Dashboards

Dashboards provide charts on a variety of customer data insights, including the number of tip actions taken, the number of new web accounts created each month, and the number of peak event communication opt-outs. On each chart, a user can click the drop-down to read a description of the chart, download data, save the chart image, and view a report that corresponds with the chart. In addition, a user can change how the charts are arranged by clicking and dragging them into a new position. This helps a user customize the charts based on the level of importance.

On this page:

Dashboard Landing Page

The main dashboard landing page includes customer engagement and energy savings data. Data displayed in charts on the Dashboard landing page include the number of customers who are recipients versus the number of controls, the number of customer opt-outs by month, monthly electric and gas savings, and total electric and gas savings each month by Oracle Utilities Opower deployment wave.

Savings Widgets

The following savings widgets provide breakdowns of energy efficiency savings by fuel type and wave. A wave is a group of utility customers who receive Oracle Utilities Opower Home Energy Reports around the same time. For example, at the start of your program, there will be a wave of customers who receive reports in a given month. If your program is expanded at a later time to include more customers, there will be another wave for that expansion.

Electric Savings by Wave: A breakdown of down electric savings (MWh) by month and wave.
Percent of Electric Savings by Wave: A breakdown of down the percent of savings by month and wave.
Gas Savings by Wave: A breakdown of gas savings (thm) by month and wave.
Percent Gas Savings by Wave: A breakdown of down the percent of savings by month and wave.
Monthly Gas Savings: A summary of monthly savings and usage data by month.
Monthly Electric Savings: A summary of monthly savings and usage data by month.

Customer Widgets

The following widgets display customer engagement data:

Active Customers by Zip Code: A map that highlights customer activity by zip code.
Opt Outs by Month and Wave: A breakdown of the number of customers that opt out of the program by month or wave.
Home Energy Report Recipients and Controls by Wave: A breakdown of the number of recipient and control customers by wave.
Number of Active Customers with Reports Enabled: A breakdown of the number of control and recipient customers actively engaging with the report experience.

Home Energy Report v3 Widgets

The following widgets are only available for utility programs that include Home Energy Report v3 or Email Home Energy Report v3:

Count of Home Energy Report Type: The number of reports sent for each Home Energy Report v3 report type (such as the progress report, promotion report, seasonal report, and so on) by channel.
Home Energy Report Type Engagement Rate: A breakdown of the customer engagement rates by report type (such as the progress report, promotion report, seasonal report, and so on).
Count of Home Energy Report Modules: The number of unique customers for each v3 module.
Count of Normative Comparison Rank: The number of unique customers by normative comparison status. For example, great, good near similar homes, great outside efficiency zone, and so on.
Normative Comparison Rank Engagement Rate: Customer engagement data by channel and neighbor comparison status.

Peak Events Dashboard

The Peak Events dashboard provides various insights on customer engagement and delivery of peak event communications. Users can view data on different peak events by changing the peak event from the Date drop-down. Data displayed in charts on the Peak Events Dashboard include the number of:

SMS, IVR, and email peak event deliveries.
SMS, IVR, and email customer opt-outs.
Peak event emails opened.
Peak event email click-throughs.
Peak event IVR communications that were answered, not answered, sent to voicemail, or received a busy signal.

Peak Events Savings Dashboard

The Peak Events Savings dashboard includes data on the energy savings that occurs during a peak event. A user can change the peak event by changing the date shown in the Date field. The dashboard includes the following widgets:

Peak Event Average Hourly Demand Reduction (%)
Peak Event Average Hourly Demand Reduction (Average kW per client)
Peak Event Average Hourly Demand Reduction (Total kW)
Peak Event Average Demand Reduction Over Peal Hours (%)
Peak Event Average Demand Reduction Over Peak Hours (Average kW per client)
Peak Event Average Demand Reduction Over Peak Hours (Total kW)

Note: The Peak Events Savings dashboard is only available to clients who participated in the most recent Behavioral Demand Response (BDR) season.

