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Interpreting Roadmap results

Understand what each tab, chart, and metric in the Roadmap Analysis view shows and how to use the results to assess and communicate portfolio decarbonisation performance.

Purpose of this article

This article explains how to read and interpret the outputs of the Roadmap Analysis view in the Analytics Portal. It is one of three articles covering the Roadmap Tool:

  • Roadmap Tool: overview and methodology — how projections are calculated, how portfolio EUI is weighted, and how CRREM pathways are aggregated (start here if you are new to the tool)
  • Setting up roadmap inputs — how to configure measures, acquisitions, disposals, and pathway targets
  • This article — how to interpret the charts, tabs, scores, and statistics shown in Roadmap Analysis

Navigation

Analytics Portal → Portfolio → Roadmap Analysis


Overview tab

The Overview tab provides a summary of portfolio-level roadmap statistics and the primary Energy Roadmap chart.

Statistics bar

At the top of the Overview tab, a statistics bar shows:

  • Total assets in portfolio
  • Assets with 100% data coverage
  • Assets with low data coverage
  • Assets owned for less than 12 months
  • Assets misaligned by 2050 — Energy
  • Assets misaligned by 2050 — GHG

These counts update based on any filters applied to the view. They give a quick read on portfolio health before examining the charts in detail.

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Energy Roadmap chart

The main chart plots portfolio energy use intensity (kWh/m²/yr) from the earliest year with data through 2050. It shows:

  • Historical portfolio average — actual reported EUI, weighted by active floor area across all assets
  • Portfolio average projection — the forward-looking EUI trend, carried forward from the baseline year and adjusted for any measures, acquisitions, or disposals entered in the Roadmap Measures tool
  • Pathway reference lines — up to two selected pathways displayed simultaneously as trajectory lines for comparison

The x-axis spans the full 2015–2050 period. The y-axis shows EUI in kWh/m²/yr.

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Use the pathway selector (top right of the chart) to choose which pathways to display. A maximum of two pathways can be shown at once, and custom pathways only appear when their Show in Analytics toggle is enabled. Which pathways are offered depends on the tab: the Overview tab offers portfolio-wide pathways only (aggregated default CRREM and DGBC pathways plus portfolio-wide custom pathways). Property subtype-specific custom pathways do not appear here; they appear in the Energy or GHG emissions tab matching their aspect.

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Chart popup details

Both the Energy Roadmap chart and the Emissions Roadmap chart in the Overview tab show a hover popup with the values driving each year and a breakdown of the assets behind them. The popup adapts based on the chart and on whether the year hovered is historical or projected.

The top of the popup shows the metric for that year:

  • Energy use intensity / GHG Emissions Intensity (historical years) — the portfolio's actual EUI (kWh/m²/yr) or GHG intensity (kgCO₂e/m²/yr) for that year
  • Intensity trend (projected years) — the portfolio's projected energy or carbon intensity, carried forward from the baseline and adjusted for any measures, acquisitions, or disposals
  • Data coverage (historical years only) — the percentage of consumption data available across the assets included for that year
  • Aggregated: CRREM 1.5°C [Paris aligned] (Energy) / Aggregated: CRREM 1.5°C [Paris aligned] (Carbon) — the pathway target for the same year, calculated as a weighted aggregate based on the portfolio's property type composition (for whichever pathway is selected)

Below this, the popup breaks down the asset population for the hovered year:

  • Assets included — assets contributing their intensity values to the portfolio pathway line for that year. An asset is included when it is active in the portfolio, owned in that year, has not been sold on or before that year, and passes all currently applied filters (country, property type, data coverage, measures, etc.).
  • Assets excluded — assets owned in that year but not contributing to the pathway line. An asset is excluded when it has been filtered out by an active filter, or when it has been sold on or before that year. Excluded is the total exclusion count, so it includes sold assets.
  • Assets sold — assets that left the portfolio before the hovered year, either via a Sell measure or via an Owned until year value. Sold assets contribute up to and including their sale year, then flip to sold (and excluded) for every subsequent year. Sold is a subset of Excluded.
  • Assets without matching property type — owned, non-sold assets in that year whose property type does not map to a corresponding CRREM property type. These assets still contribute their actual intensity data to the portfolio line, but no CRREM target pathway can be generated for them. This count overlaps with Included or Excluded — it is informational, flagging how many assets in the current view lack target pathway coverage.

