> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nectarclimate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sites

> Organize your buildings and locations, track data completeness, and compare performance across your portfolio.

<Tip>
  Need help in this area? See [Sites FAQ](/platform/sites/faq).
</Tip>

## 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.

<Tip>
  Need help with site setup, imports, or missing analytics? See [Sites FAQ](/platform/sites/faq).
</Tip>

## 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](/platform/glossary#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:

| Filter                               | Description                                                                                                                                                                           |
| ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Search**                           | Find sites by name or address.                                                                                                                                                        |
| **Tags**                             | Filter by site tags configured in **Settings** > **Company** > **Sites**.                                                                                                             |
| **Path**                             | Filter by geographic path (tree selector with nested regions).                                                                                                                        |
| **Status**                           | Filter by site status (active or archived).                                                                                                                                           |
| **Data owner**                       | Filter by data owner email address.                                                                                                                                                   |
| **Street**, **Zipcode**, **Country** | Find sites by address. Each is a text filter with **Contains** (default) and **Is** (exact) match modes — see [Location filters](/platform/data-inventory/overview#location-filters). |

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, data owners, 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](#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](/platform/data-inventory/bill-detail).

#### Completeness

A [swim-lane coverage timeline](/platform/data-quality/completeness) 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:

| Template                  | Utilities included             | Anomaly monitoring      |
| ------------------------- | ------------------------------ | ----------------------- |
| **Office**                | Electricity, Gas               | Electricity, Gas        |
| **Warehouse**             | Electricity, Gas, Water        | Electricity             |
| **Retail**                | Electricity, Gas               | —                       |
| **Hospital / Healthcare** | Electricity, Gas, Water, Waste | Electricity, Gas, Water |
| **School / University**   | Electricity, Gas, Water        | Electricity             |
| **Blank**                 | None (configure manually)      | —                       |

### 2. Enter site details

| Field                | Required | Description                                                                                                           |
| -------------------- | -------- | --------------------------------------------------------------------------------------------------------------------- |
| **Name**             | Yes      | A recognizable name like "Headquarters" or "Building 7"                                                               |
| **Address**          | No       | Physical street address                                                                                               |
| **Location filters** | No       | Comma-separated values for organizing sites (e.g., "US, Northeast")                                                   |
| **External ID**      | No       | Your own identifier for cross-referencing with other systems                                                          |
| **Area**             | No       | Building area with units (sq ft or sq m)                                                                              |
| **Data owners**      | No       | Email addresses of people responsible for this site's data — they receive data gap and connection issue notifications |

### 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, data owners
* **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. The wizard's first step lets you choose between adding one site or bulk uploading from a spreadsheet.
* **Bulk Upload** — Import site data from a CSV or Excel file. The platform parses your file in the browser, auto-matches your column headers to the platform fields, and shows validation errors inline so you can fix them without re-uploading. See [Bulk import sites](#bulk-import-sites) below.
* **Manage Tags** — Create and edit site tags used for filtering

### Bulk import sites

Create dozens or hundreds of sites at once from a CSV or Excel file. The import flow has three phases — upload, column matching, and review — with no upload-and-wait round trip.

#### Steps

1. Go to **Settings** > **Company** > **Sites** > **Add Site** and choose **Bulk upload** in the first wizard step.
2. Drop a CSV or Excel file with one row per site, or click **Download template** to start from a blank file. The template is generated from your platform's current schema, so it always reflects the latest required fields.
3. Match each platform field to a column in your file. Most columns auto-match by name; click the dropdown to override.
4. Review the rows. Cells with errors show a red border — click a cell to edit it inline. The status bar at the top of the grid shows how many rows are ready, how many have errors, and how many you've skipped.
5. Click **Import N sites** when there are zero errors.

