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Need help in this area? See Sites FAQ.

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Overview

Sites represent the physical buildings and locations in your portfolio. Every meter belongs to a site. Accounts inherit site(s) from their meters — an account can be unassigned or span more than one site. Sites are the primary way you organize and monitor your utility data. Think of a site as a pin on a map — it’s your headquarters, a warehouse, a retail store, or a hospital. By grouping all your utility data under sites, you get a clear picture of each location’s energy consumption, data completeness, and connection health.

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Viewing your sites

The Sites page offers three switchable views. Use the view toolbar at the top of the page to toggle between them.

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Regional view (default)

The regional view organizes sites into a hierarchical tree grouped by geographic path — for example, US > Illinois > Chicago. Each group header shows aggregate badges (site count, meter count, account count).
  • Expand / collapse — Open or close individual groups, or use the toolbar buttons to expand or collapse all at once.
  • Filtered counts — When filters are active, group headers show “X of Y sites” so you can see how many match.
  • Column visibility — Customize which columns appear (name, address, tags, meters, accounts, bills, connections, issues, and more) using the Columns button.
  • Context menus — Right-click any row for quick actions like opening the site, viewing related meters or accounts, or navigating to site settings.

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Table view

A classic paginated table with sorting, column ordering, and full action menus on each row. Click the Eye icon to preview a site in a side panel, or click the Open icon to navigate to the site in a new tab. Each row’s action menu includes:
  • Navigate — Go to the site dashboard
  • Related — Jump to the site’s meters, accounts, or bills in Data Inventory
  • Manage — Open site settings

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Map view

An interactive world map that plots every site with a valid latitude and longitude.
  • Hover a point to see a rich tooltip with the site name, address, path, completeness score, meter/account/bill counts, and tags.
  • Click a point to open the site’s detail panel.
  • Zoom in and out using the controls, or reset the view to fit all sites.
  • Sites without a valid address appear in a table below the map, with a link to fix addresses in Settings.

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Filtering

Use the filter bar at the top of the page to narrow results across all three views: Filters are preserved in the URL, so you can bookmark or share a specific view with your team.

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Site dashboard

When you open a site (by clicking a row or using the eye icon), you see an info grid and tabs: Dashboard, Bills, Meters, Accounts, and Connections. Click Edit or Settings to open full site configuration in Settings > Company > Sites — required data, emissions factors, and archive/delete live there, not on the dashboard chrome.

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Dashboard subtabs

The Dashboard tab has analytics subtabs that share a date range filter (presets include Last 12 months, Last 24 months, and fiscal-aware year ranges) and a commodity selector.

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Usage

KPI cards show total consumption, average daily usage, peak month, and bill count for the selected period. When usage estimation applies, the Usage tab defaults to Actual and estimated and shows a provenance footer beneath KPI and trend widgets (collected vs estimated split). Below the KPIs:
  • A Year-over-Year comparison chart shows how this period compares to the prior period.
  • A Consumption Trend chart shows usage over time with a linear trend line.
  • The Aggregation Inspector appears at the bottom, showing how monthly totals are composed from individual meters.

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Cost

Available when cost tracking is enabled. KPI cards show calendarized allocated net cost in USD, average monthly net cost, average rate per unit, and bill count. Below the KPIs:
  • A Cost Trend chart shows spending over time.
  • A Top Bills by Cost table lists the largest bills, with clickable rows that open the bill detail.

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Completeness

A swim-lane coverage timeline scoped to this site. Actual cells indicate collected coverage; Estimated cells (when usage estimation is enabled) indicate months covered by persisted fills. Click any cell to inspect the gap or estimation details. When a commodity is selected, the Aggregation Inspector also appears below the timeline. Meter and bill rows in the inspector remain actual only — estimation appears in a separate section when fills contribute.

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Inspect

Present when the selected commodity supports aggregation. A standalone Aggregation Inspector for the selected commodity and month range. Use this tab to explore how site-level monthly usage is built from individual meter readings without switching between other views.

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Aggregation inspector

The Aggregation Inspector is a drill-down tool that shows exactly how a site’s total monthly usage is composed from individual meter contributions.
  • Meter composition chart — A stacked bar chart showing monthly usage broken down by contributing meter. Click a bar to select that month.
  • Inspector summary — Shows the selected month, total aggregated usage, and contributing usage record count.
  • Contributing meters table — Lists each meter’s usage data for the selected month, including the meter name, data source, and bill usage. Meter and bill names are clickable.
  • Excluded contributors — A subtable showing usage excluded from the total (for example, duplicate, untracked, or superseded usage), with a badge explaining the reason.
The inspector appears in the Usage, Completeness, and Inspect tabs of the site dashboard, and can also be opened from analytics chart data points.

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Cost inspector

Select a point on a cost trend to see the bills contributing to that month’s allocated net cost. Site cost retains superseded rows as historical topology, so partially revised bills keep their original site split even though those rows are absent from usage totals. Each bill is divided across every meter it covers, so rows that don’t count toward the site total — untracked meters, or bills with an open issue — still appear with the share they hold, tagged with the reason they’re excluded. Because of that, the listed shares can add up to less than the bill’s net charges; the difference is what’s excluded, not a rounding error. See Cost allocation.

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Creating a site

Sites are created from Settings > Company > Sites. Click Add Site to open the creation wizard.

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1. Choose a template

Templates pre-configure the required utilities and anomaly monitoring for common building types:

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2. Enter site details

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3. Review and create

Confirm the site details and template configuration, then click Create site.

