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Opportunity Register Updates

Learn more about a more complete, and more automated, way to build the case for your opportunities

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Written by Product Marketing

Building the financial case for an energy project has always meant pulling figures together by hand, and then keeping them right as prices and conditions change. We have updated the Opportunity Register so that case is more complete, more consistent across your sites, and far less manual to maintain.

Why this matters

Every opportunity needs a credible financial case before it is pursued, and that case needs to hold up over time. Until now, the savings behind an opportunity were entered manually and captured in a single, fixed way, which made them slow to produce and quick to go out of date. These updates give you more flexibility in how each opportunity is recorded, and let CoolPlanetOS do more of the calculation for you.

Resources that match every site

Opportunities can now carry multiple resources, configured to suit each individual site. Each one is defined by a subject and a quantity, such as Electricity (Energy) or Natural Gas (Volume), so the units always match the work being done. Your existing resources carry over automatically, so there is nothing to set up to keep working as you do today.

A fuller financial picture

A new carbon cost savings field captures the value of carbon credits or taxes avoided, counted alongside your energy cost savings. The result is a more complete view of what each opportunity is really worth, not just its energy impact.

One currency across your portfolio

Opportunities recorded in a site's local currency can now be viewed in your account's global currency, so you can report on savings consistently across an entire portfolio without converting anything by hand.

A guided, consistent workflow

Moving an opportunity forward now follows a guided workflow that shows only what is needed at each step, so every transition is complete and consistent. Editing an opportunity and changing its status are separate actions, which means you can update details at any time without triggering a status change.

Real-world value

Together, these updates make it far easier to:

  • Build a credible, complete financial case for every opportunity

  • Keep that case accurate automatically as prices and conditions change

  • Capture the full value of an opportunity, including the carbon it avoids

  • Report on savings consistently across every site and currency

The updated Opportunity Register is available now. It is a more complete, more consistent and far less manual way to capture the opportunities in front of you.

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