Interpreting Roadmap results

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:

Navigation

Analytics Portal → Portfolio → Roadmap Analysis

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:

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.

Energy Roadmap chart

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

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

Tip 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. Default pathways (CRREM, DGBC) and custom pathway targets you have created both appear here, subject to their Show in Analytics toggle being enabled.

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.

Warning 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.

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.

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:

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).

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.

Warning 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.

Score visibility Net Zero Scores are only visible if the Show Scaler Score toggle is enabled in Data Collection Portal → Portfolio → Settings.

These are the same scores available in the Scores section of the Analytics Portal. The roadmap view shows them in the context of the trajectory charts, so you can see alignment at a point in time alongside the projected path forward.

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

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:

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.

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.

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.

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:

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

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).

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.

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

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:

How to use this tab

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

Tip 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.

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.

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:

Filters do not affect:

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.

Note 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.

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

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.

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.