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Managing sites

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Editing a site

Click a site in Settings > Company > Sites to open its detail page (or use the eye icon on the site row). From the detail page you can edit:
  • Basic info — site name, address, location path, external ID, area, data owners
  • Required data — for each utility type, set the required billing frequency (Monthly, Quarterly, or Annually) and configure anomaly monitoring thresholds
  • Emissions factors — override default emission factors for this site
  • Archive / delete — remove the site from active views or permanently delete it

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Bulk operations

From Settings > Company > Sites:
  • Add Site — Create a new site with the wizard. The wizard’s first step lets you choose between adding one site or bulk uploading from a spreadsheet.
  • Bulk Upload — Import site data from a CSV or Excel file. The platform parses your file in the browser, auto-matches your column headers to the platform fields, and shows validation errors inline so you can fix them without re-uploading. See Bulk import sites below.
  • Manage Tags — Create and edit site tags used for filtering

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Bulk import sites

Create dozens or hundreds of sites at once from a CSV or Excel file. The import flow has three phases — upload, column matching, and review — with no upload-and-wait round trip.

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Steps

  1. Go to Settings > Company > Sites > Add Site and choose Bulk upload in the first wizard step.
  2. Drop a CSV or Excel file with one row per site, or click Download template to start from a blank file. The template is generated from your platform’s current schema, so it always reflects the latest required fields.
  3. Match each platform field to a column in your file. Most columns auto-match by name; click the dropdown to override.
  4. Review the rows. Cells with errors show a red border — click a cell to edit it inline. The status bar at the top of the grid shows how many rows are ready, how many have errors, and how many you’ve skipped.
  5. Click Import N sites when there are zero errors.

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Required columns

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Optional columns

External ID, location path, tags, occupancy %, area + units, data owner emails, data collection start/stop dates, notes, and per-commodity collection frequencies (MONTHLY, QUARTERLY, ANNUALLY). See the Download template button for the exact column names — the template is generated from your platform’s current schema, so it always reflects the latest required fields.

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Validation

Validation happens in two layers:
  • Instant (in your browser) — required fields, number ranges, valid emails, valid enum values like MONTHLY.
  • Server checks — duplicate site names, addresses we couldn’t geocode, sites that already exist.
You can fix any error directly in the table without re-uploading.

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Limits

  • Up to 1000 sites per import.
  • Up to 10 data owner emails per site.
  • Notes capped at 200 characters.
If a commit is interrupted (for example, your network drops mid-import), retrying with the same data will not create duplicates. The platform tracks each commit attempt by a unique key tied to the row contents, so retries with the same key are treated as the same operation.

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Archiving

Sites can be archived when they’re no longer active. Archived sites are hidden from the default view but their data is preserved. Use the Archived tab in Settings > Company > Sites to view and restore them.

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Tags

Use tags to organize sites into categories (e.g., “East Coast”, “Leased”, “High Priority”). Tags are created in Manage Tags and are useful for filtering the site list on the main Sites page.

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Comparing sites

The Comparison page lets you compare consumption and cost trends for two groups of sites side by side. Select a month range, pick a commodity, then assign sites to Group A and Group B to see their analytics independently. This is useful for benchmarking performance across regions, building types, or business units. For full details, see Site comparison.

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Ranking sites by intensity

The EUI & Intensity page ranks every site by energy use per square foot, so you can spot the outliers in your portfolio for a given commodity and period. For full details, see EUI & Intensity.

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Frequently asked questions

Connections attach accounts to your portfolio. Each meter has its own site assignment — set during connection setup or by moving the meter later in Data Inventory. Moving a meter moves that meter’s usage to the new site. Accounts show the site(s) derived from their meters.
Yes. An account can have meters on more than one site. Split accounts only when you want separate billing relationships — not because the product requires one site per account.
The completeness score is the share of required months with Actual or Estimated data for the selected reporting period (future months excluded). On By Site, Estimated means persisted usage estimation fills cover the gap — not a utility-estimated reading on a bill. Switch Coverage basis to Actual only on the completeness page to score collected data only. See Data completeness and the glossary — Completeness.
Nectar compares each bill’s consumption against historical patterns for the same meter. Significant deviations are flagged as anomalies for your review. You can configure anomaly monitoring per utility type in the site’s required data settings — choose between default thresholds, a custom min/max range, or an expected value with percentage deviation. Each configuration includes a unit of measure selector so thresholds are set in the correct unit for your meter.
Yes. From Settings > Company > Sites, click Add Site and choose Bulk upload in the first wizard step. Drop a CSV or Excel file with one row per site, or click Download template to start from a blank file. Required columns are Name, Street, City, State/Province, Postal code, and Country (ISO alpha-3). Other fields (external ID, path, tags, occupancy, area, data owner emails, collection start/stop dates, notes) are optional.Each utility type has its own frequency column. Set each to MONTHLY, QUARTERLY, or ANNUALLY, or leave blank to skip that commodity for the site. Validation happens inline — cells with errors show a red border, and you can click a cell to fix it without re-uploading the file. See Bulk import sites for the full walkthrough.
Sites give you a location-centric view — see everything about a building in one place. The Data Inventory provides entity-level tables for browsing all bills, accounts, or meters across your entire portfolio.
Use the Comparison page. Select a month range and commodity, then assign sites to Group A and Group B to see their consumption and cost trends side by side.
The Aggregation Inspector breaks down how a site’s monthly usage total is built from individual meter contributions. It shows which meters contributed, how much each provided, and whether any meters were excluded (for example, duplicates). This helps you understand and verify the numbers behind your site analytics.
The map view plots sites using latitude and longitude coordinates derived from site addresses. Sites without a valid address — or with an address that could not be geocoded — appear in a table below the map. Update the site address in Settings > Company > Sites to add it to the map.