Energy Reporting: 03 Carbon Reporting
Welcome to the future – UtilityClick presents our new Carbon Reporting module...
Energy brokers, you know it's more important than ever to provide additional value to your customers. This is why we've built our carbon reporting module. With it, you can give your customers the analysis they need on their carbon credentials. Take a quick tour:
A Need To Do More
Whether it's from government or consumer pressure, your customers know that over the coming years they'll need to do more to reduce their carbon emissions. But if a business can't track how much carbon it's producing then it's extremely difficult for it to take the steps needed to reduce it.
With this new module you can give them the tools that they're already searching for.
Take a look at some of the key features that our Carbon Reporting offers:
Quickly and easily input a monthly snapshot of any company's carbon metric. Present beautiful carbon reporting for each of your customers. Show a quick snapshot of current carbon performance Vs. previous month. Data is presented in a useful and actionable way. Get month-on-month performance analysis Smart metrics show normalised performance, no matter the growth of the company
At UtilityClick, we recognise that in this ever-evolving energy sector, it’s about more than just procurement. Our solutions cover everything a modern broker needs to service their customer base, from Bill Validation to Energy Management, on top of an industry-leading Pricing CRM system.
Get in touch now for your very own whistle-stop tour of the UtilityClick system.
More Reporting Drilldown
Energy Reporting: 03 Carbon Reporting
Energy brokers, you know it's more important than ever to provide additional value to…
Energy Reporting: 02 Financials
In this Reporting Drilldown episode, we introduce you to our Financials Dashboards and…
Energy Reporting: 02 Financials
In this Reporting Drilldown episode, we introduce you to our Financials Dashboards and take a look at what makes them the "best of the best".
Calling all CFOs!
You already know - reporting is such a key part of any business. If it's not up to scratch then it can directly jeopardize the company's income. This couldn’t be truer than within the energy sector.
Take a look at some of the key features that our Financial Dashboards offer:
A Useful Snapshot - A quick, uncomplicated overview of your financial position for the year. Comprehensive Drilldown – Need more detail? It can all be found in our 'Financial Tables' reports. Accurate Metrics – Measure your financials against various metrics, like opportunity type and utility type. Performance Analysis – Quickly review your best-performing suppliers and agents. Complete Customization – Use interactive tools to slice and dice your data. Or use the extensive filtering interface to get the data you need. Use It Your Way – Download your financial reports to Excel, CSV or PNG for easy internal distribution. And much more...
See our Dashboards in action today with a live demo...
Further reporting reading...
Energy Reporting: 03 Carbon Reporting
Energy brokers, you know it's more important than ever to provide additional value to…
Energy Reporting: 02 Financials
In this Reporting Drilldown episode, we introduce you to our Financials Dashboards and…
Energy Reporting: 01 Introduction
Presenting a brand new UtilityClick series of video shorts that we call: Reporting Drilldown.
In this prologue to our Reporting Drilldown series, we introduce you to our Dashboards and take a look at what makes them the best of the best:
Beautiful – We’ve worked really hard to make sure that our reports look great. It’s easier not to get bored with report after report if they look fantastic! Industry Leading – No system out there comes close to how our Dashboards can present data in a clean, simple and useful way. Intuitive – Each chart is interactive, helping you to drilldown to the dataset you require. Configurable – Need your own report? Need changes made to your reports based on specific requirements? No problem. Our reports can be amended on the fly to support your business. Simple – Reports are useless if they’re overly complicated. Whilst our 10 out the box reports are comprehensive, they have been built based on customer feedback to ensure they only present the most useful information.
Keep an eye on our website and social channels over the coming weeks for new “Reporting Drilldown” video shorts, as we’ll look deeper at: Sales Opportunities, Employee Performance, Customer Rankings, Managing Your Financials, and much more...
Can't wait? See our Dashboards in action today...
Further reporting reading...
Energy Reporting: 03 Carbon Reporting
Energy brokers, you know it's more important than ever to provide additional value to…
Energy Reporting: 02 Financials
In this Reporting Drilldown episode, we introduce you to our Financials Dashboards and…
Development Update - August 2021
This month:
If you read our May update article (and your memory is exceptional!), you may recall it was a very bitty month, with lots of small improvements and releases.
August has been as far removed from that as possible. Although there's still been a few side tasks, the core of our development focus has been towards one big project - our new dashboards and reporting.
Much of the work we do here on the dev team is on an individual basis. However, these big projects take a lot of coordination between the whole team (and other departments too!).
It's been so rewarding seeing everyone's expertise combining to make something exceptional. Read on to find out more and discover what else we've released during the month of August...
Dashboards And Reporting
We've completely redeveloped all reporting and dashboards from the ground up. We're currently testing and retesting with selected accounts. Once turned on, you'll see huge improvements both in clarity and speed. You can view our recent teaser article & video on dashboards, right here.
Other bits and bobs...
We've also added the following other bits and bobs...
Customer References section now links to Contacts & Users
Within the PRO CRM you can add additional Customer References for each Lead or Customer, should they be required internally. We've now added the ability to reference Contacts & Users data within this Customer Reference section.
Built for: PRO CRM
'Date Created' field added to Customers and Leads
The system logs and records many important historical changes to your data. We've updated this logging to include a "Date Created" field, which can now be viewed by users with Admin privileges.
Built for: PRO CRM
USA Gas Commission Calculation Bugs
We fixed a bug when determining US gas commissions. Previously a calculation error occurred when the system attempted to convert between unit types.
Built for: PRO CRM
Customer References section now links to Contacts & Users
Within the PRO CRM you can add additional Customer References for each Lead or Customer, should they be required internally. We've now added the ability to reference Contacts & Users data within this Customer Reference section.
Built for: PRO CRM
'Date Created' field added to Customers and Leads
The system logs and records many important historical changes to your data. We've updated this logging to include a "Date Created" field, which can now be viewed by users with Admin privileges.
Built for: PRO CRM
That’s it for this month.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!
Goodbye Ugly Reporting
...
Welcome to reporting with a bit of
“Oh me, Oh my!”
Why are so many reports so bland and hard to read? Your team's good performance should be reflected in smart, concise reporting. It should get the blood flowing!
Our new dashboard suite does just that.
Here are the five best things about it:
Looks
Our new dashboards look sensational!
Style
Sometimes less is more. Our reports focus on presenting the right data.
Flexibility
Need your own report? Need to filter your data in specific ways? No problem!
Responsiveness
Super quick reporting that won’t leave you waiting around.
Full Package
Report across everything, from KPIs to commissions. Keep it simple or dive into the detail.
Further reading...
Development Update – March 2024
Welcome back to the March edition of our regular dev update and with it, we've felt a…
Development Update – February 2024
Welcome back to our February dev update and to be quite honest - it's been a quiet…