For projected years, two additional rows show the strategy inputs influencing that year's value:

  • Measures — the cumulative number of measures applied across the portfolio that take effect on or before the year shown
  • Acquisitions — the cumulative number of planned acquisitions that have entered the portfolio on or before the year shown

Reading the popup is the fastest way to confirm which assets and which strategy inputs sit behind a specific year's number — useful when explaining a value to internal stakeholders or auditors.

Pathway alignment summary

Below the chart, the portfolio's projected alignment against selected pathways is summarised. Where the projected trend line crosses or diverges from a pathway, this indicates the year at which the portfolio is expected to become misaligned under current plans.

Financial charts

Below the Energy and Emissions Roadmap charts, the Overview tab contains four financial charts that translate performance and misalignment into financial terms.

⚠️

Financial charts provide scenario-based estimates for strategic planning purposes only. They are not accounting costs, regulatory compliance figures, or audited financial data. Always clarify this distinction when presenting roadmap financial data to finance teams or external auditors.

Transition risk exposure (%) shows portfolio-level transition risk by GFA and GAV, assessed against the aggregate CRREM 1.5°C pathway using energy and GHG intensity. Four series are shown: EUI–GFA%, EUI–GAV%, GHG intensity–GFA%, and GHG intensity–GAV%. Use this chart to understand which portion of the portfolio by floor area or asset value faces the greatest climate transition risk over time.

Planned capital investments by year visualises planned CapEx across the portfolio broken down by year and measure type. A Combined / Landlord & Tenant toggle allows you to split the view by responsibility. Use this chart to assess whether planned investments align with financial capacity and identify years with concentrated spending. Requires cost data to be entered on individual measures.

Cumulative CapEx & emissions savings shows cumulative capital expenditure and associated emissions reductions over time. Use this chart to evaluate whether planned measures deliver sufficient emissions reductions relative to investment. Requires cost data to be entered on individual measures.

Annual cost exposure from emissions misalignment shows the estimated annual financial exposure in years where projected GHG emissions exceed pathway-aligned limits. The calculation is based on the gap between projected emissions and the selected pathway, a client-entered carbon price, and the portfolio's active floor area and emissions intensity. The carbon price used in this calculation is configured in Data Collection Portal → Portfolio → Settings → Carbon price (expressed in EUR/tCO2e/yr). A Show avoided cost scenario toggle allows you to view the inverse — the cost exposure avoided by measures that bring the portfolio into alignment.

These financial charts are most commonly used for investment committee discussions, capital allocation planning, comparing alternative roadmap scenarios, and communicating transition risk to senior stakeholders.

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Energy tab

The Energy tab shows Net Zero Energy Scores alongside the energy roadmap visualisation, allowing you to assess pathway alignment in both quantitative and score-based terms.

This tab is also where property subtype-specific pathways with the Energy aspect appear. Set the property type, property subtype, and country selectors above the chart to match the pathway's configuration, and the pathway becomes available in the chart's pathway selector under Custom Targets. Portfolio-wide pathways remain in the Overview tab.

Net Zero Energy Score

The Net Zero Energy Score measures how well an asset's current energy use intensity aligns with the CRREM 1.5°C energy pathway for its property subtype and region. The score runs from 0 to 100.

The score is calculated as:

SCORE = 100 - [(EUI_ASSET - EUI_2050) / (EUI_YEAR - EUI_2050) × 100]

Where:

  • EUI_ASSET = asset's energy use intensity for the most recent year with data
  • EUI_YEAR = CRREM 1.5°C pathway target EUI for that same year
  • EUI_2050 = CRREM 2050 target EUI for the asset's property subtype and region

Score capping: a score below 0 is displayed as 0 (asset is misaligned with the pathway). A score above 100 is capped at 100 (asset already meets the 2050 target today).

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Interpreting the score

A score of 100 means the asset's current EUI is already at or below the CRREM 2050 target — it meets long-term targets under current performance. Scores between 75 and 99 indicate the asset is performing above the current year's pathway threshold and is broadly on track. Scores between 50 and 74 indicate moderate alignment, with interventions likely needed before 2050. Scores below 50 indicate the asset is already below the current year's pathway threshold and requires significant action. A score of 0 means the asset is misaligned with the pathway today.

No score is shown when the asset lacks sufficient data to calculate EUI — typically missing energy consumption or gross floor area data.

