Saved Cohorts

Named subsets of accounts you can re-run on demand. Push the latest run to Salesforce in one click.

+ New cohort
  • Monterey AGC accountscomparison

    Active agricultural accounts in Monterey County — Judy’s standing review group.

    10 accounts · Monterey · 2,187,079 kWh · $18,441 savings · last run 4 days ago

    Open
  • Tier 1 key accountskpi-snapshot

    Top 20 accounts by annual kWh — quarterly executive readout.

    20 accounts · Monterey, San Luis Obispo, Santa Cruz, San Benito +1 · 6,585,228 kWh · $62,709 savings · last run 1 month ago

    Open
  • Analysis-at-risk farmskpi-snapshot

    Agricultural accounts with interval completeness < 95% — needs Marco follow-up before quoting savings.

    3 accounts · Monterey, San Luis Obispo · 288,000 kWh · $2,700 savings · last run 20 hours ago

    Open
  • PG&E ag pumping accountsbudget

    PG&E ag rate schedules — for the 6/15 rate update outreach wave.

    24 accounts · Monterey, San Luis Obispo, Santa Barbara, San Benito +1 · 4,265,552 kWh · $39,589 savings · last run 3 days ago

    Open