Purpose of this article
This article introduces how Scaler is organized so you can find the tools you need. It covers the three main portals, how to switch between them, and how context levels (company, portfolio, asset) work. By the end, you will know where everything lives.
How Scaler is organized
Scaler is built around three portals, each with a specific purpose:
- Analytics Portal — view performance data, charts, scores, and benchmarks (read-only)
- Data Collection Portal — enter, edit, and configure data
- Reports Portal — generate and manage ESG reports
You switch between portals using the primary navigation on the left side of the screen. The fourth item, Home, is your landing page when you log in. From Home you can start a conversation with Lumi (Scaler's AI assistant) using the composer at the top, and open a portfolio from the portfolio overview panel. Four quick-action tabs (Analyze, Report, Compare, Improve) suggest common prompts. Home also links to the Knowledge Base and release notes.
The global header
The thin bar at the top of every page shows your current context and lets you navigate between levels. For the underlying definitions of company, portfolio, asset, and asset group, see Welcome to Scaler: How the platform works.
Switching context
Click any level (Company, Portfolio, or Asset) in the header to switch. When you select a portfolio, the left-hand navigation updates to show tools available at that level. Select an asset, and the navigation updates again to show asset-level sections.
Switching between Analytics and Data Collection preserves your context — if you are viewing a portfolio in Analytics and switch to Collection, you stay on the same portfolio.
Analytics Portal
The Analytics Portal is where you explore performance, trends, and insights. Everything here is read-only — you cannot edit data.
Company level
At the company level, the Analytics Portal shows an overview of all your portfolios with key metrics. You can also view company-wide performance across energy, GHG emissions, water, and waste.
Portfolio level
Select a portfolio to see a much larger set of analytics tools in the left-hand navigation:
- Overview — portfolio KPIs and summary insights
- Asset List — all assets with key metrics, data outliers, and KPI analysis
- Performance — deep-dive dashboards for energy, GHG emissions, water, waste, certifications, tenant engagement, and ESG risk
- Metrics — custom metrics tables you can save and export
- Scores — portfolio-level scoring against GRESB methodology
- Roadmap Analysis — model future performance against benchmarks and pathways
- Map — spatial view of assets with climate and score overlays
The Performance section is where most users spend their time in Analytics. Each tab (Energy, GHG emissions, Water, Waste, and others) shows year-over-year trends on the left and an asset distribution chart on the right. You can filter, normalize views, and compare against targets.
Asset level
Click into any asset from the Asset List to see asset-specific analytics, including performance dashboards, meter analytics, scores, and roadmap analysis.
Data Collection Portal
The Data Collection Portal is where data enters and gets configured in Scaler. This is the portal you use when setting up your portfolio, entering consumption data, managing meters, or configuring emission factors.
Company level
At the company level, the Data Collection Portal shows a list of all portfolios with data completion status. Admins can also access company-level settings, including user management and reporting framework enablement.
Portfolio level
Select a portfolio to access the full range of data collection tools:
The portfolio sidebar is grouped into sections to separate data views from collection tools.
Top level
- Overview — data collection status with quick links to Asset List, Meters & Consumption, Bulk Template, Data Requests, and Automations
- Asset List — manage assets, create asset groups, download spreadsheets
- Alerts — data alerts and issues requiring attention
Data Collection
- Data Requests — create, send, and track data collection requests to stakeholders
- Automations — configure automated data feeds and connections
- Certifications — manage asset-level certifications
- Meters & Consumption — portfolio-wide meter list and monthly consumption coverage (replaces the previous Meter List and Consumption Coverage pages)
Planning
- Roadmap Measures — enter improvement measures and acquisitions
- Physical Climate — physical climate risk assessments
- Governance — governance reporting
Configuration
- Settings — fiscal year, unit system, framework enablement
- Targets & Benchmarks — define portfolio targets and comparison pathways
- Emission Factors — configure location-based and market-based factors
- Audit Log — track changes across the portfolio
Asset level
When you select an asset, the left-hand navigation changes to show asset-level data sections. These are organized into logical groups:
- Asset Characteristics — building details, construction, embodied carbon
- Reporting Data — floor areas, reporting details, sustainability characteristics
- Certifications — energy ratings, operational and design certifications
- Meters & Consumption — energy, water, waste, and F-gas data entry
- Assessments & Measures — risk assessments and building measures
- Roadmap Measures — asset-level improvement planning
- Financial Data — GAV, rental income, loan data
- Building Units — leased or occupiable spaces within the asset
- Document Library — evidence and attachments
Each asset section shows a completion indicator so you can see at a glance which areas still need attention.
Reports Portal
The Reports Portal is a dedicated hub for managing and generating ESG reports. It is accessed via the Reports icon in the primary navigation.
At the portfolio level, Reports shows an overview of all active reporting frameworks for that portfolio, including data readiness scores and submission deadlines. Each report card shows at a glance whether your data is ready.
Available reports include frameworks like GRESB, GRI, EPRA, EU Taxonomy, SFDR, and Data Export, depending on what has been enabled in your portfolio settings.
Click into any report card to see which assets have issues, then use the "View & Fix Issues" button to jump directly to the relevant data entry screen in the Data Collection Portal.
Quick orientation tips
- The left-hand navigation always tells you what portal and level you are in
- You can customize the left-hand navigation at portfolio level: drag pages to reorder them, or select the eye icon to hide or show them, then select Done to save (Reset restores the default)
- If you need to change data, switch to the Data Collection Portal
- If you want to explore trends or performance, switch to the Analytics Portal
- If you need to generate or check a report, go to the Reports Portal
- Use the global header to move between company, portfolio, and asset context without losing your place
Additional resources
- How Scaler structures data — Portfolios, assets, meters, and consumption hierarchy
- Choosing your role guide — Find the onboarding path for your role
- Client onboarding checklist — Step-by-step onboarding from first login to first report
- Portfolio Settings overview — Configuring portfolio-level defaults