Targeting
Data Inputs & Configurations Guide
About This Guide
This guide explains the data inputs and configuration settings required to enable Targeting within FLEX Programs. It outlines the datasets needed to support customer segmentation and targeting analysis and describes the configuration options used to align targeting workflows with program objectives and operational needs.
Targeting Overview
Maximizing Program Impact per Budget Dollar
Targeting enables users to explore customer populations to identify locations with characteristics that align with specific demand-side program goals. Using interval load data and customer metadata, FLEX Programs allows users to identify program-qualified and high-impact customers based on energy usage patterns, load characteristics, and site attributes.
Using Targeting, you’ll know:
- Which customers offer the greatest program impact relative to incentive spend
- Which customer characteristics drive outcomes based on program intervention types
- How targeted customers’ usage patterns and load shapes drive program goals
- Energy usage characteristics and customer attributes for any individual location in your service territory
Core Data
Below are the core data needed to populate Targeting:
| CATEGORY | DESCRIPTION |
|---|---|
| Interval Load Data | Hourly or 15-minute electric interval data and daily gas interval data for all service points in the territory. This data provides the observed load used to calculate and disaggregate usage characteristics for targeting parameters. Historical data from up to one year before the data pull should be provided to calibrate models. Quarterly refreshes are included with the Targeting feature. |
| Customer Metadata | Foundational customer and site attributes that allow segmentation and contextual analysis. These fields enable the filtering for targeting across various customer types, rate structures, and equity groups. Customer metadata will be refreshed quarterly for the entire service territory population dataset to ensure that new accounts, tariff changes, and classification updates are captured. This dataset should be updated in sync with any interval data refreshes. Fields: • Service account ID • Utility’s Premise or location ID • Customer class (residential, commercial, industrial) • Tariff or rate schedule • Income or equity flag (e.g., CARE/FERA, low-income indicator) • Building type or NAICS sector code • Climate zone Net metering • Distribution system nodes • Additional metadata fields based on custom filter desires |
Targeting Configuration
| CONFIGURATION AREA | DESCRIPTION |
|---|---|
| General Targeting Configuration | Targeting configuration options are listed below: Configuration: • Peak hours • Additional datasets for custom filters |