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Need help in this area? See Sites FAQ.
Video walkthrough coming soon. A Loom video demonstrating this feature will be added here.
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Overview

Sites represent the physical buildings and locations in your portfolio. Every account and meter in Nectar is associated with a site, and 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.
Need help with site setup, imports, or missing analytics? See Sites FAQ.

Finding and filtering sites

The Sites page uses a master-detail layout. The left sidebar shows all your sites in a hierarchical tree (organized by location path), and the main area shows the selected site’s dashboard. Search — Type in the search box to find sites by name or address. Filter by tag — If your company has site tags configured, use Filter by tag to narrow the list. Tags are created and managed in Settings > Company > Sites > Manage Tags. Expand / collapse — Use the expand/collapse button to open or close all tree nodes at once. Site settings — Click the settings icon to open Settings > Company > Sites, where you can add sites, bulk upload, and manage tags. Health indicators — Each site card in the sidebar shows a colored health indicator:
ColorMeaning
GreenAll connections healthy, data is complete
YellowMinor gaps or warnings detected
RedConnection errors or significant data gaps
GrayArchived site

Site dashboard

When you select a site, you’ll see three tabs: Dashboard, Analytics, and Audit.

Dashboard tab

The dashboard has four clickable stat cards — Bills, Meters, Accounts, and Connections. Click a card to expand an inline table below showing that entity type for the site. Click the same card again to collapse it, or click a different card to switch tables. Each table includes a View all link to the corresponding Data Inventory or Data Input page filtered to this site. Data completeness — A swim-lane panel shows monthly data coverage by utility type. Green cells indicate complete data; gaps are highlighted. Use the period picker to switch between calendar year and rolling 12-month views. Click a gap to see details and resolution options. Site info — Key-value fields for the site (name, address, path, tags, area, etc.).

Analytics tab

Commodity-specific usage charts for this site. Use the date range and commodity filters to view electricity, gas, water, waste, or fuel consumption over time.

Audit tab (Inspect aggregation)

Inspect how bill data is aggregated into monthly site-level usage. A multi-year heatmap shows coverage by month; green cells indicate data present, red indicates missing. Select a month to see the Contributor breakdown — the bills and readings that compose that month’s total. Excluded contributors (e.g., prorated or partial bills) appear in a collapsible section with reason badges.

Creating a site

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

1. Choose a template

Templates pre-configure the required utilities and anomaly monitoring for common building types:
TemplateUtilities includedAnomaly monitoring
OfficeElectricity, GasElectricity, Gas
WarehouseElectricity, Gas, WaterElectricity
RetailElectricity, Gas
Hospital / HealthcareElectricity, Gas, Water, WasteElectricity, Gas, Water
School / UniversityElectricity, Gas, WaterElectricity
BlankNone (configure manually)

2. Enter site details

FieldRequiredDescription
NameYesA recognizable name like “Headquarters” or “Building 7”
AddressNoPhysical street address
Location filtersNoComma-separated values for organizing sites (e.g., “US, Northeast”)
External IDNoYour own identifier for cross-referencing with other systems
AreaNoBuilding area with units (sq ft or sq m)

3. Review and create

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

Managing sites

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 filters, external ID, area
  • 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

Bulk operations

From Settings > Company > Sites:
  • Add Site — Create a new site with the wizard
  • Bulk Upload — Import site data from a spreadsheet
  • Manage Tags — Create and edit site tags used for filtering

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.

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.

Comparing sites

The Compare page lets you group sites and compare them side by side. Navigate to Sites > Compare (or use the Compare button when multiple sites are selected in the sidebar, when available).

Setting up a comparison

  1. Navigate to Sites > Compare
  2. Add sites to Group A and Group B (you can add more groups, up to four)
  3. Give each group a descriptive label

Comparison tabs

TabWhat it shows
CompletenessData completeness scores side by side for each group
UsageUsage consumption charts comparing groups over time
CostCost comparison across groups
MetricsA detailed metrics table comparing key statistics
This is useful for benchmarking performance across regions, building types, or business units.

Frequently asked questions

Accounts are assigned to sites when you create or edit a connection. You can also manually assign accounts to sites from the account detail page. Meters inherit their site from their parent account.
No, each account belongs to exactly one site. If a utility account covers multiple locations, you may need to split it into separate accounts.
The completeness score represents the percentage of expected utility bills that Nectar has received for a site over a given period. A 100% score means all expected data is present; lower scores indicate gaps that may need attention.
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. Use Bulk Upload in Settings > Company > Sites to import site data from an Excel or CSV file. The file should include columns for site name, address, and any tags or external IDs.
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 Compare page. Create groups of sites by region, then compare their completeness, usage, costs, and key metrics side by side.