Opportunity Register Overview
The Opportunity Register allows you to manage savings and decarbonisation projects from initial idea to project completion in one place. We define an Opportunity as a manually created record owned by an individual that is detailed, actionable, measurable, and costed and that which can bring about a meaningful impact on decarbonisation in your organisation. The register is a collection of individual opportunities at various project stages.
You can find it under the 'Opportunities' menu in the top navigation.
What are the Status Cards?
The status cards at the top of the screen summarise, from left to right, all of your recorded opportunities according to their respective maturity (from idea to realised), showing your overall progress towards your decarbonisation goals. In the event of an enterprise having sites with different currencies, each of those are listed in a separate line.
Idea
The Idea card values relate to an Opportunity for decarbonisation that has been identified for further analysis. Capturing an idea is as easy as composing one sentence, ideally with a memorable name, and assigning it a site.
Qualified Idea
The values in the Qualified Idea relate to opportunities a user has qualified from being just an idea. Qualification means investigating the idea's viability and authenticity, including assessing the costs and potential financial returns.
In-Progress
The values in the In Progress card are related to Opportunities that have been marked as such. The opportunity has a start and end date and all other mandatory fields to get the work going.
Realised
The values in the Realised card relate to completed opportunities and display how they have contributed to the decarbonisation journey. As values are added to Opportunities through the gated changes, this card can give you the Estimated value and the Actual values when the opportunity has been realised.
Only Opportunities in the In Progress status can be moved to the Realised status.
Other Statuses
The other two statuses are:
On Hold: This means that the organisation are not pursuing the opportunity at present
Abandoned: This means that all work has ceased on the opportunity and has been shelved.
The Opportunity Table View
The Opportunity table lists all of the opportunities input by the organisation and shows important information, such as the opportunity's name and carbon, energy, and financial savings, at a glance.
What is the Opportunity ID?
A unique ID is assigned to each opportunity. The ID number incrementally increases for all opportunities related to a particular client. This field is non-editable and autogenerated upon the creation of the opportunity. Clicking the ID will open a modal showing a detailed view of the opportunity. See more information on this here.
How is Simple Payback Calculated?
By entering the cost of implementing and realising the opportunity, we now provide the user with a simple payback estimate. This requires financial savings and costs to be inputted by the user. This is a simple calculation of:
Cost / Annual Savings = Simple Payback (Years)