Web Dashboard

The Web dashboard shows data on customer web engagement, such as the number of new Energy Efficiency Web Portal - Classic accounts created each month, the number of users, the number of log-ins each month, and the top five most visited sections during the previous calendar month.

General Web Dashboard Widgets

The following widgets provide information about login, audit completions, tip actions, downloads, and numbers of customer accounts:

Audit Starts and Completions: A monthly view of the total number of customers who started and customers who completed the Home Energy Analysis.
Percent of Audit Starts and Completions: A monthly view of the percent of customers who started and customers who completed the Home Energy Analysis.
Top 5 Visited Site Sections Last Calendar Month: A monthly breakdown of the top five most popular web pages and the number of page views.
Number of Web Users: A daily count of web users.
Login Rate: The percentage visits from customers who attempted to log in within a given period, and the percentage of visits from visitors who have visited the website before.
Number of Tips Actions: A monthly view of the report tips that resulted in a customer action.
New Web Accounts Created: A monthly view of the new web accounts created by customers.
Web Logins: A monthly view of customer web account log-ins.
First Time Visitors by Month: A monthly view of first time visitors to the website.
Total Green Button Downloads: A monthly breakdown of the number of customers who have used the green button to export billing, energy use, or resource use data.
Average Time Spent: A monthly view of the average time spent on the web site by customers following a click.
Total Online Audit Interactions: The total number of Online Audit interactions by month.
Unique Web Visits by Month: A monthly breakdown of the total number customers who visit the website at least once during the monthly.

Total Views Widgets

The following widgets provide data about total customer views of each widget:

Total Views of Bill Forecast: The total views of the of the Bill Forecast widget by month.
Total Views of Compare My Bills: The total views of the Compare My Bills widget by month.
Total Views of My Energy Use: The total views of the My Energy Use widget by month.
Total Views of Neighbor Comparison: The total views of the Neighbor Comparison widget by month.
Total Views of Online Audit: The total views of the Online Audit widget by month.
Total Views of Ways to Save: The total views of the Ways to Save widget by month.

Unique Views Widgets

The following widgets provide data about unique customer views of the web widgets:

Unique Green Button Downloads: A monthly breakdown of individual exports of billing, energy use, or resource use data.
Unique Views of Bill Forecast: A monthly view of the number of individual Bill Forecast page views.
Unique Views of Compare My Bills: A monthly view of the number of individual Compare My Bills page views.
Unique Views of My Energy Use: A monthly view of the number of individual My Energy Use page views.
Unique Views of Neighbor Comparison: A monthly view of the number of individual Neighbor Comparison page views.
Unique Views of Online Audit: A monthly view of the number of individual Online Audit page views.
Unique views of Ways to Save: A monthly view of the number of individual Ways to Save page views.

Email Engagement Dashboard

The Email Engagement dashboard displays various widgets that report on customer engagement with Oracle Utilities Opower email communications. Widgets shown on this dashboard include the open rate and click-through rate for each type of email communication, such as Email Home Energy Reports, Bill Ready Notifications, and peak event emails.

Email Open Rate Widgets

The email open rate widgets provide data on the number of emails opened by customers. Possible widgets include:

Home Energy Report Open Rate: A monthly breakdown of the percent of Home Energy Report communications opened by customers.
High Bill Alert (non-AMI) Open Rate: A monthly breakdown of the percent of the High Bill Alert (non-AMI) communications opened by the customer.
Weekly AMI Open Rate: A monthly breakdown of the percent of the Weekly Energy Update communications opened by the customer.
High Bill Alert (AMI) Open Rate: A monthly breakdown of the percent of the High Bill Alert (AMI) communications opened by the customer.
Customer Education Open Rate: A monthly breakdown of the percent of the Customer Education communications opened by the customer.
Behavioral Load Shaping Open Rate: A monthly breakdown of the percent of the Behavioral Load Shaping communications opened by the customer.

