Custom metrics allow organisations to tailor their reporting to specific sustainability needs, beyond standard metrics. Follow these steps to set up custom metrics in the KEY ESG platform as described in the video linked above.
Watch this video to learn how to create custom metrics, add them to your data request and assign data gatherers your newly created custom metric.
Step-by-Step Guide:
Follow these simple steps to create your own custom metric:
Navigate to Custom metrics under setup
Select add metric group, and enter the details of your new custom metric group, including the name and the description, and assign it to a category (Environment, Social, Governance, General).
You can then add your first simple metric
Add a short title to describe your custom metric. Then, add your questions. These are questions that your organisation will have to answer, as part of their data request. Make sure you add the question type, unit of measure, and quantity field, any additional explanation that might be helpful for your colleagues to answer this questionand whether the question is required/
Personalise your custom metric by switching under "Data entry options".
Click "Save metric".
Assigning the New Custom Metric in Your Active Data Request:
Navigate to the "Data Requests" section of the platform.
Click on the three dots next to the relevant data request.
Select "Edit Framework."
Scroll down in the Metric Library to find the newly created custom metric.
Select the custom metric and click "Save."
This update will now apply to all your portfolio companies, and they will see it in their data collection area.
Assigning the Custom Metric to a Data Gatherer:
Navigate to "Users" on the platform.
Click on the three dots to the right of the data gatherer you wish to assign the custom metric to.
Select "Edit User."
Scroll down to the "Data Points" section.
Select the newly created custom metric.
Click "Save."
This action will send a notification to the data gatherer that their data request has changed.
Next Steps:
After setting up and assigning your custom metric, it will be available for data input, and you can include it in your ESG reports alongside standard metrics. For further assistance, feel free to reach out to our support team via in-platform chat or email at support@keyesg.com.