Dashboard

The dashboard gives you a high-level overview of your organisation’s energy management — totals, spend, connections, sites map, and expiring agreements.

The Dashboard is the first page you see after logging in. It provides a high-level overview of your organisation’s energy management activities.

Summary cards

At the top of the dashboard, five summary cards display your key totals:

Card	Description
Accounts	Total number of customer accounts in your organisation
Sites	Total physical locations across all accounts
Connections	Total electricity, gas, and water connections
Agreements	Total energy agreements (active and historical)
Retail Accounts	Total retail account references with energy retailers

Each card shows the current count along with growth indicators — how many were added in the last 30 days and last year.

Total spend

Below the summary cards, the Total Spend section breaks down your energy expenditure by utility type:

• Electricity — Total spend and consumption in kWh
• Natural Gas — Total spend and consumption in MJ
• Water — Total spend and consumption in kL

Each utility type is colour-coded: yellow for electricity, blue for natural gas, and light blue for water.

Active connections by utility

A donut chart showing the distribution of your active connections across utility types. Hover over each segment to see the exact count.

Sites map

An interactive map of Australia showing the geographic distribution of your sites. Clustered markers indicate groups of nearby sites — click a cluster to zoom in. Individual site markers can be clicked to view site details.

Recent accounts

A quick-access list of the most recently created or viewed accounts. Click any account name to navigate directly to that account’s detail page.

Agreements expiring soon

Displays agreements expiring within the next 90 days, sorted by urgency. Each entry shows:

• Agreement name and type
• Customer name
• Days remaining until expiry
• Expiry date

A badge at the top shows the total count of expiring agreements. Click any agreement to view its full details.

Filtering

Use the filter icon in the top-right corner of the dashboard to narrow the data displayed. Filters allow you to focus on specific accounts, utility types, or date ranges.