⚠️

The Net Zero Energy Score depends on accurate property type mapping. If an asset's CRREM property type is incorrectly assigned, the pathway comparison will not be meaningful. See the property type mapping article for guidance.


GHG emissions tab

The GHG emissions tab mirrors the Energy tab structure but for carbon intensity. It shows the GHG roadmap chart alongside Net Zero Carbon Scores.

Property subtype-specific pathways with the GHG emissions aspect appear in this tab in the same way as energy pathways do in the Energy tab: set the property type, property subtype, and country selectors to match the pathway's configuration, and select it in the chart's pathway selector. An energy pathway never appears on GHG emissions charts, and vice versa.

Net Zero Carbon Score

The Net Zero Carbon Score assesses alignment with a science-based net zero carbon trajectory. It compares Scope 1 and Scope 2 GHG emissions intensity to the CRREM 1.5°C carbon pathway for the asset's property subtype and region.

SCORE = 100 - [(GHG_ASSET - GHG_2050) / (GHG_YEAR - GHG_2050) × 100]

Where:

  • GHG_ASSET = asset's GHG emissions intensity for the most recent year with data
  • GHG_YEAR = CRREM 1.5°C pathway target GHG intensity for that same year
  • GHG_2050 = CRREM 2050 target GHG intensity

Score capping follows the same logic as the Energy score: 0 if misaligned with the current year pathway, 100 if already at or below the 2050 target.

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Interpreting the score

Score of 100 — asset is already at or below the CRREM 2050 carbon threshold today. Score of 75–99 — on track with continued effort. Score of 50–74 — moderately aligned; significant interventions likely needed. Score of 25–49 — below the current pathway threshold; substantial action required. Score of 0 — asset's GHG intensity significantly exceeds the current pathway threshold; urgent action needed. No score shown — insufficient emissions data, which typically indicates missing consumption data, incorrect emission factors, or missing gross floor area.

Understanding the gap between Energy and Carbon scores

An asset can have a strong Energy score but a weaker Carbon score if it relies on energy sources with high emission factors — for example, grid electricity in a carbon-intensive region, or significant natural gas use. Conversely, an asset that has adopted renewables or low-carbon fuels may score better on Carbon than Energy. Reading both scores together gives a fuller picture of decarbonisation progress.


Strategy tab

The Strategy tab combines the roadmap chart with a full review of the measures and acquisitions driving the projection. It is the primary tab for reviewing and managing your decarbonisation strategy in one place.

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Overview section

At the top of the Strategy tab, the roadmap chart is shown with Energy, GHG, and CapEx sub-tabs. These mirror the charts available in the Energy and GHG tabs but place them in the context of the strategy inputs below. The CapEx sub-tab shows projected capital expenditure over time based on cost data entered on individual measures.

Measures table

Below the chart, a summary bar shows portfolio-wide measure totals:

  • Total reduction — combined energy (MWh) and GHG (kgCO₂e) reduction across all included measures
  • % Reduction — Energy — projected percentage reduction in energy use attributable to measures
  • % Reduction — CO2 — projected percentage reduction in GHG emissions attributable to measures
  • Total cost / CapEx — total capital expenditure across all measures where cost data has been entered
  • Measure timeline — count of future vs past measures
  • Applied to — number of assets with at least one measure

The table below the summary lists each measure with the following columns:

  • Asset name — the asset the measure applies to, with a warning indicator if data coverage is low
  • Status — current status of the measure (e.g., Planned, In progress)
  • Client measure name — the name given to the measure
  • Year — the year the measure takes effect
  • Timeline — Future or Past
  • Group of measure — the broader category (e.g., Heating, Building Management System)
  • Type of measure — the specific intervention type
  • Energy reduction type — the energy type affected by the measure
  • Energy savings — absolute energy reduction in kWh
  • EUI reduction — reduction in energy use intensity in kWh/m²/yr
  • % Reduction — percentage reduction relative to baseline
  • Total cost — capital expenditure for the measure
  • Payback period — estimated years to recoup the investment
  • Source — whether the measure was entered by the user or suggested by AI
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A separate count shows measures included in projections vs excluded from projections. Measures can be excluded without being deleted — for example, if a measure is under consideration but not yet confirmed.

Tip Use the Customize button to show or hide columns in the measures table. Use Filter to narrow by asset, year, status, or measure type.