Email Click Rate Widgets

The email click rate widgets provide data on the number of emails that achieved an action from the customer. Possible widgets include:

Home Energy Report Click Rate: A monthly breakdown of the percent of the Home Energy Report communications that achieved a click from customers.
Weekly AMI Click Rate: A monthly breakdown of the percent of the Weekly Energy Update communications that achieved a click from customers.
Behavioral Load Shaping Click Rate: A monthly breakdown of the percent of the Behavioral Load Shaping communications that achieved a click from customers.
Home Energy Report Click Rate by Wave: A monthly breakdown of the percent of the Home Energy Report communications that achieved a click from customers by wave.

Email Summary Widgets

The email summary widgets provide a combined view of engagement data for each email product. Possible widgets include:

Weekly AMI Email Engagement Summary: A month-by-month summary of all Weekly Energy Update communication opens, clicks, and total emails.
Weekly Home Energy Engagement Summary by Wave: A summary of all Weekly Home Energy Engagement communication opens, clicks, and sends by wave. The summary may be filtered to display data from a single wave or a combination of waves.
Sent / Opened / Clicked Email Counts by Month: A monthly summary of all email communication opens, clicks, and total emails.

Communications Dispatched Dashboard

The Communications Dispatched dashboard provides data on the number of each type of Oracle Utilities Opower communication (such as Home Energy Reports, Email Home Energy Reports, and Bill Ready Notifications) dispatched each month. Possible widgets include:

Email Home Energy Report Communications Dispatched: A month-by-month breakdown of sent Email Home Energy Report communications.
Print Home Energy Report Communications Dispatched: A month-by-month breakdown of sent Home Energy Report communications.
Weekly AMI Communications Dispatched: A month-by-month breakdown of sent Weekly AMI communications.
High Bill Alert (AMI) Communications Dispatched: A month-by-month breakdown of sent HBA (AMI) communications.
High Bill Alert (non-AMI) Communications Dispatched: A month-by-month breakdown of sent High Bill Alert (non-AMI) communications.
Customer Education Email Communications Dispatched: A month-by-month breakdown of sent Customer Education Email communications.
Customer Education Print Communications Dispatched: A month-by-month breakdown of sent Customer Education print communications.
Email Home Energy Communications Dispatched by Wave: A month-by month breakdown of sent Email Home Energy communication waves.
Home Energy Communications Dispatched by Wave: A month-by-month breakdown of sent Home Energy communication waves.
Behavioral Load Shaping Communications Dispatched: A month-by-month breakdown of sent Behavioral Load Shaping communications.
Outbound Communication by Month: A month-by-month breakdown of all outbound communications.

Personal Threshold Dashboard

The Personal Threshold dashboard provides data associated with customers who receive High Bill Alerts (AMI) communications and set up their personal thresholds. The following widgets can be displayed on the dashboard:

Number of customers who set HBA Threshold: Shows the total number of customers at a utility enrolled in the HBA program, the number of customers that have set a personal threshold, and the percentage of customers who have set up a personal threshold.
HBA Cost Thresholds: Shows the number of customers who have set up a cost personal threshold for each dollar amount. For example, one bar in the graph might show that 300 customers have set their personal threshold value to $100.
HBA Percentage Thresholds: Shows the number of customers who have set up a percentage personal threshold for each percentage value. For example, one bar in the graph might show that 300 customers have set their personal threshold value to 10%.

Points & Rewards Dashboard

The Points & Rewards dashboard provides data about the health and status of the utility's Points and Rewards program. Data provided in this dashboard includes the rewards fund balance, promotion results, key performance indicators, and customer enrollments.

CSR Bill Advisor

The CSR Bill Advisor dashboard provides call center data from the Customer Service Interface. Data provided in the dashboard includes calls handled and resolved by CSRs, and an activity breakdown.