Portfolio insights and performance

Last updated: May 02, 2024

Gain insights into a portfolio’s mass, circularity and detachability, environmental impact, and financial residual value.

Performance

1. At folder-level or account-level, click the Performance tab.
2. View the portfolio’s statistics and customize your Layout.
   • At the top right of the application toolbar, click the User Profile Icon, then click Edit Layout to customize the performance categories shown.

     Note: Each user can customize and define their own layout. The layout defined by a user is applied to every folder- and account-level performance tab a user views.

   • Click Account/Folder, and then choose which categories of information to show by clicking the Add or Remove icons. Drag the categories to place them in the desired order of presentation. Lastly, toggle the Show Chart icon to display overview charts. Click Save.

3. Filter objects.

   • Within the map, zoom in and out, or draw custom boundaries (using Selection buttons in top right of map) to filter by geography.

   • Filter objects by construction year and usage.

4. Export the aggregated material mass to excel and download from the dossier.

Next step: Create your own databases