Table of contents
Every property on your account has a dashboard. It is the page you land on after adding a property, and the page you come back to whenever you want to know where that home stands.
Everything on it is one of three things: a figure Energicore has modelled, an action you can take, or an input that would make the figures sharper. This guide walks through each block, explains where its numbers come from, and points out which ones are worth completing first.
What you need
- A property already on your account.
- Nothing else. The dashboard works from whatever detail Energicore already holds, and tells you what is missing.
How to get there
From Properties in the left hand menu, or from Recent properties on your organisation dashboard, click the property you want. You can also reach it from any plan page using Back to dashboard at the top left.
The layout
The dashboard is two columns.
The main column on the left runs top to bottom through the story of the home: who the report is for, what it costs to run now, what could be improved, and what you still need to fill in. The side column on the right holds the two things you check at a glance: the energy rating, and how complete the property record is.
The energy rating
The Indicative energy rating card sits at the top right, and it is the first thing most people look at.
It shows the current band and score, here a D on 56 points, with the band range printed underneath so you can see how far the property is from the next band up. The full A to G scale is drawn below it with the property's band highlighted.
Two details matter:
- The wording under the heading tells you this is estimated from similar properties nearby and is not an official lodged EPC. It is Energicore's own model, not a certificate. The Learn how link explains the method.
- Once the property has an improvement plan, a green +11 pts badge appears in the corner. That is the score the plan would add if the work were done, so you can see the rating the property could reach as well as the one it holds.
Directly under the rating sits sections complete, a short checklist of the property record. It counts how many of the five information sections you have filled in, and links straight to the ones you have not. On a freshly added property this usually reads 2 of 5, with Energy bills, Tariff and Grant eligibility outstanding.
Energy use
Your energy this year is what the home costs to run and what it emits.
Three figures across the top:
- Annual cost. The modelled yearly energy bill.
- Energy use. Total annual consumption in kWh, the same unit that appears on a real bill.
- CO₂. Annual carbon emissions in tonnes.
The badge in the corner tells you where the numbers come from. EPC estimate means Energicore is modelling consumption from the property details. If you add real bills it changes to reflect that instead, and the figures stop being estimates.
Below the figures, Energy use breakdown splits consumption into heating, hot water, lighting and appliances as a single stacked bar with the kWh for each. In most homes heating dominates, which is why insulation measures tend to top the improvement plans. See these figures as a table switches the bar for a numeric table.
The line at the bottom, Add your energy bills, is the single highest value thing you can do on this page. It replaces the modelled consumption with what the home actually used.
Savings
Improve this home is the savings block. What it shows depends on whether the property has a plan.
With no plan it shows an empty state and an Add a plan button. With at least one plan it becomes a summary panel:
- Saved each year, highlighted, with the saving also expressed as a percentage of the current bill.
- New annual bill, what the home would cost to run after the work.
- CO₂ saved per year.
- Upfront cost, as a range covering every measure.
- Pays for itself in, a simple payback period in years.
Underneath, What's included lists the measures with their area tags, and a link expands the rest showing what each one saves. A chip names the plan type the figures come from, such as Optimised for savings. Add plan and View plans sit at the bottom.
The payback figure is the one to read carefully. It divides the upfront cost by the annual saving, so a plan with a large saving and a large cost can still take over a decade to repay.
Below the plan summary sits Solar, a separate estimate of what panels on this roof would generate, save and cost to install. It runs independently of the improvement plans, so use Estimate solar when you want that figure.
The savings breakdown
Between Solar and Your information there is a quiet link, See the full savings breakdown, which opens the page that shows where every figure on the dashboard comes from. It is the page to open when someone questions a number.
What this home costs to run states the exact unit rates used for the estimate, then breaks the annual bill down by fuel with standing charges listed separately. With your plans shows the same three headline figures again, but calculated as if the improvement work were done. To put that in context converts the annual energy and carbon into everyday comparisons, such as full electric car charges and miles driven.
Estimated savings with your plans sets the current bill against the bill after improvements, and notes that the figures are combined across every plan with overlapping measures removed. That matters if you have built more than one plan: the total is not simply the sum of them.
Energy use by category finishes the page with a current, after and change column for heating, hot water, lighting and appliances, so you can see which part of the home the savings actually come from.
Your information, including tariff
Your information is the checklist that drives everything above it. Five sections, each with a status and a link:
- Property details. Type, age, floor area and main fuel. Marked Complete, with an Indicative tag when the values came from Energicore's estimate rather than from you.
- Home details. Occupants, temperature, heating hours and lighting, taken from the About your home questions.
- Energy bills. Actual annual consumption. Replaces the modelled figures.
- Tariff. The unit rates and standing charges used to turn energy into money.
- Grant eligibility. The answers that determine which funding schemes the property qualifies for.
Anything you have not filled in reads Not added with nothing recorded yet, and an Add link.
The tariff builder
Tariff opens the tariff builder. Until you set it, Energicore uses price cap rates, which is why the dashboard costs can look wrong for a household on a fixed deal.
There are two modes. Simple (fixed rate) takes a unit price and a standing charge for electricity and for gas, four fields in total. Custom (time-of-use) is for tariffs where the rate changes through the day. The placeholder values shown in the fields are the rates currently in use, so you can see what you would be replacing before you type anything.
Setting the tariff changes the annual cost, the savings figures and the payback period, because all three are energy multiplied by price. It does not change the energy use or the CO₂, which depend on consumption rather than what you pay.
Funding
Funding and referral is the last block in the main column. It summarises what public money the property might attract, since most of the upgrades in a plan have a scheme that would pay for part of them.
The summary line counts how many schemes the property qualifies for and how many still need answers, followed by chips naming schemes in range. Answer a few questions takes you to the grant eligibility questions, and View opens the full list.
The Government schemes page groups schemes by what they do, starting with You may qualify. Each scheme card gives you:
- The scheme name and tags for its type, funder and coverage, such as Grants for upgrades, Energy Company Obligation and GB-wide.
- A plain description of who it is for.
- To confirm this we still need, listing the specific answers missing, for example tenancy or benefits received.
- What it can cover, listing the measures the scheme pays towards, such as loft insulation, wall insulation, heat pumps, solar panels or boiler upgrades.
Because eligibility depends on household circumstances rather than the building, a property with no grant eligibility answers recorded will show schemes as possible rather than confirmed. Completing that section is what turns a maybe into a yes or no.
Enrol your client
At the very top of the main column, Enrol your client creates an account for the homeowner or resident this report is for. Enter their name and email address, add a phone number if you have one, and click Enrol client. They receive their own account and a sign in link so they can read the report themselves rather than waiting for you to send a PDF.
What to do first
If you are looking at a dashboard and wondering where to start, work down the sections checklist in this order:
- Energy bills. Replaces modelled consumption with real usage and improves every figure on the page.
- Tariff. Makes the cost and payback figures reflect what the household actually pays.
- Grant eligibility. Turns possible funding into confirmed funding.
Then add a plan, if there is not one already, and the savings block will fill in.
What to do next
- Add a plan to see upgrades ranked by what they save against what they cost.
- Estimate solar for a separate view of what the roof could generate.
- See the full savings breakdown whenever a figure needs explaining or defending.
- Enrol your client so the resident can read the report themselves.