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Video walkthrough coming soon. A Loom video demonstrating this feature will be added here.
The dashboard is the first thing you see when you log into Nectar. Think of it as your morning briefing — a quick snapshot of how your utility data is looking, what’s been happening recently, and whether anything needs your attention today. If you manage utility data for multiple buildings or clients, the dashboard saves you from clicking through dozens of screens to figure out what’s going on. Everything important is right here on one page. You don’t need to dig through menus to understand the state of your data — the dashboard puts the most important information front and center.
Screenshot coming soon. A screenshot of this feature will be added here.

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What you see when you log in

The dashboard is organized into four clear sections from top to bottom: stats overview, issues, quick links, and recent bills. Each section serves a different purpose, and together they give you everything you need to stay on top of your data.

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Stats overview

At the top of the dashboard, you’ll see summary cards that give you the big picture at a glance:
CardWhat it tells you
Total BillsHow many utility bills Nectar has processed for you across all companies and sites. If you just started, this number will grow quickly as Nectar pulls in historical data. For example, a company with 50 sites might see hundreds of bills appear within the first week as Nectar downloads and processes 12 to 24 months of history from each utility portal.
Total SitesHow many physical locations you’re tracking — buildings, warehouses, offices, retail stores, data centers, and so on. This tells you the breadth of your data coverage. If you manage utility data for multiple clients, this is the total across all of them.
Total MetersHow many individual meters are being tracked across your sites. A single building might have separate meters for electricity, natural gas, and water — so this number is often two or three times your site count. Each meter accumulates monthly usage data, which is what powers your analytics and exports.
Total ConnectionsHow many active utility portal connections are pulling data for you. Each connection represents a set of credentials that Nectar uses to log in and download bills automatically. One connection can cover multiple accounts and meters at the same utility provider.
Click any card to jump directly to the corresponding section in Data Inventory, where you can browse all the individual records behind the numbers.

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Issues

The issues card is your to-do list. If something needs your attention — a connection with a wrong password, a bill that looks unusual, or a data quality flag — it shows up here. Think of it as a morning checklist. When you log in, glance at the issues card first. If it’s empty, everything is running smoothly. If there are items, click through to address them. Common issues include:
  • Connection errors — a connection that stopped working because a password changed, an MFA code expired, or a utility website went down temporarily. For example, if a client changed their ConEdison password last week, you’ll see a “Password Incorrect” issue here.
  • Flagged bills — bills where the extracted data looks incomplete, unusual, or potentially duplicated. Maybe a bill is missing a usage amount, or a charge looks abnormally high compared to the previous month.
Each issue links directly to the affected record, so you can jump straight to the problem and fix it without searching. Most issues take less than a minute to resolve — usually just updating a password or confirming a flagged value.
We recommend checking the dashboard daily, especially the issues card. Catching a connection error early means less missing data later.
Below the stats, you’ll find shortcuts to the most common actions people take in Nectar:
  • Create a new connection — start collecting data from a new utility account. This takes you to the connection wizard.
  • Upload a bill — manually upload a PDF or image of a utility bill. Useful when you have bills that aren’t collected automatically. See uploads.
  • View recent exports — check on your latest data exports and download completed files.
These shortcuts save you a few clicks when you already know what you need to do. Think of them as the “express lane.”

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Recent bills

The bottom of the dashboard shows a table of your most recently processed bills. This gives you a real-time view of what’s flowing into the system. For each bill, you can see:
  • Site — which building the bill belongs to
  • Utility type — electricity, gas, water, etc.
  • Service dates — the billing period covered
  • Total charges — the dollar amount on the bill
Click any row to open the full bill detail in Data Inventory, where you can review the extracted data, edit values, and see the original document. For example, if you connected a ConEdison account yesterday, you might log in today and see a row for “123 Main St — Electricity — $1,247.50 — Jan 1 to Jan 31.” That means Nectar found the bill, read it, and it’s ready for you. This table is particularly useful in the first few days after setting up new connections, when data is flowing in rapidly. It gives you confidence that things are working as expected without having to dig into Data Inventory.

