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Product Documentation

Configure Portfolio Intelligence v2

benchmarking

betterview

configure portfolio intelligtence

portfoliointelligence

Before you start analyzing your portfolio against the market benchmark, you should configure the parameters to use for the calculations and display.

In the toolbar, click Configure data. The Configure data dialog is displayed. Select the method by which the RSI is selected and displayed.
Select the Parcel RSI selection method for multi-roof properties from one of these options:
1. Worst score in parcel: Select this option to set the parcel RSI to the minimum RSI detected across all roofs on the parcel. So, the worst-case RSI drives the values for multi-roof parcels.
2. Largest roof's score: Select this option to set the parcel RSI to the RSI of the largest roof on the parcel.
3. Roof area-weighted average: Select this option to set the parcel RSI to the area-weighted average RSI across all roofs, with weights proportional to the roof area with the primary roof receiving the greatest weight. Choose this option when you want the parcel RSI to represent the overall parcel exposure emphasizing the primary (largest) roof while reducing the impact of smaller secondary roofs.
4. Parcel mean: Select this option to display the average RSI of all the roofs on the parcel.
From the Properties included in portfolio list, select the properties that should be displayed.
1. Only properties with an active policy: This option allows you to view only those properties that have an active policy associated.
2. All properties in this workspace: This option allows you to view all portfolio properties regardless of the state of the associated policy.
Click Close.