> ## Documentation Index
> Fetch the complete documentation index at: https://nectarclimate.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Savings

> Review estimated bill savings and configure detection for your company.

Open [**Data Quality > Savings**](https://dash.nectarclimate.com/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.

## Overview

[**Data Quality > Savings > Overview**](https://dash.nectarclimate.com/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.

## Opportunities inbox

[**Data Quality > Savings > Opportunities**](https://dash.nectarclimate.com/data-quality/savings) 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:

| Status                             | Meaning                                                   |
| ---------------------------------- | --------------------------------------------------------- |
| **Open**                           | Still needs a decision                                    |
| **Holding for payment and rebill** | You held the finding while waiting on payment or a rebill |
| **Released for payment**           | You released the finding for payment                      |

## Trigger types

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

| Trigger                          | What it flags                                                                                                                                             |
| -------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Repeated estimated reads**     | A new estimated meter read after enough recent estimated bills on that meter (medium or high threshold).                                                  |
| **Estimated high usage**         | An estimated read whose weather-normalized usage is higher than expected.                                                                                 |
| **Sustained zero usage**         | Explicit zero usage on an electric or gas meter that is still being charged, after a streak (gas May–September zeros are skipped).                        |
| **Unusually high billed demand** | Billed demand that looks unusually high (ratchet/contract floor or measured demand well above interval peak).                                             |
| **Late payment interest**        | Interest charged on the bill.                                                                                                                             |
| **Sales tax exemption**          | Explicit sales-tax charges on a bill. Off by default — enable it in settings if your company is sales-tax exempt.                                         |
| **Tariff switch**                | Possible savings from a rate switch using interval load.                                                                                                  |
| **Low power factor**             | Consistently low power factor across recent bills; estimates demand savings if PF were raised to 0.95.                                                    |
| **Demand ratchet**               | A prior-period demand ratchet keeps billed demand above measured load; estimates savings if that floor were reduced. Requires high-quality interval data. |

## 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**](https://dash.nectarclimate.com/agent) with that finding in context.

## Download a report

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

## Configure detection

Company admins configure detection in [**Settings > Company > Data Quality > Savings**](https://dash.nectarclimate.com/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.

## 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).

## Related pages

* [Data Quality](/docs/platform/data-quality/overview) — module overview
* [Issues](/docs/platform/data-quality/issues) — bill and meter triage inbox
* [Anomalies](/docs/platform/data-quality/anomalies) — anomaly detection (separate from savings late-fee findings)
* [Agent](/docs/platform/agent) — investigate with Agent

## FAQ

<AccordionGroup>
  <Accordion title="Who can see Savings?">
    Company admins see Savings when detection is enabled for the company. Opening the routes without access redirects to [**Data Quality > Issues**](https://dash.nectarclimate.com/data-quality/issues). If you expect Savings and do not see it, email [support@nectarclimate.com](mailto:support@nectarclimate.com).
  </Accordion>

  <Accordion title="Are the dollar amounts guaranteed savings?">
    No. Amounts are estimated potential. Total savings de-duplicates overlapping findings so the same dollars are not counted twice.
  </Accordion>

  <Accordion title="Is late payment interest the same as an anomaly late fee?">
    No. Savings **Late payment interest** is a savings opportunity. Anomaly late-fee detection is a separate Data Quality finding in the Issues inbox.
  </Accordion>
</AccordionGroup>
