Quarterly captured savings report.

Quarterly captured savings vs baseline and forecast, with predictive coverage, IPMVP M&V, and outlier deep dives — reviewed with Customer Success.

01 Metadata

How it's delivered + who reads it.

Cadence quarterly

Format pdf

Audience VP Facilities / CFO

Default tier optimized

Addon eligible No (included with tier only)

Applies to energy

02 Sections

What's in the report.

Default section layout. Per-product overrides (when present) replace this list.

predictive_report
captured_roi
ipmvp_mv
outlier_deep_dives

03 Customer-facing bullets per product

What the customer sees on each product page.

The product-page Reporting row renders these bullets verbatim, per the product being viewed. Empty for a product = the report's name is used as the single bullet.

energy

Predictive alarm and ticket report — power-quality and submeter faults caught proactively (short-cycling, voltage events), with prediction accuracy and lead time before operational impact
Optimized-tier ROI report — Managed ROI plus Demand and Tariff savings (executed through the customer's connected products) and Equipment Lifetime Extension from the meter's early-warning signals, adjusted by the site's utility billing model
IPMVP M&V quarterly report — formal Measurement & Verification per IPMVP protocol vs the contracted baseline, backed by submetering where deployed; exportable for executive and ESG reporting
Outlier deep dives — quarterly analysis of bottom-quartile sites with root-cause analysis and recommended interventions