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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.

Viewing your sites

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

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.

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

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.

Filtering

Use the filter bar at the top of the page to narrow results across all three views:
FilterDescription
SearchFind sites by name or address.
TagsFilter by site tags configured in Settings > Company > Sites.
PathFilter by geographic path (tree selector with nested regions).
StatusFilter by site status (active or archived).
Filters are preserved in the URL, so you can bookmark or share a specific view with your team.

Site dashboard

When you open a site (by clicking a row or using the eye icon), you see the site dashboard. The dashboard has two sections: site configuration at the top and analytics views below.

Site configuration

The top section shows:
  • Site info — Key-value fields for the site (name, address, path, tags, area, external ID, etc.). Click Edit to modify in site settings.
  • Required data — The utility types this site is expected to have, with billing frequency configuration. Click Edit to update.
  • Emissions factors — Override default emission factors for this site if needed.

Analytics views

Below the configuration, four tabs provide analytics for the site. All views share a date range filter (with presets like Last 12 months, This year, Last 2 years) and a commodity selector.

Usage

KPI cards show total consumption, average daily usage, peak month, and bill count for the selected period. 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.

Cost

KPI cards show total cost, average monthly 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.

Completeness

A swim-lane coverage timeline scoped to this site. Green cells indicate complete data; gaps are highlighted. Click any cell to inspect the gap. When a commodity is selected, the Aggregation Inspector also appears below the timeline.

Inspect

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.

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 meters or bills excluded from the total (for example, duplicates or untracked meters), with a badge explaining the exclusion 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.

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, 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.
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.