These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- ESG / Sustainability Dashboard
- Data model
The tables behind ESG / Sustainability Dashboard
ESG / Sustainability Dashboard ships with 17 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 17
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Reporting periods and definitions
ESG periods connects Organization, Owner and Definition to Organizations, People and ESG metric definitions. Metric definitions.source definition connects the metric basis to its effective source definition.
Observation collection
ESG observations.Parent references ESG periods. Source mappings.Definition references ESG metric definitions and retains field mapping and transformation context.
Source evidence and coverage
Metric observations connects Source to ESG periods and Snapshot to source snapshots. Evidence documents connects the source period and verified by person.
Sustainability review
Review decisions connects Source and Reviewer, retaining source revision, Decision, Reason and evidence reference. Metric definitions.reviewed by records the definition's reviewer.
Metric results and trends
Metric results links Source, Metric and Run to ESG periods, metric definitions and operation runs. Period start, period end and dimension key establish the result context.
Follow-up and execution history
Follow up actions links Source and assigned to. Operation steps.Run references operation runs. State history connects Source and Actor with the recorded lifecycle transition.
Every table, by feature
- Reporting periods and definitions5
- Observation collection6
- Source evidence and coverage5
- Sustainability review7
- Metric results and trends7
- Follow-up and execution history6
- Shared and settings1
- ESG periods
Measured web properties with lifecycle status and observed outcome fields.
Linked to Organizations, People, ESG metric definitions - ESG metric definitions
Configured measurement and experiment definitions with effective dating.
Linked to Organizations - Metric definitions
Approved metric definitions with grain, expressions and aggregation method.
Linked to ESG metric definitions, People - Organizations
Customer organizations whose web properties are measured.
- People
Analysts, owners and reviewers belonging to an organization.
Linked to Organizations
- ESG observations
Consented observation-level session and conversion event facts.
Linked to ESG periods - ESG periods
Measured web properties with lifecycle status and observed outcome fields.
Linked to Organizations, People, ESG metric definitions - Source mappings
Reviewed field mappings between source and target definitions.
Linked to ESG metric definitions - ESG metric definitions
Configured measurement and experiment definitions with effective dating.
Linked to Organizations - Operation runs
Workflow execution runs with frozen revision, input hash and result identity.
Linked to ESG periods - Operation steps
Numbered steps of an operation run with input/output and receipt state.
Linked to Operation runs
- Source snapshots
Sourced snapshot captures with coverage window and freshness status.
- Metric observations
Observation-level metric readings tied to a snapshot and source.
Linked to ESG periods, Source snapshots - Evidence documents
Supporting source evidence documents and verification state.
Linked to ESG periods, People - ESG periods
Measured web properties with lifecycle status and observed outcome fields.
Linked to Organizations, People, ESG metric definitions - People
Analysts, owners and reviewers belonging to an organization.
Linked to Organizations
- Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to ESG periods, People - ESG periods
Measured web properties with lifecycle status and observed outcome fields.
Linked to Organizations, People, ESG metric definitions - Metric definitions
Approved metric definitions with grain, expressions and aggregation method.
Linked to ESG metric definitions, People - Evidence documents
Supporting source evidence documents and verification state.
Linked to ESG periods, People - Operation runs
Workflow execution runs with frozen revision, input hash and result identity.
Linked to ESG periods - Operation steps
Numbered steps of an operation run with input/output and receipt state.
Linked to Operation runs - People
Analysts, owners and reviewers belonging to an organization.
Linked to Organizations
- Metric results
Calculated metric results persisted once per approved definition and window.
Linked to ESG periods, Metric definitions, Operation runs - Metric definitions
Approved metric definitions with grain, expressions and aggregation method.
Linked to ESG metric definitions, People - Metric observations
Observation-level metric readings tied to a snapshot and source.
Linked to ESG periods, Source snapshots - ESG periods
Measured web properties with lifecycle status and observed outcome fields.
Linked to Organizations, People, ESG metric definitions - Source snapshots
Sourced snapshot captures with coverage window and freshness status.
- Operation runs
Workflow execution runs with frozen revision, input hash and result identity.
Linked to ESG periods - Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to ESG periods, People
- Follow up actions
Assigned corrective and follow-up actions with due dates.
Linked to ESG periods, People - ESG periods
Measured web properties with lifecycle status and observed outcome fields.
Linked to Organizations, People, ESG metric definitions - People
Analysts, owners and reviewers belonging to an organization.
Linked to Organizations - Operation runs
Workflow execution runs with frozen revision, input hash and result identity.
Linked to ESG periods - Operation steps
Numbered steps of an operation run with input/output and receipt state.
Linked to Operation runs - State history
Immutable lifecycle transition history for each source.
Linked to ESG periods, People
Keys and references
Preserve Id identifiers and recognizable period Number and definition Code values. ESG periods.source record id identifies the external source record. Operation runs.operation key identifies an execution, while source revision and input hash describe the frozen source context. Metric results.Run retains the execution association.
Metric observations carries Unit with Value, Numerator and Denominator. Metric results obtains its measurement unit through metric definitions. Source snapshots.coverage start and coverage end describe coverage; captured at records capture time. These dates answer different questions during evidence review.
People records belong to Organizations and retain Email and Code. Resolve the signed-in user’s reporting identity during access setup before applying Owner or assigned to filters. Users remains the platform user table. Review decisions.source revision should be interpreted with ESG periods.Revision for the actual period decision.
Migration order
- Prepare Organizations, People and Users with the agreed reporting identities and access mapping.
- Prepare ESG metric definitions, source mappings and versioned metric definitions with their reviewed measurement basis.
- Add ESG periods with organization, owner, source identity and definition.
- Bring across source snapshots, ESG observations, metric observations and evidence documents with their source references and windows.
- Reconcile historical operation runs before operation steps and metric results, then review decisions, state history and follow up actions without replaying earlier actions.
Set up ESG / Sustainability Dashboard your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.