Acquisitions section

Below the measures table, a summary of planned acquisitions is shown, including total gross floor area and status. This mirrors the acquisitions entered in Data Collection Portal → Portfolio → Roadmap Measures.

Edit roadmap link

An Edit roadmap → link at the bottom of each chart in the Strategy tab navigates directly to the Roadmap Measures page in the Data Collection Portal, allowing you to add or edit measures and acquisitions without leaving the roadmap context.

CapEx sub-tab

The CapEx sub-tab in the Strategy tab shows the Planned Capital Investments by Year chart for the portfolio, displaying CapEx broken down by year and measure type. This is a focused view of investment timing; the full suite of financial charts is available on the Overview tab (see below).


Measure financials tab

The Measure financials tab translates the financial returns entered on individual roadmap measures into portfolio-level views — Net CapEx, NPV, IRR, payback, marginal abatement, and capital deployment timing. It is the primary tab for investment-committee-style review of a portfolio's decarbonisation plan.

This tab populates as the Financial returns section is filled in on each measure. Start by entering Annual energy cost saving and Useful life on a few measures to see the first results — see Setting up roadmap inputs for how to configure the new measure-level fields.

Portfolio summary statistics

A statistics row at the top of the tab shows:

  • Net CapEx — total capital expenditure across all measures, net of any subsidy entered
  • Portfolio NPV — net present value of the portfolio's roadmap, summed across measures
  • Risk-adj IRR — internal rate of return adjusted for Cost certainty ratings entered on measures
  • Payback — portfolio-level payback year
  • Stranding avoided — number of CRREM stranding years extended by the measures vs the do-nothing baseline
  • Value protected: avoided CRREM write-down plus the net present value of energy savings
  • Protection ratio: value protected divided by net CapEx. Above 1.0x means the measures protect more value than they cost
  • Lifetime abatement: total tCO₂e abated across the life of all measures
  • Avg cost of abatement: net cost per tonne (€/tCO₂e) across the plan

A header line below the assets count summarises the assumptions used: discount rate and stranding write-down rate (e.g. 8% discount, 2%/yr stranding write-down). The discount rate is the portfolio default; individual measures can override it via Discount rate override.

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Cumulative cashflow over hold period

Shows cumulative CapEx, energy savings, and avoided CRREM write-down by year through 2050, plotted against a do-nothing baseline. Use this chart to identify the payback year, see when cumulative savings exceed CapEx, and quantify the value of action vs no action.

Marginal abatement cost curve

Plots each measure as a bar sorted left-to-right by levelized cost in €/tCO₂e — cheapest measures first, negatives (net-saving measures) on the left. Bar width is proportional to lifetime tCO₂e abated, so wide bars represent large-impact measures. Use this chart to prioritise CapEx by selecting the cheapest tonnes first.

Risk-return scatter

Plots each measure with IRR on one axis and CRREM stranding years extended on the other. Bubble size represents CapEx. Use this chart to identify high-financial-return measures vs high-compliance-impact measures, and to prioritise measures that perform well on both axes.

Capital deployment timeline

Stacked bars showing Net CapEx by year, broken down by measure group, with a cumulative CapEx line on a secondary axis. Use this chart for treasury and capital allocation planning — to spot years with concentrated spending and align deployment with available capital.

ℹ️

Forthcoming. The ROI-focused views on this tab (the Value protected, Protection ratio, Lifetime abatement, and Avg cost of abatement cards, the Return by measure type chart, and the Asset ROI ledger below) are a recent addition still being finalised and may change before general release. Treat this part as a preview of what is coming.

Return by measure type

Ranks measure groups (Lighting, Building management system, Energy management, Heating, Renewable energy and charging, Building envelope, and so on) by Protection ratio, strongest first, with a break-even reference line at 1.0x. It reuses the measure-group colours from the other charts. Use it to see which categories of work protect the most value per unit of CapEx.

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Asset ROI ledger

A sortable table with one row per asset, showing Net CapEx, Energy NPV, Avoided write-down, Net value, Protection ratio, Payback, and Stranding extension. The Protection ratio column is colour-banded: green at or above 2.0x, amber between 1.0x and 2.0x, and red below 1.0x, with sub-1.0x rows flagged where capital outruns the value protected. Click any row to open that asset's measure financials view. The portfolio total row reconciles to the summary statistics above.

