Personal Tracker

The Personal Tracker provides customers with up to one year's comparison of their current year's usage to the previous year. It offers a range of data scenarios, displaying usage information across as few as three bills or as many as two full years of bills. The module includes an evaluative statement that assesses the customer's performance, a bar chart for visualization, seasonal helpers, and insights into why their energy use may have increased, decreased, or remained the same. This module may be used as a replacement for the Self-Comparison module located on the back of the Progress Report.

Appears in: Progress Report.

On this page:

Requirements

Utility Requirements

Category

Description

Required Cloud Service

Oracle Utilities Opower Energy Efficiency Cloud Service

Scale

Not applicable.

Customer Requirements

Category

Description

Billing Frequency

Monthly, bi-monthly, or quarterly.

Data Delivery Frequency

Monthly, bi-monthly, or quarterly.

Data Requirements

Not applicable.

Data History

A minimum of one historical bill.

Data Coverage

Not applicable.

Supported Fuels

Progress Reports: Electric-only, gas-only, dual fuel.

Solar Report: Electric-only, dual fuel

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Limitations

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User Experience

This section describes the user experience of an electric-only customer, followed by how the user experience may vary.

Home Energy Report v3 Personal Tracker for electric customer

Header: The header informs the customer that the module is a comparison of their current energy use to the previous year.

Chart: The bar chart displays the customer's bills over time and provides a comparison to previous energy use if enough data is available. By default, it will compare the customer's energy usage month over month going as far back as the beginning of the previous year. It also supports customers with bimonthly or quarterly bill periods.

  • Unit of measurement: The unit of measurement varies by fuel type: kWh, therms, and units.
  • Insight icon: An insight icon positioned above the current month correlates to the secondary insight located below the chart.

Insight: The insight located next to the chart informs the customer if their energy use has increased or decreased since the previous bill period.

Secondary insight: The secondary insight provides explanations for why their energy use may have increased or decreased compared to the previous billing period, particularly in relation to changes in temperature. The module uses weather insight calculations to determine whether the average temperature was higher or lower between the current and comparison billing periods. Based on this calculation, the Personal Tracker provides suggestions as to why the customer's energy use increased or decreased.

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User Experience Variations

The user experience of the feature may vary for customers and utilities depending on their service types (gas, electricity, dual fuel, and so on), available data, costs, locale, and other factors.

Configuration Options

For each element listed in the table, indicate the desired configuration in the Input Value column. If you do not provide an input for optional configurations, the default will be used.

Configuration Option Input Value

Header

The header varies by fuel type and available data. The utility may select alternative headers.

Default: Your energy use compared to last year

Required

Bar Chart Colors

The bar chart colors maybe changed.

Default: By default, the chart colors match the utility branding.

Required

Primary Insight

The primary insight varies by fuel and report type.

Required

Secondary Insight

The primary insight varies by weather data and report type.

Required