Portfolio Management - Certificates

Organize, categorize, monitor, and understand the status of your portfolio’s energy attribute certificates before, during, and after sale to effectively manage and meet your goals and customer requirements.

The Certificates section has two distinct pages within it:

The dashboard page has a Certificates Visualized chart that can be filtered according to the user’s preference for viewing the data. Data can always be extracted from the platform in CSV format by pressing the “Download” button in the top right corner.

Use the data picker at the top right hand side of the page to adjust the dates for which data displays.

The Certificates Visualized chart is a graphical display of certificates filterable by Fuel Type, State, Registry, Vintage Years, or Assets.

The charts can be viewed as either a stacked bar chart or donut chart.

The data table shows the total number of certificates in the portfolio and a breakdown of their collective allocation statuses.

Each certificate and pertinent information about it such as serial number and vintage is listed in a filterable data table.

Clicking on the serial number of each individual certificate will open an individual certificate page, which features details about that certificate including certificate and allocation details.