bills, create a connection or upload bills. Otherwise glance at stats and Recent Bills, then open Data Quality > Issues if you need a to-do list for connection or bill problems.
Numbers and recent bills refresh when you load or refresh the page, with normal client caching (on the order of minutes). It is not a live stream with no caching.
Confirm the company switcher is on the company you expect. No sites shows a setup empty state instead of the full layout. Sites with no bills yet show zeros for bills, meters, and connections until collection finishes. If you’ve just gotten started, complete the setup steps in Getting started.
Home layout is fixed: stats, Favorites, Quick Links, and Recent Bills. To build your own chart layouts, use custom dashboards under Analytics > Custom dashboards. Add a custom dashboard to favorites to open it from the Favorites card on Home.
No. Home shows the selected company only. Switch companies in the sidebar to see another client. Data Inventory and Analytics filters stay inside that company.
Teammates with access to the same company see the same Home for that company when they select it. Limit who can access a company under Settings > Company > Members (including Site-only).
Home is your quick daily overview — counts, favorites, shortcuts, and latest bills. Analytics is for deeper exploration: charts, trend lines, period comparisons, and breakdowns by commodity, site, or time range. Issues live under Data Quality.
No. Switch to each client’s company on Home. There is no organization-wide Home rollup across every company.