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Charts only populate when Annual energy cost saving and Useful life are entered on measures. The other fields (Annual O&M cost change, Avoided CapEx and Avoided CapEx year, Discount rate override, Cost certainty) refine the calculations but are not required for charts to draw.

For how the underlying financial numbers are calculated, see Roadmap Tool: Overview and methodology.


Accessing underlying data and downloading the audit file

Show underlying data

Below most roadmap charts, a Show underlying data toggle expands a table showing the year-by-year values behind the chart, including metric names, all data points, and pathway values. This allows you to inspect the numbers directly in the platform without needing to export the roadmap audit spreadsheet.

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Download audit

A Download audit button is available at chart level on each roadmap chart. This downloads a Roadmap Audit Excel file containing detailed calculations, assumptions, and year-by-year projections for both the portfolio and individual assets.

The audit file is covered in full in the Roadmap audit trail article. It is most commonly used for external review and assurance processes, documenting methodology for sustainability reports, internal validation, and sharing detailed calculations with stakeholders.

Navigation: Analytics Portal → Portfolio → Roadmap Analysis → select chart → Download audit

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Measures by Asset tab

The Measures by Asset tab provides an asset-level breakdown of current performance and projected pathway alignment after all entered measures are applied. Assets are grouped by property type, property subtype, and country.

For each asset, the table shows:

  • Asset — asset name with a link showing the number of measures entered
  • Floor area — the asset's gross floor area in m²
  • Data coverage — percentage of consumption data available for the reporting year, colour-coded (green = high coverage, amber/red = low)
  • Energy intensity — current energy use intensity in kWh/m²/yr
  • GHG Emissions Intensity — current GHG intensity in kgCO₂e/m²/yr
  • Misaligned post-measures — Energy — the year at which the asset is projected to become misaligned with the CRREM energy pathway, after all entered measures are applied. Displays Not misaligned if the asset remains aligned through 2050, and No pathway available if CRREM does not publish a pathway for that property type and region
  • Misaligned post-measures — CO2e — the same projection for the carbon pathway

How to use this tab

This tab is the most actionable view in the Roadmap Analysis tool. It allows you to:

  • Identify assets that will become misaligned earliest, even with current measures in place — these are candidates for additional intervention
  • Spot assets where no CRREM pathway is available, which means Scaler cannot assess alignment and you may need to rely on custom pathway targets
  • Review data coverage gaps that may be affecting the reliability of projections
  • Click through to an asset's measure list directly from the measures link to review or add measures
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Sort the Misaligned post-measures — Energy column to surface assets that fall off the pathway soonest. These are typically the highest-priority candidates for new or additional roadmap measures.


Viewing roadmap results at asset level

In addition to the portfolio-level view, each tab in Roadmap Analysis can be used in asset-level context by selecting a specific asset from the Asset dropdown in the top navigation bar.

At asset level, the roadmap chart shows the individual asset's actual and projected EUI alongside the CRREM pathway for its property type, subtype, and region. Measures entered for that asset are reflected in the projected trend.


Exporting the CRREM Transition Risk Report (PDF)

You can export the Roadmap Analysis as a CRREM Transition Risk Report (PDF). The report mirrors the data shown in the platform, structured to match the CRREM reporting layout, and is commonly used as supporting evidence for CRREM-aligned reporting such as GRESB indicators.

Analytics Portal → Portfolio → Roadmap Analysis → Export CRREM Report (top right, next to View and Filter).

The report opens in a new browser tab and pulls from the same calculation engine as the Roadmap Analysis view. If your Roadmap Analysis figures are correct, and no filters are applied, the exported PDF matches.

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What the report contains

  • Portfolio statistics: total assets, data coverage, owned-less-than-12-months, and misalignment counts by 2030 for energy and GHG.
  • Energy Roadmap: portfolio-wide annual energy intensity (kWh/m²/yr) against the aggregated CRREM 1.5°C pathway.
  • GHG Emissions Roadmap: portfolio-wide annual emissions intensity (kgCO₂e/m²/yr) against the aggregated CRREM 1.5°C pathway.
  • Strategy and Measures by Asset: the decarbonization strategy applied at portfolio level, with cumulative reductions and CapEx where entered.
  • Asset table: per-asset intensity figures (kWh/m² and kgCO₂e/m²), misalignment year for energy and carbon, the cumulative carbon cost of excess emissions per asset, and a Status column (Aligned / Misaligned).
  • Asset inclusion: Assets sold before the selected reporting period and assets marked inactive are excluded from reporting outputs. Assets sold during the reporting period remain included and are shown with a "Sold" label.

