Overview
Progress overview helps users more efficiently collaborate within the platform and manage data gathering by having clearer visibility into progress by entity, data point and period, as well as improved, contextual reminder functionality.
Please note that progress overview is only available to Admin users
What progress overview includes
Progress Overview provides a granular, interactive dashboard that allows Company users to:
See progress by data point
Understand completion by entity
Drill down into progress by time period
All of this is available in a single, clear view.
In-Platform Reminders
Reminders can now be sent:
Directly from the platform
To the relevant data owner
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 entities, data points and periods
Identify data completion risks early as deadlines approach
Reduce time spent manually checking in with colleagues
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 an entity, you can deep dive in entity level completion progress
How It Works – Company Users
1. Access the Progress Overview
a) Log in to your Company account
b) In the left-hand navigation panel, go to DATA
c) Select Progress Overview
Important: 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 Data Progress
Use filters to identify data points with outstanding entries
The interactive dashboard displays progress by entity for each data point
Note if an entity 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 entities 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 allows you to quickly identify where action is still required.
3. View Detailed Progress
Click View to see more detailed information
This shows which assigned entities and time periods are currently outstanding
This view is especially useful when managing data requests with recurring or periodic requirements.
4. Send Targeted Reminders
Select one or more items using the tick boxes on the main dashboard
Prompt the system to send reminders
You will be shown a draft email and who the recipients would be
The email will be sent and mentions the sender, the data points outstanding and includes a call to action for the entity to start completing data
For further support, please contact the KEY ESG support team at support@keyesg.com or through the In-App chat