CoolPlanet

Product Marketing

CoolPlanetOS: Opportunities

The Opportunity Register is a framework for your organisation to identify and track various savings opportunities.

What is the Opportunity Register?

How to add a new opportunity to your Opportunity Register.

Creating your First Opportunity

View and manage your individual opportunities.

Opportunity: The Detailed View

This article explains what information is required to move an Opportunity into each of the statuses.

Opportunity Status Changes

How to filter or search in the Opportunity Register to show specific results

Filtering or Searching Your Opportunities

This article introduces the comments feature available on each opportunity

Comments on an Opportunity

How to link a dashboard to an opportunity.

Link a Dashboard to an Opportunity

Attaching a file to an opportunity in the register is easy.

Attaching a file to an Opportunity

This article introduces the concept of Label tags and how they can be used to help group opportunities to enable an advanced filter

Label Tags in the Opportunity Register

How to duplicate opportunities across multiple sites.

Duplicating an Opportunity

The savings performance view within an Opportunity deatiled view

Performance View

Understanding Savings Approaches on the Opportunity Register

 A powerful framework for your organisation to continuously identify and track multiple opportunities for decarbonisation

Opportunity Register

This article outlines how to use and interpret the Net Benefit Chart

Net Benefit View

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