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Open Data Quality > Savings to investigate bill patterns that may represent estimated cost-saving potential. Use Overview for totals and Opportunities for the triage inbox. Dollar amounts are estimated potential, not realized savings. A single bill or account can be flagged by more than one trigger; Total savings counts each finding once at its largest amount so overlapping findings are not double-counted.

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Overview

Data Quality > Savings > Overview shows Money at risk (open estimated-read exposure), Immediate savings (quantified savings ready to capture), Potential savings (unrealized savings from portfolio improvements), Total savings, plus Open opportunities, Bills analyzed, Accounts analyzed, and Savings per month. Cards that have a count link through to Opportunities with matching filters. Overview also lists Recommended to investigate — high-priority open opportunities with estimated amount and due date. Click a row to open it in Opportunities.

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Opportunities inbox

Data Quality > Savings > Opportunities is a split inbox. The list defaults to Open, sorted by Highest savings. Filter by status, severity, trigger, category (Bill validation or Rate optimization), savings kind, account, or utility provider. You can also sort by bill created (newest), bill date (newest), or due date (soonest). Select a row to review evidence. Statuses in the inbox:

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Trigger types

Savings detection can flag these trigger types (names as shown in the inbox):

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Resolve an opportunity

On an open opportunity, choose a resolution:
  • Draft email to utility — Nectar handles delivery; the option is hidden after send
  • Hold for payment and rebill
  • Release for payment
Rate-optimization findings (tariff switch, low power factor, demand ratchet) skip the generic estimated-read email except tariff switch, which asks the utility to switch the account. If Agent is available for your company, click Investigate with agent on an opportunity to open Agent with that finding in context.

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Download a report

Use Download report on Overview or Opportunities to export the current savings results.

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Configure detection

Company admins configure detection in Settings > Company > Data Quality > Savings. Enable or disable each trigger for the company. Disabling a trigger stops new findings of that type; existing open opportunities stay until you resolve them.

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Savings report emails

On the same settings page, Savings report subscription emails a digest of new and outstanding opportunities. Set frequency to Off, Daily, or Weekly. Weekly reports send on Monday (UTC).
  • Data Quality — module overview
  • Issues — bill and meter triage inbox
  • Anomalies — anomaly detection (separate from savings late-fee findings)
  • Agent — investigate with Agent

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FAQ

Company admins see Savings when detection is enabled for the company. Opening the routes without access redirects to Data Quality > Issues. If you expect Savings and do not see it, email support@nectarclimate.com.
No. Amounts are estimated potential. Total savings de-duplicates overlapping findings so the same dollars are not counted twice.
No. Savings Late payment interest is a savings opportunity. Anomaly late-fee detection is a separate Data Quality finding in the Issues inbox.