#### Required columns

| Field       | Description                                                         |
| ----------- | ------------------------------------------------------------------- |
| **Name**    | Site name. Must be unique within your company.                      |
| **Address** | Full address as a single line, e.g. `123 Main St, Boston MA 02118`. |

#### Optional columns

External ID, location path, tags, occupancy %, area + units, data owner emails, data collection start/stop dates, notes, and per-commodity collection frequencies (`MONTHLY`, `QUARTERLY`, `ANNUALLY`).

See the **Download template** button for the exact column names — the template is generated from your platform's current schema, so it always reflects the latest required fields.

#### Validation

Validation happens in two layers:

* **Instant (in your browser)** — required fields, number ranges, valid emails, valid enum values like `MONTHLY`.
* **Server checks** — duplicate site names, addresses we couldn't geocode, sites that already exist.

You can fix any error directly in the table without re-uploading.

#### Limits

* Up to 1000 sites per import.
* Up to 10 data owner emails per site.
* Notes capped at 200 characters.

<Tip>
  If a commit is interrupted (for example, your network drops mid-import), retrying with the same data will not create duplicates. The platform tracks each commit attempt by a unique key tied to the row contents, so retries with the same key are treated as the same operation.
</Tip>

### 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 compare consumption and cost trends for two groups of sites side by side. Select a month range, pick a commodity, then assign sites to Group A and Group B to see their analytics independently.

This is useful for benchmarking performance across regions, building types, or business units.

For full details, see [Site comparison](/platform/sites/compare).

## Ranking sites by intensity

The **EUI & Intensity** page ranks every site by energy use per square foot, so you can spot the outliers in your portfolio for a given commodity and period.

For full details, see [EUI & Intensity](/platform/analytics/intensity).

## Related pages

* [EUI & Intensity](/platform/analytics/intensity) — rank sites by energy use per square foot
* [Data Inventory](/platform/data-inventory/overview) — entity-level tables for bills, accounts, and meters across all sites
* [Data Quality — Completeness](/platform/data-quality/completeness) — portfolio-wide completeness tracking with coverage timelines
* [Analytics](/platform/analytics/overview) — portfolio-level consumption and cost charts
* [Settings — Sites](/platform/settings/company-settings) — add, edit, bulk upload, and manage site tags

## Frequently asked questions

<AccordionGroup>
  <Accordion title="How do I add accounts and meters to a site?">
    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.
  </Accordion>

  <Accordion title="Can one account belong to multiple sites?">
    No, each account belongs to exactly one site. If a utility account covers multiple locations,
    you may need to split it into separate accounts.
  </Accordion>

  <Accordion title="What does the completeness score mean?">
    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.
  </Accordion>

  <Accordion title="How are anomalies detected?">
    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](/platform/glossary#unit-of-measure-uom) selector
    so thresholds are set in the correct unit for your meter.
  </Accordion>

  <Accordion title="Can I import sites from a spreadsheet?">
    Yes. From **Settings** > **Company** > **Sites**, click **Add Site** and choose **Bulk
    upload** in the first wizard step. Drop a CSV or Excel file with one row per site, or
    click **Download template** to start from a blank file. Only **Name** and **Address** are
    required — every other field (external ID, path, tags, occupancy, area, data owner emails,
    collection start/stop dates, notes) is optional.

    Each utility type has its own frequency column. Set each to `MONTHLY`, `QUARTERLY`, or
    `ANNUALLY`, or leave blank to skip that commodity for the site. Validation happens
    inline — cells with errors show a red border, and you can click a cell to fix it without
    re-uploading the file. See [Bulk import sites](#bulk-import-sites) for the full walkthrough.
  </Accordion>

  <Accordion title="What's the difference between Sites and the Data Inventory?">
    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.
  </Accordion>

  <Accordion title="How do I compare sites across regions?">
    Use the [Compare page](/platform/sites/compare). Select a month range and commodity, then assign
    sites to Group A and Group B to see their consumption and cost trends side by side.
  </Accordion>

  <Accordion title="What does the Aggregation Inspector show?">
    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.
  </Accordion>

  <Accordion title="Why are some sites missing from the map?">
    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.
  </Accordion>
</AccordionGroup>