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Target Tracking

Envizi is used to track the consumption, costs, emissions, and energy use associated with various types of activity data. As a consequence of this, there is a need to compare the performance of these various metrics over time by comparing their actual results to a set of target values. The Target Tracking module allows you to set and track enterprise-wide consumption, and cost (budget) targets. You can set targets to match your goal setting and performance management practices as well as to meet voluntary or compliance reporting needs. 

Data Structure

Targets are configured in two parts – the Target and the Target Data.

The Target is the folder or container that holds the target data. The Target has a set of parameters that control the type of target data that can be captured (such as the time period it covers, the type of target being tracked, etc).

The Target Data sits within the Target and is recorded as monthly values against various data types or data groupings and against different levels of the organization hierarchy. One Target can have thousands of points of target data.





A generic term to describe the container within which target data is captured whether it’s a bottom-up target, a budget or a rate.

Bottom-up Target

A dynamic class of targets where target values at higher levels (group, organization) are built up from values set at the location or account level for individual data types


A specific type of bottom-up target focused on cost information

Nominal Rate

A cost-per-unit target used in support of the Building Energy Performance Analytics (BEPA) module

Contracted Rate

A cost-per-unit target used in combination with a native unit target as an alternate way of delivering a cost budget

Bottom-up Targets

Bottom-up targets are Targets where the target values created at lower levels (account & meter or location) in the organizational hierarchy can be aggregated into target values at higher levels in the hierarchy (group or organization). Only bottom-up targets can be supported in Datamart and only absolute target types can use the bottom-up approach to targets. Active bottom-up targets can be compared to in all relevant performance dashboards. 


Budgets are a type of bottom-up target designed to track cost information.

Intensity Targets

Intensity targets allow you to set and track a target against a predefined ratio or rate.

Cost Rates

Cost rates (eg. Nominal Rates & Contracted Rates) are a type of target indicating cost per unit values and they are used in a few specific applications within the platform.

Managing target data manually

When dealing with a relatively small number of targets it is quite easy to manage that data manually within the platform. Once a target container has been configured you can create, edit, and delete target values manually from either the full period target data page or the monthly target data page.

Managing target data with templates

When dealing with larger sets of target data it may be more efficient to use one of the template options to add or update target data. The Blank Target Data Template is a report that can be run to pre-populate a spreadsheet will all the necessary configuration information so that all you need to do is set the target values you wish to create in the spreadsheet before uploading or emailing the file to have the target values added to the target container. The Setup Target Data Template is a similar report to Blank Target Data Template but it is used to make updates to existing target data within a target container rather than to create new values.

Visualizing bottom-up targets and budgets in performance dashboards

It is possible to compare actual versus target or budget in any of the standard location, group, or organization level Performance dashboard.  As long there is an appropriate active target then "Target" will appear as an option in the "Compare With" dropdown. 

By selecting Target as the option from the Compare With dropdown, you can compare and view the data for the selected period (displayed in the Current column) against the data for the active target/budget values (displayed in the Comparison column) in the activity by period gadget on the performance dashboards. How you choose to view the data on the selected dashboard (emissions, energy, mass, volume, cost, or in the native unit if looking at a single data type) will determine which active target/budget will be shown.

By clicking on the down arrow icon you can view & download the table of data underlying the activity by period chart.


Monthly Performance reports

Several performance reports showing actual vs target can be found in the Target and Budget Reports folder.

These reports are best viewed as csv outputs:

Extract for Targets report

Currently, we have a standard Extract for Targets report which displays key information such as target type, status, units, and monthly target/budget values for the selected scenario as shown. This report is designed for CSV.

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