Overview
Granular visibility into data collection progress
Clear, in-platform communication with the right stakeholders
Improved control and oversight across entities and reporting periods
Progress overview addresses long‑standing challenges around tracking progress and coordinating data requests at scale.
Please note: Progress overview is only available to Admin users
What the progress overview includes
The new Progress Overview dashboards provide a clear, interactive overview of data request completion:
By company
By entity
By data point
By reporting period / periodicity
This allows users to quickly identify high‑risk areas and act before deadlines are missed.
In‑Platform Reminders
Reminders can now be sent:
Directly from the platform
To the relevant primary contact at the portfolio company
With explicit mention of the outstanding data points and entities
With a customised message
This reduces back‑and‑forth emails and guides recipients straight to where action is required.
Key Benefits
More comprehensive overview of data progress
Track progress across multiple companies, entities, and periods
Identify risks early as deadlines approach
Reduce time spent manually checking in with companies
In‑platform, contextual communication
Send targeted reminders to the right person
Reference the exact data points and entities that need attention
Avoid lengthy email threads and screenshots
Intuitive and clear interface
One‑glance dashboards show progress status
Filters help pinpoint high‑ and low‑risk areas quickly
Interactive views support deeper investigation where needed, by clicking on a portfolio company the Fund Manager can deep dive in company level completion progress
How It Works
Access the Progress Overview
a) Log in to your Fund Manager account
b) In the left‑hand navigation panel, go to MONITOR
c) Select Portfolio Overview
Note: Progress Overview is reporting year‑dependent. Always ensure the correct reporting year is selected using the year picker at the top of the platform.
2. Review Portfolio‑Level Progress
Use filters to identify portfolio companies with the highest number of outstanding data points
The dashboard is interactive and displays Data Point Progress across all outstanding requests for each company included in a data request. Note if a company has not been assigned any data request, they will not show up in the dashboard.
The completion rate is measured point-in-time to account for differences in periodicity, e.g., if you had requested companies to report on quarterly data the progress overview will tell you which of the quarterly data points have been completed given the point in time. If it's July 1, the system would flag any Q1 and Q2 data point not completed as ‘outstanding’.
This view helps prioritise outreach and support where it is most needed.
3. Send Detailed Reminders
Select one or more portfolio companies using the tick boxes on the main dashboard
Review the reminder message generated by the system
Click Send to notify the primary contact of the selected companies
The email will be sent and mentions the sender, the data points outstanding and includes a call to action for the company to start completing data
If the primary contact is not the correct recipient:
Navigate to SETUP → Companies
Update the portfolio company’s primary contact
4. Drill Down into Company Details
Click View Details to access a more granular progress view for a specific portfolio company
Within the company view, you can:
See progress by data point
See progress by assigned entity
5. View Progress by Entity and Periodicity
Select View within the company dashboard
This displays progress by:
Assigned entity
Assigned periodicity (e.g. monthly, quarterly)
For example, if monthly data has been requested, this view will clearly show which months and entities are complete or outstanding.
Portfolio company progress overview
Portfolio companies are also able to see their progress in a similar way:
For further support, please contact the KEY ESG support team at support@keyesg.com or through the In-App chat