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Tips for using the dashboard effectively

The dashboard is designed to be your daily starting point. Here are some habits that experienced Nectar users swear by:
  • Check it every morning. A quick 30-second glance catches issues early. A connection error you fix today means you don’t miss next week’s bills. Think of it like checking your email — just make it part of your routine.
  • Address issues promptly. Connection errors don’t fix themselves (except for “Website Down,” which usually resolves on its own). The longer an error sits, the more data you miss. A password issue left unresolved for a month could mean four or five missed bills.
  • Use it as a health check. If your bill count is growing steadily over time, your connections are working. If it plateaus unexpectedly, something might need attention — maybe a connection failed silently, or a client closed a utility account.
  • Bookmark it. The dashboard is designed to be your first stop. If you’re checking utility data regularly, make it your browser’s default page for Nectar. The URL is https://dash.nectarclimate.com.
  • Use it before client calls. Before hopping on a call with a client, glance at their data on the dashboard. You’ll instantly know if there are any issues or if new data arrived recently — it makes you look prepared and proactive.
  • Getting started — first-time onboarding and platform overview
  • Data Quality — detailed view of issues and completeness beyond the dashboard summary
  • Data Inventory — browse all bills, accounts, and meters behind the dashboard stats
  • Analytics — deeper consumption and cost analysis

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FAQ

If you just set up your connections, give it a few days. Nectar’s first data pull typically completes within two to three days. After that, bills arrive on a weekly cycle. Also check your data collection start date — if it’s set to “Current month,” Nectar won’t pull historical bills. You can adjust this in the connection’s settings or in Settings at the company level.
Check the Issues card. If there are connection errors or flagged bills, address those first — they might be blocking new data from flowing in. After that, glance at the Recent Bills table to confirm data is arriving as expected. If everything looks clean, you’re good to go.
The dashboard reflects real-time data. Every time you load or refresh the page, the numbers and recent bills update to show the latest state. There’s no delay or caching — what you see is current.
Issues are items that need human attention. They fall into two categories: connection issues (like a wrong password or expired MFA code that prevents Nectar from logging into a utility portal) and data quality flags (like a bill with missing usage data or an unusually high charge). Issues don’t mean something is broken — they mean Nectar has noticed something that needs a person to review, confirm, or fix. Think of them as a helpful nudge, not an alarm.
If stats show zero, it usually means one of three things: you haven’t created any connections or sites yet, your connections are still in the initial collection phase (the first data pull takes a few days), or you’re working with a newly created company that doesn’t have data yet. If you’ve just gotten started, make sure you’ve completed the setup steps in Getting Started. Give new connections two to three days before expecting to see numbers change.
The dashboard layout is currently fixed to show the most universally useful information — stats, issues, quick links, and recent bills. If you’re looking for specific views or breakdowns, the Analytics section offers more detailed visualizations that you can filter by company, site, utility type, and date range.
Yes. The dashboard shows organization-wide totals by default — every company, every site, every connection. If you need to drill into a specific company or site, use the Data Inventory or Analytics sections, which support filtering.
Any team member with access to your Nectar organization can see the dashboard when they log in. The stats and issues shown reflect the same organization-wide data for everyone. If you need to limit what certain team members can see, ask your administrator about role-based access settings.
The dashboard is your quick daily overview — high-level numbers and issues that need attention. Analytics is where you go for deeper exploration: charts, trend lines, period comparisons, and breakdowns by commodity, site, or time range. Think of the dashboard as the newspaper headline; analytics is the full investigative article.
Yes. The dashboard aggregates data across your entire organization — every company, every site. If you need to focus on a single client, use the Data Inventory or Analytics sections where you can filter by company. The dashboard intentionally gives you the bird’s-eye view so nothing falls through the cracks.