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- ESG / Sustainability Dashboard
- Who it's for
- Multi-site reporting teams
Multi-site reporting teams
A reporting team collecting evidence from several operating locations needs a clear owner for each period and a consistent way to interpret the incoming values. ESG / Sustainability Dashboard keeps the source identity and measurement definition with the reporting period. Sustainability Analyst can trace the observed result while Sustainability Reviewer examines the evidence behind the case.
How ESG / Sustainability Dashboard is set up for you
Period responsibility
Give the reporting cycle a recognizable name and owner. Admin maintains the organization and people context used by the team during collection and review.
Consistent measurement
Data Steward checks the metric unit and definition version before results are compared. A common name alone does not establish a common denominator or aggregation basis.
Source coverage
Inspect the snapshot window and freshness state for each measured scope. Keep partial coverage visible as a question for the responsible source owner.
Assigned follow-up
Give unresolved reporting work an Action Owner and due date. Retain the resolution so the next reporting discussion can establish what changed.
A reporting team collecting evidence from several operating locations needs a clear owner for each period and a consistent way to interpret the incoming values. ESG / Sustainability Dashboard keeps the source identity and measurement definition with the reporting period. Sustainability Analyst can trace the observed result while Sustainability Reviewer examines the evidence behind the case.
Begin with a reporting period whose source evidence the team can explain. Agree its organization, owner and measurement definition, then collect an observed metric with a recognizable source reference. Have Data Steward inspect the unit and coverage before the reviewer decides the case.
Include a rehearsal where one input covers only part of the reporting month. Assign the missing evidence to an Action Owner and record the eventual resolution. Use a second metric version with a changed denominator to test whether the team spots an invalid comparison.
Follow [Reporting cycle preparation](/esg-sustainability-dashboard/processes/reporting-cycle-preparation) and keep the first review small enough for Auditor to trace every reported result to its measurement context.
Features to start with
Reporting periods and definitions
Give every reporting cycle an owner and a defined measurement basis.
Source evidence and coverage
Check document verification and snapshot coverage before relying on a result.
Sustainability review
Record an independent decision against the reporting revision and its evidence.
Roles on the team
- Sustainability Analyst
- Prepare reporting periods and observations, inspect metric outcomes and coordinate the evidence needed for review.
- Data Steward
- Maintain measurement definitions, field mappings and source coverage for the reporting team.
- Sustainability Reviewer
- Independently decide reporting revisions and review the measurement basis used by the team.
- Action Owner
- Resolve assigned follow-up work and retain the explanation of what was completed.
- Auditor
- Read authorized measurements, decisions and execution evidence without altering the reporting outcome.
- Admin
- Maintain organization, people and user access for the approved reporting scope.
Set up ESG / Sustainability Dashboard your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.