Understanding the dashboard views
The Dashboards section gives you three views to explore your portfolio: Portfolio view, Demand view, and Supply view. Each one is designed for a different question about your green energy position.
What is this about?
The three dashboard views give you purpose-built analytics for each side of that picture, whether you need a high-level position check, want to understand what's been delivered to a specific customer, or need to dig into how your supply assets are being used.
Portfolio view
The Portfolio view compares your total supply and demand volumes across the portfolio, independent of any allocation decisions. Think of it as your "are we long or short?" view.
It contains two tabs:
Position monitoring
Use this tab to see your net long or short position at a glance — by technology, country, vintage, or any other quality attribute. It answers the question: how much supply do I have versus how much demand do I need to cover?
Typical use case: You want to know whether you're over- or under-hedged for a given period before running an allocation routine or going back to market. You can group and filter by certificate attributes to identify where the mismatch sits.
- Supply shown here includes unreconciled contracted volumes (i.e. expected delivery) plus any reconciled inventory already in your registry accounts.
- Demand reflects contracted volumes not yet delivered (eg. associated with a certificate delivery).
Matching monitoring
Use this tab to inspect matching quality across sections of the portfolio — how well supply aligns with your demand, under different matching resolutions.
Demand view
The Demand view lets you explore demand from your customers' perspective and see what has been allocated to each customer or programme.
Unlike the Portfolio view, this view includes all demand engagements by default — including those already settled — so you can review historical delivery as well as open positions.
What you see here:
- Any volume that has ever been contracted on the demand side
- All allocations connected to that demand, whether interim (pre-delivery) or final (post certificate delivery)
Typical use cases:
- Check allocation coverage for a specific customer or customer segment
- Review match quality (technology, geography, vintage) for a programme before generating a report
- Identify customers who haven't yet received any allocated volumes for the current period
Use the grouping and filtering controls to slice by customer, product tag, or time period.
Supply view
The Supply view lets you explore your supply portfolio and understand how generation volumes are being allocated to demand.
It shows open engagements by default — contracted volumes not yet reconciled with a certificate delivery, plus inventory already in hand.
What you see here:
- Supply: total contracted/expected volume, split between "Contracted" (unreconciled, including undelivered buy deals and unissued generation) and "Inventory" (reconciled with issued or transferred EACs)
- Allocated: how much of that supply has been matched to demand
- Unallocated: supply not yet matched — your open long position
Typical use cases:
- Check how much of a specific asset's generation has been allocated, and to whom
- Identify unallocated supply that needs to be matched before the end of a compliance period
- Monitor how your supply position changes as forecast or actual metering data is updated over time
Use the Period filter and Plotting resolution to explore volumes month-by-month or year-by-year. You can filter by technology, country, or individual production device.
💡 "Contracted" supply means generation or purchases for which EACs have not yet been issued or reconciled. "Inventory" supply means EACs held in a registry account are reconciled with contracted volumes. These are the final source of truth for cancellations and deliveries.
Tips & things to know
- The Portfolio view only shows open engagements by default — demand and supply volumes that haven't been settled yet. To include historical data, use the Demand view or Supply view.
- All three views support custom table views — you can save filter and grouping configurations to quickly return to the same analysis.
- Supply and Demand views show interim allocations (matched before certificate delivery) as well as final ones. The distinction matters when verifying allocation status before finalisation.
- Find more articles about the dashboard views and their use cases in the Position monitoring section of the Product Guides area.
- For questions or support, contact support@granular-energy.com.