Build Operations Dashboards for Multi-Site Wind and Solar Portfolios

The most effective portfolio management combines site-level detail with portfolio-wide visibility to understand asset status across all installations, identify patterns, and communicate operational health to stakeholders.

If your portfolio monitoring relies on site-by-site reports, disconnected spreadsheets, or status updates that don't aggregate into a unified view, you're missing the operational intelligence that reveals portfolio-wide patterns and enables strategic decision-making. That's why operations directors ask: can we see the status of all our wind farms and solar installations on one dashboard?

With Atlas, you can build operations dashboards that show asset status across your entire portfolio, filter by site or equipment type, and share views with leadership and investors. No complex BI tools, no dashboard development, no barrier between your asset data and stakeholder communication.

Here's how to set it up step by step.

Why Operations Dashboards Matter for Portfolio Management

Renewable energy portfolios span multiple sites with hundreds or thousands of assets. Dashboards provide the aggregated visibility that connects detailed asset data to strategic oversight.

So building dashboards isn't just about pretty visualizations—it's essential management infrastructure that transforms detailed asset data into actionable portfolio intelligence.

Step 1: Organize Your Portfolio Data

Atlas makes dashboard building straightforward when data is well-organized:

• Consolidate asset layers bringing all sites into a single project with consistent data structure
• Standardize status fields using identical status categories across all sites for reliable aggregation
• Include site identifiers ensuring every asset has a field indicating which installation it belongs to
• Add equipment types categorizing assets (turbines, panels, inverters, substations) for type-based filtering
• Verify data currency confirming status and maintenance dates are current across all sites

Clean, consistent data enables filtering and analysis that works reliably across your entire portfolio.

Step 2: Create Portfolio Map Views

Next, configure your map to support portfolio-level visualization:

You can set up different views:

• All-sites overview zoomed out to show every installation in your portfolio on one map
• Regional views focused on geographic clusters of sites for regional management
• Site detail views zoomed to individual installations for detailed operations work
• Equipment-type views filtered to show only turbines, only inverters, or only specific equipment
• Status-focused views filtered to show only assets needing attention or currently offline

Saved views enable quick switching between portfolio oversight and operational detail.

Step 3: Configure Status Visualization

To create maps that communicate status at a glance:

1. Color-code by status styling all assets by operational condition with consistent colors across sites
2. Use clear color schemes choosing green for operational, yellow for scheduled maintenance, red for offline
3. Add status counts displaying summary numbers showing how many assets are in each status category
4. Highlight urgent items making offline or critical assets more visually prominent
5. Test at different scales ensuring visualization works when zoomed out to portfolio view and zoomed in to sites

Effective status visualization lets viewers assess portfolio health within seconds.

Also read: Complete Guide to Managing Renewable Energy Assets with Maps

Step 4: Build Filtering and Analysis Tools

To enable interactive exploration of portfolio data:

• Filter by site enabling quick selection of specific installations from dropdown or map click
• Filter by status showing only operational, only offline, or only maintenance-needed assets
• Filter by equipment type isolating turbines, panels, inverters, or other equipment categories
• Filter by date displaying assets overdue for maintenance or recently serviced
• Combine filters stacking multiple criteria for precise analysis (e.g., offline turbines at Site A)

Interactive filtering transforms static maps into analytical tools for operational decision-making.

Step 5: Add Dashboard Context

To make your dashboard useful for stakeholders who need context:

• Create info panels adding text blocks explaining what the dashboard shows and how to interpret it
• Include key metrics displaying portfolio totals, capacity online, and assets needing attention
• Add site summaries showing quick status counts for each installation in your portfolio
• Include last-updated timestamps letting viewers know how current the displayed information is
• Provide drill-down guidance explaining how to click through to detailed site or asset information

Context helps stakeholders interpret your dashboard correctly and take appropriate action.

Also read: How to Track Wind Turbine Locations and Maintenance Status

Step 6: Share with Stakeholders

Now that your operations dashboard is complete:

• Generate share links creating URLs that give stakeholders access to your dashboard
• Configure access levels controlling whether viewers can edit or only view dashboard data
• Set up viewer profiles giving different stakeholders appropriate access to portfolio information
• Schedule updates establishing workflows to ensure dashboard data stays current
• Gather feedback learning what additional views or information stakeholders need

Shared dashboards connect your portfolio intelligence to everyone who needs visibility into operations.

Use Cases

Building operations dashboards for renewable energy portfolios is useful for:

• Operations directors monitoring portfolio health across all sites from a single dashboard
• Asset managers tracking equipment status and maintenance compliance across installations
• Executive leadership getting quick views of operational performance for strategic decisions
• Investors and board members receiving clear portfolio status updates without technical complexity
• Regional managers monitoring sites in their geographic area while seeing portfolio context

It's essential for any renewable energy organization managing multiple wind farms or solar installations.

Tips

• Start simple building basic status visualization before adding complex filtering and analysis
• Update data regularly ensuring dashboard reflects current conditions, not stale information
• Design for your audience tailoring views to what specific stakeholders actually need to see
• Test on different devices verifying dashboards work on the screens stakeholders will actually use
• Iterate based on feedback improving dashboards based on what viewers find useful or confusing

Building operations dashboards in Atlas enables portfolio visibility without complex BI tools.

No dashboard development needed. Just organize your portfolio data, configure visualization, and share with stakeholders.

Portfolio Dashboards with Atlas

Effective portfolio management requires seeing across all your sites at once. Dashboards aggregate detailed asset data into the views that leadership and investors need for confident decision-making.

Atlas helps you turn multi-site asset data into portfolio intelligence: one platform for data organization, visualization, and stakeholder sharing.

Transform Asset Data into Portfolio Views

You can:

• Combine all sites into unified portfolio maps with consistent status visualization
• Filter by site, equipment type, or status for focused analysis
• Save views that support different stakeholder needs

Also read: Map Your Solar Portfolio: Tracking Panels, Inverters, and Substations

Build Dashboards That Communicate Clearly

Atlas lets you:

• Create color-coded status visualization that anyone can understand
• Share interactive views with leadership and investors
• Update portfolio status as conditions change across sites

That means no more site-by-site report compilation, and no more stakeholder confusion about portfolio health.

Discover Better Management Through Portfolio Intelligence

Whether you're managing a handful of sites or a continent-spanning portfolio, Atlas helps you turn distributed asset data into unified operational intelligence.

It's portfolio dashboarding—designed for renewable energy operations and stakeholder communication.

Build Your Portfolio Dashboard with the Right Tools

Multi-site portfolios are complex, but dashboards can be simple. Whether you're monitoring status, analyzing patterns, updating leadership, or reporting to investors—portfolio visibility matters.

Atlas gives you both detail and overview.

In this article, we covered how to build operations dashboards for multi-site wind and solar portfolios, but that's just one of many ways Atlas helps renewable energy teams manage their operations.

From asset tracking to status visualization, filtering to stakeholder sharing, Atlas makes portfolio dashboards accessible. All from your browser. No BI expertise needed.

So whether you're building your first portfolio dashboard or refining views for diverse stakeholders, Atlas helps you move from "scattered site reports" to "unified portfolio intelligence" faster.

Sign up for free or book a walkthrough today.