Carbon cost of excess emissions

The asset table includes a Carbon cost column (sub-labelled "excess emissions 2025–2045"). It shows the cumulative carbon cost of each asset's emissions above its CRREM 1.5°C pathway across the assessment window, in your Portfolio currency, and provides the asset-level financial outcome required as evidence for GRESB RM6.2 (Transition Risk Impact Assessment). In the 2026 reporting cycle, GRESB has accepted this report as financial-outcome evidence for RM6.2; the evidence scores full points (2/2, Accepted) when it covers a systematic transition risk process and its financial outcomes at entity or portfolio level.

Set these inputs in Data Collection Portal → Portfolio → Settings → Financial: choose your Portfolio currency and enter your Internal carbon price before exporting the report.

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How the carbon cost is calculated

For each asset, Scaler sums the excess emissions (emissions above the CRREM 1.5°C pathway) for every year from 2025 to 2045, then multiplies the total by your portfolio's Internal carbon price (set in Data Collection Portal → Portfolio → Settings → Financial). The same carbon price is applied to every year; it does not escalate year on year. The result is shown in your Portfolio currency.

This uses the same inputs as the Annual Cost Exposure From Emissions Misalignment chart in Roadmap Analysis, so the report and that chart stay aligned.

For CRREM-aligned reporting such as GRESB, the CRREM 2025 carbon price of 106.8 €/tCO₂e is a suitable proxy. Enter it as your Internal carbon price if you want the report to use it; otherwise the report reflects whatever price and currency you have set.

The carbon cost uses your portfolio's Internal carbon price and Portfolio currency, applied to emissions above the CRREM pathway. Set both in Portfolio Settings before exporting. The same price is used for every year, so it does not reflect future carbon price escalation.

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Filters and their effect on roadmap outputs

Filters in the Roadmap Analysis view (accessible via the Filter button) allow you to narrow the portfolio view by property type, country, and other dimensions.

Filters affect:

  • The historical portfolio average line
  • The projected trend line
  • The statistics bar counts
  • The Measures by Asset table

Filters do not affect:

  • The aggregate pathway reference lines — these remain fixed based on the full portfolio composition and do not re-weight when filters are applied

This is intentional. The aggregate pathway is constructed for the specific portfolio as a whole. Filtering to a subset does not produce a meaningful re-weighted pathway, so the reference line stays fixed to preserve comparability.

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ℹ️

If you want a pathway that reflects a specific subset of your portfolio — for example, a particular country or property type — consider creating a property subtype-specific custom pathway target in Data Collection Portal → Portfolio → Targets & Benchmarks.


Incomplete asset coverage warning

If one or more assets in the portfolio have property types, energy networks, or climate zones that do not map to a corresponding CRREM category, an orange warning banner appears at the top of the Roadmap Analysis view:

North American Pathways (CRREM v2.04): Incomplete asset coverage

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This means those assets cannot be assessed against the North American CRREM pathway and are excluded from that pathway's aggregate line. You can review the affected fields under Asset Details. Resolving this typically requires correcting the asset's property type, energy network region, or climate zone mapping.


Troubleshooting & common mistakes

Projected trend line is flat despite measures entered → Confirm that impact estimates are entered on each measure (Energy reduction or GHG reduction). A measure with no impact values is included in projections but has no effect on the trend.

An asset shows "No pathway available" in Measures by Asset → CRREM does not publish a pathway for that asset's property type and region combination. You can create a custom pathway target for that property subtype in Targets & Benchmarks if you want to track performance against an internal trajectory.

Net Zero Score is not visible → Check that Show Scaler Scores is enabled in Data Collection Portal → Portfolio → Settings.

Net Zero Score appears unexpectedly low despite strong energy performance → Verify the asset's CRREM property type mapping. If the property type is incorrectly assigned, the pathway threshold used in the score calculation will not reflect the asset's actual building type, producing a misleading result.

Pathway reference line does not change when I apply filters → This is expected behaviour. The aggregate pathway is fixed to the full portfolio composition. See the Filters section above for explanation.

Statistics bar counts do not match expectations → The statistics bar reflects the filtered view. If filters are active, counts will reflect only the assets included in the current filter selection.


Additional resources

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