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Build: 2026-05-07 02:43 UTC
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Switchboard
Energy Procurement Workspace
Live
Customers
0
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Service Accounts
0
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MWh Under Mgmt
0
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Expiring ≤ 90d
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Active RFPs
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Procurement Dashboard
What needs your attention this week.
⚠ Renewals at Risk
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0
accounts expiring in next 90 days. Get LOAs signed and RFPs in market now.
🎯 Eligible Inventory
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0
deregulated accounts not under contract. Primary opportunity targets.
💼 RFPs in Flight
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0
draft + sent + quoted RFPs in the pipeline right now.
📋 Upcoming Expirations
Next 12 mo
📊 Portfolio Mix
By Status
Quick Start Workflow
How to use this portal
STEP 01
Add a Customer
Create the customer record. This is the parent entity that owns multiple sites and accounts.
STEP 02
Load Their Portfolio
Upload via the .xlsx template (one row per meter) or add accounts one at a time.
STEP 03
Flag Renewals
The Renewals view auto-buckets contracts by aging. Hit the 12-month-out crowd first.
STEP 04
Build an RFP
Tick the checkboxes for the accounts you want to bid out → click "Create RFP" → fill term/product → preview & print packet for suppliers.
Customers
The parent entities you serve. Each customer owns one or more sites and service accounts.
Service Accounts 0 total
Every meter / service point across your book. Filter, sort, and select for an RFP.
AllEligibleContractedInactive⚡ All Fuels⚡ Electric🔥 Gas
Customer
Service Address
State
Type
Utility
Supplier
Annual Use
Status
Expiration
Supply Contracts
Every account currently under a competitive supply agreement.
Customer
Service Address
Type
Supplier
Contract
Expiration
Aging
Annual Use
Renewals Pipeline
Where every renewable deal stands — from "we noticed it expiring" to "fully contracted."
≤ 90 days≤ 6 mo≤ 12 mo≤ 24 moAll
RFP Pipeline
Bid packets you've prepared, sent, or awarded. Multi-account, multi-supplier.
AllDraftSentQuotedAwardedLost
Supplier Roster
The retail electric and gas suppliers you bid against. Phase 2 will add matrix pricing ingestion.
Supplier
Fuels
States
Contact
Email
New Customer
New Service Account
Upload Accounts
Each row's Account Name column determines which customer the meter belongs to.
New customer names will be auto-created. Existing names match case-insensitively.
⬆ Click or drop your .xlsx
Use the Switchboard Account Template — header row 1, exact column names. 20 columns total. Account Name drives customer assignment (auto-creates new customers if needed).
Choose File
Create RFP
Click suppliers from your roster to invite. Edit list under Suppliers tab.
📋 ACCOUNTS IN THIS RFP
Customer Proposal Preview
RFP Packet Preview
Enter Quote
Award RFP
Pick the winning supplier and term. This locks the RFP as Awarded, records the winning rate, and marks the deal ready for contracting.