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DSM Insights and Measure Insights Newly rebuilt tools for faster data exploration Zack Tamble, Policy & Subscription New Products Director Learn to use the newly redesigned E Source DSM Insights and Measure Insights October 14, 2020

DSM Insights and Measure Insights - E Source

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DSM Insights and Measure InsightsNewly rebuilt tools for faster data exploration

Zack Tamble, Policy & Subscription New Products Director

Learn to use the newly redesigned E Source DSM Insights and Measure Insights

October 14, 2020

2© 2020 E Source | www.esource.com

Agenda

Insights tools overview Exploration of changes Live demo of new features and design Tool tips Q&A

3© 2020 E Source | www.esource.com

Zack TamblePolicy & Subscription New Products DirectorE [email protected]

Today’s speaker

© 2020 E Source | www.esource.com 4

DSM Insights coverage

52states and provinces

265program administrators

7,954programs

85%market spend

© 2020 E Source | www.esource.com 5

Who’s included?

>$5 millionper year in demand-side management spending

Granular documents are available

© 2020 E Source | www.esource.com 6

Data sources

Plan ActualFilings

Commission decisionsPortfolio plans

Implementation plans

Annual reportsResults portals

Evaluation studiesSelf-reported results

© 2020 E Source | www.esource.com 7

DSM Insights contents

Utility profile

Customer counts

Sales

Advanced metering

penetration

Impacts

kW, kWh, therm

Plan versus actual

Implementer, measurement & verification,

technology provider

$

Plan and actual

Per program

Budget breakdowns

Cost-effectiveness

Benefit-cost ratios

Dollars per kW, kWh, and

therm

Evaluation

Net-to-gross / attributions

Realizations

© 2020 E Source | www.esource.com 8

Measure Insights coverage

33jurisdictions

240unique technologies

247value types

179,630measure-specific data points

© 2020 E Source | www.esource.com 9

Measure Insights key elementsFocus on values and sources (not calculations)

Value types Each value has

Measure life

Incremental cost

Kilowatt-hour savings

Operating hours

Unit of measure

© 2020 E Source | www.esource.com 10

New features and user experience

Portfolio benchmarkingNew dashboard that allows for easy utility comparisons

All your benchmarking needs in one place

Dashboards, reports, and filtersDashboards launch from a sidebar and reports are listed in a drop-down menu

Filters apply dynamically to all reports within a dashboard

Software and sharingRebuilt on an internal platform, enabling lightning-fast searches

Easily share filters with peers to replicate searches

© 2020 E Source | www.esource.com 11

Resource centers on the home page

Resource centers contain on-demand training, dashboard overviews, definitions, usage tips, FAQs, data trends, and the latest announcements

© 2020 E Source | www.esource.com 12

Click on a dashboard to launch the tool

DSM Insights contains seven dashboards

Access the tool the same way as always: through the Tools tab on our website.

DSM Insights contains seven dashboards

Access the tool the same way as always: through the Tools tab on www.esource.com

© 2020 E Source | www.esource.com 13

Launch Measure Insights by clicking on Technical Reference Manual repository

We combined the three previous dashboards into one

Compare technologies and measure assumptions across jurisdictions

14© 2020 E Source | www.esource.com

Switch dashboards easily within the tool

Click the desired dashboard

© 2020 E Source | www.esource.com 15

A few notes

Access to the legacy platform closes in December 2020

Get to DSM Insights and Measure Insights from the Insights tools home page

Link to resource centers from this page for training, help, and tips

© 2020 E Source | www.esource.com 16

Live training

17© 2020 E Source | www.esource.com

Insights tools functionality Business Development

Share your filters

Export data

Switch dashboards

18© 2020 E Source | www.esource.com

Insights tools functionality Business Development

Hold Shift + click to sort by multiple columns

Search within the table

19© 2020 E Source | www.esource.com

Why utilities use DSM Insights

Budget breakdown

Program comparisons

Program design metrics

Portfolio benchmarking

20© 2020 E Source | www.esource.com

Questions?

21© 2020 E Source | www.esource.com

Zack TamblePolicy & Subscription New Products DirectorE [email protected]

Contact us

You’re free to share this document inside your company. If you’d like to quote or use our material outside of your business, please contact us at [email protected] or 1-800-ESOURCE (1-800-376-8723).