Energy Reporting - Financials

Heresss

  • 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...

Further reporting reading...

Energy Reporting – Financials

In this Reporting Drilldown episode, we introduce you to our Financials Dashboards and…

Read More

A Big Fat Review Of The Year

Whether you're a time-travelling energy broker that's just landed in our timeline, or…

Read More


A Big Fat Review Of The Year

What happened in the world?

The US elected their first ever female vice president.

What happened at UtilityClick?

Vendor Agreements Added

This update enabled users to keep all customer data in one place by storing all types of agreements, not just energy related.

Bill Val Launches!

A brand new product was added to give peace of mind to customers that their bills are thoroughly checked prior to payment.

Click To Dial Added

PRO CRM users were now able to make outbound calls and log the resulting details (like call duration and time of call).

What happened in the world?

NFT became a thing. Christie’s sells first purely-digital NFT for $69 million.

What happened at UtilityClick?

Address Lookups Added

Address lookup functionality was added to the system, saving users time when profiling their customers.

Marketing API Integration

This was a new API connection that allows contacts to be automatically fed through to any system of choice.

What happened in the world?

Ever Given boat blocks the Suez Canal for 6 days.

What happened at UtilityClick?

A New Advanced Search

We deployed a MASSIVE upgrade to all system search tools, making it even easier to search for customers and leads.

This brought an integrated UC Video Jukebox to PRO CRM. Now if the work gets tough users are able to turn up the tunes.

Our staff launched a lighthearted energy podcast and inadvertently stumble into a great energy-saving waffle cooking hack.

What happened in the world?

Nomadland wins Best Film, Best Director and Best Actress at the Academy Awards (Oscars).

What happened at UtilityClick?

Employee Payment Terms

We added an enhancement to our Commissions module that allows users to create employee payment profiles. Monthly payments due can then be reported to internal agents.

This allowed for future forecasts to be updated based on actual usage, thus providing a clearer insight into users finances.

We Turned 5 Years old

Half a decade ago UtilityClick was just an idea from the inside of a South London flat. Fast forward to April 2021 and our software is used to procure over 2.8 TWh every year.

What happened in the world?

The one where the cast of the hit TV series, Friends reunited.

What happened at UtilityClick?

Supplier Pricing Participation

With this update, suppliers could now mark whether they will be participating within a tender or custom pricing request.

Parent/Child UI Overhaul

This upgrade made it so much easier for users to review Parent/Child portfolios.

What happened in the world?

England reach the finals of a European Championship for the first time ever.

What happened at UtilityClick?

Speedier System Exports

We rewrote each module using pure SQL code, which means requested exports are completed much faster.

Another new product, allowing users to create their own energy price comparison website through Tickd (and then manage it all through our industry-leading CRM system).

Bulk Reassigning Customers

We realised the unnecessary admin required to make wholesale changes to a customer, so we added a bulk assignment tool.

What happened in the world?

The delayed 2020 Tokyo Olympics takes place and is dominated by the US and Chinese teams.

What happened at UtilityClick?

Meter Lookup With MPAN

We added the ability to search for a site or meter location by MPAN.

PORTAL offers suppliers a doorway to interact with TPIs, whilst INSIGHTS allows for invaluable monitoring of market conditions.

Authentication With Microsoft

This update brought Microsoft authentication to the majority of our services. Now all that is needed is an existing Microsoft login and password.

What happened in the world?

Lionel Messi leaves Barcelona in tears after 21 years with the club.

What happened at UtilityClick?

This one was huge! We completely redeveloped all reporting and dashboards from the ground up.

What happened in the world?

Nasa's rover lands on Mars and collects first rock samples.

What happened at UtilityClick?

A Bumper Release Of Over 100 System Improvements

Including a 'Recycle Dead Leads' tool, 'Quick Customer Snapshot', and improved error messaging for imports.

What happened in the world?

Space tourism takes off as William Shatner actually goes to space.

What happened at UtilityClick?

A 2.0 of an upgrade which included significant improvement to the upload process as well as making the system much easier to use.

We released a selection of items for PRO CRM containing 9 new tools.

What happened in the world?

Britney Spears is a free woman after a judge ends her conservatorship.

What happened at UtilityClick?

We rolled out 10 new beautiful dashboards to all customer accounts. These new reports not only look great but focus on speed and clarity.

No matter your supplier relationship coverage, this update meant you could now choose to employ the "Get Tickd Quotes" button and utilise the connections that Tickd have assembled.

What happened in the world?

Angela Merkel steps down as German Chancellor after 16 years in charge.

What happened at UtilityClick?

Complete System Redesign

The end of the year saw the completion and rollout of a shiny new design for our PRO CRM, BILL VAL and PORTAL products.

Duck Hunt Game

Everyone hates an error screen so we tried to soften the blow of ours by giving users the chance to play a version of the 1984 hit Duck Hunt each time it appears.

EDF Energy Contract Submission API

We've worked closely with EDF to give UtilityClick TPIs the ability to submit contracts directly to the supplier, once a quote has been marked as accepted.

And that was all in just 12 months!

You’ve seen how quickly both the world and our software evolves. 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!

Further reading...

Development Update – April 2022

Easter came and went for the dev team and despite the on/off/on again nature of work…

Read More

Shhhh. We won’t tell if you don’t

With UtilityClick you can give your customers access to invaluable software, presented…

Read More


Introducing Energy Reporting Drilldown

Further reporting reading...

Energy Reporting – Financials

In this Reporting Drilldown episode, we introduce you to our Financials Dashboards and…

Read More

A Big Fat Review Of The Year

Whether you're a time-travelling energy broker that's just landed in our timeline, or…

Read More


Development Update - August 2021

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

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 – April 2022

Easter came and went for the dev team and despite the on/off/on again nature of work…

Read More

Shhhh. We won’t tell if you don’t

With UtilityClick you can give your customers access to invaluable software, presented…

Read More