Evaluate Progress

a woman and man look over plans

Evaluating progress includes a formal review of energy performance results compared to performance goals. Use ENERGY STAR Portfolio Manager or the Energy Performance Indicators to evaluate the progress of projects you have implemented in customer facilities.


Portfolio Manager and the Energy Performance Indicators (EPI) can help you to do the following:

  • Track energy improvements over time.
    • Review your customers' energy use and cost data (capital and operating expenses).
    • Analyze energy performance progress based on performance goals that you helped customers to establish.
    • Organize reports and data from tracking and monitoring efforts.
  • Benchmark and measure the effectiveness of projects and programs implemented in customer facilities.
    • Compare energy performance to baselines using the "Set Baseline" feature.
    • Compare performance against goals for environmental performance and financial savings. Portfolio Manager "Views" include cost savings, allowing you to quickly and clearly provide customers with a progress update or statistics summary.
    • Compare customers' energy performance to their peers and competitors using the 1–100 rating or Energy Use Intensity index to understand how their performance ranks.
  • Identify additional savings opportunities that can be leveraged for future initiatives.
  • Document progress in customer facilities.
    • Use Portfolio Manager to generate a Statement of Energy Performance (SEP) for customer facilities, summarizing important energy information and building characteristics such as site and source energy intensity and CO2 emissions. The SEP is required to apply for the ENERGY STAR label for buildings.
    • Use the "Views" offered by Portfolio Manager to receive a summary of energy, financial, and environmental performance for each facility in a customer's portfolio.
    • Engage customers in continuous improvement through regular or periodic benchmarking.


  • Review the action plan you helped to design for your customers.
    • Solicit feedback from customers' energy team, implementation staff, and other departments.
    • Assess changes in employee awareness of energy.
    • Identify factors that contributed to surpassing or missing targets.
    • Identify and quantify other benefits arising from energy management such as employee comfort, productivity improvement, impact on sales, reduced operation and maintenance expenses, or better public/community relations.
  • Partners in Practice. See how other ENERGY STAR partners have evaluated progress.