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Opting in and out of metrics
Opting in and out of metrics

A quick guide on opting in/out of metrics in KeyESG, with steps and examples, and an interactive video.

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Written by Jessica Webb
Updated over 3 months ago

Managing sustainability metrics is crucial for organisations tracking their environmental impact, and the KeyESG platform offers flexibility in handling specific data metrics. Here’s a simple guide to help you navigate the opt-in and opt-out features.

Watch this video to learn how:

Step 1: Navigating to a Metric

Within KeyESG, select the metric you’d like to manage. For instance, you might be viewing metrics related to “Company Cars” under the “Electric Company Cars” category within “Scope 2 Emissions.” If a particular entity within your organisation has been opted into this metric, this will be shown at the organisation level.

Step 2: Opting Out of a Metric

If you’d like to opt out of a metric, follow these steps:

  1. Click on the three dots located beside the metric.

  2. Select Opt Out from the drop-down menu.

  3. A prompt will appear asking you to provide a reason for opting out, such as “insufficient data availability for this metric.”

  4. Enter your justification and click Save.

Once saved, the selected entity will no longer be active for this metric.

Common Reasons for Opting Out

There are several scenarios where a user might choose to opt out of a metric:

  • Data Accessibility: The organisation may not have access to reliable data to complete the metric, perhaps due to limitations in their tracking systems or unavailable records for certain locations.

  • Metric Relevance: Some metrics may not apply to all entities. For example, an organisation might not have electric vehicles in certain branches, making the “Electric Company Cars” metric unnecessary in those locations.

Step 3: Using the Top Menu to Opt In or Out

Another quick way to adjust metric status is by using the options at the top of the page:

  1. Select Opt Out if you want to remove the metric from active tracking.

  2. Enter your reason in the justification box and click Save.

Step 4: Re-Opting Into a Metric

If you need to re-enable a metric, you can opt back in:

  1. Use the top menu to select Opt In.

  2. Once opted in, your organisation level becomes active again, and you can proceed to enter relevant data for the metric.

By following these simple steps, you can easily manage which metrics to include or exclude, tailoring your tracking based on your organisation’s needs.

If you need further assistance, please reach out to the KeyESG team via the in-platform chat function or by emailing support@keyesg.com. They’ll be happy to support you with any questions. Thank you for using KeyESG, and best of luck with your sustainability tracking!

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